Craig Hall
Chief Financial Officer
Replay available
Amphenol Corporation (APH) Q3 2025 Earnings Call
Amphenol Corporation (NYSE: APH) Q3 2025 earnings conference call, held 2025-10-22. Replay captured from the company's public earnings webcast.
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Replay transcript excerpt
WEBVTT 00:00:00.031 -- 00:00:02.695 an overview of the business and current market trends. 00:00:02.695 -- 00:00:05.639 Then, of course, we will take your questions. 00:00:05.639 -- 00:00:10.306 As a reminder, during the call, we may refer to certain non-GAAP financial measures and 00:00:10.306 -- 00:00:14.032 make certain forward-looking statements, so please refer to the relevant disclosures 00:00:14.032 -- 00:00:17.193 in our press release for further information. 00:00:17.497 -- 00:00:23.202 The company closed the third quarter of 2025 with record sales of $6,194,000,000, 00:00:24.187 -- 00:00:28.513 a record GAAP and adjusted EPS of $0.97 and $0.93, 00:00:28.513 -- 00:00:30.338 respectively. 00:00:30.338 -- 00:00:35.885 Third quarter sales were up 53% in U.S. dollars, 52% in local currencies, and 41% 00:00:35.885 -- 00:00:37.885 organically 00:00:37.948 -- 00:00:41.130 compared to the third quarter of 2024. 00:00:41.152 -- 00:00:47.500 Sequentially, sales were up 10% in U.S. dollars and local currencies and up 9% organically. 00:00:47.500 -- 00:00:51.803 Adam will comment further on trends by market in a few minutes. 00:00:51.986 -- 00:00:55.709 Orders in the quarter were a record $6,111,000,000. 00:00:56.748 -- 00:01:02.816 up a strong 38% compared to the third quarter of 2024, and up 11% sequentially, 00:01:02.816 -- 00:01:07.022 resulting in a book-to-bill ratio of 0.99 to 1. 00:01:07.022 -- 00:01:11.144 Gap in adjusted operating income were both $1,702,000,000 00:01:11.568 -- 00:01:14.351 in the quarter, and operating margin was a record 27.5%. 00:01:14.351 -- 00:01:16.592 On an adjusted 00:01:17.696 -- 00:01:22.903 basis, operating margin increased by a strong 560 basis points from the prior 00:01:22.903 -- 00:01:27.173 year quarter and 190 basis points seq...