Amphenol Corporation · NYSE:APH
Amphenol — Investor Presentation (October 2024)
17 slides from Amphenol's investor presentation, October 2024
Slide 1: Enabling the Electronics Revolution
Amphenol Enabling the Electronics Revolution Customer Presentation October 2024
Slide 2: Q3 2024 Highlights
Q3 2024 Highlights • Sales increased 26% to a record of $4.0B • Growth driven by IT Datacom, Mobile Networks, Mobile Devices and Commercial Air • Delivered strong earnings and cash flow • Closed quarter in strong financial position • Closed acquisition of Lutze Europe Amphenol 2
Slide 3: Unrivaled Track Record of Success
Unrivaled Track Record of Success Net Sales ($ in millions) Industry leading growth for over a decade EPS ($)(1) (2) 14, 232 10 Year CAGR Sales 10% 12,623 12,555 Industry leading EPS 12% >2X Industry Growth operating profit margins 10,876 in all business cycles 8,599 8,202 8,225 Strong cash fl
Slide 4: High Performance Strategy
High Performance Strategy Strength Through All Cycles Mobile Infra Devices Mobile Complementary Acquisitions IT / Data Broadband Technology Diversity Global Low Cost Auto Mil/Aero Industrial Entrepreneurial Organization Amphenol 4
Slide 5: Enabling the Electronics Revolution
Enabling the Electronics Revolution Higher More Data Complex Speeds En ha n ce e r ts h d Mo a rs men H on bi ir lit v y En Greater Power Increased Efficiency Connectivity Amphenol 5
Slide 6: Industry-Leading Diversification
Industry-Leading Diversification % Sales by Market Industrial 23% Comm Air 6% Defense Automotive 11% 19% 3% Broadband 3% 10% Mobile 25% Networks Mobile Devices IT Datacom Q3 2024 Sales $4.0 Billion Amphenol 6
Slide 7: Boldly Embracing the Future
Boldly Embracing the Future ALTERNATIVE ENERGY AI & MACHINE LEARNING SMALL SATELLITES ROBOTICS AUTONOMOUS MOBILITY INTERNET OF THINGS 5G SMART CITIES eVTOL Amphenol 7
Slide 8: Leading Technology Innovation
Leading Technology Innovation High Speed Bandwidth Harsh Fiber Environment Optics Global Broad Leading Edge Radio Power Frequency Sensors Amphenol 8
Slide 9: Expansive and Flexible Global Footprint
Expansive and Flexible Global Footprint EUROPE: AUSTRIA FINLAND ITALY SERBIA BELGIUM FRANCE MACEDONIA SLOVAKIA CZECH REP. GERMANY NETHERLANDS SPAIN DENMARK ENGLAND HUNGARY ICELAND NORWAY POLAND SWEDEN SWITZERLAND % Sales By Region ESTONIA IRELAND ROMANIA 41% 41% N. America Asia ASIA: CHINA HONG KONG
Slide 10: Investing Around the World
Investing Around the World Milford. NH Plainview NY Macedonia, OH Bursa, Turkey Ramonville-Saint-Agne, Marseille, France Pecs, Hungary Ludenscheid, Gornsdorf, Ostrov, Czech Rep. Trstenik, Serbia FR Germany Germany Manchester, NH Kunsham, Malaysia Bloomfield, IL Shanghai, China Meriden. CT Suzhou, Ch
Slide 11: 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 11
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 the Heroes of Amphenol!!
Thanks to the Heroes of Amphenol!! ~115,000 Employees Worldwide Amphenol 15
Slide 17: Enabling the Electronics Revolution
Amphenol Enabling the Electronics Revolution