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APHNYSE/information technology

Amphenol Corporation

$155.99Down-3.07 (-1.93%)
Research reviewed: 12 июл. 2026 г., 00:00 UTC
Research overview3-month price contextInvestment thesisKey catalystsLatest earnings researchRecent newsData and research sources

Research overview

Amphenol Corporation operates in Electronic Components within the information technology sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

시가
158.34
고가
160.37
저가
154.96
시가총액
1919.04억
PER
44.82
52주 최고가
--
배당
0.630%
분기 배당금
--

3-month price context

График показывает недавний 3-месячный тренд, чтобы пользователи могли понять краткосрочную структуру перед открытием полного рабочего кабинета.

Investment thesis

Base case
Higher rack density and data rates increase connector, cable and high-speed interconnect content. The base case remains conditional on acquisition integration staying manageable.
Bull case
Higher rack density and data rates increase connector, cable and high-speed interconnect content. Modernization programs can support rugged interconnect and sensor demand across long program lives. Decentralized integration of complementary connector and sensor businesses can broaden customers and technology.
Bear case
Frequent transactions create valuation, integration and operational-control risk. Automotive, industrial and communications customers can reduce production and inventory rapidly. Tariffs, labor constraints and regional disruption can affect costs and customer deliveries.
Thesis invalidation
Reassess the thesis if frequent transactions create valuation, integration and operational-control risk.

Key catalysts

  • AI interconnect demand

    Higher rack density and data rates increase connector, cable and high-speed interconnect content.

  • Defense and aerospace demand

    Modernization programs can support rugged interconnect and sensor demand across long program lives.

  • Acquisition platform

    Decentralized integration of complementary connector and sensor businesses can broaden customers and technology.

Principal risks

  • Acquisition integration

    Frequent transactions create valuation, integration and operational-control risk.

  • End-market cyclicality

    Automotive, industrial and communications customers can reduce production and inventory rapidly.

  • Global manufacturing exposure

    Tariffs, labor constraints and regional disruption can affect costs and customer deliveries.

Latest earnings research

Q1 2026

Amphenol reported first-quarter 2026 results and discussed demand across information technology and data communications, defense, automotive and industrial markets.

Valuation interpretation

  • A compounder premium depends on organic content growth and disciplined acquisitions sustaining returns on invested capital.
  • End-market diversity reduces single-cycle risk, while acquisition pace and global manufacturing complexity require monitoring.

Peer research

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Recent news

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Amphenol (APH) Upgraded to Buy: Here's What You Should Know

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Zacks · 3일 전

Will Amphenol (APH) Beat Estimates Again in Its Next Earnings Report?

Data and research sources

Research updated: 12 июл. 2026 г., 00:00 UTC
3 verified sources
Amphenol Reports First Quarter 2026 ResultsAmphenol Corporation · earningsVerified

Fetched: 12.07.2026, 0:00:00 UTC

Published: 22.04.2026, 00:00:00

Open original source
Amphenol Corporation Investor RelationsAmphenol Corporation · companyVerified

Fetched: 12.07.2026, 0:00:00 UTC

Open original source
Amphenol Corporation SEC FilingsU.S. Securities and Exchange Commission · filingVerified

Fetched: 12.07.2026, 0:00:00 UTC

Open original source

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