Does Amphenol (APH) have what it takes to be a top stock pick for momentum investors? Let's find out.
Amphenol (APH) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
APH is benefiting from strategic acquisitions and increased demand in AI and aerospace, making it an attractive investment despite a premium valuation.
Amphenol shines in first-quarter 2025 with record Communications Solutions sales, though aerospace weakness and rising capex may challenge its growth trajectory.
Amphenol's Q1 results were exceptional, with earnings and revenues both growing far faster than expected. The company also offered Q2 guidance that was much higher than prior street estimates despite the unsettled macroeconomic picture. Amphenol has meaningful China exposure, and would also face downside if the AI spending boom slows.
Amphenol Corporation (NYSE:APH ) Q1 2025 Earnings Conference Call April 23, 2025 1:00 PM ET Company Participants Craig Lampo - Chief Financial Officer Adam Norwitt - Chief Executive Officer Conference Call Participants Andrew Buscaglia - BNP Paribas Amit Daryanani - Evercore ISI Joe Spak - UBS Luke Junk - Baird Samik Chatterjee - JPMorgan Asiya Merchant - Citigroup Joe Giordano - TD Cowen William Stein - Truist Mark Delaney - Goldman Sachs Saree Boroditsky - Jefferies Steven Fox - Fox Advisors Wamsi Mohan - Bank of America Guy Hardwick - Freedom Capital Markets Scott Graham - Seaport Research Operator Hello, and welcome to the First Quarter 2025 Earnings Conference Call for Amphenol Corporation. Following today's presentation, there will be a formal question-and-answer session.
APH's strong Q1 results benefit from the IT datacom, mobile and defense markets, and strategic acquisitions.
Amphenol's (APH) stock led gains on the S&P 500 Wednesday after the maker of antennas and high-speed cables reported better-than-expected results and issued an upbeat current-quarter outlook.
Although the revenue and EPS for Amphenol (APH) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Amphenol (APH) came out with quarterly earnings of $0.63 per share, beating the Zacks Consensus Estimate of $0.52 per share. This compares to earnings of $0.40 per share a year ago.
Electronics equipment maker Amphenol forecast second quarter results above Wall Street estimates on Wednesday, betting on growing demand in data communications and defense markets, sending its shares up 12% in premarket trading.