vs
Side-by-side financial comparison of Amphenol (APH) and PayPal (PYPL). Click either name above to swap in a different company.
PayPal is the larger business by last-quarter revenue ($8.7B vs $6.4B, roughly 1.3× Amphenol). Amphenol runs the higher net margin — 18.6% vs 16.6%, a 2.0% gap on every dollar of revenue. On growth, Amphenol posted the faster year-over-year revenue change (49.1% vs 3.7%). PayPal produced more free cash flow last quarter ($2.2B vs $1.5B). Over the past eight quarters, Amphenol's revenue compounded faster (40.6% CAGR vs 6.2%).
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.
PayPalPYPLEarnings & Financial Report
PayPal Holdings, Inc. is an American multinational financial technology company operating an online payments system in the majority of countries that support online money transfers; it serves as an electronic alternative to traditional paper methods such as checks and money orders. The company operates as a payment processor for online vendors, auction sites and many other commercial and company users.
APH vs PYPL — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $6.4B | $8.7B |
| Net Profit | $1.2B | $1.4B |
| Gross Margin | 38.2% | — |
| Operating Margin | 26.8% | 17.4% |
| Net Margin | 18.6% | 16.6% |
| Revenue YoY | 49.1% | 3.7% |
| Net Profit YoY | 60.2% | 28.2% |
| EPS (diluted) | $0.93 | $1.53 |
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 | $8.7B | ||
| Q3 25 | $6.2B | $8.4B | ||
| Q2 25 | $5.7B | $8.3B | ||
| Q1 25 | $4.8B | $7.8B | ||
| Q4 24 | $4.3B | $8.4B | ||
| Q3 24 | $4.0B | $7.8B | ||
| Q2 24 | $3.6B | $7.9B | ||
| Q1 24 | $3.3B | $7.7B |
| Q4 25 | $1.2B | $1.4B | ||
| Q3 25 | $1.2B | $1.2B | ||
| Q2 25 | $1.1B | $1.3B | ||
| Q1 25 | $737.8M | $1.3B | ||
| Q4 24 | $746.1M | $1.1B | ||
| Q3 24 | $604.4M | $1.0B | ||
| Q2 24 | $524.8M | $1.1B | ||
| Q1 24 | $548.7M | $888.0M |
| 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% | 17.4% | ||
| Q3 25 | 27.5% | 18.1% | ||
| Q2 25 | 25.1% | 18.1% | ||
| Q1 25 | 21.3% | 19.6% | ||
| Q4 24 | 22.1% | 17.2% | ||
| Q3 24 | 20.3% | 17.7% | ||
| Q2 24 | 19.4% | 16.8% | ||
| Q1 24 | 21.0% | 15.2% |
| Q4 25 | 18.6% | 16.6% | ||
| Q3 25 | 20.1% | 14.8% | ||
| Q2 25 | 19.3% | 15.2% | ||
| Q1 25 | 15.3% | 16.5% | ||
| Q4 24 | 17.3% | 13.4% | ||
| Q3 24 | 15.0% | 12.9% | ||
| Q2 24 | 14.5% | 14.3% | ||
| Q1 24 | 16.9% | 11.5% |
| Q4 25 | $0.93 | $1.53 | ||
| Q3 25 | $0.97 | $1.30 | ||
| Q2 25 | $0.86 | $1.29 | ||
| Q1 25 | $0.58 | $1.29 | ||
| Q4 24 | $0.16 | $1.09 | ||
| Q3 24 | $0.48 | $0.99 | ||
| Q2 24 | $0.41 | $1.08 | ||
| Q1 24 | $0.87 | $0.83 |
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 | $10.4B |
| Total DebtLower is stronger | $14.6B | — |
| Stockholders' EquityBook value | $13.4B | $20.3B |
| Total Assets | $36.2B | $80.2B |
| Debt / EquityLower = less leverage | 1.09× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.4B | $10.4B | ||
| Q3 25 | $3.9B | $10.8B | ||
| Q2 25 | $3.2B | $10.0B | ||
| Q1 25 | $1.7B | $11.2B | ||
| Q4 24 | $3.3B | $10.8B | ||
| Q3 24 | $1.6B | $11.9B | ||
| Q2 24 | $1.3B | $13.6B | ||
| Q1 24 | $2.0B | $14.3B |
| 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 | $20.3B | ||
| Q3 25 | $12.5B | $20.2B | ||
| Q2 25 | $11.5B | $20.2B | ||
| Q1 25 | $10.3B | $20.3B | ||
| Q4 24 | $9.8B | $20.4B | ||
| Q3 24 | $9.5B | $20.2B | ||
| Q2 24 | $9.0B | $20.6B | ||
| Q1 24 | $8.7B | $20.7B |
| Q4 25 | $36.2B | $80.2B | ||
| Q3 25 | $27.1B | $79.8B | ||
| Q2 25 | $25.7B | $79.8B | ||
| Q1 25 | $22.9B | $81.3B | ||
| Q4 24 | $21.4B | $81.6B | ||
| Q3 24 | $19.6B | $83.5B | ||
| Q2 24 | $18.6B | $84.0B | ||
| Q1 24 | $16.7B | $83.3B |
| 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 | $2.4B |
| Free Cash FlowOCF − Capex | $1.5B | $2.2B |
| FCF MarginFCF / Revenue | 22.8% | 25.2% |
| Capex IntensityCapex / Revenue | 3.9% | 2.2% |
| Cash ConversionOCF / Net Profit | 1.44× | 1.66× |
| TTM Free Cash FlowTrailing 4 quarters | $4.4B | $5.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.7B | $2.4B | ||
| Q3 25 | $1.5B | $2.0B | ||
| Q2 25 | $1.4B | $898.0M | ||
| Q1 25 | $764.9M | $1.2B | ||
| Q4 24 | $847.1M | $2.4B | ||
| Q3 24 | $704.0M | $1.6B | ||
| Q2 24 | $664.1M | $1.5B | ||
| Q1 24 | $599.5M | $1.9B |
| Q4 25 | $1.5B | $2.2B | ||
| Q3 25 | $1.2B | $1.7B | ||
| Q2 25 | $1.1B | $692.0M | ||
| Q1 25 | $576.3M | $964.0M | ||
| Q4 24 | $647.3M | $2.2B | ||
| Q3 24 | $474.0M | $1.4B | ||
| Q2 24 | $522.8M | $1.4B | ||
| Q1 24 | $505.2M | $1.8B |
| Q4 25 | 22.8% | 25.2% | ||
| Q3 25 | 19.6% | 20.4% | ||
| Q2 25 | 19.8% | 8.3% | ||
| Q1 25 | 12.0% | 12.4% | ||
| Q4 24 | 15.0% | 26.2% | ||
| Q3 24 | 11.7% | 18.4% | ||
| Q2 24 | 14.5% | 17.3% | ||
| Q1 24 | 15.5% | 22.9% |
| Q4 25 | 3.9% | 2.2% | ||
| Q3 25 | 4.2% | 3.0% | ||
| Q2 25 | 5.3% | 2.5% | ||
| Q1 25 | 3.9% | 2.5% | ||
| Q4 24 | 4.6% | 2.4% | ||
| Q3 24 | 5.7% | 2.2% | ||
| Q2 24 | 3.9% | 2.0% | ||
| Q1 24 | 2.9% | 2.0% |
| Q4 25 | 1.44× | 1.66× | ||
| Q3 25 | 1.18× | 1.58× | ||
| Q2 25 | 1.30× | 0.71× | ||
| Q1 25 | 1.04× | 0.90× | ||
| Q4 24 | 1.14× | 2.14× | ||
| Q3 24 | 1.16× | 1.60× | ||
| Q2 24 | 1.27× | 1.35× | ||
| Q1 24 | 1.09× | 2.16× |
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% |
PYPL
| US | $4.9B | 57% |
| Non Us | $3.7B | 43% |
