APH Earnings Prediction
The chart below shows how APH performed 10 days before and after its earnings report, based on data from the past quarters. Typically, APH sees a -0.64% change in stock price 10 days leading up to the earnings, and a +1.44% change 10 days following the report. On the earnings day itself, the stock moves by +1.24%. This data can give you a slight idea of what to expect for the next quarter's release.
APH Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
4.32B
29.76%
6.91%
Gross Margin
34.29%
3.69%
2.05%
Operating Margin
22.37%
5.42%
4.48%
Net Margin
17.42%
11.67%
15.52%
EPS
0.59
-28.92%
22.92%
No Data Available
APH Earnings Analysis
Amphenol Corp Corporation (APH.N) Earnings Conference Call
Positive
Record Sales Growth: Record sales of $4,318,000,000 in Q4 2024, up 30% year-over-year and 20% organically, reflecting strong demand across all served markets.
Record Q4 Orders Growth: Record orders of $5,014,000,000 in Q4 2024, up 58% compared to the prior year, resulting in a strong book-to-bill ratio of 1.16:1.
Adjusted Operating Margin Increase: Record adjusted operating margin of 22.4% in Q4 2024, an increase of 120 basis points year-over-year, driven by strong operational performance and higher sales volumes.
Strong Cash Generation: Record operating cash flow of $847,000,000 in Q4 2024, representing 114% of net income, and free cash flow of $648,000,000, or 87% of net income, indicating strong cash generation capabilities.
Record EPS Growth: Record GAAP diluted EPS of $0.59 in Q4 2024, up 44% year-over-year, and record adjusted diluted EPS of $0.55, a 34% increase from the prior year, showcasing significant profitability growth.
Negative
Automotive Market Sales Decline: Sales in the automotive market decreased by 3% in Q4, primarily due to lower demand from European customers, which offset organic growth in North America and Asia.
Industrial Market Sales Decline: Organic sales in the industrial market declined by 2% for the full year 2024, despite growth in specific segments, indicating overall market weakness.
Broadband Market Decline: Sales in the broadband market were down by 11% for the full year 2024, driven by a moderation in broadband operator spending, reflecting reduced demand in this segment.
Increased Tax Burden: The company's adjusted effective tax rate increased to 24% in Q4 2024, up from 22% in the same quarter of 2023, indicating a higher tax burden on earnings.
Acquisition Interest Expense Impact: The pending acquisition of the Andrew business from CommScope is expected to incur approximately $45 million in quarterly interest expense until it closes, impacting short-term financial performance.
APH FAQs
How does APH typically perform around its earnings report dates?
Is Earnings call transcript: Amphenol Q4 2024 beats EPS forecast, stock rises positive or negative?
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APH Earning Call Sentiment
Earnings call transcript: Amphenol Q4 2024 beats EPS forecast, stock rises
APH.N
-12.57%Positive
The earnings call indicates strong financial performance, with significant sales and order growth, improved margins, and increased EPS. The shareholder return plan is robust, with substantial share repurchases. Despite some management vagueness in the Q&A, the overall sentiment is positive, especially with the focus on AI and EV opportunities. The only concern is the expected decline in the communications networks market, but this is outweighed by the positive growth in other sectors. Therefore, the stock price is likely to experience a positive movement over the next two weeks.