News

What Happened?

Shares of electrical connector manufacturer Amphenol (NYSE:APH) jumped 12.1% in the morning session after the company reported impressive first-quarter 2025 results, which blew past analysts' revenue and EPS expectations. Sales jumped 48% year on year on a reported basis, and every business unit contributed, with the Communications Solutions segment doubling sales. Looking ahead, its EPS guidance for next quarter outperformed Wall Street's estimates by a wide margin. Zooming out, we think this quarter featured some important positives.

The shares closed the day at $71.14, up 8.1% from previous close.

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What The Market Is Telling Us

Amphenol’s shares are somewhat volatile and have had 10 moves greater than 5% over the last year. But moves this big are rare even for Amphenol and indicate this news significantly impacted the market’s perception of the business.

Amphenol is up 3.1% since the beginning of the year, but at $71.15 per share, it is still trading 9.4% below its 52-week high of $78.55 from January 2025. Investors who bought $1,000 worth of Amphenol’s shares 5 years ago would now be looking at an investment worth $3,389.

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