Latest news with #APH
Pink Villa
4 days ago
- Entertainment
- Pink Villa
Mahesh Babu gives sweet kiss to Sitara Ghattamaneni before family jets off for her birthday celebrations, see PIC
Mahesh Babu is celebrating his daughter Sitara Ghattamaneni's 13th birthday on July 20, 2025. As the celebrity kid turns a year older, the whole family was seen flying out of Hyderabad with the superstar getting papped while kissing her. Mahesh Babu papped kissing his daughter Sitara at Hyderabad airport In the paparazzi moments shared by APH, Mahesh Babu was seen in his rugged look, sporting a green outfit. Joining him was his daughter, Sitara, in a striped outfit, along with his wife, Namrata, and son, Gautam, who was also coming along for the trip. See the papped picture here: Earlier, Mahesh Babu penned a special post for Sitara's birthday, noting how his daughter has just turned into a teenager. Sharing a quirky picture post, he wrote, 'And just like that… she's a teenager! Happy birthday Sitara. Always lighting up my life. Love you so much.' Apart from him, Namrata Shirodkar also shared a series of throwback images featuring the star kid and said, 'No matter how big you get, you'll always be the little hand that first held mine and changed my world forever… Happy Birthday Sitara.' Here are the bday posts by Mahesh and Namrata: About Mahesh Babu's SSMB29 Mahesh Babu is currently involved in the work of his much-awaited movie, tentatively titled SSMB29. The film, directed by SS Rajamouli, touted as a globe-trotting jungle adventure, is said to feature the superstar playing a rugged explorer similar to Indiana Jones, drawing inspiration from African tales. However, an official confirmation about the plot hasn't been made yet. The much-awaited magnum opus by the RRR helmer is said to have been made on a whopping budget of Rs 900-1000 crore. Initially, it was speculated that the film would be released as a two-part series after completing the shoot by 2026. However, the makers are said to have reconsidered their decision and will likely release it as a single venture, mostly in 2027. With the superstar in the lead, SSMB29 will feature Priyanka Chopra Jonas as the co-lead. Apart from them, actors such as Prithviraj Sukumaran and R. Madhavan will appear in key roles.
Yahoo
6 days ago
- Business
- Yahoo
Amphenol Before Q2 Earnings: Here's Why You Should Buy the Stock
Amphenol APH is set to report its second-quarter 2025 results on July company expects second-quarter 2025 earnings between 64 cents and 66 cents per share, indicating growth of 45% and 50% year over year. The Zacks Consensus Estimate for second-quarter 2025 earnings has inched up by a penny over the past 30 days to 66 cents per share, suggesting 53.49% growth from the figure reported in the year-ago expects second-quarter 2025 revenues between $4.9 billion and $5 billion, suggesting year-over-year growth in the 36-39% range. The Zacks Consensus Estimate for second-quarter revenues is pegged at $4.97 billion, indicating an increase of 37.63% from the figure reported in the year-ago earnings beat the Zacks Consensus Estimate in all the trailing four quarters, the average surprise being 11.79%. (See the Zacks Earnings Calendar to stay ahead of market-making news.) Amphenol Corporation Price and EPS Surprise Amphenol Corporation price-eps-surprise | Amphenol Corporation Quote Let's see how things have shaped up for the upcoming announcement. APH's Q2 Revenues to Grow Y/Y Amphenol's to-be-reported quarter's results are expected to have benefited significantly from sustained artificial intelligence (AI) infrastructure investments, continued defense modernization spending and the full-quarter contribution from the recently completed acquisition of the Andrew business.A robust order backlog heading into the quarter likely acted as an additional tailwind. Orders surged 58% year over year and 6% sequentially to $5.292 billion in the first quarter, resulting in a book-to-bill ratio of 1.1 to 1. This healthy order environment is expected to have translated into sustained revenue momentum for the second quarter. IT Datacom Segment to Drive Q2 Performance The IT datacom segment, which represented 33% of sales in the first quarter, saw 134% organic growth and is expected to remain the primary growth driver in the second quarter. APH has guided for high-single-digit sequential growth, reflecting continued acceleration in AI-related data center investments. Demand for high-speed and power interconnect products used in next-generation computing systems appears sustainable. Amphenol's broad exposure across hyperscalers, OEMs and chip manufacturers positions it well to capitalize on this unprecedented demand cycle. APH's technological leadership in both copper and fiber optic solutions offers multiple avenues for growth as AI infrastructure rollouts scale globally. Andrew Acquisition and Defense Strength to Boost Results The Andrew acquisition, which closed in early February, is expected to contribute meaningfully to second-quarter results. APH raised its full-year accretion forecast from 6 cents to 9 cents per share, driven by stronger integration progress and better early performance from the Andrew business. The Communications Networks segment, which houses Andrew's RF antenna and interconnect offerings, should benefit from a full-quarter revenue contribution, alongside healthy underlying demand from network operators and end-markets are also expected to remain a solid contributor, building on 21% year-over-year growth in the first quarter. Continued geopolitical uncertainty and rising global defense budgets are supporting strong demand across the company's rugged interconnect platforms. APH expects high-single-digit sequential growth in the segment, pointing to sustained momentum in military programs through the to-be-reported quarter. APH Shares Beat Sector, Industry Amphenol shares have appreciated 46.8% year to date (YTD), outperforming the Zacks Electronics Connectors industry's increase of 44.3% and the Zacks Computer and Technology sector's return of 8.7%. APH Performance (Chart) Image Source: Zacks Investment Research APH has outperformed broader sector peers, including Methode Electronics MEI, TE Connectivity TEL and Littelfuse LFUS YTD. Methode Electronics and Littelfuse shares have declined 42.7% and 0.9%, respectively, while shares of TE Connectivity have returned 24.3%. APH stock is trading at a premium, as suggested by the Value Score of terms of the forward 12-month Price/Earnings, APH is trading at 36.36X, higher than the sector's 27.67X. APH is trading at a premium when compared to its peers, including Methode Electronics, TE Connectivity and Littelfuse. The shares of Methode Electronics, TE Connectivity and Littelfuse are trading at a forward 12-month P/E ratio of 21.77X, 20.04X and 21.95X, respectively. APH Valuation (Chart) Image Source: Zacks Investment Research Strategic Acquisitions Boost Long-Term Growth Prospects Amphenol's long-standing acquisitions strategy continues to strengthen its positioning in high-growth, application-specific markets. The recent LifeSync acquisition expanded APH's offering in medical interconnects, while the earlier CIT deal brought in Conesys, enhancing capabilities in ruggedized connectors for aerospace and defense. These additions reinforce Amphenol's edge in complex, high-reliability systems across critical a disciplined integration approach and focus on synergy-rich targets, APH has built a repeatable playbook that supports both revenue growth and margin stability. As electronic content continues to scale across industries, these strategic acquisitions remain central to Amphenol's long-term earnings visibility and end-market diversification. Here's Why Amphenol is a Buy Amphenol's AI-driven datacom strength, accretive acquisitions and steady demand in defense and military end-markets are supporting strong growth prospects. While the stock trades at a premium, consistent outperformance and exposure to structural trends justify the valuation. APH shares are currently trading above the 50-day and 200-day moving averages, indicating a bullish trend ahead of earnings. APH Trades Above 50-Day & 200-Day SMAs Image Source: Zacks Investment Research Amphenol currently has a Zacks Rank #2 (Buy), which implies investors should start accumulating the stock right now. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Amphenol Corporation (APH) : Free Stock Analysis Report TE Connectivity Ltd. (TEL) : Free Stock Analysis Report Methode Electronics, Inc. (MEI) : Free Stock Analysis Report Littelfuse, Inc. (LFUS) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
10-07-2025
- Business
- Yahoo
Tariff Pressures Mount: Will China Exposure Slow APH Stock's Momentum?
Amphenol APH designs and manufactures connectors, interconnect systems, antennas, sensors and high-speed specialty cable. With vertically integrated facilities in over 30 countries, it supports diverse end markets, including IT datacom, automotive, mobile devices, and industrial applications. APH supplies to customers worldwide. In 2024, China contributed approximately 22% of total revenue, making it a significant market for the China, Amphenol primarily operates in the IT datacom segment, where it supplies fiber-optic connectors, cable assemblies and signal integrity solutions used in data centers and telecom infrastructure. In the first quarter of 2025, China revenues stood at $793.9 million, up 18.4% year on tariff-related trade tensions with China are expected to add pressure to Amphenol's outlook. Chinese telecom and datacom imports currently face 25% base duties, with expanded enforcement introducing a 10% baseline tariff and up to 20% in compliance-related surcharges, depending on classification and origin. These actions could dampen demand and reduce pricing flexibility across Amphenol's China-linked datacom business. While the company's decentralized manufacturing model provides flexibility, higher input costs and trade friction could weigh on near-term margin the second quarter of 2025, APH expects net revenues between $4.9–$5.0 billion. Zacks projects China revenues at $1.05 billion. However, sustained trade friction remains a key overhang for the stock and is something investors should monitor closely. Amphenol competes with TE Connectivity TEL and CommScope COMM across global datacom infrastructure remains a strong player in fiber connectivity, structured cabling and telecom deployments. CommScope's growing presence in broadband and enterprise infrastructure directly overlaps with Amphenol's IT datacom offerings. TE Connectivity competes in high-speed interconnects and fiber systems. TE Connectivity's scale and product depth challenge Amphenol across hyperscale, cloud and global datacom markets. Amphenol's shares have appreciated 41.4% year to date, while the broader Zacks Computer & Technology sector jumped 7% and the Zacks Electronics - Connectors industry returned 40%. Image Source: Zacks Investment Research Amphenol stock is trading at a premium, with a forward 12-month Price/Earnings of 35.08X compared with the sector's 27.36X. APH has a Value Score of C. Image Source: Zacks Investment Research The Zacks Consensus Estimate for Amphenol's second-quarter 2025 earnings is pegged at 66 cents per share, unchanged over the past 30 days, indicating 53.49% year-over-year growth. Amphenol Corporation price-consensus-chart | Amphenol Corporation Quote The consensus mark for APH's 2025 earnings is pegged at $2.68 per share, unchanged over the past 30 days. The figure indicates a 41.80% increase year over currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Amphenol Corporation (APH) : Free Stock Analysis Report TE Connectivity Ltd. (TEL) : Free Stock Analysis Report CommScope Holding Company, Inc. (COMM) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
03-07-2025
- Business
- Yahoo
What You Need To Know Ahead of Amphenol's Earnings Release
With a market cap of $119.2 billion, Amphenol Corporation (APH) is a leading global provider of advanced interconnect, sensor, and antenna solutions, serving a wide range of industries including automotive, aerospace, industrial, and communications. Headquartered in Wallingford, Connecticut, the company designs, manufactures, and markets a broad portfolio of products through vertically integrated operations across three business segments. Amphenol is slated to announce its fiscal Q2 2025 earnings results before the market opens on Wednesday, Jul. 23. Ahead of this event, analysts expect APH to report an adjusted EPS of $0.66, a 53.5% growth from $0.43 in the year-ago quarter. It has exceeded Wall Street's earnings expectations in the past four quarters. Michael Saylor Says 'You'll Wish You'd Bought More' Bitcoin as MicroStrategy Doubles Down Wolfspeed Is Surging After Filing for Bankruptcy. Is It Too Late to Touch WOLF Stock Here? Is Microsoft Stock About to Go Nuclear? Get exclusive insights with the FREE Barchart Brief newsletter. Subscribe now for quick, incisive midday market analysis you won't find anywhere else. For fiscal 2025, analysts expect the electronics equipment maker to report adjusted EPS of $2.68, a 41.8% increase from $1.89 in fiscal 2024. Shares of Amphenol have surged nearly 46% over the past 52 weeks, outpacing the broader S&P 500 Index's ($SPX) 13.1% return and the Technology Select Sector SPDR Fund's (XLK) 10.2% rise over the same period. Shares of Amphenol jumped 8.2% on Apr. 23 after its strong Q1 2025 results. The company reported record Q1 sales of $4.8 billion, up 48% year-over-year, and adjusted EPS of $0.63, beating analysts' estimates. Driving this growth were strong demand in data communications, mobile devices, and the defense sector, as well as recent acquisitions including CommScope's Outdoor Wireless Networks and Carlisle Interconnect Technologies. Additionally, Amphenol forecast Q2 sales of $4.9 billion - $5 billion and adjusted EPS of $0.64 - $0.66, far surpassing analysts' expectations. Analysts' consensus view on Amphenol stock remains bullish, with an overall 'Strong Buy' rating. Out of 15 analysts covering the stock, 12 recommend a "Strong Buy" and three "Holds." As of writing, APH is trading above the average analyst price target of $95. On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
16-06-2025
- Business
- Yahoo
5 Technology Heavyweights That Surged in H1 & Have Room to Run in H2
The artificial intelligence (AI)-driven, astonishing bull run of 2023 and 2024 has suffered major hurdles in 2025. The Fed's ambiguity over further rate cuts this year, fears of a near-term recession and the availability of a low-cost Chinese AI platform have unnerved investors. However, the technology sector has lately returned to its northward trajectory. Expectations of a U.S.-China trade deal, the delay by the Trump administration to impose 50% tariffs on the European Union and the ongoing negotiations related to tariff and trade policies with several other major trading partners of the United States boosted market participants' confidence. At this stage, we have identified five technology giants that have surged in first-half 2025. The favorable Zacks Rank of these companies will usher in more price upside in the second half. These stocks are: Amphenol Corp. APH, Intuit Inc. INTU, Okta Inc. OKTA, Lam Research Corp. LRCX and KLA Corp. KLAC. Each of our picks carries either a Zacks Rank #1 (Strong Buy) or 2 (Buy). You can see the complete list of today's Zacks #1 Rank stocks here. The chart below shows the price performance of our five picks year to date. Image Source: Zacks Investment Research Zacks Rank #1 Amphenol provides connectivity solutions using AI and ML (machine learning) technologies. It provides AI-powered high-density, high-speed connectors and cables, and interconnect systems optimized for signal integrity and thermal performance. Amphenol benefits from a diversified business model. APH's strong portfolio of solutions, including high-technology interconnect products, is a key catalyst. Increased spending on both current and next-generation defense technologies bodes well for APH's top-line growth. Apart from Defense, APH's prospects ride on strong demand for its solutions across the Commercial Air, Industrial and Mobile devices. The Andrew acquisition is expected to add roughly $0.09 to earnings in 2025. APH's diversified business model lowers the volatility of individual end markets and geographies. Its strong cash-flow-generating ability is noteworthy. Amphenol has an expected revenue and earnings growth rate of 32.3% and 40.7%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 1.5% in the last 30 days. Zacks Rank #1 Intuit has been benefiting from steady revenues from the Online Ecosystem and Desktop business segments. INTU's strong momentum in Online Services revenues is driven by the solid performance of Mailchimp, payroll and Money, which includes payments, capital and bill pay. INTU's Credit Karma business is benefiting from strength in Credit Karma Money, credit cards, auto insurance and personal loans. INTU's strategy of shifting its business to a cloud-based subscription model will help generate stable revenues over the long run. Cloud is a flourishing part of the technology space and has been gaining momentum in recent years. Intuit's generative artificial intelligence (AI)-powered "Intuit Assist," provides financial assistant, enabling personalized insights and recommendations, integrated into products like TurboTax, Credit Karma, QuickBooks, and Mailchimp, aiming to fuel small business and personal financial success. Intuit has an expected revenue and earnings growth rate of 12.1% and 18.4%, respectively, for the next year (ending July 2026). The Zacks Consensus Estimate for next-year earnings has improved 4.2% in the last 30 days. Zacks Rank #2 Okta operates as an identity partner in the United States and internationally. OKTA offers a suite of products and services used to manage and secure identities, such as Single Sign-On, which enables users to access applications in the cloud or on-premises from various devices. OKTA also provides Universal Directory, a cloud-based system of record to store and secure user, application, and device profiles for an organization. OKTA's Adaptive Multi-Factor Authentication provides a layer of security for cloud, mobile, web applications, and data, while API Access Management enables organizations to secure APIs. Access Gateway enables organizations to extend Workforce Identity Cloud, and Okta Device Access enables end users to securely log in to devices with Okta credentials. OKTA has expected revenue and earnings growth rates of 9.4% and 16.7%, respectively, for the current year (ending January 2026). The Zacks Consensus Estimate for current-year earnings has improved 2.8% over the last 30 days. Zacks Rank #2 Lam Research is riding on its strength across 3D DRAM and advanced packaging technologies. Growing etch and deposition intensity owing to increasing technology inflections in 3D architectures is a plus. A rebound in the System business owing to improving memory spending is a positive for LRCX. Strategic investments in research and development activities position LRCX well to capitalize on the growing wafer fab equipment (WFE) spending. For 2025, WFE is expected to be approximately $100 billion. Foundry/logic, DRAM and NAND investments are expected to be higher year over year. Solid demand related to LRCX's high-bandwidth memory is another driver. Lam Research has an expected revenue and earnings growth rate of 1.6% and -0.5%, respectively, for next year (June 2026). The Zacks Consensus Estimate for next-year earnings has improved 0.5% in the last 30 days. Zacks Rank #1 KLA benefits from strong demand in leading-edge logic, high-bandwidth memory, and advanced packaging, which are driving growth in the semiconductor industry. Advanced packaging is expected to exceed $850 million in 2025. KLAC's robust portfolio and its leadership in process control systems are enabling customers to manage increasing design complexity. The services business also continues to perform well. KLAC is well-positioned to capitalize on AI advancements, with AI driving demand for higher-value wafer processing and more complex designs. KLAC has an expected revenue and earnings growth rate of 2.5% and 2%, respectively, for next year (June 2026). The Zacks Consensus Estimate for next-year earnings has improved 0.5% in the last seven days. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Amphenol Corporation (APH) : Free Stock Analysis Report KLA Corporation (KLAC) : Free Stock Analysis Report Lam Research Corporation (LRCX) : Free Stock Analysis Report Intuit Inc. (INTU) : Free Stock Analysis Report Okta, Inc. (OKTA) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
