Amphenol Corporation · NYSE:APH
Amphenol — Investor Presentation (January 2026)
17 slides from Amphenol's investor presentation, January 2026
Slide 1: Enabling the Electronics Revolution
Amphenol Enabling the Electronics Revolution Customer Presentation January 2026
Slide 2: 2025 Highlights
2025 Highlights • Sales grew from prior year by 52% to $23B • Booked more than $25B in orders with 1.10 Book to Bill • Grew EPS 77% to $3.34 • Generated record operating and free cash flow • Completed five excellent acquisitions • Closed largest ever CommScope deal in January 2026 • Increased divide
Slide 3: Unrivaled Track Record of Success
Unrivaled Track Record of Success Net Sales ($ in billions) Industry leading growth 23.1 for over a decade EPS ($)(1) (2) 10 Year CAGR Sales 15% Industry leading EPS 19% operating profit margins >2X Industry Growth 15.2 in all business cycles 12.6 12.6 10.9 Strong cash flow 8.6 generation 7.0
Slide 4: High Performance Strategy
High Performance Strategy Strength Through All Cycles Networks Comm Devices Mobile Complementary Acquisitions IT / Data Auto Technology Diversity Global Low Cost Comm Air Industrial Entrepreneurial Organization Defense Amphenol 4
Slide 5: Enabling the Electronics Revolution
Enabling the Electronics Revolution More Higher Complex Data Speeds En r ts h e Mo anc sh en bi ed a r m lit y H ron n vi E Greater Power Increased Efficiency Connectivity Amphenol 5
Slide 6: Industry-Leading Diversification
Industry-Leading Diversification % Sales by Market Industrial Commercial Air 19% Automotive 5% Defense 15% 9% 6% Mobile Communications 10% Devices Networks 36% IT Datacom 2025 Sales $23 Billion Amphenol 6
Slide 7: Boldly Embracing the Future
Boldly Embracing the Future AI Space Alternative Energy Autonomous Mobility 6G eVTOL Robotics Internet of Things Smart Cities Medical Amphenol 7
Slide 8: Leading Technology Innovation
Leading Technology Innovation High Speed Bandwidth Harsh Environment Fiber Optics Global Broad Leading Edge Radio Frequency Power Sensors Amphenol
Slide 9: Expansive and Flexible Global Footprint
Expansive and Flexible Global Footprint EUROPE: AUSTRIA BELGIUM CZECH REP. DENMARK ESTONIA FRANCE GERMANY HUNGARY IRELAND ITALY NETHERLANDS N. MACEDONIA POLAND SPAIN ROMANIA SWITZERLAND SERBIA U.K. SLOVAKIA % Sales By Region 41% 42% N. America Asia ASIA: CHINA INDIA INDONESIA JAPAN 15% MALAYSIA NORT
Slide 10: Investing Around the World
Investing Around the World Amphenol
Slide 11: Successful Acquisition Program Continuing to Create Value
Successful Acquisition Program Continuing to Create Value Amphenol Acquirer of Choice Management Technology Market Position >50 New Companies in Last Decade Amphenol
Slide 12: Extending the Reach of the Interconnect System
Extending the Reach of the Interconnect System Amphenol 12
Slide 13: Strong Focus on Sustainability
Strong Focus on Sustainability Amphenol 13
Slide 14: Ranked As One of America's Most Responsible Companies
Ranked As One of America’s Most Responsible Companies Amphenol 14
Slide 15: The Industry's Best Management Team
The Industry’s Best Management Team ● Culture of accountability ● Deep pool of talent ● Passion for performance Amphenol 14
Slide 16: Thanks to all Amphenolians Around the Globe!!
Thanks to all Amphenolians Around the Globe!! ~190,000 Employees Worldwide Amphenol
Slide 17: Enabling the Electronics Revolution
Amphenol Enabling the Electronics Revolution