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Shares of Amphenol (APH) have been strong performers lately, with the stock up 6.1% over the past month. The stock hit a new 52-week high of $103.07 in the previous session. Amphenol has gained 3.7% since the start of the year compared to the 63.2% move for the Zacks Computer and Technology sector and the 33.1% return for the Zacks Electronics - Connectors industry.What's Driving the Outperformance?The stock has an impressive record of positive earnings surprises, as it hasn't missed our earnings consensus ...

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公司交易 - Carlisle Companies Incorporated宣布签署协议，将Carlisle Interconnect Technologies出售给Amphenol Corporation，交易价值为20.25亿美元[1] - 出售CIT符合公司Vision 2030战略，将公司转变为一家专注于建筑产品的公司，致力于通过创新的建筑外围产品和解决方案实现超过40美元的调整后每股收益[1] - J.P. Morgan Securities LLC担任Carlisle的交易财务顾问，Kirkland and Ellis LLP担任法律顾问[3] - 公司提供了非GAAP财务指标，包括调整后每股收益和自由现金流利润率，以增强公司和投资者对公司和其部门财务表现的理解[6]

WALLINGFORD, Conn.--(BUSINESS WIRE)--Amphenol Corporation (NYSE: APH), a leading global provider of high-technology interconnect, antenna and sensor solutions, today announced a definitive agreement to acquire the Carlisle Interconnect Technologies (“CIT”) business of Carlisle Companies Incorporated (NYSE: CSL) for $2.025 billion in cash, subject to customary post-closing adjustments. CIT is a leading global supplier of harsh environment interconnect solutions primarily to the commercial air, defense and ...

业绩总结 - 公司2023年第四季度销售额为33.27亿美元，创下了0.82美元的调整后每股收益新纪录[6] - 公司2023年全年销售额为125.55亿美元，订单为126.7亿美元，调整后运营利润为25.94亿美元[7] - 公司2023年第四季度调整后运营利润为7.06亿美元，调整后运营利润率为21.2%，创下公司新季度记录[7] - 公司2023年全年调整后运营利润率为20.7%，与2018年和2022年的记录持平[9] - 公司2023年第四季度调整后每股收益为0.82美元，同比增长5%[15] 部门业绩 - Harsh Environment Solutions部门第四季度销售额为9亿美元，增长13%，运营利润率为26.5%[11] - Communications Solutions部门第四季度销售额为13.45亿美元，下降6%，运营利润率为23.1%[12] - Interconnect and Sensor Systems部门第四季度销售额为10.82亿美元，增长7%，运营利润率为18.5%[12] 财务数据 - 公司2023年全年自由现金流为21.6亿美元，占调整后净收入的111%[16] - 2023年第四季度和全年EBITDA分别为8.3亿美元和31亿美元[20] - 销售额以美元计算增长3%，达到33.27亿美元[24] - 第四季度订单额为31.64亿美元，同比增长10%[25] - 调整后的每股收益增长5%，达到0.82美元[25] 市场展望 - 公司全年2023年销售额以美元本地货币和有机增长率非常强劲，增长了36%[45] - 预计2024年公司的利润率目标为25%，在正常的成本和价格环境下，预计会有典型的利润率和利润增长[95] 市场扩张和并购 - 公司在中国市场看到了汽车工业和工业市场等领域的巨大机会，团队在当地市场表现出色，公司在这个不确定的时期处于有利地位[108],[110] - 公司在2019年以来收购了近30家公司，这些公司为未来的有机增长提供了扩展平台[116] - 公司收购了制造传感器、天线、电缆和电缆组件等高科技产品的公司，看好所有互连产品的收购机会[147]

Amphenol’s (APH) fourth-quarter 2023 adjusted earnings of 82 cents per share beat the Zacks Consensus Estimate by 6.49%. The earnings figure increased 5.1% year over year.Net sales increased 2.7% year over year to $3.33 billion and beat the consensus mark by 5.89%. Organically, net sales decreased 1%.The top line benefited from higher revenues across the commercial air, defense, automotive and IT datacom end-markets.Quarterly DetailsHarsh Environment Solutions’ (27.1% of net sales) sales came in at $900.3 m ...

Amphenol (APH) reported $3.33 billion in revenue for the quarter ended December 2023, representing a year-over-year increase of 2.7%. EPS of $0.82 for the same period compares to $0.78 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $3.14 billion, representing a surprise of +5.89%. The company delivered an EPS surprise of +6.49%, with the consensus EPS estimate being $0.77.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how ...

Amphenol第四季度业绩 - Amphenol (APH)第四季度每股收益为0.82美元，超过了Zacks Consensus Estimate的0.77美元[1] - Amphenol的营收为33.3亿美元，超过了Zacks Consensus Estimate的5.89%[4] - Amphenol股票自年初以来下跌约1.2%[6] Amphenol盈利前景 - Amphenol的盈利前景被评为Zacks Rank 2 (Buy)，预计未来股价将表现优于市场[9]