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September 2025 Amphenol Enabling the Electronics Revolution Investor Presentation
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2 Amphenol Disclosures Forward Looking Statements This presentation contains statements that are intended to be “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements, other than statements of historical facts, included in this presentation that address activities, events or developments that the Company expects or anticipates will or may occur in the future are forward-looking statements. These statements are based on certain assumptions and analyses made by the Company in light of its experience and its perception of historical trends, current conditions and expected future developments, as well as other factors it believes are appropriate under the circumstances. Forward-looking statements may be identified through the use of terms such as “expect,” “may,” “will,” “should,” “intend,” “plan,” “guidance,” “outlook” and/or other similar expressions generally intended to identify forward-looking statements. Such forward-looking statements are not guarantees of future performance and involve risks and uncertainties, and actual results may differ materially from those projected in the forward-looking statements. Factors that might cause or contribute to a material difference include, but are not limited to, uncertainties associated with a protracted economic slowdown; uncertainties and volatility in the global capital markets; and other governmental, political, economic, public health, end-market, competitive, technological, acquisition-related, cybersecurity, government contracting, intellectual property, changes in fiscal or tax policies, litigation and foreign currency-related risk factors that may affect the Company’s operations, products, markets, suppliers, customers and prices. Details regarding various significant risks and uncertainties that may affect our operating and financial performance can be found in the Company’s Annual Report on Form 10-K, Quarterly Reports on Form 10-Q and other Company filings with the Securities and Exchange Commission including Current Reports on Form 8-K. Forward- looking statements set forth in this presentation speak only as of the date of this presentation and the Company does not undertake any obligation to revise or update these statements whether as a result of new information, future events or otherwise, except as required by law. Non-GAAP Financial Measures The balances included within this presentation are prepared in accordance with accounting principles generally accepted in the United States of America (“GAAP”). This presentation also contains certain non-GAAP financial information, including Adjusted Operating Margin and Adjusted Diluted EPS (collectively, “non-GAAP financial measures”), which are intended to supplement the reported GAAP results. Management believes that such non-GAAP financial measures may be helpful to investors in assessing the Company’s overall financial performance, trends and period-over-period comparative results. The non-GAAP financial measures are defined within the Company’s Annual Report on Form 10-K and should be read in conjunction with the Company’s financial statements presented in accordance with GAAP.
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3 Amphenol Asia 41% ROW 2% Europe 15% North America 42% Amphenol: Enabling Electronics Everywhere Leading provider of high-technology interconnect, antenna and sensor solutions $18.8B Sales 23.5% Adjusted Operating Margin $2.49 Adjusted Diluted EPS $2.8B Free Cash Flow Broad Global Capabilities Sales By Market By Geography ~150,000 employees worldwide Defense 10% Commercial Aerospace 5% Industrial 21% Automotive 17% Mobile Devices 8% IT Datacom 30% Communication Networks 9% Financial data based on last 12 months ending June 30, 2025
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4 Amphenol Delivering superior performance in any market environment Quick reactivity • Proud of our organization’s accomplishments in the dynamic global electronics market Focused on customers • Driving singular focus on enabling customers across our diversified markets Diversity and agility driving performance • Combination of end-market diversification and organizational agility driving out-performance Continued flexible and balanced capital allocation strategy • Increased dividend by 50% in July 2024; repurchased 9.9 million shares in last 12 months; successful M&A program Strong balance sheet • Excellent liquidity and low leverage including $3.2 billion in cash and short-term investments as of June 30, 2025
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5 Amphenol APH Publicly Listed on NYSEFoundation Privately Owned Subsidiary 1932: Arthur Schmitt founds American Phenolic Corp. in Chicago, Illinois $8B $6B $4B $2B 1957: Amphenol Electronics Corporation lists on the NYSE 1967: Amphenol purchased by Bunker Ramo 1987: LPL Investment buys Amphenol 1991: APH IPOs on the NYSE 2021: APH celebrates 30 years on the NYSE A 93-Year History of Innovation and Success 1932 1960 1970 1980 1990 2000 2010 2024 1981: Bunker Ramo purchased by Allied Revenue $10B 1942: Company incorporated as Amphenol 2013: APH enters sensor market with GE Advanced Sensors acquisition $16B KKR Investment (1997-2004) $14B $12B 2020
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6 Amphenol $0.56 $0.61 $0.68 $0.78 $0.94 $0.93 $0.94 $1.24 $1.50 $1.51 $1.89 $2.49 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 LTM $5,346 $5,569 $6,286 $7,011 $8,202 $8,225 $8,599 $10,876 $12,623 $12,555 $15,223 $18,818 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 LTM Delivering Long-Term Industry-Leading Results Sales in $M Adjusted Diluted EPS 10-year Sales CAGR 11% 10-year EPS CAGR 13% CAGR calculated from 2014 to 2024. EPS reflects stock splits. • Industry-leading growth and profitability • High-quality of earnings • Strong cash flow generation in all business cycles • Flexible and balanced capital deployment strategy
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7 Amphenol Superior Shareholder Returns Through All Cycles 20-year CAGR 19% Share Price Performance Bloomberg share price data, which reflects stock splits. CAGR calculated from 8/31/2005 to 8/31/2025. 08/31/25
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8 Amphenol Consistent High-Performance Strategy Industrial IT / Datacom Communications Networks Mobile Devices Auto Defense Entrepreneurial Organization Complementary Acquisitions Technology Diversity Global Low Cost Strength through all cycles Commercial Aerospace
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9 Amphenol Enabling the Electronics Revolution Clean and Efficient • Environmentally friendly • More power efficient Connected and Mobile • Always on • Available anywhere High Speed • Enabling Artificial Intelligence (AI) • 5G capable and beyond Harsh Environment • Ruggedized • Extreme vibration, temperature, pressure Increased Complexity • Multiple connections • Next-generation applications
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10 Amphenol Defense 10% Commercial Aerospace 5% Industrial 21% Automotive 17% Mobile Devices 8% IT Datacom 30% Communications Networks 9% Our high-technology solutions enable electronics across industriesShorter-cycle markets End-market diversification provides: • Less volatility • Broad technology visibility • Proliferation of our know-how Longer-cycle markets Financial data based on last 12 months ending June 30, 2025 Balanced and Broad Market Position
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11 Amphenol Connectors SensorsAntennas Value-add Core pillars of technology innovation Harsh Environment High Speed Power Radio Frequency Fiber OpticsSensor Extending the reach of the interconnect system Leading Interconnect Technologies PCBFlex Cables
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12 Amphenol • Acquirer of choice • Successful acquisition program in a fragmented but consolidating industry • Focused on high-quality management teams with complementary technology • T arget acquisitions to account for approximately one-third of growth over the long term Carlisle Interconnect Technologies Disciplined Acquisition Program Creating Consistent Value More than 50 companies acquired in the last 10 years Acquisition program helps support robust sales growth Management Technology Market Position 20252015 2016 2017 2018 2019 2020 2021 2022 2023 2024 To close in 4Q-25 To close in 1H-26 CommScope’s CCS business
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13 Amphenol Unique Entrepreneurial Culture HQ Operating Groups Agile Accountable TalentedPassionate General Managers Empowered and Accountable Divisions
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14 Amphenol Creating Sustained Long-Term Value Our long-term goals Grow sales faster than our markets Deliver strong contribution margin Strong free cash flow for reinvestment Sustained Value Creation + + = Unique entrepreneurial culture • High-performance culture • Agile, empowered and accountable Broad market diversification • Balanced across end markets • Ideal balance of long- and short-cycle markets Global presence and reach • Sales in ~70 countries across 6 continents Technology solutions positioned for secular growth • Enabling the Electronics Revolution Disciplined acquisition strategy • Acquirer of choice and long-term value creator Responsible corporate citizen • Committed to sustainable business practices
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Amphenol Enabling the Electronics Revolution