Amphenol Corporation
APH
NYSE·Technology·Hardware, Equipment & Parts·Mkt cap $202.4B
$82.07
▲ +2.54%
P/E
20.21
Mkt Cap
$202.4B
52-Wk Range
$54.34–$89.26
52-Week Range
$54.34 - $89.26
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 48.3% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Diversified customer base across automotive, aerospace, military, telecommunications, and industrial sectors reducing concentration risk
- Established supply chain relationships and manufacturing expertise built over 90+ years of operations
- Comprehensive product portfolio enabling one-stop solutions for complex connectivity and interconnect needs
- Strong barriers to entry through design integration, qualification requirements, and switching costs in mission-critical applications
Bear Case
2 risks
- Average volatility.
- Growth premium of 1.2x vs Electrical Equipment peers. Reasonable for this growth rate.
Growth
Moderate growth ahead
5G network infrastructure expansion driving demand for high-speed fiber optic and RF connectors
Value
Growth premium of 1.2x vs Electrical Equipment peers. Reasonable for this growth rate.
Momentum
Strong
+11.2% over 3m
Quality
Stable
High-growth business (54% revenue growth, 38% gross margin). Profitable with strong growth momentum.
Dividend
Modest
1.11% yield
Smart-money signal
Who's buying APH right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 28, 2026
JUL 29, 2026
Reported EPS of $1.35 vs $1.18 consensus (+14.4% surprise). Revenue of $8.8B vs $8.3B expected (+6.0%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+14.4%
Revenue trend · last 8Q
—
+30%
+48%
+57%
+53%
+49%
+58%
+55%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$4.0B
$4.3B
$4.8B
$5.7B
$6.2B
$6.4B
$7.6B
$8.8B
Margins · last 8Q
Gross
40.5%
Operating
29.5%
Profit
20.2%
Wall Street consensus
7 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: UBS · Jul 30, 2026
vs Industry
How APH stacks vs Hardware, Equipment & Parts
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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