vs
Side-by-side financial comparison of Amphenol (APH) and KKR & Co. (KKR). Click either name above to swap in a different company.
Amphenol is the larger business by last-quarter revenue ($6.4B vs $5.7B, roughly 1.1× KKR & Co.). KKR & Co. runs the higher net margin — 20.0% vs 18.6%, a 1.4% gap on every dollar of revenue. On growth, KKR & Co. posted the faster year-over-year revenue change (76.1% vs 49.1%). Over the past eight quarters, Amphenol's revenue compounded faster (40.6% CAGR vs -22.9%).
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.
KKR & Co. Inc., also known as Kohlberg Kravis Roberts & Co., is an American global private equity and investment company. As of December 31, 2024, the firm had completed 770 private-equity investments with approximately $790 billion of total enterprise value. Its assets under management (AUM) and fee paying assets under management (FPAUM) were $553 billion and $446 billion, respectively.
APH vs KKR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $6.4B | $5.7B |
| Net Profit | $1.2B | $1.1B |
| Gross Margin | 38.2% | — |
| Operating Margin | 26.8% | 45.3% |
| Net Margin | 18.6% | 20.0% |
| Revenue YoY | 49.1% | 76.1% |
| Net Profit YoY | 60.2% | 1.8% |
| EPS (diluted) | $0.93 | — |
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 | $5.7B | ||
| Q3 25 | $6.2B | $5.5B | ||
| Q2 25 | $5.7B | $5.1B | ||
| Q1 25 | $4.8B | $3.1B | ||
| Q4 24 | $4.3B | $3.3B | ||
| Q3 24 | $4.0B | $4.8B | ||
| Q2 24 | $3.6B | $4.2B | ||
| Q1 24 | $3.3B | $9.7B |
| Q4 25 | $1.2B | $1.1B | ||
| Q3 25 | $1.2B | $900.4M | ||
| Q2 25 | $1.1B | $510.1M | ||
| Q1 25 | $737.8M | $-185.9M | ||
| Q4 24 | $746.1M | $1.1B | ||
| Q3 24 | $604.4M | $600.5M | ||
| Q2 24 | $524.8M | $667.9M | ||
| Q1 24 | $548.7M | $682.2M |
| 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% | 45.3% | ||
| Q3 25 | 27.5% | 39.8% | ||
| Q2 25 | 25.1% | 30.0% | ||
| Q1 25 | 21.3% | 24.8% | ||
| Q4 24 | 22.1% | 50.4% | ||
| Q3 24 | 20.3% | 34.3% | ||
| Q2 24 | 19.4% | 29.0% | ||
| Q1 24 | 21.0% | 14.1% |
| Q4 25 | 18.6% | 20.0% | ||
| Q3 25 | 20.1% | 16.3% | ||
| Q2 25 | 19.3% | 10.0% | ||
| Q1 25 | 15.3% | -6.0% | ||
| Q4 24 | 17.3% | 34.5% | ||
| Q3 24 | 15.0% | 12.5% | ||
| Q2 24 | 14.5% | 16.0% | ||
| Q1 24 | 16.9% | 7.1% |
| Q4 25 | $0.93 | — | ||
| Q3 25 | $0.97 | — | ||
| Q2 25 | $0.86 | — | ||
| Q1 25 | $0.58 | — | ||
| Q4 24 | $0.16 | — | ||
| Q3 24 | $0.48 | — | ||
| Q2 24 | $0.41 | — | ||
| Q1 24 | $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 | — |
| Stockholders' EquityBook value | $13.4B | $30.9B |
| Total Assets | $36.2B | $410.1B |
| Debt / EquityLower = less leverage | 1.09× | — |
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 | — | ||
| Q3 25 | $7.1B | — | ||
| Q2 25 | $7.1B | — | ||
| Q1 25 | $6.8B | — | ||
| Q4 24 | $6.5B | — | ||
| Q3 24 | $5.1B | — | ||
| Q2 24 | $5.0B | — | ||
| Q1 24 | $3.6B | — |
| Q4 25 | $13.4B | $30.9B | ||
| Q3 25 | $12.5B | $29.7B | ||
| Q2 25 | $11.5B | $28.2B | ||
| Q1 25 | $10.3B | $27.5B | ||
| Q4 24 | $9.8B | $23.7B | ||
| Q3 24 | $9.5B | $24.1B | ||
| Q2 24 | $9.0B | $21.7B | ||
| Q1 24 | $8.7B | $21.4B |
| Q4 25 | $36.2B | $410.1B | ||
| Q3 25 | $27.1B | $398.5B | ||
| Q2 25 | $25.7B | $380.9B | ||
| Q1 25 | $22.9B | $372.4B | ||
| Q4 24 | $21.4B | $360.1B | ||
| Q3 24 | $19.6B | $360.7B | ||
| Q2 24 | $18.6B | $348.5B | ||
| Q1 24 | $16.7B | $339.8B |
| Q4 25 | 1.09× | — | ||
| Q3 25 | 0.57× | — | ||
| Q2 25 | 0.62× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.66× | — | ||
| Q3 24 | 0.54× | — | ||
| Q2 24 | 0.56× | — | ||
| Q1 24 | 0.41× | — |
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 | $-4.9B |
| Free Cash FlowOCF − Capex | $1.5B | — |
| FCF MarginFCF / Revenue | 22.8% | — |
| Capex IntensityCapex / Revenue | 3.9% | — |
| Cash ConversionOCF / Net Profit | 1.44× | -4.28× |
| TTM Free Cash FlowTrailing 4 quarters | $4.4B | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.7B | $-4.9B | ||
| Q3 25 | $1.5B | $2.4B | ||
| Q2 25 | $1.4B | $438.8M | ||
| Q1 25 | $764.9M | $2.5B | ||
| Q4 24 | $847.1M | $-111.7M | ||
| Q3 24 | $704.0M | $1.9B | ||
| Q2 24 | $664.1M | $3.4B | ||
| Q1 24 | $599.5M | $1.5B |
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $576.3M | — | ||
| Q4 24 | $647.3M | — | ||
| Q3 24 | $474.0M | — | ||
| Q2 24 | $522.8M | — | ||
| Q1 24 | $505.2M | — |
| Q4 25 | 22.8% | — | ||
| Q3 25 | 19.6% | — | ||
| Q2 25 | 19.8% | — | ||
| Q1 25 | 12.0% | — | ||
| Q4 24 | 15.0% | — | ||
| Q3 24 | 11.7% | — | ||
| Q2 24 | 14.5% | — | ||
| Q1 24 | 15.5% | — |
| Q4 25 | 3.9% | — | ||
| Q3 25 | 4.2% | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 3.9% | — | ||
| Q4 24 | 4.6% | — | ||
| Q3 24 | 5.7% | — | ||
| Q2 24 | 3.9% | — | ||
| Q1 24 | 2.9% | — |
| Q4 25 | 1.44× | -4.28× | ||
| Q3 25 | 1.18× | 2.65× | ||
| Q2 25 | 1.30× | 0.86× | ||
| Q1 25 | 1.04× | — | ||
| Q4 24 | 1.14× | -0.10× | ||
| Q3 24 | 1.16× | 3.12× | ||
| Q2 24 | 1.27× | 5.03× | ||
| Q1 24 | 1.09× | 2.24× |
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% |
KKR
| Insurance Segment | $3.5B | 61% |
| Asset Management1 | $703.7M | 12% |
| Transaction Fee | $512.0M | 9% |
| Transaction And Monitoring Fees | $268.7M | 5% |
| Fee Credit | $230.1M | 4% |
| Other | $201.5M | 4% |
| Fixed Annuity | $77.0M | 1% |
| Asset Management Segment | $56.9M | 1% |
| Monitoring Fee | $53.5M | 1% |
| Investment Advice | $40.6M | 1% |
| Fee Related Performance | $33.6M | 1% |
| Interest Sensitive Life | $21.7M | 0% |
| Incentive Fee | $11.0M | 0% |
