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Side-by-side financial comparison of Amphenol (APH) and US Foods Holding Corp. (USFD). Click either name above to swap in a different company.
US Foods Holding Corp. is the larger business by last-quarter revenue ($9.8B vs $6.4B, roughly 1.5× Amphenol). Amphenol runs the higher net margin — 18.6% vs 1.9%, a 16.7% gap on every dollar of revenue. On growth, Amphenol posted the faster year-over-year revenue change (49.1% vs 3.3%). Amphenol produced more free cash flow last quarter ($1.5B vs $159.0M). Over the past eight quarters, Amphenol's revenue compounded faster (40.6% CAGR vs 4.6%).
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.
US Foods Holding Corp. is an American food service distributor. It is the second-largest food service distributor in the U.S., after Sysco. The company supplies 250,000 locations including independent restaurants, chain restaurants, healthcare, hospitality, and educational institutions.
APH vs USFD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $6.4B | $9.8B |
| Net Profit | $1.2B | $184.0M |
| Gross Margin | 38.2% | 17.6% |
| Operating Margin | 26.8% | 3.3% |
| Net Margin | 18.6% | 1.9% |
| Revenue YoY | 49.1% | 3.3% |
| Net Profit YoY | 60.2% | 178.8% |
| EPS (diluted) | $0.93 | $0.82 |
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 | $9.8B | ||
| Q3 25 | $6.2B | $10.2B | ||
| Q2 25 | $5.7B | $10.1B | ||
| Q1 25 | $4.8B | $9.4B | ||
| Q4 24 | $4.3B | $9.5B | ||
| Q3 24 | $4.0B | $9.7B | ||
| Q2 24 | $3.6B | $9.7B | ||
| Q1 24 | $3.3B | $8.9B |
| Q4 25 | $1.2B | $184.0M | ||
| Q3 25 | $1.2B | $153.0M | ||
| Q2 25 | $1.1B | $224.0M | ||
| Q1 25 | $737.8M | $115.0M | ||
| Q4 24 | $746.1M | $66.0M | ||
| Q3 24 | $604.4M | $148.0M | ||
| Q2 24 | $524.8M | $198.0M | ||
| Q1 24 | $548.7M | $82.0M |
| Q4 25 | 38.2% | 17.6% | ||
| Q3 25 | 38.1% | 17.2% | ||
| Q2 25 | 36.3% | 17.6% | ||
| Q1 25 | 34.2% | 17.3% | ||
| Q4 24 | 34.3% | 17.6% | ||
| Q3 24 | 33.6% | 17.1% | ||
| Q2 24 | 33.6% | 17.6% | ||
| Q1 24 | 33.4% | 16.7% |
| Q4 25 | 26.8% | 3.3% | ||
| Q3 25 | 27.5% | 2.8% | ||
| Q2 25 | 25.1% | 3.7% | ||
| Q1 25 | 21.3% | 2.4% | ||
| Q4 24 | 22.1% | 3.2% | ||
| Q3 24 | 20.3% | 2.9% | ||
| Q2 24 | 19.4% | 3.6% | ||
| Q1 24 | 21.0% | 1.8% |
| Q4 25 | 18.6% | 1.9% | ||
| Q3 25 | 20.1% | 1.5% | ||
| Q2 25 | 19.3% | 2.2% | ||
| Q1 25 | 15.3% | 1.2% | ||
| Q4 24 | 17.3% | 0.7% | ||
| Q3 24 | 15.0% | 1.5% | ||
| Q2 24 | 14.5% | 2.0% | ||
| Q1 24 | 16.9% | 0.9% |
| Q4 25 | $0.93 | $0.82 | ||
| Q3 25 | $0.97 | $0.67 | ||
| Q2 25 | $0.86 | $0.96 | ||
| Q1 25 | $0.58 | $0.49 | ||
| Q4 24 | $0.16 | $0.28 | ||
| Q3 24 | $0.48 | $0.61 | ||
| Q2 24 | $0.41 | $0.80 | ||
| Q1 24 | $0.87 | $0.33 |
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 | $41.0M |
| Total DebtLower is stronger | $14.6B | $5.1B |
| Stockholders' EquityBook value | $13.4B | $4.3B |
| Total Assets | $36.2B | $13.9B |
| Debt / EquityLower = less leverage | 1.09× | 1.18× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.4B | $41.0M | ||
| Q3 25 | $3.9B | $56.0M | ||
| Q2 25 | $3.2B | $61.0M | ||
| Q1 25 | $1.7B | $101.0M | ||
| Q4 24 | $3.3B | $59.0M | ||
| Q3 24 | $1.6B | $81.0M | ||
| Q2 24 | $1.3B | $405.0M | ||
| Q1 24 | $2.0B | $267.0M |
| Q4 25 | $14.6B | $5.1B | ||
| Q3 25 | $7.1B | $4.8B | ||
| Q2 25 | $7.1B | $4.7B | ||
| Q1 25 | $6.8B | $4.7B | ||
| Q4 24 | $6.5B | $4.8B | ||
| Q3 24 | $5.1B | $4.7B | ||
| Q2 24 | $5.0B | $4.6B | ||
| Q1 24 | $3.6B | $4.6B |
| Q4 25 | $13.4B | $4.3B | ||
| Q3 25 | $12.5B | $4.5B | ||
| Q2 25 | $11.5B | $4.6B | ||
| Q1 25 | $10.3B | $4.6B | ||
| Q4 24 | $9.8B | $4.5B | ||
| Q3 24 | $9.5B | $4.6B | ||
| Q2 24 | $9.0B | $5.0B | ||
| Q1 24 | $8.7B | $4.8B |
| Q4 25 | $36.2B | $13.9B | ||
| Q3 25 | $27.1B | $14.0B | ||
| Q2 25 | $25.7B | $13.8B | ||
| Q1 25 | $22.9B | $13.7B | ||
| Q4 24 | $21.4B | $13.4B | ||
| Q3 24 | $19.6B | $13.5B | ||
| Q2 24 | $18.6B | $13.7B | ||
| Q1 24 | $16.7B | $13.4B |
| Q4 25 | 1.09× | 1.18× | ||
| Q3 25 | 0.57× | 1.08× | ||
| Q2 25 | 0.62× | 1.02× | ||
| Q1 25 | 0.66× | 1.02× | ||
| Q4 24 | 0.66× | 1.06× | ||
| Q3 24 | 0.54× | 1.01× | ||
| Q2 24 | 0.56× | 0.92× | ||
| Q1 24 | 0.41× | 0.95× |
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 | $293.0M |
| Free Cash FlowOCF − Capex | $1.5B | $159.0M |
| FCF MarginFCF / Revenue | 22.8% | 1.6% |
| Capex IntensityCapex / Revenue | 3.9% | 1.4% |
| Cash ConversionOCF / Net Profit | 1.44× | 1.59× |
| TTM Free Cash FlowTrailing 4 quarters | $4.4B | $959.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.7B | $293.0M | ||
| Q3 25 | $1.5B | $351.0M | ||
| Q2 25 | $1.4B | $334.0M | ||
| Q1 25 | $764.9M | $391.0M | ||
| Q4 24 | $847.1M | $283.0M | ||
| Q3 24 | $704.0M | $270.0M | ||
| Q2 24 | $664.1M | $482.0M | ||
| Q1 24 | $599.5M | $139.0M |
| Q4 25 | $1.5B | $159.0M | ||
| Q3 25 | $1.2B | $236.0M | ||
| Q2 25 | $1.1B | $257.0M | ||
| Q1 25 | $576.3M | $307.0M | ||
| Q4 24 | $647.3M | $178.0M | ||
| Q3 24 | $474.0M | $190.0M | ||
| Q2 24 | $522.8M | $413.0M | ||
| Q1 24 | $505.2M | $52.0M |
| Q4 25 | 22.8% | 1.6% | ||
| Q3 25 | 19.6% | 2.3% | ||
| Q2 25 | 19.8% | 2.5% | ||
| Q1 25 | 12.0% | 3.3% | ||
| Q4 24 | 15.0% | 1.9% | ||
| Q3 24 | 11.7% | 2.0% | ||
| Q2 24 | 14.5% | 4.3% | ||
| Q1 24 | 15.5% | 0.6% |
| Q4 25 | 3.9% | 1.4% | ||
| Q3 25 | 4.2% | 1.1% | ||
| Q2 25 | 5.3% | 0.8% | ||
| Q1 25 | 3.9% | 0.9% | ||
| Q4 24 | 4.6% | 1.1% | ||
| Q3 24 | 5.7% | 0.8% | ||
| Q2 24 | 3.9% | 0.7% | ||
| Q1 24 | 2.9% | 1.0% |
| Q4 25 | 1.44× | 1.59× | ||
| Q3 25 | 1.18× | 2.29× | ||
| Q2 25 | 1.30× | 1.49× | ||
| Q1 25 | 1.04× | 3.40× | ||
| Q4 24 | 1.14× | 4.29× | ||
| Q3 24 | 1.16× | 1.82× | ||
| Q2 24 | 1.27× | 2.43× | ||
| Q1 24 | 1.09× | 1.70× |
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% |
USFD
| Product One | $3.5B | 36% |
| Product Two | $1.7B | 17% |
| Product Three | $1.7B | 17% |
| Product Four | $985.0M | 10% |
| Product Five | $901.0M | 9% |
| Product Six | $580.0M | 6% |
| Product Seven | $485.0M | 5% |
