Amphenol在2025年第四季度的盈利预期中超额，但由于高估值和谨慎指引，股价下跌。 Amphenol beat earnings estimates in Q4 2025 but saw shares dip due to high valuation and cautious guidance.

安菲诺尔公司（APH）公布了2025年第四季度盈利强劲，每股收益为0.97美元，营收达64.4亿美元，同比增长49.1%，主要受人工智能、数据中心和电信行业的需求推动。 Amphenol Corporation (APH) reported strong Q4 2025 earnings, with $0.97 EPS and $6.44 billion in revenue, up 49.1% year-over-year, driven by demand in AI, data centers, and telecommunications. 尽管超过了估计数并得到了多个分析师的升级,但因P/E比率高43.11、指导程度不高的Q1 2026以及盈利而导致收益后股票下降。 Despite exceeding estimates and receiving multiple analyst upgrades, shares dipped post-earnings due to a high P/E ratio of 43.11, modest Q1 2026 guidance, and profit-taking. 机构所有权仍为97.01%,Win顾问和Mower投资管理层的股权不断增加,而CFO Craig Lampo公司出售了40 000多股股票。 Institutional ownership remains at 97.01%, with Win Advisors and Mawer Investment Management increasing stakes, while CFO Craig Lampo sold over 40,000 shares. 技术指标显示一种“金十字”标志短期的霸道势头。 Technical indicators show a "golden cross" signaling short-term bullish momentum.