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Amphenol Corporation
APHTechnologyNYSEUS
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This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks. In addition to the primary list that yields 4.2%, we present two other groups of five DGI stocks each, from moderate to high yields of up to 8%.
Vertiv stock surges 195% in a year as AI-driven data center demand, acquisitions and NVIDIA ties fuel growth despite a premium valuation.
At quarter end, Invesco Summit Fund's largest overweights were in industrials, energy and communication services. Within industrials and energy, AI related energy demand has continued to drive spending on electrical infrastructure and power generation. The largest underweight was consumer discretionary, reflecting higher inflation from the US/Israel war with Iran and potential AI related employment pressure.
Amphenol (APH) reported earnings 30 days ago. What's next for the stock?
For much of the AI boom, investors had a simple playbook: buy Nvidia Corporation (NASDAQ:NVDA). Then came the second wave.
RFIL and APH are benefiting from rising connectivity and AI infrastructure demand as investors weigh growth prospects.
Amphenol (APH) could produce exceptional returns because of its solid growth attributes.
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Amphenol is positioned as an essential enabler of technological progress, supplying critical connectors and cable systems for AI, data centers, EVs, and robotics. APH's organic growth in AI infrastructure exceeds 80% annually, and robotics adoption is an underappreciated future catalyst for exponential product demand. Despite rapid revenue and profit growth, APH trades at a forward P/E of 26—mispriced relative to its high-growth, high-margin profile and sector leadership.
On May 22, 2026, Amphenol Corp (APH) shares rose 5.8% today, bringing the current price to $132.06. The stock has experienced a 52-week range of $83.44 to $167.
Amphenol offers a compelling GARP opportunity, driven by a competitive moat, diversified end markets, and accelerating growth in AI data centers. The company is rated a 'Buy' below ~$130, with a fair value estimate of $158.35, implying 27% upside, supported by robust organic growth and margin expansion. The current strategy involves a half-position at $125, with plans to add on pullbacks or via options strategies ahead of earnings and trim above fair value.
Vertiv's AI-driven data center growth, liquid-cooling expansion, and strong earnings momentum may give it an edge over Amphenol.
Amphenol APH delivered a strong operating margin expansion in the first quarter of 2026. The company reported a non-GAAP operating margin of 27.3% for the first quarter, indicating a 380 basis points (bps) expansion from the year-ago quarter's 23.5%.
On a recent episode of The Compound and Friends, hosts Josh Brown and Michael Batnick sat down with former Janus analyst Matt Ancrum to discuss his study of 100-bagger stocks.
APH slides 12.3% in a month, yet records $9.4B orders and AI demand rises as CCS debt and integration risks mount.
Jim Cramer recommended buying Steel Dynamics (STLD) and Bloom Energy (BE). ASML and Amphenol (APH) reported strong earnings. Digi Power X (DGXX) upsized offering.
Amphenol (APH) possesses solid growth attributes, which could help it handily outperform the market.
Nvidia Corp (NASDAQ:NVDA) may still be the center of the AI trade. But Wall Street is increasingly starting to chase the layer underneath it.
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WALLINGFORD, Conn.--(BUSINESS WIRE)--Amphenol Corporation (NYSE: APH) announced today that its Board of Directors approved the second quarter 2026 dividend on its Common Stock in the amount of $0.25 per share at its meeting held on May 6, 2026. The Company will pay this first quarter 2026 dividend on July 15, 2026 to shareholders of record as of June 23, 2026. About Amphenol Amphenol Corporation is one of the world's largest designers, manufacturers and marketers of electrical, electronic and f.
Amphenol's Communications Solutions segment jumps 88% y/y, driven by AI data centers and signaling strong multi-year growth.
WALLINGFORD, Conn.--(BUSINESS WIRE)--Amphenol Corporation (NYSE: APH) (the “Company”) announced today the pricing of its offering of €600 million aggregate principal amount of senior notes due 2029 (the “2029 Notes”) and €500 million aggregate principal amount of senior notes due 2034 (the “2034 Notes” and, together with the 2029 Notes, the “Notes”). The 2029 Notes will have an interest rate of 3.375% per annum, and the 2034 Notes will have an interest rate of 3.875% per annum. The closing of t.
Amphenol (APH) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
The mean of analysts' price targets for Amphenol (APH) points to a 27.7% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
On May 04, 2026, we delve into the discounted cash flow (DCF) analysis for Amphenol Corp (APH). The company has experienced notable price performance, with a ye
Amphenol continues to deliver robust operational performance, with Q1 sales up 58% and organic growth at 33%, driven by strong M&A activity. Q2 guidance calls for 43-45% sales growth and $1.14–$1.16 adjusted EPS, reflecting continued momentum and successful integration of recent acquisitions. Net debt stands at $14.2 billion, but leverage remains well-controlled below 2x EBITDA, supported by strong earnings generation and disciplined capital allocation.
This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks. In addition to the primary list that yields 4.74%, we present two other groups of five DGI stocks each, from moderate to high yields of up to 8%.
Revenue: Record sales of $7.6 billion, up 58% in US dollars and 33% organically compared to Q1 2025.GAAP Diluted EPS: $0.72, up 24% compared to the prior year
Amphenol Corporation (APH) Q1 2026 Earnings Call Transcript
APH posts record Q1 2026, with EPS of $1.06 (up 68% y/y), revenues of $7.62B (up 58% y/y), orders of $9.4B; boosts Q2 outlook after CommScope deal.
The headline numbers for Amphenol (APH) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Amphenol (APH) came out with quarterly earnings of $1.06 per share, beating the Zacks Consensus Estimate of $0.95 per share. This compares to earnings of $0.63 per share a year ago.
On April 29, 2026, Amphenol Corp (APH) released its 8-K filing reporting record first-quarter 2026 results, including $7.6 billion in sales, strong order intake
Electronic gear maker Amphenol forecast second-quarter revenue above Wall Street estimates on Wednesday, betting on enterprise spending for its components used in artificial intelligence data centers.
WALLINGFORD, Conn.--(BUSINESS WIRE)--Amphenol Corporation (NYSE: APH) today reported record first quarter 2026 results. “We are pleased to have closed the first quarter of 2026 with record sales and Adjusted Diluted EPS, both exceeding the high end of our guidance,” said Amphenol President and Chief Executive Officer, R. Adam Norwitt. “Sales increased from prior year by 58%, driven by strong organic growth in most of our end markets, including exceptional organic growth in the IT datacom market.
Here is how Amphenol (APH) and ACM Research, Inc. (ACMR) have performed compared to their sector so far this year.
On April 27, 2026, we present a detailed DCF analysis for Amphenol Corp (APH), a company that has shown significant price performance over the past year, with a
Comerica Bank lowered its stake in Amphenol Corporation (NYSE: APH) by 2.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 321,316 shares of the electronics maker's stock after selling 6,850 shares during the period. Comerica Bank's holdings in Amphenol were worth
A ChatGPT curated portfolio has recorded stronger returns than the S&P 500 since the start of March 2026 in a simulated trading contest.
Calamos Advisors LLC cut its stake in Amphenol Corporation (NYSE: APH) by 2.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 300,354 shares of the electronics maker's stock after selling 6,664 shares during the period. Calamos Advisors
Besides Wall Street's top-and-bottom-line estimates for Amphenol (APH), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended March 2026.
ADI, APH, ADSK, AVGO stand out as S&P 500 hits record high, driven by tech rally, energy rebound, and strong earnings growth outlooks.
APH eyes Q1'26 with EPS seen rising 44-48% and sales increasing 43-45%, as AI, defense demand and acquisitions fuel order momentum.
B. Metzler seel. Sohn and Co. AG cut its stake in shares of Amphenol Corporation (NYSE: APH) by 24.8% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 616,275 shares of the electronics maker's stock after selling 203,402 shares during the
Amphenol (APH) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
WALLINGFORD, Conn.--(BUSINESS WIRE)--Amphenol Corporation (NYSE: APH) today released its 2025 Sustainability Report. “I am pleased to share Amphenol's 2025 Sustainability Report, which highlights our many areas of progress and success throughout the Company,” said Amphenol President and Chief Executive Officer, R. Adam Norwitt. “2025 was an exceptional year for Amphenol. Our global team delivered record-breaking financial performance, with outstanding sales growth and industry-leading profitabi.
Amphenol (APH) is well positioned to outperform the market, as it exhibits above-average growth in financials.
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
This AI rally has quickly turned into a data center rally, where you won't find anything for a sensible price.
On April 20, 2026, we conducted a DCF analysis for Amphenol Corp (APH) to assess its intrinsic value in light of its recent price performance. The stock has sho
Family Capital Trust Co acquired a new stake in Amphenol Corporation (NYSE: APH) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 19,078 shares of the electronics maker's stock, valued at approximately $2,578,000. A number of other large investors have also recently made
Birch Hill Investment Advisors LLC trimmed its position in Amphenol Corporation (NYSE: APH) by 3.4% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 732,076 shares of the electronics maker's stock after selling 25,493 shares during the period. Amphenol
Lbp Am Sa lessened its holdings in shares of Amphenol Corporation (NYSE: APH) by 16.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 24,358 shares of the electronics maker's stock after selling 4,838 shares during the period. Lbp Am
Assetmark Inc. boosted its stake in Amphenol Corporation (NYSE: APH) by 10.0% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 55,494 shares of the electronics maker's stock after acquiring an additional 5,057 shares during the quarter. Assetmark Inc.'s holdings in Amphenol were worth $7,499,000
Asset Management One Co. Ltd. raised its position in Amphenol Corporation (NYSE: APH) by 3.4% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 549,562 shares of the electronics maker's stock after acquiring an additional 17,891 shares during the
AE Wealth Management LLC increased its holdings in shares of Amphenol Corporation (NYSE: APH) by 1,028.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 152,839 shares of the electronics maker's stock after buying an additional 139,291 shares during the period.
Amphenol stock is climbing in a consolidation pattern. The fiber optics name is expected to report its earnings soon.
Farther Finance Advisors LLC boosted its stake in Amphenol Corporation (NYSE: APH) by 35.3% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 56,063 shares of the electronics maker's stock after purchasing an additional 14,626 shares during the quarter. Farther Finance Advisors LLC's
Campbell Newman Asset Management Inc. trimmed its position in shares of Amphenol Corporation (NYSE: APH) by 9.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 370,188 shares of the electronics maker's stock after selling 39,722 shares during the quarter. Amphenol accounts
