Amphenol Corp Stock Price, News & Analysis

Amphenol Corporation (NYSE: APH) has announced a definitive agreement to acquire CommScope's Connectivity and Cable Solutions (CCS) business for $10.5 billion in cash. The CCS business is projected to generate sales of $3.6 billion with 26% EBITDA margins in 2025.

The acquisition significantly expands Amphenol's presence in three key markets: IT datacom (particularly fiber optic interconnect for AI and data centers), communications networks, and industrial building infrastructure. The deal will integrate CCS's 15,000+ employees and their extensive IP portfolio into Amphenol's operations.

The transaction, expected to close in first half of 2026, will be financed through cash and debt, with committed financing from J.P. Morgan Securities, BNP Paribas, and Mizuho Bank. The acquisition is expected to be accretive to Amphenol's Diluted EPS in the first full year post-closing.

CommScope (NASDAQ: COMM) has announced a transformative deal to sell its Connectivity and Cable Solutions (CCS) segment to Amphenol Corporation (NYSE: APH) for $10.5 billion in cash. The transaction is expected to close in the first half of 2026, subject to regulatory approvals and shareholder vote.

The Company anticipates net proceeds of approximately $10 billion after taxes and expenses. CommScope plans to repay all debt, redeem preferred equity held by Carlyle, and distribute significant excess cash to shareholders as a dividend within 60-90 days post-closing. The remaining business will focus on ANS and RUCKUS segments, continuing to develop next-generation network connectivity solutions.

Amphenol (NYSE: APH) has declared its third quarter 2025 dividend of $0.165 per share. The dividend will be paid on October 8, 2025 to shareholders of record as of September 16, 2025. The announcement follows the Board of Directors' approval at their meeting on July 30, 2025.

Amphenol (NYSE: APH) reported exceptional second quarter 2025 results, with sales reaching $5.7 billion, marking a 57% increase in U.S. dollars and 41% organic growth compared to Q2 2024. The company achieved record GAAP Diluted EPS of $0.86 (up 110%) and Adjusted Diluted EPS of $0.81 (up 84%).

Operating performance was strong with GAAP and Adjusted Operating Margins of 25.1% and 25.6% respectively. The company generated robust cash flows with Operating Cash Flow of $1.4 billion and Free Cash Flow of $1.1 billion. In May 2025, Amphenol acquired Narda-MITEQ, a manufacturer of RF interconnect components with annual sales of $120 million.

For Q3 2025, Amphenol expects sales between $5.4-5.5 billion (34-36% YoY increase) and Adjusted Diluted EPS of $0.77-0.79 (54-58% YoY increase).

Amphenol Corporation (NYSE: APH) has announced the pricing of two significant debt offerings: €600 million in senior notes due 2032 with a 3.125% interest rate, and $750 million in senior notes due 2028 with a 4.375% interest rate. The Euro Notes offering is expected to close on June 16, 2025, while the USD Notes offering is set to close on June 12, 2025. Both offerings are independent, and the completion of one is not contingent on the other. The company plans to use the proceeds to repay borrowings under its U.S. commercial paper program and for general corporate purposes. BNP PARIBAS, Citigroup Global Markets Limited, and Commerzbank Aktiengesellschaft are serving as joint book-running managers for the Euro Notes offering.

Amphenol Corporation (NYSE: APH) has announced the pricing of $750 million senior notes due 2028 with a 4.375% annual interest rate. The USD Notes Offering is expected to close on June 12, 2025. The company also plans to offer euro-denominated notes separately, though neither offering is contingent on the completion of the other. The proceeds will be used to repay U.S. commercial paper program borrowings and for general corporate purposes. Citigroup Global Markets, Mizuho Securities USA, and TD Securities are serving as joint book-running managers for the USD Notes Offering. The notes are being offered through the company's effective shelf registration statement with the SEC.

Amphenol Corporation (NYSE: APH) has declared its quarterly dividend for Q2 2025. The Board of Directors approved a dividend payment of $0.165 per share on the company's Common Stock. The dividend will be paid on July 9, 2025 to shareholders who are on record as of June 17, 2025.

Amphenol (NYSE: APH) reported record first quarter 2025 results with sales reaching $4.8 billion, up 48% year-over-year and 33% organically. The company achieved record adjusted diluted EPS of $0.63, increasing 58% from prior year, while GAAP diluted EPS rose 32% to $0.58.

Operating and free cash flow reached $765 million and $580 million respectively. The company demonstrated strong profitability with record adjusted operating margin of 23.5%. During Q1, Amphenol returned approximately $380 million to shareholders through share buybacks ($180.9 million) and dividends ($200 million).

The company completed two strategic acquisitions: LifeSync and CommScope's OWN and DAS businesses (now Andrew). The Andrew acquisition is expected to be $0.09 accretive to 2025 adjusted EPS. For Q2 2025, Amphenol projects sales between $4.90-5.00 billion, representing 36-39% YoY growth, with adjusted EPS forecast at $0.64-0.66.

Amphenol (NYSE: APH) has published its 2024 Sustainability Report, showcasing significant achievements in both financial and environmental performance. The company reported record financial results while making substantial progress in sustainability initiatives.

A key highlight includes surpassing their United Nations Sustainable Development Goals (SDGs) target, achieving a 34% reduction in revenue-normalized Scope 1 and 2 greenhouse gas emissions compared to 2021 levels. This milestone was reached one year ahead of schedule. The company has also announced its first-ever absolute GHG reduction target.

President and CEO R. Adam Norwitt emphasized the company's commitment to combining strong financial performance with positive community impact across their global operations.