Amphenol (APH) FY2025 10-K Annual Report
Amphenol (APH) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 11, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.
Amphenol FY2025 10-K Analysis
Business Overview
- • Core business model: designer and manufacturer of electrical, electronic, fiber optic connectors, interconnect systems, antennas, sensors, and specialty cables
- • New emphasis on Connectivity and Cable Solutions business from $10.5B acquisition of CommScope, expanding fiber optic interconnects and building infrastructure products
- • Strategic shift in global footprint with expanded manufacturing, engineering, and sales to serve international customers and leverage low-cost regions
- • Acquisition spending increased to $3.8B in 2025 for five deals, including Outdoor Wireless Networks and Distributed Antenna Systems (Andrew segment)
- • Largest acquisition in history: $10.5B CommScope deal early 2026 enhancing IT datacom and industrial interconnect market presence
Management Discussion & Analysis
- • Revenue details not explicitly stated; discussion of sales recognition methods, primarily at point of shipment or destination
- • No reported profitability or margin figures provided in the excerpt
- • No segment performance data disclosed
- • Free Cash Flow defined as operating cash flow minus capital expenditures net of disposals; no specific $ amounts or capital allocation given
- • No forward-looking guidance or key risks detailed; mention of tax law changes and accounting standards as ongoing considerations
Risk Factors
- • No timely or specific regulatory or legal risk identified in text
- • No geopolitical or macroeconomic threat detailed in text
- • No unique operational or supply chain vulnerability disclosed
- • No competitive or market disruption risk discussed
- • Financial risk from reliance on non-GAAP measures excluding acquisition-related and significant tax items impacting performance evaluation
Amphenol FY2025 Key Financial MetricsXBRL
Revenue
$23.1B
▲ +51.7% YoY
Net Income
$4.3B
▲ +76.2% YoY
Gross Margin
36.9%
▲ +312bp YoY
Operating Margin
25.4%
▲ +467bp YoY
Net Margin
18.5%
▲ +257bp YoY
ROE
31.8%
▲ +708bp YoY
Total Assets
$36.2B
▲ +69.0% YoY
EPS (Diluted)
$3.34
▲ +74.0% YoY
Operating Cash Flow
$5.4B
▲ +91.0% YoY
Source: XBRL data from Amphenol FY2025 10-K filing on SEC EDGAR. All figures in USD.
Get deeper insights on Amphenol
Access full AI analysis, insider trading data, fund holdings, and cross-signal detection on SignalX.