Amphenol (NYSE:APH) Releases Q1 Earnings Guidance

Amphenol (NYSE:APH) issued an update on its first quarter earnings guidance on Wednesday morning. The company provided earnings per share guidance of $0.49-0.51 for the period, compared to the consensus earnings per share estimate of $0.48. The company issued revenue guidance of $4.00-4.10 billion, compared to the consensus revenue estimate of $3.93 billion. Amphenol also updated its Q1 2025 guidance to 0.490-0.510 EPS.

Analysts Set New Price Targets

A number of brokerages have commented on APH. Evercore ISI increased their price target on shares of Amphenol from $75.00 to $80.00 and gave the company an “outperform” rating in a research note on Thursday, October 24th. JPMorgan Chase & Co. boosted their price target on Amphenol from $85.00 to $90.00 and gave the stock an “overweight” rating in a research report on Thursday. Citigroup raised their price objective on Amphenol from $81.00 to $82.00 and gave the company a “buy” rating in a research report on Friday, January 17th. Truist Financial increased their price target on Amphenol from $90.00 to $102.00 and gave the company a “buy” rating in a research note on Thursday. Finally, Bank of America lifted their price objective on shares of Amphenol from $75.00 to $85.00 and gave the stock a “neutral” rating in a research report on Thursday. Five equities research analysts have rated the stock with a hold rating, seven have given a buy rating and one has assigned a strong buy rating to the stock. Based on data from MarketBeat.com, Amphenol currently has a consensus rating of “Moderate Buy” and an average target price of $77.92.

Amphenol Price Performance

Shares of NYSE:APH opened at $78.54 on Friday. The firm has a 50 day simple moving average of $71.86 and a 200 day simple moving average of $67.86. The company has a market cap of $94.69 billion, a price-to-earnings ratio of 45.14, a PEG ratio of 1.98 and a beta of 1.24. Amphenol has a one year low of $49.38 and a one year high of $78.82. The company has a debt-to-equity ratio of 0.53, a current ratio of 1.99 and a quick ratio of 1.33.

Amphenol (NYSE:APH) last posted its quarterly earnings data on Wednesday, January 22nd. The electronics maker reported $0.55 earnings per share for the quarter, beating analysts’ consensus estimates of $0.50 by $0.05. The business had revenue of $4.32 billion during the quarter, compared to the consensus estimate of $4,051,810 billion. Amphenol had a return on equity of 24.68% and a net margin of 15.40%. Amphenol’s quarterly revenue was up 29.8% on a year-over-year basis. During the same period in the prior year, the business posted $0.82 earnings per share. Research analysts predict that Amphenol will post 1.84 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, January 8th. Shareholders of record on Tuesday, December 17th were given a dividend of $0.165 per share. This represents a $0.66 dividend on an annualized basis and a yield of 0.84%. The ex-dividend date of this dividend was Tuesday, December 17th. Amphenol’s dividend payout ratio is presently 37.93%.

Insider Activity

In related news, insider Peter Straub sold 132,000 shares of the business’s stock in a transaction on Friday, November 8th. The shares were sold at an average price of $74.12, for a total transaction of $9,783,840.00. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CEO Richard Adam Norwitt sold 900,672 shares of Amphenol stock in a transaction on Tuesday, October 29th. The shares were sold at an average price of $68.81, for a total transaction of $61,975,240.32. Following the completion of the sale, the chief executive officer now directly owns 1,934,848 shares of the company’s stock, valued at approximately $133,136,890.88. This trade represents a 31.76 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders have sold 1,842,672 shares of company stock valued at $128,858,080. 1.80% of the stock is currently owned by insiders.

Amphenol Company Profile

Amphenol Corporation, together with its subsidiaries, primarily designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally. It operates through three segments: Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems.