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Amphenol Corp
XMUN:XPH

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Amphenol Corp
XMUN:XPH
Lista de seguimiento
Precio: 135,88 EUR 2,54%
Capitalización de mercado: €81,74 B

Amphenol Corp
Relación con Inversores

Amphenol fabrica las piezas pequeñas pero esenciales que permiten que los sistemas electrónicos se conecten y se comuniquen. Sus principales productos son conectores, conjuntos de cables, antenas, sensores y otros componentes de interconexión utilizados dentro de dispositivos y equipos. La compañía vende estas piezas a fabricantes de equipo original y distribuidores en mercados como el industrial, automotriz, aeroespacial y defensa, dispositivos móviles y comunicaciones de datos. Sus clientes utilizan los productos de Amphenol en todo, desde máquinas de fábrica y aeronaves hasta automóviles, teléfonos inteligentes, servidores y equipos de redes. Amphenol suele obtener ingresos suministrando componentes que se diseñan en el producto de un cliente desde etapas tempranas y luego se envían durante la vida útil de ese programa. Eso le otorga un papel estable en la cadena de suministro: no es el fabricante del producto final, sino la empresa que ayuda a que el producto final funcione de manera fiable. Lo que hace distintivo el modelo de negocio de Amphenol es la amplitud de su catálogo y el hecho de que muchas de sus piezas están diseñadas para ajustarse a aplicaciones específicas. Los clientes a menudo requieren que estos componentes cumplan exigentes requisitos de rendimiento, tamaño y durabilidad, por lo que cambiar de proveedor no siempre es sencillo. Eso genera relaciones con los clientes de larga duración y convierte a Amphenol en un proveedor importante que opera detrás de escena en industrias intensivas en electrónica.

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Última conferencia de resultados
Periodo fiscal
Q1 2026
Fecha de la conferencia
29 abr., 2026
Resumen con IA
Q1 2026

Record quarter: Amphenol reported record first-quarter sales of $7.6 billion, with adjusted diluted EPS of $1.06, both well above prior-year levels and above the company’s expectations.

Orders strong: Orders hit a record $9.435 billion, driving a 1.24:1 book-to-bill, with positive book-to-bill in every end market.

AI demand: IT datacom was the standout, with sales up 99% and organic growth of 81%, driven by accelerating AI-related demand and strong momentum in data center interconnect products.

Margins held up: Adjusted operating margin reached 27.3%, up 380 basis points year over year, despite dilution from the CommScope acquisition and a tougher cost environment.

Guidance raised: For the second quarter, Amphenol expects sales of $8.1 billion to $8.2 billion and adjusted EPS of $1.14 to $1.16.

Tax headwind: The company booked a $130 million accrual tied to a tax matter in China and said its adjusted tax rate is now expected to stay at 27% for the rest of 2026.

Capital use: The company generated $831 million of free cash flow, repurchased 1.3 million shares, and ended the quarter with net leverage of 1.6x.

Datos financieros clave
Sales
$7.6 billion
Adjusted diluted EPS
$1.06
GAAP diluted EPS
$0.72
Orders
$9.435 billion
Book-to-bill ratio
1.24:1
GAAP operating income
$1.8 billion
GAAP operating margin
24%
Adjusted operating income
$2.1 billion
Adjusted operating margin
27.3%
Communications Solutions sales
$4.5 billion
Communications Solutions operating margin
30.6%
Harsh Environment Solutions sales
$1.7 billion
Harsh Environment Solutions operating margin
28%
Interconnect and Sensor Systems sales
$1.4 billion
Interconnect and Sensor Systems operating margin
20.2%
GAAP effective tax rate
42.7%
Adjusted effective tax rate
27%
Tax accrual related to China matter
$130 million
Additional tax provision
$160 million
Operating cash flow
$1.1 billion
Free cash flow
$831 million
Share repurchases
1.3 million shares
Capital returned to shareholders
approximately $485 million
Total debt
$18.7 billion
Net debt
$14.2 billion
Liquidity
$7.6 billion
Cash and short-term investments
$4.6 billion
EBITDA
$2.3 billion
Net leverage ratio
1.6x
Q2 sales guidance
$8.1 billion to $8.2 billion
Q2 adjusted diluted EPS guidance
$1.14 to $1.16
Grabación de la conferencia de resultados
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Dirección

Mr. Richard Adam Norwitt J.D.
President, CEO & Director

Richard Adam Norwitt is the President and Chief Executive Officer of Amphenol Corporation, one of the world's largest manufacturers of interconnect products. Norwitt joined Amphenol in 1998 and has played a pivotal role in its growth and expansion. He became CEO in 2009, after holding several senior roles within the company, including Chief Operating Officer and President of the Communications and Industrial segment. Under his leadership, Amphenol has continued to expand its global footprint and diversify its product offerings, enhancing its reputation as a leader in the electronics and interconnect industries. Norwitt is known for his strategic acumen and focus on innovation, which have been instrumental in driving the company's performance and maintaining its competitive edge. He holds a Juris Doctor degree and has a strong background in legal and business management.

Mr. Lance E. D'Amico J.D.
Senior VP, Secretary & General Counsel

Lance E. D’Amico J.D. serves as the Senior Vice President, Secretary, and General Counsel at Amphenol Corporation. In his role, he oversees the company's legal affairs and provides guidance on corporate governance, compliance, and regulatory matters. With a strong legal background, Mr. D'Amico plays a crucial role in managing Amphenol's legal strategies and ensuring adherence to legal and ethical standards across the company's global operations. Prior to his tenure at Amphenol, he gained significant experience in corporate law, contributing to his expertise in handling complex legal issues for multinational corporations. His educational background includes a Juris Doctor degree, which underpins his professional practice in the legal field.

Mr. Luc Walter
President of Harsh Environment Solutions Division

Luc Walter is a notable executive in the electronics industry, known for his role at Amphenol Corporation, a global leader in interconnect and sensor systems. Walter has been with Amphenol for several years, contributing significantly to its expansion and innovation strategies. Holding advanced positions within the company, Walter has played a key role in driving growth and operational excellence. His leadership style emphasizes technological advancement, customer-centric approaches, and strategic development, helping Amphenol maintain its competitive edge in the market. His extensive experience in the industry positions him as an influential figure in the field of electronic components and systems.

Mr. William J. Doherty
President of Communications Solutions Division

William J. Doherty is a notable figure in the business world, particularly known for his role at Amphenol Corporation. At Amphenol, he has served in a high-level executive position where he has been influential in directing the company's strategic initiatives and operations. His work has largely focused on the growth and development of Amphenol's extensive range of products, which include electronic and fiber optic connectors, interconnect systems, and coaxial and specialty cables, among others. Doherty's career at Amphenol has been marked by a significant contribution to the company's expansion and its reputation as a leader in the industry. His leadership style emphasizes innovation, efficiency, and a strong commitment to meeting the needs of Amphenol's diverse global customer base. With a focus on fostering a culture of excellence and collaboration, Doherty has played a crucial role in shaping the company's direction and success in the technology and manufacturing sectors. Details regarding his educational background, early career, and specific tenure dates at Amphenol are typically not publicized in brief biographical summaries, but his impact on the company is well-acknowledged within the industry.

Ms. Sherri Ann Scribner
Vice President of Strategy & Investor Relations

Sherri Ann Scribner is an accomplished financial expert serving as the Senior Vice President and Chief Financial Officer (CFO) of Amphenol Corporation, a leading company in the design and manufacturing of electronic and fiber optic connectors, cable and interconnect systems. She joined Amphenol with a wealth of experience in the financial sector, having held significant roles in equity research prior to her current position. Her expertise is particularly notable in the technology hardware sectors, where she analyzed and provided insights on a wide range of companies. Ms. Scribner's leadership at Amphenol is characterized by her strategic financial management, aiming to drive the company's growth and maintain its strong financial health within the competitive electronics industry.

Mr. David M. Silverman
Senior Vice President of Human Resources

David M. Silverman is a recognized executive in the electronics industry, currently serving as the Senior Vice President, Human Resources at Amphenol Corporation. Amphenol is one of the largest manufacturers of interconnect products in the world, serving diverse markets including automotive, broadband communications, commercial aerospace, industrial, information technology and data communications, military, mobile devices, and mobile networks. In his role, Silverman oversees the strategic direction and execution of human resource functions across the company's global operations. His leadership is instrumental in fostering Amphenol's organizational culture, talent development, and employee engagement initiatives, which are crucial for maintaining the company’s competitive edge in the industry. Silverman's expertise in human resources management is backed by his extensive experience in various capacities within the corporate sector, bringing valuable insights into strengthening workforce capabilities and driving organizational success. His tenure at Amphenol is marked by a commitment to aligning the HR strategies with the overall objectives of the company, ensuring that it attracts, develops, and retains the best talent to sustain Amphenol's growth and innovation in a highly competitive market.

Julie B. Hoben
Vice President of Environmental, Health, Safety & Sustainability
No hay biografía disponible
Mr. Peter J. Straub
President of the Interconnect & Sensor Systems Division

Peter J. Straub is known for his role at Amphenol Corporation, where he has made significant contributions. As an executive, he has been involved in various strategic and operational facets of the company, which is a leading global provider of advanced technology interconnect, sensor, and antenna solutions. Peter J. Straub's leadership is characterized by a focus on innovation and efficiency, helping to drive the company's growth in diverse markets such as automotive, aerospace, and telecommunications. His experience and guidance have been instrumental in maintaining Amphenol's competitive edge in the industry.

Mr. Michael R. Ivas
VP & Controller

Michael R. Ivas is a business executive known for his role at Amphenol Corporation, where he has served as Treasurer. Amphenol is one of the largest manufacturers of interconnect products in the world, and as Treasurer, Ivas has been responsible for overseeing the company's financial operations, managing capital allocation, financial planning, and risk management. His expertise in financial strategy has contributed to the corporation's growth and stability. With a career spanning various financial roles, Ivas has played a crucial part in ensuring the company maintains its competitive edge in the electronics industry.

Lily Mao
Vice President of Human Resources
No hay biografía disponible

Contactos

Dirección
CONNECTICUT
Wallingford
358 Hall Ave
Contactos
+12032658900.0
www.amphenol.com
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