APH

AI Research

Q4 2025 revenue $6.4B +49% YoY + Q1 2026 guided $6.9-7.0B → Buy consensus

Amphenol reported record Q4 2025 revenue of $6.4 billion, up 49% year-over-year, with EPS of $0.97 beating estimates, though the stock declined 10% in pre-market trading on valuation concerns despite the strong beat. Full-year 2025 revenue reached $23.1 billion, up 52% year-over-year, with free cash flow of $4.4 billion representing 103% of net income. For Q1 2026, Amphenol guides $6.9–$7.0 billion in sales with EPS of $0.91–$0.93; the stock has a Buy consensus from 13 analysts with an average target of $168.21.