)
Edge23 Jan 2026
Death, Taxes, and Garbage: The Story of WM
How Waste Management turned garbage into one of America's most stable business models through landfills, regulation, and nationwide scale.
Amphenol
Amphenol (APH) investor relations material
Amphenol Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary28 Jan, 2026
Executive summary
Achieved record Q4 2025 sales of $6.4B, up 49% YoY, and full-year sales of $23.1B, up 52% YoY, with strong organic growth and significant contributions from acquisitions.
Adjusted diluted EPS reached $0.97 in Q4 (up 76% YoY) and $3.34 for the year (up 77% YoY).
Booked record Q4 orders of $8.4B, up 68% YoY and 38% sequentially, driven by strong AI/data center demand.
Closed five acquisitions in 2025, including Trexon, and completed the acquisition of CommScope's CCS business in January 2026.
Returned nearly $1.5B to shareholders through share repurchases and dividends in 2025.
Financial highlights
Q4 GAAP operating income: $1.7B; adjusted operating income: $1.8B; adjusted operating margin: 27.5% (up 510 bps YoY).
Full-year GAAP operating income: $5.9B; adjusted: $6.1B; adjusted margin: 26.2% (up 450 bps YoY).
Q4 free cash flow: $1.7B (144% of net income); full-year free cash flow: $4.4B (103% of net income).
Q4 GAAP and adjusted effective tax rates: 26.9% and 25.5%, respectively; full year effective tax rate: 23.1%.
Year-end cash and equivalents: $11.1B; total assets: $36.2B.
Outlook and guidance
Q1 2026 sales expected at $6.9B–$7.0B, up 43%–45% YoY; adjusted EPS $0.91–$0.93, up 44%–48% YoY.
Guidance includes ~$900M in sales and $0.02 EPS accretion from CommScope/CCS.
CCS business expected to generate $4.1B in 2026 sales and add $0.15 to 2026 adjusted diluted EPS.
Adjusted tax rate of 25.5% expected to continue into 2026.
CapEx expected to remain in the 3%–4% of sales range, with potential to trend toward upper end.
China tax dispute: Update on potential $300M impact
Net EPS impact of CCS acquisition for Q1 2026
Key drivers for IT datacom organic growth?
How do AI customer commitments impact investments?
How does CCS broaden fiber optic capabilities?
What's driving Europe's organic growth in industrial?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Amphenol earnings date
Q1 202623 Apr, 2026
Amphenol
Next Amphenol earnings date
Q1 202623 Apr, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Amphenol Corporation, together with its subsidiaries, primarily designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally. It operates through two segments, Interconnect Products and Assemblies; and Cable Products and Solutions. The company offers connector products for use in the cellular handset, wireless communications, aerospace and military/commercial/other industrial applications; printed circuit board connectors; and portables accessories products comprising high-speed data and radio frequency connectors for use in a range of applications in the automotive industry.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage