Zacks Premium - Zacks Premium提供多种方式帮助投资者更聪明、更自信地投资[1] Zacks Style Scores - Zacks Style Scores是与Zacks Rank一起开发的，根据价值、增长和动量特征对股票进行评级[3] 投资策略 - 通过结合Zacks Rank和Style Scores，投资者可以找到具有最高成功概率的股票[12]

Shares of Amphenol (APH) have been strong performers lately, with the stock up 6.1% over the past month. The stock hit a new 52-week high of $103.07 in the previous session. Amphenol has gained 3.7% since the start of the year compared to the 63.2% move for the Zacks Computer and Technology sector and the 33.1% return for the Zacks Electronics - Connectors industry.What's Driving the Outperformance?The stock has an impressive record of positive earnings surprises, as it hasn't missed our earnings consensus ...

Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Growth Style Score ...

公司交易 - Carlisle Companies Incorporated宣布签署协议，将Carlisle Interconnect Technologies出售给Amphenol Corporation，交易价值为20.25亿美元[1] - 出售CIT符合公司Vision 2030战略，将公司转变为一家专注于建筑产品的公司，致力于通过创新的建筑外围产品和解决方案实现超过40美元的调整后每股收益[1] - J.P. Morgan Securities LLC担任Carlisle的交易财务顾问，Kirkland and Ellis LLP担任法律顾问[3] - 公司提供了非GAAP财务指标，包括调整后每股收益和自由现金流利润率，以增强公司和投资者对公司和其部门财务表现的理解[6]

WALLINGFORD, Conn.--(BUSINESS WIRE)--Amphenol Corporation (NYSE: APH), a leading global provider of high-technology interconnect, antenna and sensor solutions, today announced a definitive agreement to acquire the Carlisle Interconnect Technologies (“CIT”) business of Carlisle Companies Incorporated (NYSE: CSL) for $2.025 billion in cash, subject to customary post-closing adjustments. CIT is a leading global supplier of harsh environment interconnect solutions primarily to the commercial air, defense and ...

业绩总结 - 公司2023年第四季度销售额为33.27亿美元，创下了0.82美元的调整后每股收益新纪录[6] - 公司2023年全年销售额为125.55亿美元，订单为126.7亿美元，调整后运营利润为25.94亿美元[7] - 公司2023年第四季度调整后运营利润为7.06亿美元，调整后运营利润率为21.2%，创下公司新季度记录[7] - 公司2023年全年调整后运营利润率为20.7%，与2018年和2022年的记录持平[9] - 公司2023年第四季度调整后每股收益为0.82美元，同比增长5%[15] 部门业绩 - Harsh Environment Solutions部门第四季度销售额为9亿美元，增长13%，运营利润率为26.5%[11] - Communications Solutions部门第四季度销售额为13.45亿美元，下降6%，运营利润率为23.1%[12] - Interconnect and Sensor Systems部门第四季度销售额为10.82亿美元，增长7%，运营利润率为18.5%[12] 财务数据 - 公司2023年全年自由现金流为21.6亿美元，占调整后净收入的111%[16] - 2023年第四季度和全年EBITDA分别为8.3亿美元和31亿美元[20] - 销售额以美元计算增长3%，达到33.27亿美元[24] - 第四季度订单额为31.64亿美元，同比增长10%[25] - 调整后的每股收益增长5%，达到0.82美元[25] 市场展望 - 公司全年2023年销售额以美元本地货币和有机增长率非常强劲，增长了36%[45] - 预计2024年公司的利润率目标为25%，在正常的成本和价格环境下，预计会有典型的利润率和利润增长[95] 市场扩张和并购 - 公司在中国市场看到了汽车工业和工业市场等领域的巨大机会，团队在当地市场表现出色，公司在这个不确定的时期处于有利地位[108],[110] - 公司在2019年以来收购了近30家公司，这些公司为未来的有机增长提供了扩展平台[116] - 公司收购了制造传感器、天线、电缆和电缆组件等高科技产品的公司，看好所有互连产品的收购机会[147]

Amphenol’s (APH) fourth-quarter 2023 adjusted earnings of 82 cents per share beat the Zacks Consensus Estimate by 6.49%. The earnings figure increased 5.1% year over year.Net sales increased 2.7% year over year to $3.33 billion and beat the consensus mark by 5.89%. Organically, net sales decreased 1%.The top line benefited from higher revenues across the commercial air, defense, automotive and IT datacom end-markets.Quarterly DetailsHarsh Environment Solutions’ (27.1% of net sales) sales came in at $900.3 m ...

Amphenol (APH) reported $3.33 billion in revenue for the quarter ended December 2023, representing a year-over-year increase of 2.7%. EPS of $0.82 for the same period compares to $0.78 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $3.14 billion, representing a surprise of +5.89%. The company delivered an EPS surprise of +6.49%, with the consensus EPS estimate being $0.77.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how ...

Amphenol第四季度业绩 - Amphenol (APH)第四季度每股收益为0.82美元，超过了Zacks Consensus Estimate的0.77美元[1] - Amphenol的营收为33.3亿美元，超过了Zacks Consensus Estimate的5.89%[4] - Amphenol股票自年初以来下跌约1.2%[6] Amphenol盈利前景 - Amphenol的盈利前景被评为Zacks Rank 2 (Buy)，预计未来股价将表现优于市场[9]

Investors are always looking for stocks that are poised to beat at earnings season and Amphenol Corporation (APH) may be one such company. The firm has earnings coming up pretty soon, and events are shaping up quite nicely for their report.That is because Amphenol is seeing favorable earnings estimate revision activity as of late, which is generally a precursor to an earnings beat. After all, analysts raising estimates right before earnings — with the most up-to-date information possible — is a pretty good ...