Amphenol/$APH

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About Amphenol

Amphenol is a global supplier of connectors, sensors, and interconnect systems. Amphenol holds the second-largest connector market share globally and sells into the end markets of automotive, broadband, commercial air, industrial, IT and data communications, military, mobile devices, and mobile networks. Amphenol is diversified geographically, with operations in 40 countries.

Ticker

$APH

Sector

Digital Hardware

Primary listing

NYSE

Employees

125,000

Amphenol Metrics

BasicAdvanced
$145B
47.29
$2.51
1.16
$0.66
0.56%

What the Analysts think about Amphenol

Analyst ratings (Buy, Hold, Sell) for Amphenol stock.

Bulls say / Bears say

Amphenol reported second-quarter sales of $5.65 billion—up 57% year-over-year and above the $5.04 billion consensus—driven by more than doubling of its Communications Solutions segment. (Reuters)
Substantial investments in AI and high-speed data center infrastructure have fueled robust demand for Amphenol’s high-performance interconnect and sensor products, underpinning its recent sales momentum. (Reuters)
The acquisition of Trexon for approximately $1 billion enhances Amphenol’s defense portfolio with high-reliability connectivity products expected to add about $290 million in 2025 revenue at a 26% EBITDA margin. (Reuters)
Integration of large acquisitions such as the $1 billion Trexon buy and the planned $10.5 billion CommScope CCS deal poses significant operational and execution risks that could delay expected synergies and strain management focus. (Reuters and Reuters)
Amphenol’s revenue mix, with roughly 22% generated in China, leaves it vulnerable to escalated U.S.-China trade tensions and high tariffs—up to 145% by the U.S. and 125% by China—potentially compressing margins. (Reuters)
The $10.5 billion CommScope CCS acquisition will be financed using existing cash and new debt, likely increasing leverage and interest costs, which may pressure Amphenol’s credit metrics and financial flexibility. (Reuters)
Data summarised monthly by Lightyear AI. Last updated on 5 Sept 2025.

Amphenol Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Amphenol Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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Sept16
Amphenol
DividendEx-dividend
Oct8
Amphenol
DividendPayment
$0.165Per share
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