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Side-by-side financial comparison of Amphenol (APH) and Lennar (LEN). Click either name above to swap in a different company.
Lennar is the larger business by last-quarter revenue ($9.4B vs $6.4B, roughly 1.5× Amphenol). Amphenol runs the higher net margin — 18.6% vs 5.2%, a 13.3% gap on every dollar of revenue. On growth, Amphenol posted the faster year-over-year revenue change (49.1% vs -5.8%). Lennar produced more free cash flow last quarter ($1.7B vs $1.5B). Over the past eight quarters, Amphenol's revenue compounded faster (40.6% CAGR vs 13.2%).
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.
Lennar Corporation is an American home construction company based in Miami-Dade County, Florida. As of 2025, it is the second-largest home construction company in the United States based on the number of homes sold. Lennar has investments in multifamily and single-family residential rental properties, luxury development, property technology with LenX, and mortgage lending from Lennar Mortgage.
APH vs LEN — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $6.4B | $9.4B |
| Net Profit | $1.2B | $490.2M |
| Gross Margin | 38.2% | — |
| Operating Margin | 26.8% | 7.3% |
| Net Margin | 18.6% | 5.2% |
| Revenue YoY | 49.1% | -5.8% |
| Net Profit YoY | 60.2% | -55.3% |
| 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 | $9.4B | ||
| Q3 25 | $6.2B | $8.8B | ||
| Q2 25 | $5.7B | $8.4B | ||
| Q1 25 | $4.8B | $7.6B | ||
| Q4 24 | $4.3B | $9.9B | ||
| Q3 24 | $4.0B | $9.4B | ||
| Q2 24 | $3.6B | $8.8B | ||
| Q1 24 | $3.3B | $7.3B |
| Q4 25 | $1.2B | $490.2M | ||
| Q3 25 | $1.2B | $591.0M | ||
| Q2 25 | $1.1B | $477.4M | ||
| Q1 25 | $737.8M | $519.5M | ||
| Q4 24 | $746.1M | $1.1B | ||
| Q3 24 | $604.4M | $1.2B | ||
| Q2 24 | $524.8M | $954.3M | ||
| Q1 24 | $548.7M | $719.3M |
| 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% | 7.3% | ||
| Q3 25 | 27.5% | 9.0% | ||
| Q2 25 | 25.1% | 7.7% | ||
| Q1 25 | 21.3% | 9.1% | ||
| Q4 24 | 22.1% | 14.7% | ||
| Q3 24 | 20.3% | 16.3% | ||
| Q2 24 | 19.4% | 14.4% | ||
| Q1 24 | 21.0% | 12.7% |
| Q4 25 | 18.6% | 5.2% | ||
| Q3 25 | 20.1% | 6.7% | ||
| Q2 25 | 19.3% | 5.7% | ||
| Q1 25 | 15.3% | 6.8% | ||
| Q4 24 | 17.3% | 11.0% | ||
| Q3 24 | 15.0% | 12.3% | ||
| Q2 24 | 14.5% | 10.9% | ||
| Q1 24 | 16.9% | 9.8% |
| Q4 25 | $0.93 | — | ||
| Q3 25 | $0.97 | $2.29 | ||
| Q2 25 | $0.86 | $1.81 | ||
| Q1 25 | $0.58 | $1.96 | ||
| Q4 24 | $0.16 | $4.03 | ||
| Q3 24 | $0.48 | $4.26 | ||
| Q2 24 | $0.41 | $3.45 | ||
| Q1 24 | $0.87 | $2.57 |
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 | $3.8B |
| Total DebtLower is stronger | $14.6B | $5.9B |
| Stockholders' EquityBook value | $13.4B | $22.0B |
| Total Assets | $36.2B | $34.4B |
| Debt / EquityLower = less leverage | 1.09× | 0.27× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.4B | $3.8B | ||
| Q3 25 | $3.9B | — | ||
| Q2 25 | $3.2B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | $3.3B | $4.9B | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $2.0B | — |
| Q4 25 | $14.6B | $5.9B | ||
| Q3 25 | $7.1B | — | ||
| Q2 25 | $7.1B | — | ||
| Q1 25 | $6.8B | — | ||
| Q4 24 | $6.5B | $4.2B | ||
| Q3 24 | $5.1B | — | ||
| Q2 24 | $5.0B | — | ||
| Q1 24 | $3.6B | — |
| Q4 25 | $13.4B | $22.0B | ||
| Q3 25 | $12.5B | $22.6B | ||
| Q2 25 | $11.5B | $22.6B | ||
| Q1 25 | $10.3B | $22.7B | ||
| Q4 24 | $9.8B | $27.9B | ||
| Q3 24 | $9.5B | $27.4B | ||
| Q2 24 | $9.0B | $26.9B | ||
| Q1 24 | $8.7B | $26.6B |
| Q4 25 | $36.2B | $34.4B | ||
| Q3 25 | $27.1B | $34.9B | ||
| Q2 25 | $25.7B | $34.4B | ||
| Q1 25 | $22.9B | $35.0B | ||
| Q4 24 | $21.4B | $41.3B | ||
| Q3 24 | $19.6B | $39.7B | ||
| Q2 24 | $18.6B | $38.7B | ||
| Q1 24 | $16.7B | $39.0B |
| Q4 25 | 1.09× | 0.27× | ||
| Q3 25 | 0.57× | — | ||
| Q2 25 | 0.62× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.66× | 0.15× | ||
| 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 | $1.8B |
| Free Cash FlowOCF − Capex | $1.5B | $1.7B |
| FCF MarginFCF / Revenue | 22.8% | 17.9% |
| Capex IntensityCapex / Revenue | 3.9% | 0.9% |
| Cash ConversionOCF / Net Profit | 1.44× | 3.59× |
| TTM Free Cash FlowTrailing 4 quarters | $4.4B | $28.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.7B | $1.8B | ||
| Q3 25 | $1.5B | $-158.6M | ||
| Q2 25 | $1.4B | $-1.1B | ||
| Q1 25 | $764.9M | $-289.0M | ||
| Q4 24 | $847.1M | $974.5M | ||
| Q3 24 | $704.0M | $819.2M | ||
| Q2 24 | $664.1M | $241.8M | ||
| Q1 24 | $599.5M | $367.9M |
| Q4 25 | $1.5B | $1.7B | ||
| Q3 25 | $1.2B | $-190.8M | ||
| Q2 25 | $1.1B | $-1.1B | ||
| Q1 25 | $576.3M | $-345.1M | ||
| Q4 24 | $647.3M | $933.1M | ||
| Q3 24 | $474.0M | $800.8M | ||
| Q2 24 | $522.8M | $203.0M | ||
| Q1 24 | $505.2M | $294.9M |
| Q4 25 | 22.8% | 17.9% | ||
| Q3 25 | 19.6% | -2.2% | ||
| Q2 25 | 19.8% | -13.3% | ||
| Q1 25 | 12.0% | -4.5% | ||
| Q4 24 | 15.0% | 9.4% | ||
| Q3 24 | 11.7% | 8.5% | ||
| Q2 24 | 14.5% | 2.3% | ||
| Q1 24 | 15.5% | 4.0% |
| Q4 25 | 3.9% | 0.9% | ||
| Q3 25 | 4.2% | 0.4% | ||
| Q2 25 | 5.3% | 0.2% | ||
| Q1 25 | 3.9% | 0.7% | ||
| Q4 24 | 4.6% | 0.4% | ||
| Q3 24 | 5.7% | 0.2% | ||
| Q2 24 | 3.9% | 0.4% | ||
| Q1 24 | 2.9% | 1.0% |
| Q4 25 | 1.44× | 3.59× | ||
| Q3 25 | 1.18× | -0.27× | ||
| Q2 25 | 1.30× | -2.29× | ||
| Q1 25 | 1.04× | -0.56× | ||
| Q4 24 | 1.14× | 0.89× | ||
| Q3 24 | 1.16× | 0.70× | ||
| Q2 24 | 1.27× | 0.25× | ||
| Q1 24 | 1.09× | 0.51× |
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% |
LEN
| Lennar Homebuilding East Central West Houstonand Other | $8.9B | 95% |
| Lennar Financial Services | $308.8M | 3% |
| Lennar Multifamily | $158.7M | 2% |
| Lennar Other | $14.8M | 0% |
| Homebuilding Other Regions | $3.9M | 0% |
