Latest news with #Amphenol
Yahoo
5 days ago
- 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
30-06-2025
- Business
- Yahoo
Amphenol Corporation (APH) Hits Fresh High: Is There Still Room to Run?
A strong stock as of late has been Amphenol (APH). Shares have been marching higher, with the stock up 8.6% over the past month. The stock hit a new 52-week high of $98.07 in the previous session. Amphenol has gained 40.6% since the start of the year compared to the 6.1% gain for the Zacks Computer and Technology sector and the 40.3% return for the Zacks Electronics - Connectors industry. The stock has a great record of positive earnings surprises, having beaten the Zacks Consensus Estimate in each of the last four quarters. In its last earnings report on April 23, 2025, Amphenol reported EPS of $0.63 versus consensus estimate of $0.52 while it beat the consensus revenue estimate by 13.93%. For the current fiscal year, Amphenol is expected to post earnings of $2.68 per share on $20.14 in revenues. This represents a 41.8% change in EPS on a 32.33% change in revenues. For the next fiscal year, the company is expected to earn $2.91 per share on $21.46 in revenues. This represents a year-over-year change of 8.84% and 6.55%, respectively. Amphenol may be at a 52-week high right now, but what might the future hold for the stock? A key aspect of this question is taking a look at valuation metrics in order to determine if the company has run ahead of itself. On this front, we can look at the Zacks Style Scores, as these give investors a variety of ways to comb through stocks (beyond looking at the Zacks Rank of a security). These styles are represented by grades running from A to F in the categories of Value, Growth, and Momentum, while there is a combined VGM Score as well. Investors should consider the style scores a valuable tool that can help you to pick the most appropriate Zacks Rank stocks based on their individual investment style. Amphenol has a Value Score of C. The stock's Growth and Momentum Scores are B and C, respectively, giving the company a VGM Score of B. In terms of its value breakdown, the stock currently trades at 36.5X current fiscal year EPS estimates, which is a premium to the peer industry average of 33.5X. On a trailing cash flow basis, the stock currently trades at 39.9X versus its peer group's average of 13X. Additionally, the stock has a PEG ratio of 2.23. This isn't enough to put the company in the top echelon of all stocks we cover from a value perspective. We also need to consider the stock's Zacks Rank, as this supersedes any trend on the style score front. Fortunately, Amphenol currently has a Zacks Rank of #2 (Buy) thanks to favorable earnings estimate revisions from covering analysts. Since we recommend that investors select stocks carrying Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B, it looks as if Amphenol meets the list of requirements. Thus, it seems as though Amphenol shares could still be poised for more gains ahead. 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 This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
30-06-2025
- Business
- Yahoo
Amphenol (NYSE:APH) Exits Multiple Russell Value Indices In 2025 Index Reconstitution
Amphenol recently experienced a significant price movement, with its stock appreciating by 49% over the last quarter, a period characterized by its removal from major indices like the Russell 1000 Value Index. Financial results showed a substantial increase in sales and net income, complemented by a dividend declaration and ongoing stock buyback program. These factors likely contributed to the price move, alongside broader market trends such as the S&P 500 and Nasdaq's rise to new highs. The Q1 earnings, predictions of strong Q2 results, and strategic financial maneuvers could have bolstered investor confidence amid bullish market conditions. You should learn about the 1 weakness we've spotted with Amphenol. AI is about to change healthcare. These 25 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early. The significant 49% share price appreciation for Amphenol in the past quarter may carry implications for its revenue and earnings forecasts. The market's positive response to Amphenol's financial results, dividend declaration, and stock buyback activity suggests increased investor confidence. This confidence aligns with analyst expectations of 12.5% annual revenue growth and a 1.5% increase in profit margins over three years. However, with the share price at US$79.71, it's currently trading approximately 6.5% below the analyst consensus target of US$85.26. This underscores a perceived undervaluation relative to forecasted financial performance. Over a longer term, the company's total shareholder return, including share price increases and dividends, stood at approximately 327.30% over the past five years. This impressive performance contrasts with its recent one-year return, which exceeded both the broader US market's 13.7% and the US Electronic industry's 22.9%. Such longer-term returns reflect the company's robust operational execution and effective financial strategies. As Amphenol continues to capitalize on IT datacom and AI-powered growth, these developments could bolster the company's future revenue and earnings trajectory. Get an in-depth perspective on Amphenol's performance by reading our balance sheet health report here. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NYSE:APH. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@
Globe and Mail
27-06-2025
- Business
- Globe and Mail
Market Participants Reaffirm S&P 500's Ascent in 2025: 5 Picks
The S&P 500 Index has been able to recoup all losses suffered due to the Trump administration's tariff-led market mayhem at jet speed. Wall Street's most observed stock index recovered all losses since April 2 and is currently is hovering around its all-time high recorded in February. During the tariff-led April turmoil, at one point, the S&P 500 was down nearly 20% from its all-time high and on the verge of entering the bear market. Nevertheless, year to date, the index is up 4.6%. At this stage, we recommend five stocks from the S&P 500 Index for near-term investment. These stocks have provided more than 20% returns in the past three months despite facing severe volatility. These stocks carry a favorable Zacks Rank, which indicates that recent momentum in stock prices will continue in the near term. The stocks are: Amphenol Corp. APH, Jabil Inc. JBL, Newmont Corp. NEM, KLA Corp. KLAC and Lam Research Corp. LRCX. 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. S&P 500 Regains Investors' Mojo Since the beginning of 2025, market participants were bullish on the S&P 500's northbound journey after astonishing rallies in 2024 and 2023. More than 20 investment management behemoths raised the year-end target level of Wall Street's most observed stock index. However, during the tariff and trade-led turmoil in April, 11 major investment banks cut the broad-market index's target level. However, in the second half of June, eight out of those 11 firms again raised their 2025 target level for the S&P 500 Index. Expectations of a U.S.-China trade deal, a President Trump-dictated ceasefire between Iran and Israel, a reduction in crude oil and U.S. dollar index prices, a gradual decline in the inflation rate and the evaporation of a near-term recession, boosted market participants' confidence in risky assets like equities. Consequently, the S&P 500 Index regained its northward trajectory. The chart below shows the price performance of our five picks in the past three months. Amphenol Corp. Zacks Rank #2 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 41.8%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 1.9% in the last 60 days. Jabil Inc. Zacks Rank #1 Jabil has been benefiting immensely from healthy momentum in the capital equipment, AI-powered data center infrastructure, cloud, and digital commerce business verticals. Its focus on end-market and product diversification is a key catalyst. Jabil's target that 'no product or product family should be greater than 5% operating income or cash flows in any fiscal year' is commendable. JBL's high free cash flow indicates efficient financial management practices, optimum utilization of assets, and improved operational efficiency. Massive application of generative AI is set to drastically increase the efficiency of JBL's automated optical inspection machines for automation industry. A large-scale portfolio of business sectors offers JBL a high degree of resiliency during times of macroeconomic and geopolitical disruption. Jabil has an expected revenue and earnings growth rate of 0.6% and 10.3%, respectively, for the current year (ending August 2025). The Zacks Consensus Estimate for current-year earnings has improved 2.5% in the last seven days. Newmont Corp. Zacks Rank #1 Newmont is making notable progress with its growth projects. NEM is likely to gain from several projects, including the Tanami expansion. The acquisition of Newcrest also created an industry-leading portfolio providing opportunities for significant synergies. Moreover, NEM remains focused on improving operational efficiency and returning value to its shareholders. Newmont has received full funds approval for its Ahafo North project, which has reached the execution stage. Commercial production for the project is expected to commence in second-half 2025. NEM remains committed to Ghana, investing $950 million to $1,050 million in development capital for Ahafo North. Newmont has an expected revenue and earnings growth rate of 2% and 24.1%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 3.3% over the last seven days. KLA Corp. Zacks Rank #2 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 1.8%, respectively, for the next year (June 2026). The Zacks Consensus Estimate for next-year earnings has improved 0.8% in the last 30 days. Lam Research Corp. 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 1.8% and -0.5%, respectively, for the next year (June 2026). The Zacks Consensus Estimate for next-year earnings has improved 0.8% in the last 30 days. Zacks' Research Chief Picks Stock Most Likely to "At Least Double" Our experts have revealed their Top 5 recommendations with money-doubling potential – and Director of Research Sheraz Mian believes one is superior to the others. Of course, all our picks aren't winners but this one could far surpass earlier recommendations like Hims & Hers Health, which shot up +209%. See Our Top Stock to Double (Plus 4 Runners Up) >> 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 Newmont Corporation (NEM): Free Stock Analysis Report Jabil, Inc. (JBL): Free Stock Analysis Report This article originally published on Zacks Investment Research (
