The Ledger ResearchPrivate

The Front Office

Scouting report · APH

Craig A. Lampo

  • Executive Vice President & CFO, APH since 2015-07src

Amphenol CFO since July 2015, after eleven years as its Controller

A−83 / 100

Ranked #7 of 23

Scouting sheet

as of 24 Sep 2026
Delivers guidance806 beat · 3 met · 2 missed · 0 withdrawn
Answers the question920 dodges in 3 answers on 2 calls
Capital allocation100company five-year record: compounds
Pay design60revenue, eps, individual, time only · 92.2% for · 0.15% of net income
Skin in the game73stake worth $53.7m, 8× last year's pay
Age
56src
In the role
11 yr
Promises scored
11
Hit rate
82%
Dodges / 100 answers
0.0
Airtime on calls
15%
Every promise, oldest firstBBBBBXBMXMM

What to weigh

Watch 3

  • Sold about $90m of stock in the twelve months to 2026-09-24 (591,276 pre-split shares, all from exercising options at about $22), in three Form 4 filings. None ticks the 10b5-1 boxsrc
  • Bonus pays on growth in revenue and Adjusted Diluted EPS, a non-GAAP measure, and on no return or cash-flow metricsrc
  • Long-term pay is stock options only, vesting 20% a year over five years with no performance condition beyond the share pricesrc

In their favour 2

  • No 2023 bonus: constant-currency sales dipped and Adjusted Diluted EPS rose only $0.01, so the plan paid nothingsrc
  • Required to hold stock worth 3x salary; company policy bans hedging, short sales, derivatives and pledging of company stocksrc

Career

  1. 2026 – now
    Amphenol Corporationsrc
    Executive Vice President & CFO
    Promoted to Executive Vice President in 2026; salary raised 13% to $825,000 for the promotion and the larger company
  2. 2015 – 2026
    Amphenol Corporationsrc
    Senior Vice President & CFO
    Succeeded Diana Reardon effective 2015-07-21 (transition announced 2015-04-30); starting CFO salary $400,000
  3. 2004 – 2015
    Amphenol Corporationsrc
    Vice President & Controller (also Treasurer 2004-2006)
  4. 2002 – 2004
    Deloitte & Touche LLPsrc
    Senior audit manager
  5. 1993 – 2002
    Arthur Andersen LLPsrc
    Employee (audit)
    The proxy gives no title; the 2015 8-K describes the eleven years at Andersen and Deloitte together

Achievements

  • CFO for more than eleven years (since July 2015), after eleven years as Controller: 22 years at Amphenol in allsrc
  • An internal successor: the company had announced his move to CFO three months before it took effectsrc
  • Amphenol's GAAP net income rose from $1,928.0m (FY2023) to $4,270.3m (FY2025) with him as CFOsrc
  • Promoted to Executive Vice President in 2026; 2025 bonus paid at the plan maximum (200% multiplier)src

Education

  • University of Connecticut, Graduate (degree not stated)src
  • Certified public accountant, CPA Accountingsrc

Background

  • Family The 8-K announcing his appointment states he has no family relationship with any director or executive officer and no Item 404(a) transaction; the 2026 proxy reports no related-party transaction beyond Fidelity's plan servicessrc
  • Boards Sits on no public company boardsrc
  • Other Audit-trained: nine years at Arthur Andersen (1993-2002) and two at Deloitte & Touche before joining Amphenol in 2004src
  • Other Holds part of his stake through grantor retained annuity trusts and moved shares to a family trust for estate planning in exchange for a note (May 2026)src

The promise ledger

11 scored · 0 open
ResultWhat was promisedWhere it is scoredHow
B BeatQ3 2024 · sales $3.70–3.80bn · adj EPS $0.43–0.45APH row 1written outlook
B BeatFY 2024 · $14.85–14.95bn · $1.82–1.84APH row 3written outlook
B BeatFY 2025 · $22.66–22.76bn · $3.26–3.28APH row 8written outlook
B BeatQ1 2026 · $6.90–7.00bn (incl. ~$900m CommScope) · $0.91–0.93APH row 9written outlook
B BeatAndrew (CommScope OWN/DAS) close · "first half of 2025" → "first quarter of 2025"APH row 11written outlook
X MissedLütze Europe close · by end of Q3 2024APH row 12written outlook
B BeatCommScope CCS close · "first half of 2026" → "by the end of the first quarter of 2026"APH row 13written outlook
M MetTrexon close · by end of Q4 2025APH row 14written outlook
X MissedChina tax matter · $100m "best estimate", range $100m–~$300mAPH row 15written outlook
M Met2026 net interest ≈ $200m a quarterAPH row 16said it
M MetAdjusted ETR 27% for the rest of 2026APH row 17said it

Questions dodged

0.0 per 100 answers

None logged on the calls reviewed.

Calls reviewed

  • FY2026-Q1.roic.json — 1 answers, 16% of the words
  • FY2026-Q2.roic.json — 2 answers, 13% of the words

Sources

13
  1. Filing Amphenol DEF 14A, 2026 annual meeting (accession 0001104659-26-040688) · 2026-04-08
  2. Filing Amphenol DEF 14A, 2024 annual meeting (accession 0001104659-24-044584) · 2024-04-08
  3. Filing Amphenol 8-K Item 5.07, 2026 annual meeting results (0001104659-26-065682) · 2026-05-22
  4. Filing Amphenol 8-K Item 5.02, Lampo appointed CFO (0001104659-15-052243) · 2015-07-21
  5. Filing Amphenol Q2 2026 10-Q, signature page (0001104659-26-089194) · 2026-07-31
  6. Filing SEC XBRL companyconcept us-gaap/NetIncomeLoss, CIK 820313 (FY2025 10-K, 0001104659-26-013549) · 2026-02-11
  7. Filing Amphenol 8-K Item 8.01, two-for-one stock split effected 2026-09-02 (0001104659-26-105485) · 2026-09-04
  8. Filing Form 4, Craig A. Lampo (reporting CIK 1303827), exercise-and-sale of 2025-11-11 (0001104659-25-111262) · 2025-11-13
  9. Filing Form 4, Craig A. Lampo, gift of 2025-11-26 (0001104659-25-117307) · 2025-12-01
  10. Filing Form 4, Craig A. Lampo, exercise-and-sale of 2026-02-18 (0001104659-26-017528) · 2026-02-19
  11. Filing Form 4, Craig A. Lampo, estate-planning transfers of 2026-05-19/20 (0001104659-26-065303) · 2026-05-21
  12. Filing Form 4, Craig A. Lampo, exercise-and-sale of 2026-08-04 (0001104659-26-091064) · 2026-08-05
  13. Filing Form 4, Craig A. Lampo, GRAT distribution of 2026-08-06 (0001104659-26-092146) · 2026-08-06