Amphenol Corporation · NYSE:APH
Amphenol — Baird's 2025 Global Industrial Conference
15 slides from Amphenol's conference presentation, Nov 12, 2025
Slide 1: Amphenol: Enabling the Electronics Revolution
Investor Presentation Amphenol Enabling the Electronics Revolution November 2025
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 Sales By Market Leading provider of ~150,000 employees worldwide high-technology interconnect, Commercial Industrial 20% Aerospace antenna and sensor solutions 5% Automotive 16% Defense 9% Mobile Communication Devices $21.0B Sales Networks 7% 10% IT Datacom
Slide 4: Delivering superior performance in any market environment
Delivering superior performance in any market environment Quick reactivity • Proud of our organization’s accomplishments in the dynamic global electronics market Focused on customers • Driving singular focus on enabling customers across our diversified markets Diversity and agility driving performan
Slide 5: A 93-Year History of Innovation and Success
A 93-Year History of Innovation and Success Privately Owned Foundation Subsidiary APH Publicly Listed on NYSE $24B KKR Investment $22B (1997-2004) $20B $18B 2021: APH celebrates $16B 30 years on the NYSE Revenue $14B 2025: APH acquires $12B Andrew 1932: Arthur Schmitt founds American $10B Phenolic C
Slide 6: Delivering Long-Term Industry-Leading Results
Delivering Long-Term Industry-Leading Results $3.27 10-year Sales CAGR 15% $22,710 10-year EPS CAGR 18% $15,223 $1.89 $12,623 $12,555 $10,876 $1.50 $1.51 $8,599 $1.24 $8,202 $8,225 $7,011 $0.94 $0.93 $0.94 $6,286 $5,569 $0.78 $0.68 $0.61 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025E 2015 2
Slide 7: Superior Shareholder Returns Through All Cycles
Superior Shareholder Returns Through All Cycles Share Price Performance 20-year CAGR 22% 10/31/25 7 Bloomberg share price data, which reflects stock splits. CAGR calculated from 10/31/2005 to 10/31/2025. Amphenol
Slide 8: Consistent High-Performance Strategy
Consistent High-Performance Strategy Communications Networks Complementary IT / Datacom Acquisitions Mobile Devices Technology Diversity Global Low Cost Auto Industrial Entrepreneurial Organization Commercial Aerospace Defense 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 • Proliferation of our know-how Industrial 20% Commercial Aerospace 5% Automotive 16% Defense 9% Mobile Communications Devices Networks 7% 10% IT Datacom 33% O
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 Sensor 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 More than 50 but consolidating industry companies acquired in the last 10 years Technology • Focused on high-quality management teams with complementary technolo
Slide 13: Unique Entrepreneurial Culture
Unique Entrepreneurial Culture HQ Divisions 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 Broad market diversification than our markets • Balanced across end markets • Ideal balance of long- and short-cycle markets + Deliver
Slide 15: Amphenol
Amphenol Enabling the Electronics Revolution