Amphenol Corp Class A
APH: XNYS (USA)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| LOCK|Q> | LOCK|k$J | LOCK|#X<VB@m |
Amphenol Earnings: Firing on All Cylinders, Including AI, Entering 2025 as We Raise Our Valuation
Amphenol beat its guidance for both sales and profit in the fourth quarter. Fourth-quarter sales rose 30% year over year and 7% sequentially to $4.32 billion. Non-GAAP operating margin rose 120 basis points year over year to 22.4%. First-quarter guidance implies more than 20% year-over-year growth.
