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Side-by-side financial comparison of Amphenol (APH) and American Express (AXP). Click either name above to swap in a different company.
American Express is the larger business by last-quarter revenue ($10.9B vs $6.4B, roughly 1.7× Amphenol). American Express runs the higher net margin — 22.5% vs 18.6%, a 3.9% gap on every dollar of revenue. On growth, Amphenol posted the faster year-over-year revenue change (49.1% vs 9.9%). American Express produced more free cash flow last quarter ($2.3B vs $1.5B). Over the past eight quarters, Amphenol's revenue compounded faster (40.6% CAGR vs 8.2%).
Amphenol Corporation is an American producer of electronic and fiber optic connectors, cable and interconnect systems such as coaxial cables. Amphenol is a portmanteau from the corporation's original name, American Phenolic Corp.
American Express Company, together with its subsidiaries, provides charge and credit payment card products, and travel-related services worldwide. The company operates through three segments: Global Consumer Services Group, Global Commercial Services, and Global Merchant and Network Services. Its products and services include payment and financing products; network services; accounts payable expense management products and services; and travel and lifestyle services. The company's products an...
APH vs AXP — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $6.4B | $10.9B |
| Net Profit | $1.2B | $2.5B |
| Gross Margin | 38.2% | — |
| Operating Margin | 26.8% | 28.2% |
| Net Margin | 18.6% | 22.5% |
| Revenue YoY | 49.1% | 9.9% |
| Net Profit YoY | 60.2% | 13.5% |
| EPS (diluted) | $0.93 | $3.52 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $6.4B | $10.9B | ||
| Q3 25 | $6.2B | $10.4B | ||
| Q2 25 | $5.7B | $10.3B | ||
| Q1 25 | $4.8B | $9.6B | ||
| Q4 24 | $4.3B | $10.0B | ||
| Q3 24 | $4.0B | $9.7B | ||
| Q2 24 | $3.6B | $9.8B | ||
| Q1 24 | $3.3B | $9.3B |
| Q4 25 | $1.2B | $2.5B | ||
| Q3 25 | $1.2B | $2.9B | ||
| Q2 25 | $1.1B | $2.9B | ||
| Q1 25 | $737.8M | $2.6B | ||
| Q4 24 | $746.1M | $2.2B | ||
| Q3 24 | $604.4M | $2.5B | ||
| Q2 24 | $524.8M | $3.0B | ||
| Q1 24 | $548.7M | $2.4B |
| Q4 25 | 38.2% | — | ||
| Q3 25 | 38.1% | — | ||
| Q2 25 | 36.3% | — | ||
| Q1 25 | 34.2% | — | ||
| Q4 24 | 34.3% | — | ||
| Q3 24 | 33.6% | — | ||
| Q2 24 | 33.6% | — | ||
| Q1 24 | 33.4% | — |
| Q4 25 | 26.8% | 28.2% | ||
| Q3 25 | 27.5% | 36.7% | ||
| Q2 25 | 25.1% | 34.4% | ||
| Q1 25 | 21.3% | 34.6% | ||
| Q4 24 | 22.1% | 27.7% | ||
| Q3 24 | 20.3% | 33.0% | ||
| Q2 24 | 19.4% | 38.6% | ||
| Q1 24 | 21.0% | 33.7% |
| Q4 25 | 18.6% | 22.5% | ||
| Q3 25 | 20.1% | 27.9% | ||
| Q2 25 | 19.3% | 28.0% | ||
| Q1 25 | 15.3% | 26.8% | ||
| Q4 24 | 17.3% | 21.8% | ||
| Q3 24 | 15.0% | 25.8% | ||
| Q2 24 | 14.5% | 30.7% | ||
| Q1 24 | 16.9% | 26.1% |
| Q4 25 | $0.93 | $3.52 | ||
| Q3 25 | $0.97 | $4.14 | ||
| Q2 25 | $0.86 | $4.08 | ||
| Q1 25 | $0.58 | $3.64 | ||
| Q4 24 | $0.16 | $3.04 | ||
| Q3 24 | $0.48 | $3.49 | ||
| Q2 24 | $0.41 | $4.15 | ||
| Q1 24 | $0.87 | $3.33 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $11.4B | $742.0M |
| Total DebtLower is stronger | $14.6B | $56.4B |
| Stockholders' EquityBook value | $13.4B | $33.5B |
| Total Assets | $36.2B | $300.1B |
| Debt / EquityLower = less leverage | 1.09× | 1.68× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.4B | $742.0M | ||
| Q3 25 | $3.9B | $1.3B | ||
| Q2 25 | $3.2B | $197.0M | ||
| Q1 25 | $1.7B | $261.0M | ||
| Q4 24 | $3.3B | $221.0M | ||
| Q3 24 | $1.6B | $120.0M | ||
| Q2 24 | $1.3B | $188.0M | ||
| Q1 24 | $2.0B | $69.0M |
| Q4 25 | $14.6B | $56.4B | ||
| Q3 25 | $7.1B | $57.8B | ||
| Q2 25 | $7.1B | $58.2B | ||
| Q1 25 | $6.8B | $51.2B | ||
| Q4 24 | $6.5B | $49.7B | ||
| Q3 24 | $5.1B | $53.5B | ||
| Q2 24 | $5.0B | $51.5B | ||
| Q1 24 | $3.6B | $48.8B |
| Q4 25 | $13.4B | $33.5B | ||
| Q3 25 | $12.5B | $32.4B | ||
| Q2 25 | $11.5B | $32.3B | ||
| Q1 25 | $10.3B | $31.2B | ||
| Q4 24 | $9.8B | $30.3B | ||
| Q3 24 | $9.5B | $29.7B | ||
| Q2 24 | $9.0B | $29.5B | ||
| Q1 24 | $8.7B | $28.8B |
| Q4 25 | $36.2B | $300.1B | ||
| Q3 25 | $27.1B | $297.6B | ||
| Q2 25 | $25.7B | $295.6B | ||
| Q1 25 | $22.9B | $282.2B | ||
| Q4 24 | $21.4B | $271.5B | ||
| Q3 24 | $19.6B | $271.0B | ||
| Q2 24 | $18.6B | $272.2B | ||
| Q1 24 | $16.7B | $269.3B |
| Q4 25 | 1.09× | 1.68× | ||
| Q3 25 | 0.57× | 1.78× | ||
| Q2 25 | 0.62× | 1.80× | ||
| Q1 25 | 0.66× | 1.64× | ||
| Q4 24 | 0.66× | 1.64× | ||
| Q3 24 | 0.54× | 1.80× | ||
| Q2 24 | 0.56× | 1.74× | ||
| Q1 24 | 0.41× | 1.70× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $1.7B | $3.1B |
| Free Cash FlowOCF − Capex | $1.5B | $2.3B |
| FCF MarginFCF / Revenue | 22.8% | 21.4% |
| Capex IntensityCapex / Revenue | 3.9% | 6.6% |
| Cash ConversionOCF / Net Profit | 1.44× | 1.25× |
| TTM Free Cash FlowTrailing 4 quarters | $4.4B | $16.0B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.7B | $3.1B | ||
| Q3 25 | $1.5B | $6.2B | ||
| Q2 25 | $1.4B | $4.4B | ||
| Q1 25 | $764.9M | $4.8B | ||
| Q4 24 | $847.1M | $5.8B | ||
| Q3 24 | $704.0M | $-1.8B | ||
| Q2 24 | $664.1M | $4.5B | ||
| Q1 24 | $599.5M | $5.6B |
| Q4 25 | $1.5B | $2.3B | ||
| Q3 25 | $1.2B | $5.6B | ||
| Q2 25 | $1.1B | $3.7B | ||
| Q1 25 | $576.3M | $4.3B | ||
| Q4 24 | $647.3M | $5.3B | ||
| Q3 24 | $474.0M | $-2.3B | ||
| Q2 24 | $522.8M | $4.0B | ||
| Q1 24 | $505.2M | $5.2B |
| Q4 25 | 22.8% | 21.4% | ||
| Q3 25 | 19.6% | 53.6% | ||
| Q2 25 | 19.8% | 36.3% | ||
| Q1 25 | 12.0% | 45.0% | ||
| Q4 24 | 15.0% | 53.1% | ||
| Q3 24 | 11.7% | -23.3% | ||
| Q2 24 | 14.5% | 40.4% | ||
| Q1 24 | 15.5% | 55.2% |
| Q4 25 | 3.9% | 6.6% | ||
| Q3 25 | 4.2% | 6.3% | ||
| Q2 25 | 5.3% | 6.0% | ||
| Q1 25 | 3.9% | 4.5% | ||
| Q4 24 | 4.6% | 5.0% | ||
| Q3 24 | 5.7% | 4.7% | ||
| Q2 24 | 3.9% | 5.8% | ||
| Q1 24 | 2.9% | 4.2% |
| Q4 25 | 1.44× | 1.25× | ||
| Q3 25 | 1.18× | 2.15× | ||
| Q2 25 | 1.30× | 1.51× | ||
| Q1 25 | 1.04× | 1.84× | ||
| Q4 24 | 1.14× | 2.66× | ||
| Q3 24 | 1.16× | -0.72× | ||
| Q2 24 | 1.27× | 1.50× | ||
| Q1 24 | 1.09× | 2.28× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
APH
| Communications Solutions Segment | $3.5B | 54% |
| Harsh Environment Solutions Segment | $1.7B | 26% |
| Sales Channel Through Intermediary | $1.4B | 21% |
AXP
| US Consumer Services Segment | $4.2B | 38% |
| Commercial Services Segment | $3.1B | 28% |
| International Card Services Segment | $2.1B | 19% |
| Global Merchant And Network Services Segment | $1.7B | 15% |
| Financial Service Other | $471.0M | 4% |
