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Amphenol

Amphenol (APH) Q4 2025 Earnings

Reported Jan 28, 2026 at 9:24 AM ET · SEC Source

Q4 25 EPS

$0.97

BEAT +3.07%

Est. $0.94

Q4 25 Revenue

$6.44B

BEAT +3.42%

Est. $6.23B

vs S&P Since Q4 25

+9.4%

BEATING MARKET

APH +17.1% vs S&P +7.7%

Full Year 2025 Results

FY 25 EPS

$3.34

FY 25 Revenue

$23.09B

Market Reaction

Did APH Beat Earnings? Q4 2025 Results

Amphenol closed out 2025 with a strong fourth quarter, posting adjusted diluted EPS of $0.97 against a consensus estimate of $0.94, a beat of 3.07%, while revenue of $6.44 billion topped the $6.23 billion estimate by 3.42% and surged 49.1% year over … Read more Amphenol closed out 2025 with a strong fourth quarter, posting adjusted diluted EPS of $0.97 against a consensus estimate of $0.94, a beat of 3.07%, while revenue of $6.44 billion topped the $6.23 billion estimate by 3.42% and surged 49.1% year over year. The primary engine behind that explosive top-line growth was the Communications Solutions segment, which generated $3.42 billion in Q4 sales, up 78% from a year earlier, as demand from IT datacom customers accelerated sharply and acquisition contributions added to the organic lift. Adjusted operating margin held at 27.5% for the quarter, reflecting disciplined execution even as the company scaled rapidly. One item drawing attention was a $100 million discrete tax accrual tied to notices from Chinese tax authorities, with potential exposure reaching roughly $300 million. Looking ahead, Amphenol guided Q1 2026 sales of $6.90 billion to $7.00 billion and adjusted EPS of $0.91 to $0.93, with both ranges reflecting a roughly 43% to 48% year-over-year increase and incorporating approximately $900 million in contributions from the recently closed CommScope CCS acquisition.

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
  • • Communications Solutions segment drove 78% YoY sales growth in Q4
  • • Adjusted Operating Margin of 27.5% in Q4 demonstrating operational efficiency
24/7 Wall St

APH YoY Financials

Q4 2025 vs Q4 2024, source: SEC Filings

24/7 Wall St

APH Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 25 Q1 26

“We are pleased to have closed 2025 with record fourth quarter and full-year sales and Adjusted Diluted EPS, both significantly exceeding the high end of our guidance. Sales in the fourth quarter and for the full year increased from prior year by 49% and 52%, respectively, 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. For both the quarter and full year we once again realized excellent profitability with Adjusted Operating Margin reaching 27.5% and 26.2%, respectively. We are extremely proud of the Company's outstanding performance during the quarter and for the full year 2025.”

— R. Adam Norwitt, Q4 2025 Earnings Press Release

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