安費諾公司（NYSE:APH）報告稱，2024財年第四季度銷售額同比增長30%，達到43.2億美元，超過了分析師一致預期的40.7億美元。調整後的每股收益55美分也超過了分析師預期的50美分。財報公佈後，股票上漲。 本季度的調整後營業利潤率爲22.4%，而去年同期爲21.2%。 截至12月31日，安費諾持有34.4億美元的現金和等價物。 首席執行官R. Adam Norwitt表示，季度銷售增長反映了在 IT 數據通信、移動網絡、商業航空、移動設備、寬帶和國防市場的強勁有機增長，以及公司收購計劃的貢獻。 公司預計將在2025年第一季度完成對CommScope公司OWN和DAS業務的收購。 展望：安費諾預計第一季度銷售額爲40億美元至41億美元，同比增加23%至26%，而市場預期爲39.3億美元。 公司預計調整後的每股收益爲0.49至0.51美元，同比增加23%至28%，而分析師一致預期爲0.48美元。 在過去12個月中，安費諾股票上漲了超過48%。投資者可以通過SmartETFs智能交通與技術ETF（NYSE:MOTO）和Advisors Series Trust的Logan Capital廣義創新增長ETF（NYSE:LCLG）獲得該股票的敞口。 價格行動：截至週三最後檢查時，APH股價上漲5.42%，達到76.66美元。

以上內容來自Benzinga Earnings專欄，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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