Amphenol (APH) investor relations material

Financial profile

• LTM sales were $21.0B, adjusted operating margin 28.7%, adjusted diluted EPS $2.49 and free cash flow $5.1B; LTM ended September 30, 2026.

• Workforce totaled ~200,000; 2025 sales by geography were Asia 42%, North America 41%, Europe 15% and ROW 2%.

• 2026E sales of $37.0B and adjusted diluted EPS of $2.83 reflect mid-point guidance; 2015–2025 CAGRs were 15% for sales and 19% for EPS.

• The stated 20-year share-price CAGR was 20% through October 31, 2026.

Market position and technology

• LTM sales mix: IT Datacom 43%, Industrial 19%, Automotive 11%, Communications Networks 10%, Defense 8%, Mobile Devices 5% and Commercial Aerospace 4%.

• Market diversification spans shorter- and longer-cycle markets, providing exposure to new opportunities and broad technology visibility.

• Core technologies include connectors, antennas, sensors, cables, flex, PCB, fiber optics, power, sensing and radio frequency.

• Solutions address AI and 5G, high-speed connectivity, harsh environments, greater complexity, mobility and power efficiency.

Growth strategy and operations

• Long-term priorities include growing sales faster than markets, strong contribution margin and free cash flow for reinvestment.

• Sales reach ~70 countries across six continents; the operating model emphasizes agility, empowerment and accountability.

• The strategy combines market diversification, secular-growth technology solutions and a high-performance entrepreneurial culture.

• More than 50 acquisitions were completed in the last 10 years; acquisitions are targeted to contribute about one-third of long-term growth.

• Recent milestones include acquisitions of CIT in 2024, Andrew in 2025 and CommScope in 2026.