Amphenol reported fourth-quarter revenue of $6.4 billion, representing a 49% increase in U.S. dollars, 48% in local currencies and 37% organically versus Q4 2024. Full-year 2025 revenue reached $23.1 billion, up 52% from the prior year. Adjusted operating margin for Q4 improved to 27.5%, while full-year operating margin expanded to 26.2%. Adjusted diluted EPS jumps were not disclosed here but were noted as significantly exceeding the high end of guidance, driven by robust demand in IT datacom and broad-based strength across all end markets.

During 2025 Amphenol completed five acquisitions, including the November closing of Trexon and, in January 2026, the $4.1 billion-sales CCS business acquisition expected to add $0.15 to 2026 adjusted EPS. The company deployed its financial strength to return nearly $1.5 billion to shareholders in 2025, purchasing 1.3 million shares for $171 million and paying $202 million in dividends. This disciplined capital allocation underscores Amphenol’s focus on both inorganic growth and shareholder value creation.

Assuming constant foreign exchange rates and stable market conditions, Amphenol forecasts Q1 2026 sales of $6.90 billion to $7.00 billion, implying year-over-year growth of 43% to 45%. Adjusted diluted EPS is expected between $0.91 and $0.93, a rise of 44% to 48% versus Q1 2025. This guidance includes approximately $900 million in incremental sales and $0.02 in EPS accretion from the recently acquired CCS business, reflecting continued momentum in data-center, automotive and industrial markets.