Amphenol Corporation Q3 2025 Earnings Recap

Amphenol Corporation reported record sales of $6.194 billion in Q3 2025, a 53% increase year-over-year, complemented by a record operating margin of 27.5% and adjusted EPS of $0.93.

Key Takeaways

• Record operating income of $1.702 billion, reflecting a substantial 560 basis point year-over-year margin improvement.
• Orders surged to a record $6.111 billion, representing a 38% increase from Q3 2024, achieving a book-to-bill ratio of 0.99 to 1.
• Operating and free cash flow reached $1.471 billion and $1.215 billion respectively, demonstrating strong conversion of earnings into cash.
• Increased quarterly dividend by 52% to $0.25 per share, effective January 2026.
• The company remains on track with plans for an acquisition of Trexan for approximately $1 billion, signaling continued strategic growth.