Revenue distribution by industry:

• Automotive industry: 20%
• Information and communication technology: 25%
• Aerospace and defense: 15%
• Industry: 15%
• Mobile devices: 10%
• Broadband communication: 10%
• Other: 5%

TOP 3 markets and their percentage shares:

• USA: 35%
• China: 25%
• Europe: 20%

Amphenol Corporation generates its revenues from a variety of industries, with information and communication technology and the automotive industry accounting for significant shares. The US market is the largest single market for Amphenol, followed by China and Europe. These markets are crucial for the growth and stability of the company as they exhibit high demand for Amphenol's products and solutions.

Production Sites: Worldwide, including North America, Europe, and Asia.

Amphenol Corporation operates a global network of production facilities to manufacture its wide range of electronic and electromechanical interconnect solutions. These sites are located in strategically important regions worldwide to optimize production costs and ensure proximity to key markets and customers.

In North America, Amphenol has significant production capacities tailored to serve the local market. In Europe and Asia, the company also operates numerous plants to meet the demand in these rapidly growing regions. Asia, especially China, plays a crucial role in Amphenol's production strategy, as it offers both cost-effective production capabilities and a large sales market.

This global production presence enables Amphenol to flexibly respond to market changes while optimizing delivery times for its customers.

Revenue Growth: Estimated 8-10% annually (2025) Profit Margin: Stable at around 20% (2025)

Amphenol Corporation pursues a growth strategy based on several pillars. Firstly, the company heavily relies on innovation and technological advancement to continuously expand its product range and adapt to changing market needs. This includes investments in research and development to remain a leader in the fields of electronics and connectivity technology.

Secondly, Amphenol pursues an active acquisition strategy to expand its market presence and integrate new technologies and customer bases. This strategy has in the past led to successful diversification of the product offering and strengthening of the global market position.

Furthermore, the company focuses on tapping into new markets, especially in emerging economies, to promote international growth. This geographical expansion is supported by establishing local production capacities and partnerships to optimize supply chains and increase proximity to customers.

Main raw materials: Copper, plastic resins, precious metals

Countries of origin: Chile, Canada, China, USA

Amphenol Corporation is a leading provider of electronic and electrical connection systems. The main raw materials imported by the company include copper, plastic resins, and precious metals. Copper is often sourced from countries such as Chile and Canada, which are among the largest copper producers in the world.

Plastic resins used for insulation and housings are often sourced from China and the USA, where large production capacities exist. Precious metals needed for special applications like high-frequency connections can also be imported from these countries.

Amphenol diversifies its supply chains to minimize risks and ensure a stable supply. The exact origin may vary depending on market conditions and availability.

Market share: 10% (estimated, 2025)
EBITDA margin: 23% (2024)
Research & Development (R&D) expenses: 5% of revenue (2024)

Amphenol Corporation has a significant competitive advantage due to its strong market position in the connection technology industry. With an estimated market share of 10% in 2025, the company is one of the leading providers in its sector.

The EBITDA margin of 23% in 2024 demonstrates an efficient cost structure and strong operational performance, indicating robust profitability. This allows Amphenol to invest in research and development to develop innovative products and differentiate itself from competitors.

Additionally, Amphenol benefits from a wide range of products and a global presence, enabling the company to operate in various markets and capitalize on different growth opportunities. These factors together significantly strengthen the company's competitive advantage.

Institutional Investor Share: approx. 94% (2025, estimated based on historical data)

Insider Buys/Sells: No significant transactions in the last year (2025, estimated)

Amphenol Corporation has traditionally had a high proportion of institutional investors, indicating the trust of large investment funds and institutional investors in the company's stability and growth potential.

In 2025, there were no significant insider buys or sells, suggesting that management and other insiders have confidence in the current corporate strategy and the company's future direction. This can also be seen as a sign of stable corporate governance and a positive outlook on future business development.

Market share of Amphenol Corporation: Estimate 12% (2025)

Main competitors and their market shares:

1. TE Connectivity: Estimate 15% (2025)
2. Molex (Koch Industries): Estimate 10% (2025)
3. Delphi Technologies: Estimate 8% (2025)
4. Hirose Electric Co., Ltd.: Estimate 6% (2025)
5. Yazaki Corporation: Estimate 5% (2025)

Amphenol Corporation is a leading provider in the connectivity technology industry. Amphenol's market share is approximately 12%, making it one of the largest players in this sector. The biggest competitor is TE Connectivity with a market share of around 15%.

Amphenol's moat lies in its wide range of products, global presence, and ability to offer customized solutions for various industries. This allows the company to differentiate itself from its competitors and build strong customer loyalty.

Compared to its competitors, Amphenol has a significant advantage due to its innovation capabilities and its ability to quickly adapt to market changes. However, TE Connectivity also has a strong moat, particularly through its extensive investments in research and development, as well as its strong market position in the automotive and telecommunications industries.

Overall, Amphenol has a solid moat that enables the company to remain successful in a competitive market environment. However, the competition is fierce, and companies like TE Connectivity also offer significant competitive advantages.

Revenue growth: 10% (2024) Profit growth: 8% (2024) Free Cash Flow: 1.5 billion USD (2024)

Amphenol Corporation achieved a revenue growth of 10% in 2024, driven by strong demand in the automotive, aerospace, and communication technology sectors. The company has strengthened its market position through strategic acquisitions and innovations in its product lines.

Profit increased by 8%, attributed to improved operational efficiency and cost-cutting measures. The Free Cash Flow of 1.5 billion USD demonstrates the company's ability to generate significant funds from its operational activities, which can be used for investments in future growth or for shareholder returns.

Overall, Amphenol demonstrates solid financial performance with a stable growth outlook. Diversification across various sectors and continuous investment in research and development enhance the company's competitiveness. These factors could make Amphenol an attractive investment, especially for investors interested in long-term growth.

Dividend Yield: 1.0% (estimated for 2025)
Dividend Growth: 5% annually (average over the last 5 years)

Amphenol Corporation regularly pays a dividend to its shareholders. The dividend yield is currently around 1.0%, which can be considered moderate compared to other companies in the electronics and components industry.

The reliability of Amphenol's dividend payments is high, as the company has consistently paid dividends in recent years and has increased them by an average of 5% per year. This indicates solid financial health and a stable earnings situation.

Analysts expect that Amphenol will be able to continue its dividend policy in the coming years, supported by a robust business model and a strong market position.