Slide 1: Amphenol: Enabling the Electronics Revolution
Investor Presentation Amphenol Enabling the Electronics Revolution September 2021
Slide 2: Disclosures
Disclosures Forward Looking Statements This presentation contains statements that are intended to be “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements, other than statements
Slide 3: Amphenol: Enabling Electronics Everywhere
Amphenol: Enabling Electronics Everywhere 2020 Sales By Market Leading provider of Industrial ~80,000 employees worldwide high-technology interconnect, Commercial 22% Aerospace antenna and sensor solutions Military 3% 12% Automotive 17% Broadband $8.6B 4% Sales Mobile Networks Mobile Devices 6% 15%
Slide 4: Delivering superior performance in an uncertain environment
Delivering superior performance in an uncertain environment Prioritizing safety and health amidst COVID-19 pandemic • Committed to protecting our employees around the world Quick recovery • Proud of our organization’s accomplishments in a difficult environment Focused on customers • Quickly reacting
Slide 5: 89-Year History of Innovation and Success
89-Year History of Innovation and Success Privately Owned Foundation Subsidiary APH Publicly Listed on NYSE $8B KKR Investment (1997-2004) $6B 1991: APH IPOs on the NYSE Revenue 1932: Arthur Schmitt founds American Phenolic Corp. in Chicago, Illinois $4B 2016: APH celebrates 1942: Company 1967: Amph
Slide 6: Delivering Long-Term Industry-Leading Results
Delivering Long-Term Industry-Leading Results $1.88 $1.87 $1.87 10-year Sales CAGR 9% $8,599 10-year EPS CAGR 11% $8,202 $8,225 $1.56 $7,011 $1.36 $6,286 $1.21 $5,569 $1.12 $5,346 $4,615 $0.96 $4,292 $0.87 $3,940 $0.76 $3,554 $0.67 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2010 2011 201
Slide 7: Superior Shareholder Returns Through All Cycles
Superior Shareholder Returns Through All Cycles Share Price Performance $80 $70 $60 20-year CAGR 18% $50 $40 $30 $20 $10 $0 6/30/21 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 7 Bloomberg share price data, which reflects stock splits. CAGR
Slide 8: Consistent High-Performance Strategy
Consistent High-Performance Strategy Mobile Networks Complementary Mobile Devices Acquisitions IT / Datacom Technology Diversity Global Low Cost Broadband Auto Entrepreneurial Organization Industrial Military / Aerospace Strength through all cycles 8 Amphenol
Slide 9: Enabling the Electronics Revolution
Enabling the Electronics Revolution Clean and Efficient • Environmentally friendly • More power efficient Harsh environment • Ruggedized • Extreme vibration, temperature, pressure Connected and Mobile • Always on • Available anywhere Increased complexity • Multiple connections • Next-generation appl
Slide 10: Balanced and Broad Market Position
Balanced and Broad Market Position End-market diversification provides: Longer-cycle markets • Less volatility • Broad technology visibility Industrial 22% • Proliferation of our know-how Commercial Aerospace 3% Military 12% Automotive 17% Broadband 4% Mobile Networks Mobile Devices Our high-technol
Slide 11: Leading Interconnect Technologies
Leading Interconnect Technologies Extending the reach of the interconnect system Connectors Antennas Sensors Flex PCB Cables Value-add Core pillars of technology innovation Harsh Environment High Speed Power Sensors Radio Frequency Fiber Optics 11 Amphenol
Slide 12: Disciplined Acquisition Program Creating Consistent Value
Disciplined Acquisition Program Creating Consistent Value • Acquirer of choice Management • Successful acquisition program in a fragmented but Approximately 50 consolidating industry companies acquired in the last 10 years Technology • Focused on high-quality management teams with complementary tech
Slide 13: Unique Entrepreneurial Culture
Unique Entrepreneurial Culture HQ Operating Groups General Managers Empowered and Accountable Agile Accountable Passionate Talented 13 Amphenol
Slide 14: Creating Sustained Long-Term Value
Creating Sustained Long-Term Value Unique entrepreneurial culture Our long-term goals • High-performance culture • Agile, empowered and accountable Grow sales faster Balanced market diversification than our markets • No market more than 22% of sales • Ideal balance of long- and short-cycle markets +
Slide 15: Amphenol
Amphenol Enabling the Electronics Revolution