Amphenol (APH) Q3 2025 10-Q Quarterly Report

Filed: Oct 24, 2025Period ending Sep 30, 2025
Information Technology
Electronic ConnectorsSEC EDGAR

Amphenol (APH) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Oct 24, 2025 for the fiscal period ending Sep 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

Amphenol Q3 2025 10-Q Analysis

Management Discussion & Analysis

  • No revenue or YoY figures disclosed in provided text
  • No profitability or margin figures disclosed in provided text
  • No segment or product line financial performance details provided
  • Borrowed under U.S. Commercial Paper Program in first nine months 2025 for general corporate purposes and Andrew Business acquisition
  • No outstanding borrowings under Revolving Credit Facility, Commercial Paper, or Term Loans as of Sept 30, 2025

Risk Factors

  • New risk: Acquisition risks related to proposed CCS Business and Trexon deals, including possible delays, failure to close, regulatory approvals, and operational disruptions
  • Most updated risk: Increased cybersecurity threats with AI-enhanced attacks risking IT disruption, data loss, reputational damage, and potential government fines
  • Regulatory risk: Implementation of OECD/G20 Pillar Two global minimum tax effective Jan 1, 2024/2025 may increase tax complexity and uncertainty, impacting income tax provisions
  • Operational risk: Dependence on robust organic growth in AI-related IT datacom market critical to near-term sales growth, with Communications Solutions segment up 96% YoY
  • Financial risk: Foreign currency exposure impacts sales growth moderately (1% FX impact on consolidated net sales), with continued risk from economic and capital market conditions affecting credit access

Amphenol Q3 2025 Quarterly Financials
XBRL

Revenue

$6.2B

+53.4% YoY +9.6% QoQ

Net Income

$1.2B

+106.1% YoY +14.1% QoQ

Gross Margin

38.1%

+449bp YoY +175bp QoQ

Operating Margin

27.5%

+719bp YoY +237bp QoQ

Net Margin

20.1%

+515bp YoY +80bp QoQ

ROE

9.9%

Total Assets

$27.1B

EPS (Diluted)

$0.97

+102.1% YoY +12.8% QoQ

Operating Cash Flow

$1.5B

+108.9% YoY +3.8% QoQ

Source: XBRL data from Amphenol Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.

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