Amphenol Corporation · NYSE:APH
Amphenol — Investor Presentation (March 2024)
16 slides from Amphenol's investor presentation, March 2024
Slide 1: Amphenol: Enabling the Electronics Revolution
Investor Presentation Amphenol Enabling the Electronics Revolution March 2024
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 2023 Sales By Market Leading provider of ~95,000 employees worldwide high-technology interconnect, Commercial Industrial 25% Aerospace antenna and sensor solutions 4% Defense 11% Broadband Automotive 4% 23% $12.6B Mobile Sales Networks 4% IT Datacom Mobile 1
Slide 4: Delivering superior performance in an uncertain environment
Delivering superior performance in an uncertain environment Quick reactivity • Proud of our organization’s accomplishments in a constantly changing environment Focused on customers • Quickly reacting to support customers in changing supply chain and inflationary environment Diversity and agility dri
Slide 5: More than 90-Year History of Innovation and Success
More than 90-Year History of Innovation and Success Privately Owned APH Publicly Listed on NYSE Foundation Subsidiary KKR Investment $12,000 $12B (1997-2004) $10,000 $10B 2013: APH enters sensor market with GE Advanced Sensors acquisition $8,000 $8B Revenue $6,000 $6B 1932: Arthur Schmitt founds Ame
Slide 6: Delivering Long-Term Industry-Leading Results
Delivering Long-Term Industry-Leading Results 10-year Sales CAGR 11% $12,623 $12,555 10-year EPS CAGR 12% $3.01 $3.00 $10,876 $2.48 $8,599 $8,202 $8,225 $1.88 $1.87 $1.87 $7,011 $6,286 $1.56 $5,346 $5,569 $1.36 $4,615 $1.21 $1.12 $0.96 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2013 2014
Slide 7: Superior Shareholder Returns Through All Cycles
Superior Shareholder Returns Through All Cycles Share Price Performance $110 $100 $90 20-year CAGR 17% $80 $70 $60 $50 $40 $30 $20 $10 $0 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 7 Bloomberg share price data, which reflects stock s
Slide 8: Consistent High-Performance Strategy
Consistent High-Performance Strategy Mobile Networks Mobile Devices Complementary Acquisitions IT / Datacom Broadband 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 Industrial • Proliferation of our know-how Commercial 25% Aerospace 4% Defense 11% Broadband Automotive 4% 23% Mobile Networks Our high-technology solutions 4%
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 More than 50 consolidating industry companies acquired in the last 10 years Technology • Focused on high-quality management teams with complementary technolo
Slide 13: Committed to Sustainable Business Practices
Committed to Sustainable Business Practices Operating sustainably is not just the right thing to do, it is simply good business Corporate Governance Environmental • Committed to sound corporate governance policies During 2022, achieved all 8 of our Sustainability Goals announced in 2019 and added 8
Slide 14: Unique Entrepreneurial Culture
Unique Entrepreneurial Culture HQ 3 Divisions Operating Groups General Managers Empowered and Accountable Agile Accountable Passionate Talented 14 Amphenol
Slide 15: 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 25% of sales • Ideal balance of long- and short-cycle markets +
Slide 16: Amphenol
Amphenol Enabling the Electronics Revolution