NYSE$APH

Amphenol Corporation · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Amphenol's second quarter results for 2023 were reported, with sales and Adjusted Diluted EPS exceeding the high end of guidance.

Amphenol reported a decrease in sales by 3% compared to the previous year, driven by declines in the IT datacom, mobile networks, and mobile devices markets, which was partially offset by growth in the commercial air, military, and automotive markets. Despite the sales moderation, the team's execution was strong, with Adjusted Operating Margin reaching 20.4%.

  • Sales of $3.054 billion, down 3% in U.S. dollars and 4% organically compared to the second quarter of 2022
  • GAAP Diluted EPS of $0.74, down 3% compared to prior year
  • Adjusted Diluted EPS of $0.72, down 4% compared to prior year
  • GAAP and Adjusted Operating Margin of 20.3% and 20.4%, respectively

Headline financials

Total Revenue

$3.05B

Previous: $3.14B-2.6%
EPS (adj)

$0.36

Previous: $0.38-5.3%
Capital Expenditures

-$193M

Previous: -$169M-14.1%
Free Cash Flow

$267M

Previous: $303M-11.8%
Net Income

$461M

Previous: $473M-2.5%
Operating Income

$620M

Previous: $649M-4.5%
Gross Profit

$992M

Previous: $1B-1.2%
Cash & Equivalents

$1.33B

Previous: $1.22B+9.0%
Total Assets

$15.2B

Previous: $15B+1.7%
Stock-Based Comp

$23.8M

Previous: $20.9M+13.9%

Revenue & EPS history

Amphenol · Revenue · Quarterly

$3.05B

Q2 2023-2.6%vs Q2 2022
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Revenue by segment

Amphenol · $3.05B total across 3 segments · Q2 2023

  • Communications Solutions
    $1.16B-15.7%
  • Interconnect and Sensors
    $1B+3.7%
  • Harsh Environment Solutions
    $889M+12.5%

Forward guidance

For the third quarter of 2023, Amphenol expects sales to be in the range of $3.040 billion to $3.100 billion, representing a 6% to 8% decline over the prior year quarter. Adjusted Diluted EPS is expected to be in the range of $0.72 to $0.74, representing an 8% to 10% reduction from the third quarter of 2022.

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 2023

Historical avgQ2 2023

+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

Earnings price reactions
QuarterReport dateReaction (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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