Does Strong 2025 Results And Capital Returns Shift The Bull Case For Amphenol (APH)?

Simply Wall St.02-10

Amphenol Corporation recently reported strong 2025 results, including US$23.09 billion in sales and US$4.27 billion in net income, introduced first‑quarter 2026 sales guidance of US$6.90 billion to US...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2610695397?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/company-cover/24827-main-header/1756252688405","is_english":true,"pubTime":"2026-02-10 07:26","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2610695397","market":"sg","top_or_hot":-1,"title":"Does Strong 2025 Results And Capital Returns Shift The Bull Case For Amphenol (APH)?","media":"Simply Wall St.","content":"<div>\n<p>Amphenol Corporation recently reported strong 2025 results, including US$23.09 billion in sales and US$4.27 billion in net income, introduced first‑quarter 2026 sales guidance of US$6.90 billion to US...</p>\n\n<a href=\"https://simplywall.st/stocks/us/tech/nyse-aph/amphenol/news/does-strong-2025-results-and-capital-returns-shift-the-bull\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Does Strong 2025 Results And Capital Returns Shift The Bull Case For Amphenol (APH)?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDoes Strong 2025 Results And Capital Returns Shift The Bull Case For Amphenol (APH)?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-10 07:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/tech/nyse-aph/amphenol/news/does-strong-2025-results-and-capital-returns-shift-the-bull><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amphenol Corporation recently reported strong 2025 results, including US$23.09 billion in sales and US$4.27 billion in net income, introduced first‑quarter 2026 sales guidance of US$6.90 billion to US...</p>\n\n<a href=\"https://simplywall.st/stocks/us/tech/nyse-aph/amphenol/news/does-strong-2025-results-and-capital-returns-shift-the-bull\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4512","symbol_name":"苹果概念","start_time":0,"source_url":"https://simplywall.st/stocks/us/tech/nyse-aph/amphenol/news/does-strong-2025-results-and-capital-returns-shift-the-bull","article_id":"2610695397","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/24827-main-header/1756252688405"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/tech/nyse-aph/amphenol/news/does-strong-2025-results-and-capital-returns-shift-the-bull","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2610695397","pubTimestamp":1770679563,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Amphenol Corporation recently reported strong 2025 results, including US$23.09 billion in sales and US$4.27 billion in net income, introduced first‑quarter 2026 sales guidance of US$6.90 billion to US$7.00 billion, declared a US$0.25 per‑share dividend for April 2026, and outlined leadership changes as longtime Chairman Martin H. Loeffler plans to retire.\nTaken together with ongoing share repurchases and the CEO’s planned transition to Chairman, these moves highlight Amphenol’s focus on...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4512":"苹果概念","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","IE00BGHQF417.EUR":"GUINNESS SUSTAINABLE ENERGY \"C\" (EUR) ACC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","BK4585":"ETF&股票定投概念","APH.AU":"Australian Primary Hemp","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","BK4148":"电子元件","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","BK4588":"碎股","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","APH":"安诺电子","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","IE00B3CCJ633.GBP":"GUINNESS SUSTAINABLE ENERGY \"C\" (GBP) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","IE00B2PGVK34.USD":"GUINNESS SUSTAINABLE ENERGY \"C\" (USD) ACC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC"},"translate_title":"2025年强劲的业绩和资本回报会改变安费诺(APH)的牛市吗？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"APH":1.5,"APH.AU":1.5},"content_text":"Amphenol Corporation recently reported strong 2025 results, including US$23.09 billion in sales and US$4.27 billion in net income, introduced first‑quarter 2026 sales guidance of US$6.90 billion to US$7.00 billion, declared a US$0.25 per‑share dividend for April 2026, and outlined leadership changes as longtime Chairman Martin H. Loeffler plans to retire. Taken together with ongoing share repurchases and the CEO’s planned transition to Chairman, these moves highlight Amphenol’s focus on capital returns and leadership continuity as it positions its connectivity portfolio for expanding electrification, automation and AI demand. We’ll now examine how Amphenol’s upbeat sales guidance shapes the company’s investment narrative and what it could mean for investors. AI is about to change healthcare. These 26 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.AdvertisementWhat Is Amphenol's Investment Narrative?For Amphenol, the core investment story is still about owning a critical supplier to electrification, automation and AI hardware, but the latest numbers and announcements sharpen that picture. The company just turned in US$23.09 billion of 2025 sales with higher margins, paired with upbeat first quarter 2026 guidance pointing to strong near term demand across its connectivity portfolio. The freshly affirmed US$0.25 dividend and ongoing share buybacks reinforce a shareholder friendly capital return approach, while the CEO’s move to Chairman and Martin Loeffler’s retirement underline leadership continuity rather than a reset. None of this removes the main near term tension: a premium valuation on earnings and cash flow expectations that are already high. If growth or integration of recent deals slows, that premium could quickly look exposed. However, investors also need to weigh one risk that is easier to overlook than it should be.\n\nDespite retreating, Amphenol's shares might still be trading above their fair value and there could be some more downside. Discover how much.Exploring Other PerspectivesAPH 1-Year Stock Price Chart Five Simply Wall St Community members currently see Amphenol’s fair value between US$123.77 and US$168.21, underscoring how far opinions can stretch. Set that against a richly valued stock that already prices in strong execution, and it becomes even more important to review several perspectives before deciding how comfortable you are with the key risks and potential rewards.Explore 5 other fair value estimates on Amphenol - why the stock might be worth as much as 17% more than the current price!Build Your Own Amphenol NarrativeDisagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Amphenol research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.Our free Amphenol research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Amphenol's overall financial health at a glance.Searching For A Fresh Perspective?Early movers are already taking notice. See the stocks they're targeting before they've flown the coop:We've uncovered the 14 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them.Invest in the nuclear renaissance through our list of 87 elite nuclear energy infrastructure plays powering the global AI revolution.Uncover the next big thing with 25 elite penny stocks that balance risk and reward.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2610695397","isCrawlerRequest":true}