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Vanguard Mid-Cap ETF Newsroom
Amphenol Analyst Ratings
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The demand for AI interconnectivity is strong! Connector leader Amphenol's performance exceeded expectations, and the Order revenue was at a record high.
① Orders mainly come from Datacenter-related AI spending, especially from many large customers; ② The Q1 performance guidance for 2025 exceeded expectations; ③ Amphenol stated that the opportunities in 2025 still lie in the electronic revolution.
Earnings Call Summary | Amphenol(APH.US) Q4 2024 Earnings Conference
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Benefiting from the AI wave! "NVIDIA supplier" Amphenol's Q4 profit margins set a record, with first-quarter sales guidance exceeding expectations.
Amphenol's net sales in the fourth quarter increased by 30% year-on-year, with both the fourth quarter and full-year operating margin reaching record levels. The guidance for the first quarter provided also exceeded the general expectations of Analysts, with a projected year-on-year growth of 23% to 26%.
Amphenol Corp Expects Q1 Revenue Of $4.0B-$4.1B Vs $3.93B Est, Adj EPS Of $0.49-$0.51 Vs $0.48 Est
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