Amphenol Corporation, junto con numerosas subsidiarias, opera a nivel global como un destacado diseñador, fabricante y distribuidor de conectores eléctricos, electrónicos y ...
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$0.46 por acción
BPA est. $1.42 · Ingresos $9.35B · 9 analistas
$0.46 por acción
BPA est. $1.46 · Ingresos $9.59B · 8 analistas
BPA $0.29 · Ingresos $4.81B
| Métrica | Último | InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo. | TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo. |
|---|---|---|---|
| IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores). | $23.1B | +51.7% | +14.9% |
| Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día. | $4.3B | +76.2% | +87.6% |
| Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión. | +36.9% | +9.2% | +10.2% |
| Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas). | +25.9% | +19.9% | +22.8% |
| Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas. | +18.5% | +16.1% | +63.2% |
| Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones. | $4.4B | +103.7% | +44.8% |
| Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero. | +19.0% | +34.3% | +26.0% |
| Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro. | 115.6% | +55.4% | -9.5% |
| Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico. | 2.98x | +25.6% | +10.1% |
| Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo. | $36.2B | +69.0% | +6.3% |
| Métrica | Anual (real vs estimado) | Sorpresa anual | Trimestral (real vs estimado) | Sorpresa trimestral |
|---|---|---|---|---|
| EPS Surprise | 1.67 vs 3.31 | -49.5% | 0.69 vs 1.42 | -51.5% |
| Revenue Surprise | $23.1B vs $22.9B | +1.0% | $8.8B vs $9.4B | -6.3% |
| Fecha | Ejecutivo | Cargo | Valor | Lado | Acciones | Precio |
|---|---|---|---|---|---|---|
| Aug 6, 2026 | Lampo Craig A | officer: EVP& CFO | Class A Common Stock | D | 54,547 | — |
| Aug 5, 2026 | Silverman David M | officer: EVP, Human Resources | Class A Common Stock | A | 120,000 | $22.00 |
| Aug 5, 2026 | Silverman David M | officer: EVP, Human Resources | Stock Option | D | 120,000 | $22.00 |
| Aug 5, 2026 | Silverman David M | officer: EVP, Human Resources | Class A Common Stock | D | 120,000 | $174.24 |
| Aug 4, 2026 | Lampo Craig A | officer: EVP& CFO | Class A Common Stock | A | 193,200 | $22.37 |
Operator: Hello and welcome to the Second Quarter 2026 Earnings Conference Call for Amphenol Corporation. Until then, all lines will remain in a listen-only mode. At the request of the company, today's conference is being recorded. If anyone has any objections, you may disconnect at this time. I would now like to introduce today's conference host, Mr. Craig A. Lampo. Sir, you may begin. Craig A. Lampo: Great. Thank you so much. Good afternoon, everyone. This is Craig A. Lampo, Amphenol's CFO, and I am here together with Adam Norwitt, our CEO. We would like to welcome you to our second quarter 2026 conference call. Our second quarter 2026 results were released this morning I will provide some financial commentary, and then Adam will give an overview of the business and current market trends, and then we will take your questions. As a reminder, during the call, we may refer to certain non-GAAP financial measures and make certain forward-looking statements. So please refer to the relevant disclosures in our press release for further information. The company closed the second quarter of 2026 with record sales of $8.8 billion and GAAP and adjusted diluted EPS of $1.37 and $1.35, respectively. Second quarter sales were up 55% in U.S. dollars, 54% in local currencies, and 30% organically compared to the second quarter of 2025. Sequentially, sales were up 15% in U.S. dollars and in local currencies, and up 13% organically. Adam will comment further on trends by market in a few minutes. Orders in the quarter were a record $10.7 billion up a strong 94% compared to the second quarter of 2025 and up 14% sequentially. Resulting in another very strong book-to-bill ratio of 1.23 to 1. This impressive book-to-bill was driven by robust bookings in all of our end markets, with every end market having a positive book-to-bill this quarter. GAAP operating income was $2.6 billion in the quarter, and GAAP operating margin was 29.5%. GAAP operating income included $24 million of non-cash of acquired backlog, related to the CommScope acquisition. Operating income also included an $80 million or $0.04 per share net benefit related to the recovery of AIPA tariffs. Excluding the acquisition-related costs, but including the tariff recovery benefit, adjusted operating income and adjusted operating margin, were $2.6 billion and 29.8%, respectively. On an adjusted basis, operating margin increased a strong 24 basis points from the prior year quarter and 250 basis points sequentially. The year-over-year increase in adjusted operating margin was primarily driven by robust operating leverage on significantly higher sales volumes and, to a lesser extent, the tariff recovery benefit. Which more than offset the margin dilutive impact of recent acquisitions. On a sequential basis, the increase in adjusted operating margin reflected the strong conversion on the higher sales levels as well as profit progress on profitability improvement actions at recent acquisitions, including, in …
| Nombre | Cargo | Remuneración | Género | Año de nacimiento | Estado |
|---|---|---|---|---|---|
Richard Adam Norwitt | Presidente, CEO y Presidente del Consejo | USD 7,692,082 | Male | 1970 | Active |
Craig A. Lampo | Vicepresidente Ejecutivo y CFO | USD 2,327,924 | Male | 1970 | Active |
Luc Walter | Presidente de la División de Soluciones para Entornos Hostiles | USD 2,258,680 | Male | 1959 | Active |
William J. Doherty | Presidente de la División de Soluciones de Comunicación | USD 2,086,809 | Male | 1959 | Active |
Peter J. Straub | Presidente de la División de Sistemas de Interconexión y Sensores | USD 1,599,986 | Male | 1968 | Active |
Lance E. D'Amico | Vicepresidente Ejecutivo, Asesor General y Secretario | USD 670,665 | Male | 1969 | Active |
Michael R. Ivas | Vicepresidente Senior, Contralor Corporativo y Director de Contabilidad | — | Male | 1971 | Active |
Ben J. Reed | Vicepresidente de Desarrollo Corporativo | — | Male | — | Active |
David Silverman | Vicepresidente Ejecutivo de Recursos Humanos | — | Male | 1978 | Active |
Sherri Ann Scribner | Vicepresidente de Estrategia y Relaciones con Inversores | — | Female | — | Active |
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WALLINGFORD, Conn.--(BUSINESS WIRE)--Amphenol Corporation (NYSE: APH) today announced that at its meeting held on August 5, 2026, the Company's Board of Directors approved a two-for-one stock split to be paid in the form of a stock dividend. Each Amphenol shareholder of record at the close of business on August 17, 2026 will receive one additional share for every share held on the record date. Amphenol expects the additional shares will be distributed on September 2, 2026. Following the two-for.
Astera Labs (NASDAQ: ALAB | ALAB Price Prediction) and Amphenol (NYSE: APH) delivered earnings reflecting the same thesis: sell the picks and shovels of AI rack-scale density.
Amphenol (APH) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Does Amphenol (APH) have what it takes to be a top stock pick for momentum investors? Let's find out.
