安费诺公司（NYSE:APH）报告称，2024财年第四季度销售额同比增长30%，达到43.2亿美元，超过了分析师一致预期的40.7亿美元。调整后的每股收益55美分也超过了分析师预期的50美分。财报公布后，股票上涨。 本季度的调整后营业利润率为22.4%，而去年同期为21.2%。 截至12月31日，安费诺持有34.4亿美元的现金和等价物。 首席执行官R. Adam Norwitt表示，季度销售增长反映了在 IT 数据通信、移动网络、商业航空、移动设备、宽带和国防市场的强劲有机增长，以及公司收购计划的贡献。 公司预计将在2025年第一季度完成对CommScope公司OWN和DAS业务的收购。 展望：安费诺预计第一季度销售额为40亿美元至41亿美元，同比增加23%至26%，而市场预期为39.3亿美元。 公司预计调整后的每股收益为0.49至0.51美元，同比增加23%至28%，而分析师一致预期为0.48美元。 在过去12个月中，安费诺股票上涨了超过48%。投资者可以通过SmartETFs智能交通与技术ETF（NYSE:MOTO）和Advisors Series Trust的Logan Capital广义创新增长ETF（NYSE:LCLG）获得该股票的敞口。 价格行动：截至周三最后检查时，APH股价上涨5.42%，达到76.66美元。

以上内容来自Benzinga Earnings专栏，原文如下：

Amphenol Corp (NYSE:APH) reported a fiscal fourth-quarter 2024 sales increase of 30% year-on-year to $4.32 billion, topping the analyst consensus estimate of $4.07 billion. 

Adjusted EPS of 55 cents beat the analyst consensus estimate of 50 cents. The stock surged after the print.

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The adjusted operating margin for the quarter was 22.4% versus 21.2% a year ago.

Amphenol held $3.34 billion in cash and equivalents as of December 31.

CEO R. Adam Norwitt said the quarterly sales growth reflected robust organic growth in the IT datacom, mobile networks, commercial air, mobile devices, broadband, and defense markets, as well as contributions from the company’s acquisition program. 

The company expects to close on acquiring CommScope’s OWN and DAS businesses during the first quarter of 2025.

Outlook: Amphenol expects first-quarter sales of $4.00 billion-$4.10 billion. This represents a 23%-26% increase over the prior-year quarter, and the street view pegs expectations at $3.93 billion.

The company sees adjusted EPS of $0.49–$0.51, representing a 23%–28% increase Y/Y. The analyst consensus stands at $0.48.

Amphenol stock surged over 48% in the last 12 months. Investors can gain exposure to the stock through SmartETFs Smart Transportation & Technology ETF (NYSE:MOTO) and Advisors Series Trust Logan Capital Broad Innovative Growth ETF (NYSE:LCLG).

Price Action: APH stock is up 5.42% at $76.66 at the last check on Wednesday.

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