Amphenol's revenue has scaled from $3.6B in Q2 2024 to $10.2B in Q3 2026, with operating margin expanding from 21.3% to 29.5% and gross margin holding near 39%, suggesting strong pricing power and operating leverage.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue rose to $10.2B in Q3 2026 with operating margin reaching 29.5% and gross margin at 39.3%, though much of the top-line expansion appears inorganic and warrants further investigation.
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 11/7/2026, 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) |
|---|---|---|
Q4 2026Latest Oct 28, 2026 | $0.80+9.7% vs $0.73 | $10.2B+7.8% vs $9.5B |
Q3 2026 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 |
Boston Trust Walden Corp increased its position in shares of Amphenol Corporation (NYSE: APH) by 106.2% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 195,882 shares of the electronics maker's stock after purchasing an additional 100,898 shares during
Compass Financial Management LLC increased its position in Amphenol Corporation (NYSE: APH) by 114.3% during the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 14,491 shares of the electronics maker's stock after buying an additional 7,730 shares during the
Argonautica Private Wealth Management Inc. increased its stake in shares of Amphenol Corporation (NYSE: APH) by 98.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 68,539 shares of the electronics maker's stock after buying an additional 34,078
Ascent Group LLC grew its stake in shares of Amphenol Corporation (NYSE: APH) by 102.6% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 47,481 shares of the electronics maker's stock after acquiring an additional 24,048 shares during the
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 |
|---|---|---|---|---|---|---|---|
| $74.59 | $183.94B | 32.42 | 51.71% | 17.98% | 39.3% | 0.42% | |
| $207.01 | $60.02B | 18.71 | 16.36% | 16.36% | 24.26% | 1.43% | |
| $429.45 | $22.69B | 25.09 | 3.84% | 13.78% | 23.14% | 1.25% | |
| $97.83 | $3.81B | 21.71 | 10.33% | 5.62% | 13.23% | 0.2% | |
| $30.32 | $1.85B | -0.77 | 2.15% | -23.98% | -95.6% | 4.69% | |
| $106.13 | $91.34B | 43.00 | 19.14% | 12.13% | 16.52% | 1.09% |
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)
Oct 28, 2026·SEC
Oct 6, 2026·SEC
Sep 4, 2026·SEC
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Amphenol Corporation (APH) stock FAQ — growth, dividends, profitability & financials explained
Amphenol Corporation (APH) reported $33.05B in revenue over the trailing twelve months. Revenue was $23.09B in fiscal year 2025. That is 2875% more than the $776.2M of fiscal year 1996.
Amphenol Corporation (APH) grew revenue by 57.6% over the trailing twelve months, compared with the twelve months before.
Yes. Amphenol Corporation (APH) earned $5.94B in net income over the trailing twelve months (a 18.0% net margin).
Yes. Amphenol Corporation (APH) pays a dividend that yields 0.42% at the current price, a small yield.
Amphenol Corporation (APH) had a return on equity (ROE) of 39.3% over the trailing twelve months. That is well above the market's typical 10-15%.
Amphenol Corporation (APH) generated $5.12B in free cash flow over the trailing twelve months.
