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AmphenolAPH

Electronic Components · Wallingford, Connecticut · In the S&P 500
Solid business
$79.30−3.39%After hours: $79.47 (+0.21%)At the close, 30 Oct · Prices from CNBC, may be delayed
▲ 13.5% over 1 year
Amphenol over 1 yearDaily close, $, to 30 Oct 2026
$60$70Nov2026MarMayJulSep$79.30$60NovMarJul$79.30
Source: Nasdaq daily closes
Market value$196B
Price to earnings34.5x
Forward P/E25.6x
Dividend yield0.76%
Year to date+17.4%
One year+13.5%
Next earningsNot scheduled
SectorInformation Technology
52-week range (closes)
$59.58$88.62

Quality and valuation

How Amphenol compares with other information technology stocks. A description, not a recommendation.

Amphenol and 6 electronic components peers. Across: valuation (P/E) against the sector. Up: business quality against the sector. Hover or tap a logo for its numbers.

Business quality: about averageValuation: in line with its sector

An average business among information technology companies, priced about in line with them.

Amphenol trades at 25.6 times the next 12 months of expected earnings, against a median of 22.2x for the 99 information technology stocks we cover. The quality score blends where it ranks on revenue growth, gross margin, operating margin and free-cash-flow margin (net margin for banks and insurers) over the last 12 months, from SEC filings.

  • Revenue grew faster than the sector median: +57.6% vs +20.6%
  • Keeps less of each sale (gross margin): 38.8% vs 61.5%
  • More profitable (operating margin): 27.7% vs 17.0%
  • Turns less of its sales into cash: 15.5% vs 21.7%
APH trades at 25.6x forward earnings, above the sector medianForward p/e, Electronic Components peers
MU5.0xNVDA16.9xAVGO18.8xTSM19.8xAPH25.6xMSFT26.5xAAPL37.4xAMD44.8xSector median 22.2xMU5.0xNVDA16.9xAVGO18.8xTSM19.8xAPH25.6xMSFT26.5xAAPL37.4xAMD44.8xSector median 22.2x
Source: CNBC quotes; Mostly Markets
At 34.5x earnings, APH is cheaper than its average since Oct 2024Price over the last 12 months of reported (GAAP) diluted EPS
P/EUsual range (±1 s.d.)
40x50xAverage 42.5x2025202634.5x40x50xAverage 42.5x2025202634.5x
Source: Nasdaq prices; SEC filings

Financials

From Amphenol's SEC filings, through the quarter ending 30 Sep 2026. Hover or tap a bar for its value.

Revenue grew 65.1% from a year earlierQuarterly revenue, $bn, latest Q3 ’26
$0bn$5bn$10bnQ4 ’24Q2 ’25Q4 ’25$10.2bnQ3 ’26$0bn$5bn$10bnQ4 ’24Q2 ’25Q4 ’25$10.2bnQ3 ’26
Source: SEC filings
Growth sped up to +65.1% last quarterRevenue growth, year on year, %
0%20%40%60%Q4 ’24Q2 ’25Q4 ’2565.1%Q3 ’260%25%50%Q4 ’24Q2 ’25Q4 ’2565.1%Q3 ’26
Source: SEC filings
Operating margin was 29.5% last quarterOperating income as a share of revenue, %
0%10%20%Q4 ’24Q2 ’25Q4 ’2529.5%Q3 ’260%10%20%Q4 ’24Q2 ’25Q4 ’2529.5%Q3 ’26
Source: SEC filings
Free cash flow was $5.1 billion over 12 monthsQuarterly free cash flow (operating cash flow minus capex), $bn
$0.0bn$0.5bn$1.0bn$1.5bnQ4 ’24Q2 ’25Q4 ’25$1.6bnQ3 ’26$0bn$1bnQ4 ’24Q2 ’25Q4 ’25$1.6bnQ3 ’26
Source: SEC filings
Last 12 monthsAPHSector median
Revenue growth+57.6%+20.6%
Gross margin38.8%61.5%
Operating margin27.7%17.0%
Free cash flow margin15.5%21.7%
Price to earnings34.5x33.1x

Stories on Amphenol

Thursday, 29 October
Earnings

Amphenol (APH) Tops Q3 Estimates as AI Datacom Sales More Than Double

Amphenol's sales rose 65% to $10.23 billion, beating the $9.44 billion expected, as IT datacom sales jumped 117%. The stock rose 3.5% on Wednesday and 1.4% on Thursday.

APH▲ 1.4%
Glowing cables spiraling like vines around a server tower

Similar companies

Electronic Components, by market value.

CompanyPriceTodayYTDValue
AAPLApple$344.63−1.23%+26.8%$5.03T
NVDANvidia$204.64−4.22%+9.7%$4.93T
MSFTMicrosoft$521.91−1.55%+7.9%$3.88T
TSMTaiwan Semiconductor$406.13−5.95%+33.6%$2.11T
AVGOBroadcom$326.08−5.48%−5.8%$1.56T
MUMicron Technology$884.74−5.30%+210.0%$1.00T
AMDAMD$504.80−10.88%+135.7%$824B
ASMLASML$1,565.90−6.55%+46.4%$608B