For the quarter ended September 2024, Amphenol (APH) reported revenue of $4.04 billion, up 26.2% over the same period last year. EPS came in at $0.50, compared to $0.39 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $3.77 billion, representing a surprise of +7.11%. The company delivered an EPS surprise of +11.11%, with the consensus EPS estimate being $0.45.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how th ...

Amphenol (APH) came out with quarterly earnings of $0.50 per share, beating the Zacks Consensus Estimate of $0.45 per share. This compares to earnings of $0.39 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 11.11%. A quarter ago, it was expected that this maker of fiber-optic products would post earnings of $0.41 per share when it actually produced earnings of $0.43, delivering a surprise of 4.88%.Over the last four quarters, ...

Exhibit 99.1 Amphenol News Release World Headquarters 358 Hall Avenue Wallingford, CT 06492 Telephone (203) 265-8900 AMPHENOL REPORTS RECORD THIRD QUARTER 2024 RESULTS Third Quarter 2024 Highlights: ● Record sales of $4.04 billion, up 26% in U.S. dollars and 15% organically compared to the third quarter of 2023 ● Record GAAP Diluted EPS of $0.48, up 17% compared to prior year ● Record Adjusted Diluted EPS of $0.50, up 28% compared to prior year ● GAAP and record Adjusted Operating Margin of 20.3% and 21.9%, ...

Amphenol (APH) is set to report its third-quarter 2024 results on Oct 23. The company expects third-quarter 2024 earnings between 43 cents and 45 cents per share, indicating growth of 10%-15% year over year. Revenues are anticipated to be between $3.7 billion and $3.8 billion. The Zacks Consensus Estimate for third-quarter earnings has been steady at 45 cents per share over the past 30 days, suggesting 15.38% growth from the figure reported in the year-ago quarter. Stay up-to-date with all quarterly release ...

The upcoming report from Amphenol (APH) is expected to reveal quarterly earnings of $0.45 per share, indicating an increase of 15.4% compared to the year-ago period. Analysts forecast revenues of $3.77 billion, representing an increase of 17.9% year over year.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Prior to a company's earnings release, it is o ...

China’s government launched its biggest post-pandemic monetary stimulus package late last month and signaled that more fiscal support was on the way. Most sectors in the U.S. economy reacted favorably to the news, and markets rose on cue.The package announced by the People’s Bank of China (“PBOC”) is tripartite. First, the PBOC has committed to bring down reserve requirement ratios (RRR) by a half percentage point and the main policy interest rate by 0.2 percentage points. The PBOC governor also indicated t ...

Amphenol (APH) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.The power of a changi ...

文章核心观点 - 公司股价年初至今上涨27.6%,超越行业和大盘 [1] - 公司上半年业绩强劲,销售收入同比增长9%,保持良好的订单增长 [1][2] - 公司第三季度业绩预期向好,销售收入和利润均有望实现两位数增长 [3] 行业和市场分析 - 国防和商用航空市场有望带动第三季度销售增长 [4] - 工业市场销售有望保持中单位数增长,得益于并购带来的协同效应 [4] - 移动设备和IT数据通信市场销售有望实现较好增长 [4] - 公司通过并购不断拓展在高端互连和传感器产品的市场份额 [5][6] - 公司在国防和商用航空等领域的技术优势有望持续受益于行业需求 [6] 公司发展战略 - 公司计划通过内生和外延并购不断扩大在工业互连和天线传感器领域的业务规模 [7] - 公司在高速电力和光纤互连解决方案领域具有优势,有望从AI和机器学习带来的需求中获益 [7] - 公司具有良好的现金流表现,未来有望保持较强的现金流水平 [7] 估值分析 - 公司当前估值较高,市盈率高于行业平均水平 [8] - 公司目前评级为持有,建议投资者等待更好的买入时机 [9]

文章核心观点 - 近期市场波动加剧,主要受制于制造业指数疲软、估值偏高等因素 [3][7][8] - 尽管制造业占比较小,但其指标变化仍能反映经济周期变化,引发市场担忧 [3][4][5] - 目前市场估值处于较高水平,如果盈利增长预期下调,可能面临修正风险 [7][8][10] 行业和公司总结 Amphenol (APH) - 公司是工业领域出色的财富增值股,过去20年年化收益率达19% [13] - 公司通过并购不断拓展业务,形成多元化产品组合,受益于多个行业的增长机遇 [13][14] - 公司业绩保持强劲增长,未来几年预计EPS增长率将维持在14%-17%区间 [15] - 目前股价略高于合理估值,适当回调后可考虑买入 [16][17] Waste Management (WM) - 公司是北美垃圾处理行业的龙头,受益于人口增长、废弃物复杂化等行业趋势 [18][19] - 公司拥有难以复制的垃圾填埋场资产,形成强大的护城河 [19] - 公司通过并购不断扩张,最近收购了医疗废弃物公司Stericycle,看好其未来增长 [19][20] - 公司股息增长稳定,过去5年年化增长率达8.2% [21] - 目前估值略高于历史平均水平,但考虑到未来增长前景,仍有一定上涨空间 [21][22] Topaz Energy (TPZ:CA) - 公司主要从事油气资产的特许权和基础设施运营,毛利率高达90%以上 [23][24] - 公司资产主要位于加拿大西部沉积盆地,该地区油气资源丰富,未开发潜力大 [26] - 即使天然气价格大跌,公司的股息也能维持安全,具有较强抗风险能力 [27][28] - 未来几年公司有望实现40%的产量增长,股息水平也有望进一步提升 [24][27]

Electronic and fiber optic connector company Amphenol Corporation APH shares are trading lower after B of A Securities analyst Wamsi Mohan downgraded the stock from Buy to Neutral and lowered its price target from $80 to $71.The analyst says their checks indicate that design issues with NVIDIA Corporation’s GB200-based systems may lead to changes that could reduce Amphenol’s AI revenue opportunities.Specifically, adjustments to address system overheating might result in replacing Amphenol’s flyover cables w ...