NYSE$APH
Amphenol Corporation · Q2 2022 earnings
Q2 2022 earnings · · Investor relations
Briefing
Amphenol's second quarter 2022 was marked by record sales and adjusted diluted EPS, exceeding guidance amidst robust growth and strategic acquisitions.
Amphenol Corporation reported record sales of $3.137 billion, an 18% increase year-over-year, and a GAAP diluted EPS of $0.76, up 29% from the previous year. The company's performance was driven by growth across various end markets and contributions from acquisitions, with an operating margin of 20.7%.
- Achieved record sales of $3.137 billion, reflecting an 18% increase compared to Q2 2021.
- Reported record GAAP diluted EPS of $0.76, a 29% increase year-over-year.
- Generated record operating and free cash flow of $543 million and $452 million, respectively.
- Announced the acquisition of NPI Solutions, Inc., enhancing capabilities in the industrial market.
Headline financials
Revenue & EPS history
Amphenol · Revenue · Quarterly
$3.14B
Revenue by segment
Amphenol · $3.14B total across 3 segments · Q2 2022
- Communications Solutions$1.38B—43.9%
- Interconnect and Sensors$968M—30.9%
- Harsh Environment Solutions$790M—25.2%
Forward guidance
For the third quarter of 2022, Amphenol expects sales to be in the range of $3.040 billion to $3.100 billion, representing 8% to 10% growth over the third quarter of 2021. Adjusted Diluted EPS is expected to be in the range of $0.73 to $0.75, representing 12% to 15% growth over the third quarter of 2021.
Tailwinds
- Sales are expected to be in the range of $3.040 billion to $3.100 billion.
- Sales growth is projected to be 8% to 10% over the third quarter of 2021.
- Adjusted Diluted EPS is expected to be in the range of $0.73 to $0.75.
- Adjusted Diluted EPS growth is projected to be 12% to 15% over the third quarter of 2021.
- Company's strong second quarter results.
Headwinds
- The market environment remains highly uncertain.
- There are continued supply chain challenges.
- There are continued inflationary challenges.
- There are ongoing disruptions associated with the COVID-19 pandemic.
- Guidance assumes conditions do not meaningfully worsen and constant exchange rates.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q2 2022
+0.8%
Avg return
Earnings day
+1.5%
Avg return
5 days after
+4.3%
Avg return
30 days after
55%
40 / 73 earnings
Positive
+15.0%
Q2 2012
Best reaction
-11.1%
Q4 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -2.0% | -1.9% | +3.3% | |
| Q4 2025 | -11.1% | -12.8% | -12.1% | |
| Q3 2025 | +3.6% | +9.2% | +5.8% | |
| Q2 2025 | +0.5% | +1.0% | +4.7% | |
| Q1 2025 | +8.2% | +15.4% | +30.1% | |
| Q4 2024 | +7.0% | -7.2% | -7.1% | |
| Q3 2024 | +4.4% | +2.7% | +11.1% | |
| Q2 2024 | -6.8% | -4.3% | +1.6% | |
| Q1 2024 | +4.2% | +6.9% | +19.2% | |
| Q4 2023 | +2.9% | +3.6% | +9.7% | |
| Q3 2023 | +1.2% | +0.9% | +14.0% | |
| Q2 2023 | +5.3% | +4.7% | +2.4% | |
| Q1 2023 | -0.1% | +2.1% | +2.3% | |
| Q4 2022 | -1.3% | -1.4% | -3.7% | |
| Q3 2022 | +1.6% | +4.2% | +10.4% | |
| Q2 2022 | +10.3% | +10.1% | +8.5% | |
| Q1 2022 | +7.3% | +4.4% | +4.1% | |
| Q4 2021 | -1.3% | +4.7% | +1.1% | |
| Q3 2021 | -2.7% | -2.3% | +3.6% | |
| Q2 2021 | +2.2% | +3.3% | +9.0% | |
| Q1 2021 | +0.6% | -2.9% | -1.5% | |
| Q4 2020 | -2.5% | -3.4% | -3.3% | |
| Q3 2020 | +3.4% | +1.6% | +11.2% | |
| Q2 2020 | +3.4% | +4.0% | +6.0% | |
| Q1 2020 | +9.2% | +13.8% | +18.0% | |
| Q4 2019 | -1.8% | -5.2% | -6.0% | |
| Q3 2019 | +2.7% | +2.1% | +2.7% | |
| Q2 2019 | -4.6% | -2.5% | -13.2% | |
| Q1 2019 | -4.5% | -6.1% | -15.1% | |
| Q4 2018 | +5.0% | +5.6% | +16.2% | |
| Q3 2018 | +4.0% | +3.3% | +2.7% | |
| Q2 2018 | +7.5% | +3.8% | +5.3% | |
| Q1 2018 | +1.3% | +1.1% | +5.4% | |
| Q4 2017 | -0.7% | +0.3% | -1.1% | |
| Q3 2017 | -1.3% | -1.0% | +4.9% | |
| Q2 2017 | +0.0% | +1.0% | +5.2% | |
| Q1 2017 | +0.8% | -0.4% | +3.6% | |
| Q4 2016 | -3.1% | -2.6% | +2.1% | |
| Q3 2016 | +5.1% | +4.4% | +7.6% | |
| Q2 2016 | +1.2% | +0.2% | +4.5% | |
| Q1 2016 | -2.5% | — | — | |
| Q4 2015 | +5.2% | — | — | |
| Q3 2015 | -2.5% | — | — | |
| Q2 2015 | +4.1% | — | — | |
| Q1 2015 | -2.5% | — | — | |
| Q4 2014 | +4.6% | — | — | |
| Q3 2014 | -3.4% | — | — | |
| Q2 2014 | +0.5% | — | — | |
| Q1 2014 | +1.3% | — | — | |
| Q4 2013 | -2.8% | — | — | |
| Q3 2013 | +4.1% | — | — | |
| Q2 2013 | -9.2% | — | — | |
| Q1 2013 | +0.8% | — | — | |
| Q4 2012 | -0.9% | — | — | |
| Q3 2012 | +2.7% | — | — | |
| Q2 2012 | +15.0% | — | — | |
| Q1 2012 | +2.2% | — | — | |
| Q4 2011 | +0.1% | — | — | |
| Q3 2011 | -0.7% | — | — | |
| Q2 2011 | -5.5% | — | — | |
| Q1 2011 | -5.2% | — | — | |
| Q4 2010 | -1.1% | — | — | |
| Q3 2010 | -0.9% | — | — | |
| Q2 2010 | +0.9% | — | — | |
| Q1 2009 | -3.6% | — | — | |
| Q1 2010 | +0.4% | — | — | |
| Q4 2009 | -0.4% | — | — | |
| Q4 2007 | -0.4% | — | — | |
| Q3 2009 | +0.8% | — | — | |
| Q3 2008 | +0.8% | — | — | |
| Q2 2009 | +0.0% | — | — | |
| Q2 2008 | +0.0% | — | — | |
| Q4 2008 | +0.0% | — | — |
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