Amphenol Corporation (APH) AI Stock Analysis

Amphenol Corporation designs, manufactures, and distributes electrical, electronic, and fiber optic connectors, cable assemblies, and sensor-based products. Founded in 1932, the company operates across three segments: Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems. Its product lineup includes backplane interconnect systems, flexible and rigid printed circuit boards, antennas, coaxial cables, hinges, and specialty sensors. Amphenol distributes its solutions via direct sales, independent representatives, and electronics distributors to markets including automotive, commercial aerospace, military equipment, broadband communications, mobile devices, and IT and data communication networks.

Amphenol grew revenue from $10.88B in FY2021 to $23.09B in FY2025, achieving a 5-year revenue CAGR of 21.8% from FY2020 to FY2025. Gross margin expanded from 31.3% in FY2021 to 37.2% in FY2025, while operating margin climbed from 20.0% to 25.4%. Net income rose from $1.59B in FY2021 to $4.27B in FY2025, lifting diluted EPS from $1.25 to $3.34. Free cash flow expanded from $1.18B in FY2021 to $4.38B in FY2025. For the latest quarter ended June 30, 2026, quarterly revenue grew 55.0% year-over-year and quarterly earnings grew 59.3%.

As of June 30, 2026, Amphenol held $5.42B in cash and short-term investments against total debt of $18.81B, resulting in net debt of $13.39B. Shareholders' equity was $15.49B, and total assets stood at $44.81B. The company maintained a current ratio of 1.89 and a debt-to-equity ratio of 1.21. In FY2025, capital expenditures were $996.6M, share buybacks totaled $665.2M, and dividends paid were $802.2M, while share count changed 105.3% over 5 years.

Amphenol trades at a trailing P/E of 39.7x and a forward P/E of 24.6x, compared to the median of its S&P 500 Technology peers at 30.8x and 20.3x, respectively. Its enterprise value to EBITDA ratio is 23.3x, above the peer group median of 19.5x, and its price-to-sales ratio is 6.7x versus the peer median of 6.2x. Over the past year, Amphenol gained 25.5%, outperforming the S&P 500 (SPY) return of 16.8%, and over five years returned 330.7% versus 83.0% for the benchmark index.

Amphenol pays a quarterly dividend with an annualized forward payout of $0.50 per share, yielding 0.63% at the last close of $79.35. The dividend payout ratio is 11.6%, and the company has paid dividends for 22 consecutive years. Over the past five years, dividend growth annualized at 23.4%, and the last ex-dividend date was September 22, 2026.

Wall Street analysts covering Amphenol provide 13 Strong Buy, 4 Buy, and 2 Hold ratings, with 0 Sell or Strong Sell ratings. The mean price target is $102.97, representing a 29.8% premium to the last closing price of $79.35. For the fiscal year ending December 31, 2026, analysts estimate revenue of $35.64B and EPS of $2.69. Amphenol beat EPS estimates in each of the last 4 quarters, and its next earnings date is October 28, 2026.

This page is an AI-written research summary of Amphenol Corporation (APH). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: APH income statement, APH balance sheet, APH key metrics, APH analyst forecast, APH chart. See the APH stock overview for the latest quote and news.