Amphenol's revenue growth accelerated to 55% YoY in Q2 2026, driven by AI data center demand and strategic acquisitions, with gross margins expanding to 40.5%. However, the $10.6B acquisition in Q1 2026 has elevated debt-to-equity to 1.20 and goodwill to $17.6...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue surged 55% YoY to $8.8B in Q2 2026, with gross margin expanding to 40.5% and operating margin reaching 29.5%, reflecting strong operating leverage.
Increased demand for connectivity solutions in AI-enabled data centers is a significant tailwind, with revenue projected to reach $26.9 billion by 2028.
Higher electronic content in vehicles and industrial applications boosts demand for Amphenol's products.
Recent acquisitions like CommScope Connectivity and Cable Solutions enhance fiber and copper offerings for hyperscale data centers.
High P/E ratio (42.7x) and price above DCF fair value ($115.54) suggest limited room for further growth.
Integration risks and debt from acquisitions could impact future returns if not managed effectively.
Increased costs from supply chain issues, regulations, and R&D could reduce profit margins.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 29, 2026 | $0.68+15.3% vs $0.59 | $8.8B+6.1% vs $8.3B |
Q2 2026 Apr 29, 2026 | $1.06+11.6% vs $0.95 | $7.6B+7.6% vs $7.1B |
Q1 2026 Jan 28, 2026 | $0.97+107.9% vs $0.47 | $6.4B+4.0% vs $6.2B |
Q4 2025 Oct 22, 2025 | $0.51+28.6% vs $0.40 | $6.2B+12.0% vs $5.5B |
Amphenol (APH) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
APH's Communications Solutions growth is being fueled by AI demand, CommScope gains and strength across key end markets.
Shares of Amphenol Corporation (NYSE: APH - Get Free Report) have been given an average rating of "Moderate Buy" by the eighteen ratings firms that are covering the company, MarketBeat.com reports. Two analysts have rated the stock with a hold recommendation and sixteen have assigned a buy recommendation to the company. The average 12 month target
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Benchmark APH against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Amphenol Corporation (APH)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $86.96 | $214.44B | 52.07 | 51.71% | 18.49% | 36.55% | 0.36% | |
| $220.36 | $63.89B | 35.77 | 7.85% | 15.75% | 22.92% | — | |
| $475.52 | $25.12B | 28.75 | 3.84% | 14.49% | 23.58% | — | |
| $112.46 | $4.38B | 19.03 | 10.33% | 8.52% | 18.87% | — | |
| $24.91 | $1.52B | -1.22 | 2.15% | -13.15% | -41.8% | — | |
| $164.16 | $141.28B | 88.74 | 19.14% | 11.2% | 15.26% | — |
Amphenol Corporation (APH) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Amphenol Corporation (APH) SEC filings — annual & quarterly reports (10-K, 10-Q)
Sep 4, 2026·SEC
Aug 6, 2026·SEC
Jul 29, 2026·SEC
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Amphenol Corporation (APH) stock FAQ — growth, dividends, profitability & financials explained
Amphenol Corporation (APH) reported $29.01B in revenue for fiscal year 2025. This represents a 3638% increase from $776.2M in 1996.
Amphenol Corporation (APH) grew revenue by 51.7% over the past year. This is strong growth.
Yes, Amphenol Corporation (APH) is profitable, generating $5.15B in net income for fiscal year 2025 (18.5% net margin).
Yes, Amphenol Corporation (APH) pays a dividend with a yield of 0.36%. This makes it attractive for income-focused investors.
Amphenol Corporation (APH) has a return on equity (ROE) of 36.6%. This is excellent, indicating efficient use of shareholder capital.
Amphenol Corporation (APH) generated $4.71B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
