Amphenol Corporation · NYSE:APH
Amphenol — Citi's 2026 Global TMT Conference
15 slides from Amphenol's conference presentation, September 2026
Slide 1: Amphenol: Enabling the Electronics Revolution
Investor Presentation Amphenol Enabling the Electronics Revolution September 2026
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 ~200,000 employees worldwide Industrial high-technology interconnect, Commercial 19% Automotive antenna, sensor and cable solutions Aerospace 4% 12% Defense Mobile 9% Devices 5% Communications Networks $29.0B Sales 11% IT
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 94-Year History of Innovation and Success
A 94-Year History of Innovation and Success $40B Foundation Privately Owned Subsidiary APH Publicly Listed on NYSE 2026: APH celebrates $35B KKR Investment (1997-2004) 35 years on the NYSE $30B $25B Revenue 2026: Acquires $20B CommScope 2025: 1932: Arthur Schmitt founds American Acquires $15B Phenol
Slide 6: Delivering Long-Term Industry-Leading Results
Delivering Long-Term Industry-Leading Results 10-year Sales CAGR 15% 10-year EPS CAGR 19% $2.16 $29.0 $23.1 $1.67 $15.2 $12.6 $12.6 $0.94 $10.9 $0.75 $0.75 $8.2 $8.2 $8.6 $0.62 $7.0 $0.47 $0.47 $0.47 $6.3 $5.6 $0.39 $0.30 $0.34 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM 2015 2016 201
Slide 7: Superior Shareholder Returns Through All Cycles
Superior Shareholder Returns Through All Cycles Share Price Performance 20-year CAGR 21% 8/31/26 7 Bloomberg share price data, which reflects stock splits. CAGR calculated from 8/31/2006 to 8/31/2026. 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 19% Commercial Automotive Aerospace 12% 4% Defense Mobile 9% Devices 5% Communications Networks 11% IT Datacom 40% 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 Fiber Optics Power Sensing Radio Frequency 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