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Don't Overlook Amphenol (APH) International Revenue Trends While Assessing the Stock

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Have you assessed how the international operations of Amphenol (APH - Free Report) performed in the quarter ended June 2025? For this maker of fiber-optic products, possessing an expansive global footprint, parsing the trends of international revenues could be critical to gauge its financial resilience and growth prospects.

In the modern, closely-knit global economic landscape, the capacity of a business to access foreign markets is often a key determinant of its financial well-being and growth path. Investors now place great importance on grasping the extent of a company's dependence on international markets, as it sheds light on the firm's earnings stability, its skill in leveraging various economic cycles and its broad growth potential.

Being present in international markets serves as a counterbalance to domestic economic challenges while offering chances to engage with more rapidly evolving economies. However, this kind of diversification introduces challenges like currency fluctuations, geopolitical uncertainties and varying market trends.

Upon examining APH's recent quarterly performance, we noticed several interesting patterns in the revenue generated from its international segments, which are commonly analyzed and observed by Wall Street experts.

The company's total revenue for the quarter stood at $5.65 billion, increasing 56.5% year over year. Now, let's delve into APH's international revenue breakdown to gain insights into the significance of its operations beyond home turf.

Decoding APH's International Revenue Trends

Other foreign locations accounted for 50.10% of the company's total revenue during the quarter, translating to $2.83 billion. Revenues from this region represented a surprise of +28.96%, with Wall Street analysts collectively expecting $2.2 billion. When compared to the preceding quarter and the same quarter in the previous year, Other foreign locations contributed $2.37 billion (49.33%) and $1.6 billion (44.20%) to the total revenue, respectively.

China generated $882.2 million in revenues for the company in the last quarter, constituting 15.61% of the total. This represented a surprise of -16.06% compared to the $1.05 billion projected by Wall Street analysts. Comparatively, in the previous quarter, China accounted for $793.9 million (16.50%), and in the year-ago quarter, it contributed $758.2 million (21.00%) to the total revenue.

Anticipated Revenues in Overseas Markets

The current fiscal quarter's total revenue for Amphenol, as projected by Wall Street analysts, is expected to reach $5.46 billion, reflecting an increase of 35.2% from the same quarter last year. The breakdown of this revenue by foreign region is as follows: Other foreign locations is anticipated to contribute 42.6% or $2.33 billion and China 19.6% or $1.07 billion.

For the full year, a total revenue of $20.82 billion is expected for the company, reflecting an increase of 36.8% from the year before. The revenues from Other foreign locations and China are expected to make up 43.9% and 19.2% of this total, corresponding to $9.13 billion and $3.99 billion respectively.

Closing Remarks

Relying on international markets for revenues, Amphenol faces both prospects and perils. Thus, tracking the company's international revenue trends is essential for accurately projecting its future trajectory.

In an environment where global interconnections and geopolitical skirmishes are intensifying, Wall Street analysts keep a keen eye on these trends, particularly for firms with overseas operations, to adjust their earnings predictions. Moreover, a range of other aspects, including how a company fares in its home country, significantly affects these projections.

Emphasizing a company's shifting earnings prospects is a key aspect of our approach at Zacks, especially since research has proven its substantial influence on a stock's price in the short run. This correlation is positively aligned, meaning that improved earnings projections tend to boost the stock's price.

Our proprietary stock rating tool, the Zacks Rank, with its externally validated exceptional track record, harnesses the power of earnings estimate revisions to serve as a dependable measure for anticipating the short-term price trends of stocks.

Amphenol currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>

Exploring Recent Trends in Amphenol's Stock Price

Over the preceding four weeks, the stock's value has appreciated by 7.5%, against an upturn of 4.9% in the Zacks S&P 500 composite. In parallel, the Zacks Computer and Technology sector, which counts Amphenol among its entities, has appreciated by 6.3%. Over the past three months, the company's shares have seen an increase of 30.2% versus the S&P 500's 16% increase. The sector overall has witnessed an increase of 25.2% over the same period.

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