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Amphenol (APH) Q3 2025 Earnings
Reported Oct 22, 2025 at 9:28 AM ET · SEC Source
Q3 25 EPS
$0.93
BEAT +16.48%
Est. $0.80
Q3 25 Revenue
$6.19B
BEAT +11.49%
Est. $5.56B
vs S&P Since Q3 25
+25.2%
BEATING MARKET
APH +36.4% vs S&P +11.2%
Market Reaction
Did APH Beat Earnings? Q3 2025 Results
Amphenol delivered a blowout third quarter of 2025, with revenue of $6.19 billion climbing 53.4% year over year and beating the $5.56 billion consensus estimate by 11.49%, while adjusted diluted EPS of $0.93 topped the $0.80 consensus by 16.48%. The … Read more Amphenol delivered a blowout third quarter of 2025, with revenue of $6.19 billion climbing 53.4% year over year and beating the $5.56 billion consensus estimate by 11.49%, while adjusted diluted EPS of $0.93 topped the $0.80 consensus by 16.48%. The primary engine behind those figures was an explosive performance in the Communications Solutions segment, where revenue of $3.31 billion nearly doubled year over year on surging demand in the IT datacom market, a trend that also helped push both GAAP and adjusted operating margins to 27.5%. Free cash flow of $1.22 billion, roughly double the year-ago level, underscored the breadth of the quarter's strength. The company also lifted its quarterly dividend by 52% to $0.25 per share, signaling confidence in its trajectory. Looking ahead, management guided Q4 revenue of $6.00 billion to $6.10 billion and adjusted EPS of $0.89 to $0.91, with the pending acquisition of CommScope's CCS connectivity business now expected to close by end of Q1 2026, a modest delay from prior expectations.
Key Takeaways
- • Exceptional organic growth in the IT datacom market
- • Strong organic growth in virtually all end markets
- • Contributions from the Company's acquisition program
- • Record operating margin of 27.5%
- • 41% organic net sales growth year-over-year
APH YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
APH Revenue by Segment
With YoY comparisons, source: SEC Filings
“We are pleased to have closed the third quarter of 2025 with record sales and Adjusted Diluted EPS, both significantly exceeding the high end of our guidance. Sales increased from prior year by 53%, driven by strong organic growth in virtually all of our end markets, including exceptional organic growth in the IT datacom market, as well as contributions from the Company's acquisition program. In the third quarter, we once again realized excellent profitability with Operating Margin reaching a record 27.5%. We are extremely proud of the Company's outstanding performance.”
— R. Adam Norwitt, Q3 2025 Earnings Press Release
APH Earnings Trends
APH vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
APH EPS Trend
Earnings per share: estimate vs actual
APH Revenue Trend
Quarterly revenue: estimate vs actual
APH Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $0.95 | $1.06 | +11.96% | $7.62B | +7.42% |
| Q4 25 BEAT FY | $0.94 | $0.97 | +3.07% | $6.44B | +3.42% |
| FY Full Year | — | $3.34 | — | $23.09B | — |
| Q3 25 BEAT | $0.80 | $0.93 | +16.48% | $6.19B | +11.49% |
| Q2 25 BEAT | $0.67 | $0.81 | +21.66% | $5.65B | +12.10% |