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29.07.26 - 14:36
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Amphenol Corp. Profit Advances In Q2 (AFX)
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WASHINGTON (dpa-AFX) - Amphenol Corp. (APH) revealed earnings for its second quarter that Increases, from the same period last yearThe company's bottom line totaled $1.769 billion, or $1.37 per sh......
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28.01.26 - 14:42
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Amphenol Corp. Profit Rises In Q4 (AFX)
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WASHINGTON (dpa-AFX) - Amphenol Corp. (APH) announced earnings for its fourth quarter that Increases, from the same period last yearThe company's earnings came in at $1.195 billion, or $0.93 per s......
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27.10.25 - 19:18
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Goldman Spots Four Big Takeaways From Last Week′s U.S. Auto, Industrial Tech Earnings (ZeroHedge)
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Goldman Spots Four Big Takeaways From Last Week's U.S. Auto, Industrial Tech Earnings
Goldman analysts highlighted several critical themes, including AI, autonomy, and robotics, alongside solid US auto demand, after last week's earnings from Tesla (TSLA), General Motors (GM), Ford (F), Visteon (VC), Gentex (GNTX), QuantumScape (QS), Mobileye (MBLY), Amphenol (APH), and Vertiv (VRT).
Analyst Mark Delaney found that datacenter capex remains robust, as indicated by earnings reports from Amphenol and Vertiv. He said General Motors and Ford had solid earnings, suggesting that healthy consumer credit performance is tied to prime borrowers. However, he warned that the Nexperia-related mess in the chip industry could disrupt auto supply chains worldwide (read here).
Delaney outlined four key observations after last week's earnings reports:
Datacenter capex trends are robust per Amphenol and Vertiv;
Auto demand is solid in the US, per GM and Ford;
The export restriction on Nexpe...
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