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Side-by-side financial comparison of Amphenol (APH) and Emerson Electric (EMR). Click either name above to swap in a different company.
Amphenol is the larger business by last-quarter revenue ($6.4B vs $4.3B, roughly 1.5× Emerson Electric). Amphenol runs the higher net margin — 18.6% vs 13.9%, a 4.6% gap on every dollar of revenue. On growth, Amphenol posted the faster year-over-year revenue change (49.1% vs 4.1%). Amphenol produced more free cash flow last quarter ($1.5B vs $602.0M). Over the past eight quarters, Amphenol's revenue compounded faster (40.6% CAGR vs -0.3%).
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.
Emerson ElectricEMREarnings & Financial Report
Emerson Electric Co. is an American multinational corporation headquartered in St. Louis, Missouri. The Fortune 500 company delivers a range of engineering services, manufactures industrial automation equipment, climate control systems, and precision measurement instruments, and provides software engineering for industrial, commercial, and consumer markets.
APH vs EMR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $6.4B | $4.3B |
| Net Profit | $1.2B | $605.0M |
| Gross Margin | 38.2% | 53.2% |
| Operating Margin | 26.8% | 17.8% |
| Net Margin | 18.6% | 13.9% |
| Revenue YoY | 49.1% | 4.1% |
| Net Profit YoY | 60.2% | 3.4% |
| EPS (diluted) | $0.93 | $1.07 |
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 | $4.3B | ||
| Q3 25 | $6.2B | $4.9B | ||
| Q2 25 | $5.7B | $4.6B | ||
| Q1 25 | $4.8B | $4.4B | ||
| Q4 24 | $4.3B | $4.2B | ||
| Q3 24 | $4.0B | $4.6B | ||
| Q2 24 | $3.6B | $4.4B | ||
| Q1 24 | $3.3B | $4.4B |
| Q4 25 | $1.2B | $605.0M | ||
| Q3 25 | $1.2B | $637.0M | ||
| Q2 25 | $1.1B | $586.0M | ||
| Q1 25 | $737.8M | $485.0M | ||
| Q4 24 | $746.1M | $585.0M | ||
| Q3 24 | $604.4M | $996.0M | ||
| Q2 24 | $524.8M | $329.0M | ||
| Q1 24 | $548.7M | $501.0M |
| Q4 25 | 38.2% | 53.2% | ||
| Q3 25 | 38.1% | 51.9% | ||
| Q2 25 | 36.3% | 52.6% | ||
| Q1 25 | 34.2% | 53.5% | ||
| Q4 24 | 34.3% | 53.5% | ||
| Q3 24 | 33.6% | 51.3% | ||
| Q2 24 | 33.6% | 52.8% | ||
| Q1 24 | 33.4% | 52.2% |
| Q4 25 | 26.8% | 17.8% | ||
| Q3 25 | 27.5% | 16.4% | ||
| Q2 25 | 25.1% | 16.1% | ||
| Q1 25 | 21.3% | 14.2% | ||
| Q4 24 | 22.1% | 18.6% | ||
| Q3 24 | 20.3% | 14.7% | ||
| Q2 24 | 19.4% | 10.4% | ||
| Q1 24 | 21.0% | 16.2% |
| Q4 25 | 18.6% | 13.9% | ||
| Q3 25 | 20.1% | 13.1% | ||
| Q2 25 | 19.3% | 12.9% | ||
| Q1 25 | 15.3% | 10.9% | ||
| Q4 24 | 17.3% | 14.0% | ||
| Q3 24 | 15.0% | 21.6% | ||
| Q2 24 | 14.5% | 7.5% | ||
| Q1 24 | 16.9% | 11.4% |
| Q4 25 | $0.93 | $1.07 | ||
| Q3 25 | $0.97 | $1.12 | ||
| Q2 25 | $0.86 | $1.04 | ||
| Q1 25 | $0.58 | $0.86 | ||
| Q4 24 | $0.16 | $1.02 | ||
| Q3 24 | $0.48 | $1.74 | ||
| Q2 24 | $0.41 | $0.57 | ||
| Q1 24 | $0.87 | $0.87 |
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 | — |
| Total DebtLower is stronger | $14.6B | $7.6B |
| Stockholders' EquityBook value | $13.4B | $20.3B |
| Total Assets | $36.2B | $41.9B |
| Debt / EquityLower = less leverage | 1.09× | 0.37× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.4B | — | ||
| Q3 25 | $3.9B | — | ||
| Q2 25 | $3.2B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | $3.3B | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $2.0B | — |
| Q4 25 | $14.6B | $7.6B | ||
| Q3 25 | $7.1B | $8.9B | ||
| Q2 25 | $7.1B | $8.3B | ||
| Q1 25 | $6.8B | $8.2B | ||
| Q4 24 | $6.5B | $6.6B | ||
| Q3 24 | $5.1B | $7.7B | ||
| Q2 24 | $5.0B | $7.1B | ||
| Q1 24 | $3.6B | $7.6B |
| Q4 25 | $13.4B | $20.3B | ||
| Q3 25 | $12.5B | $20.3B | ||
| Q2 25 | $11.5B | $19.9B | ||
| Q1 25 | $10.3B | $19.2B | ||
| Q4 24 | $9.8B | $20.5B | ||
| Q3 24 | $9.5B | $21.6B | ||
| Q2 24 | $9.0B | $20.8B | ||
| Q1 24 | $8.7B | $20.9B |
| Q4 25 | $36.2B | $41.9B | ||
| Q3 25 | $27.1B | $42.0B | ||
| Q2 25 | $25.7B | $42.5B | ||
| Q1 25 | $22.9B | $42.0B | ||
| Q4 24 | $21.4B | $42.6B | ||
| Q3 24 | $19.6B | $44.2B | ||
| Q2 24 | $18.6B | $45.6B | ||
| Q1 24 | $16.7B | $46.4B |
| Q4 25 | 1.09× | 0.37× | ||
| Q3 25 | 0.57× | 0.44× | ||
| Q2 25 | 0.62× | 0.42× | ||
| Q1 25 | 0.66× | 0.42× | ||
| Q4 24 | 0.66× | 0.32× | ||
| Q3 24 | 0.54× | 0.36× | ||
| Q2 24 | 0.56× | 0.34× | ||
| Q1 24 | 0.41× | 0.36× |
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 | $699.0M |
| Free Cash FlowOCF − Capex | $1.5B | $602.0M |
| FCF MarginFCF / Revenue | 22.8% | 13.9% |
| Capex IntensityCapex / Revenue | 3.9% | 2.2% |
| Cash ConversionOCF / Net Profit | 1.44× | 1.16× |
| TTM Free Cash FlowTrailing 4 quarters | $4.4B | $4.4B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.7B | $699.0M | ||
| Q3 25 | $1.5B | $3.1B | ||
| Q2 25 | $1.4B | $1.1B | ||
| Q1 25 | $764.9M | $241.0M | ||
| Q4 24 | $847.1M | $777.0M | ||
| Q3 24 | $704.0M | $3.3B | ||
| Q2 24 | $664.1M | $1.1B | ||
| Q1 24 | $599.5M | $743.0M |
| Q4 25 | $1.5B | $602.0M | ||
| Q3 25 | $1.2B | $2.7B | ||
| Q2 25 | $1.1B | $977.0M | ||
| Q1 25 | $576.3M | $154.0M | ||
| Q4 24 | $647.3M | $694.0M | ||
| Q3 24 | $474.0M | $2.9B | ||
| Q2 24 | $522.8M | $998.0M | ||
| Q1 24 | $505.2M | $661.0M |
| Q4 25 | 22.8% | 13.9% | ||
| Q3 25 | 19.6% | 54.9% | ||
| Q2 25 | 19.8% | 21.5% | ||
| Q1 25 | 12.0% | 3.5% | ||
| Q4 24 | 15.0% | 16.6% | ||
| Q3 24 | 11.7% | 63.1% | ||
| Q2 24 | 14.5% | 22.8% | ||
| Q1 24 | 15.5% | 15.1% |
| Q4 25 | 3.9% | 2.2% | ||
| Q3 25 | 4.2% | 8.9% | ||
| Q2 25 | 5.3% | 2.0% | ||
| Q1 25 | 3.9% | 2.0% | ||
| Q4 24 | 4.6% | 2.0% | ||
| Q3 24 | 5.7% | 9.1% | ||
| Q2 24 | 3.9% | 2.1% | ||
| Q1 24 | 2.9% | 1.9% |
| Q4 25 | 1.44× | 1.16× | ||
| Q3 25 | 1.18× | 4.86× | ||
| Q2 25 | 1.30× | 1.83× | ||
| Q1 25 | 1.04× | 0.50× | ||
| Q4 24 | 1.14× | 1.33× | ||
| Q3 24 | 1.16× | 3.35× | ||
| Q2 24 | 1.27× | 3.31× | ||
| Q1 24 | 1.09× | 1.48× |
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% |
EMR
| Other | $1.8B | 41% |
| Software And Systems | $1.0B | 24% |
| Intelligent Devices | $996.0M | 23% |
| Safety And Productivity | $503.0M | 12% |
