Amphenol Reports Record Q3 2025 Results and Announces Dividend Increase

Estimated reading time: 3 minutes

Amphenol Corporation reported record third quarter 2025 results.

“We are pleased to have closed the third quarter of 2025 with record sales and Adjusted Diluted EPS, both significantly exceeding the high end of our guidance,” said Amphenol President and Chief Executive Officer, R. Adam Norwitt. “Sales increased from prior year by 53%, driven by strong organic growth in virtually all of our end markets, including exceptional organic growth in the IT datacom market, as well as contributions from the Company’s acquisition program. In the third quarter, we once again realized excellent profitability with Operating Margin reaching a record 27.5%. We are extremely proud of the Company’s outstanding performance.”

The Company continues to deploy its financial strength in a variety of ways to increase shareholder value. During the third quarter, the Company purchased 1.4 million shares of its common stock for $153 million and paid dividends of $201 million, resulting in total capital returned to shareholders of approximately $354 million.

Amphenol remains focused on expanding its growth opportunities through a deep commitment to developing enabling technologies for customers across its served end markets, an ongoing strategy of market and geographic diversification as well as an active and successful acquisition program. To that end, the Company is excited to have completed the acquisition of Rochester Sensors in August 2025. Based in Dallas, Texas and with annual sales of approximately $100 million, Rochester Sensors is a leading manufacturer of highly engineered, application-specific liquid level sensors primarily for industrial applications. The Rochester Sensors business is included in the Company’s Interconnect and Sensor Systems segment.

The Company also remains excited about the previously announced acquisitions of the CCS business from CommScope as well as Trexon. Amphenol continues to expect the Trexon acquisition to close by the end of the fourth quarter of 2025. The Company now expects the CCS acquisition to close by the end of the first quarter of 2026.

Increase in Quarterly Dividend

On October 21, 2025, Amphenol’s Board of Directors approved a 52% increase in the Company’s quarterly dividend, to $0.25 per share from $0.165 per share. The new dividend amount will be paid on January 7, 2026 to shareholders of record as of December 16, 2025.

Fourth Quarter and Full Year 2025 Outlook

Assuming the continuation of current market conditions as well as constant exchange rates, for the fourth quarter of 2025, Amphenol expects sales to be in the range of $6.0 billion to $6.1 billion, representing a 39% to 41% increase over the prior year quarter. Adjusted Diluted EPS is expected to be in the range of $0.89 to $0.91, representing a 62% to 65% increase from the fourth quarter of 2024. For the full year 2025, Amphenol expects sales to be in the range of $22.66 billion to $22.76 billion representing a 49% to 50% increase over prior year, while Adjusted Diluted EPS is expected to be in the range of $3.26 to $3.28, representing a 72% to 74% increase over prior year. This guidance does not include the impact of acquisitions that have not yet closed.

Mr. Norwitt continued, “I am very pleased with the Company’s outstanding third quarter 2025 results. The revolution in electronics continues to accelerate, with new innovations creating exciting growth opportunities for Amphenol across each of our diversified end markets. In turn, we have expanded our range of high-technology interconnect products, both through our organic innovation efforts as well as through our successful acquisition program. This expanded technology position coupled with our unique entrepreneurial culture has strengthened our competitive advantage. Our ongoing drive to leverage that competitive advantage and thereby create sustained financial strength has established an excellent base for the Company’s future performance. I am confident in the ability of our outstanding entrepreneurial management team to continue to dynamically adjust to changing market conditions, to capitalize on the wide array of growth opportunities that arise in all market cycles and to continue to generate sustainable long-term value for our shareholders and other stakeholders.”