Amphenol Bilan de santé
Santé financière contrôle des critères 3/6
Amphenol possède un total de capitaux propres de $15.6B et une dette totale de $18.8B, ce qui porte son ratio d'endettement à 120.4%. Son actif total et son passif total sont $44.8B et de $29.2B. L'EBIT de Amphenol est $8.2B ce qui fait que son ratio de couverture des intérêts 12.9. Elle dispose de liquidités et de placements à court terme de $5.4B.
Informations clés
120.41%
Ratio d'endettement
US$18.81b
Dette
| Ratio de couverture des intérêts | 12.9x |
| Argent liquide | US$5.42b |
| Fonds propres | US$15.62b |
| Total du passif | US$29.18b |
| Total des actifs | US$44.81b |
Mises à jour récentes de la santé financière
Pas de mise à jour
Recent updates
Seeking Alpha • Sep 09
Amphenol: Keep A Close Eye On Fed Rate Hikes Amid The Scorching AI Race
Summary Amphenol Corporation (APH) is downgraded to Hold due to vulnerability to a potential AI data center slowdown and possible Fed rate hikes. APH's high valuation is justified by robust growth—YOY revenue up nearly 55% and levered free cash flow up 112%—but depends on sustained AI demand. Rising interest rates and a backlog of idle data centers could moderate AI infrastructure buildout, posing near-term risks to APH's profitability. I remain an AI bull, but prefer Alphabet over APH for now; clarity on Fed policy and AI sector momentum could quickly shift APH back to Buy. Read the full article on Seeking Alpha
Mise à jour du récit • Sep 07
APH: AI Infrastructure And Industrial Recovery Will Drive Future Upside
Amphenol's updated analyst price target moves higher toward the recent Street range around $175 to $200, as analysts highlight a Q2 setup they see as supportive for higher estimates, a recovering industrial technology sector, and ongoing interest in networking and AI related demand. Analyst Commentary Recent research on Amphenol clusters around a tighter price target range and a Q2 earnings setup that bullish analysts see as supportive for higher Street estimates.Mise à jour du récit • Aug 24
APH: AI Infrastructure Demand And Sector Recovery Will Support Future Upside
The updated analyst price target for Amphenol now reflects a fair value estimate of about $192 per share, compared with the prior figure near $198, as analysts factor in their recent target hikes tied to expectations around Q2 earnings setups, AI related demand, and sector recovery. Analyst Commentary Recent research updates on Amphenol show a cluster of higher price targets ahead of Q2 results, with analysts focused on execution around AI related demand, networking and storage exposure, and the timing of any sector recovery.Mise à jour du récit • Aug 10
APH: AI Data Center Demand And Stock Split Will Drive Upside
Amphenol's updated analyst price target moves higher from $189.39 to $198.06 as analysts factor in refreshed Q2 previews, a revised $200 target at the high end, and supporting views on AI related demand, networking infrastructure and storage components, alongside tweaked assumptions for discount rate, profit margin and future P/E. Analyst Commentary Recent research on Amphenol points to a generally constructive tone, with several bullish analysts lifting price targets around upcoming Q2 results and AI driven demand themes.Mise à jour du récit • Jul 27
APH: AI Data Center Buildout And CommScope Deal Will Drive Upside
Amphenol's analyst fair value estimate has been nudged higher from about $184.78 to $189.39. This reflects a series of recent price target increases across the Street as analysts factor in Q2 earnings previews, confidence in networking infrastructure and storage components, ongoing focus on AI related demand, and sector recovery expectations.Mise à jour du récit • Jul 13
APH: AI Data Center Demand And CommScope Acquisition Will Support Future Margins
Analysts have lifted the Amphenol fair value estimate by about $6 to $184.78. This reflects revised assumptions around revenue growth, margins, and future P/E that are broadly consistent with the series of higher Street price targets in recent Q2 earnings previews.
Mise à jour du récit • Jun 29
APH: AI Data Center Connectivity Expansion Will Drive Future Repricing
The analyst price target for Amphenol has been raised by about $9.76 to $215.00, with analysts citing updated estimates that reflect higher modeled revenue growth, wider profit margins and ongoing confidence in the company’s AI related content exposure. Analyst Commentary Recent research on Amphenol points to a generally constructive tone, with several bullish analysts adjusting price targets higher and reaffirming positive views on the stock.Article d’analyse • Jun 19
Amphenol (APH) Stock Could Be 8.1% Undervalued After AI Demand Lifts Guidance
Amphenol (APH) is back in focus after management issued double digit sequential revenue guidance tied to AI driven IT datacom demand, alongside record orders and fresh attention from leveraged ETF launches and research houses. See our latest analysis for Amphenol. Amphenol’s recent guidance and AI focused orders sit alongside a powerful price move, with a 30 day share price return of 37.55% and a 1 year total shareholder return of 76.34%, pointing to strong momentum building on a multi year...
Mise à jour du récit • Jun 15
APH: Hybrid Optics And AI Infrastructure Momentum Balance List Removal Risks
Analysts nudged the fair value estimate for Amphenol higher to $147.48 from $146.29, reflecting Street research that has generally raised price targets on the stock, often citing increased confidence in the company’s AI content ramp. Analyst Commentary Street research on Amphenol has been active, with several firms adjusting price targets and ratings over recent months.Mise à jour du récit • Jun 01
APH: Hybrid Optics Roadmap And Mixed List Actions Will Shape Near Term Returns
Analysts have adjusted the price target on Amphenol to $146.29 from $135.68, reflecting updated views on fair value, a slightly higher discount rate, and revised assumptions for revenue growth, profit margin, and future P/E multiples following recent mixed research actions across the Street. Analyst Commentary Recent Street research on Amphenol has been mixed, with several higher price targets offset by more cautious moves and list removals.Mise à jour du récit • May 01
APH: AI Data Center Content And Buybacks Will Support Future Margins
Analysts have lifted the updated fair value estimate for Amphenol by about $9 to $178.39. This reflects revised assumptions for slightly higher profit margins, a modestly lower future P/E multiple, and recent shifts in Street price targets that include several upward revisions alongside a few trims.Mise à jour du récit • Apr 16
APH: AI Connectivity And Hybrid Optics Outlook Will Likely Cap Near Term Upside
Narrative Update on Amphenol The analyst price target for Amphenol has been adjusted slightly higher to about $136 from $135, as analysts balance recent target cuts from UBS and Citi with prior target increases and updated views on growth, profitability, and P/E assumptions. Analyst Commentary Recent research on Amphenol reflects a mix of optimism and caution, with several firms adjusting targets and ratings as they reassess growth potential, execution risks, and how the stock is valued versus its peers.Mise à jour du récit • Apr 01
APH: AI Connectivity And CommScope Deal Will Likely Restrain Further Upside
Analysts have raised their average price targets on Amphenol by a wide margin to a range of $155 to $185, citing stronger expectations for growth in data center AI connectivity, the planned $10.5b CommScope CCS acquisition, and a more constructive view on connector demand into 2026. Analyst Commentary Recent research has generally leaned supportive, with several large firms increasing price targets on Amphenol and maintaining positive ratings tied to data center AI exposure and the planned CommScope Connectivity and Cable Solutions acquisition.Mise à jour du récit • Mar 18
APH: AI Data Center Content And CCS Acquisition Will Support Future Margins
Analysts now set a slightly adjusted price target for Amphenol, with modest tweaks to the discount rate and long-term P/E assumptions, at around $165. This target is supported by recent research citing AI data center content, the CommScope Connectivity and Cable Solutions acquisition, and clearer visibility on the copper versus optics roadmap as key drivers in their updated views.Mise à jour du récit • Mar 04
APH: AI And CommScope CCS Integration Will Support Margins And Earnings Outperformance
Our updated analyst price target for Amphenol has moved from $148.60 to $169.44 as analysts factor in higher modeled revenue growth, a slightly richer future P/E multiple, and recent price target increases tied to the CommScope CCS acquisition and AI related content gains across end markets. Analyst Commentary Recent Street research on Amphenol has been active, with several firms adjusting their price targets and, in some cases, ratings.Mise à jour du récit • Feb 18
APH: Future AI And Acquisition Hype Will Likely Cap Share Upside
Our analyst price target for Amphenol has been adjusted from $123.77 to $135.00, with analysts pointing to raised Street targets, support from data center AI exposure, and the planned CommScope Connectivity and Cable Solutions acquisition as key drivers behind the update. Analyst Commentary Recent Street research on Amphenol has leaned constructive, with several large firms lifting price targets and, in one case, moving the stock to an Overweight rating.Mise à jour du récit • Feb 04
APH: CCS Acquisition And AI Content Gains Will Drive Repricing
Analysts have lifted their price targets on Amphenol, supporting a fair value move from about $134 to roughly $205. They cite factors such as the CommScope Connectivity and Cable Solutions acquisition, expectations for stronger end demand into 2026, and higher assumed revenue growth, profit margins, and future P/E multiples in updated models.Mise à jour du récit • Jan 21
APH: Future P E Compression Will Likely Cap Post Acquisition Share Upside
Analysts lifted their fair value estimate for Amphenol by about US$1.88 to US$123.77 as they factor in higher modeled revenue growth, slightly stronger profit margins, a modestly higher discount rate, and a lower future P/E. This reflects recent price target increases tied to the CommScope Connectivity and Cable Solutions acquisition and expected content gains across key end markets.Article d’analyse • Jan 14
Bullish: Analysts Just Made A Decent Upgrade To Their Amphenol Corporation (NYSE:APH) Forecasts
Shareholders in Amphenol Corporation ( NYSE:APH ) may be thrilled to learn that the analysts have just delivered a...Mise à jour du récit • Jan 07
APH: Elevated P E Profile Will Likely Constrain Future Share Returns
Narrative Update on Amphenol Analysts have lifted their blended price target on Amphenol by roughly US$32 to reflect updated models following a Q3 beat, higher FY25 revenue and EPS estimates, and expectations for faster sales growth, slightly stronger margins, and a richer future P/E profile. Analyst Commentary Recent research commentary on Amphenol has largely centered on the Q3 earnings beat, updated guidance, and refreshed models for FY25.Mise à jour du récit • Dec 19
APH: AI Connectivity Demand Will Support Margins And Sustained Earnings Outperformance
The Analyst Price Target for Amphenol has inched higher to approximately $149 per share from about $148 per share, as analysts point to sustained earnings beats, improving margin outlooks and rising end market demand across autos, hyperscale data centers and broader connectivity applications. Analyst Commentary Bullish analysts have broadly raised their price targets on Amphenol following a string of earnings beats and constructive guidance, highlighting both cyclical recovery and structural growth drivers across key end markets.Mise à jour du récit • Dec 05
APH: AI Connectivity And Auto Demand Will Support Margins Amid Balanced Outlook
Amphenol's fair value estimate edges up to approximately $148, compared with about $148 previously, as analysts lift price targets into the $139 to $163 range on the back of Q3 outperformance, increased FY25 revenue and EPS forecasts, and expectations for sustained growth and margin upside across automotive, hyperscaler, and AI driven connectivity markets. Analyst Commentary Street research remains broadly constructive on Amphenol, with a series of post Q3 price target hikes clustered in the high $130s to low $160s.Mise à jour du récit • Nov 21
APH: Margin Upside And End Market Demand Will Drive Continued Outperformance
Amphenol's analyst price target has been raised to approximately $148 from $144. Analysts point to stronger-than-expected sales growth and improved end market dynamics following recent quarterly results.Mise à jour du récit • Nov 07
APH: Recent Margin Gains And End Market Strength May Offset Integration Risks Ahead
Amphenol's analyst price target has increased from approximately $139 to $144 per share, with analysts highlighting stronger margins, accelerating sales growth, and a constructive outlook for key end markets as key drivers for the positive revision. Analyst Commentary Bullish Takeaways Bullish analysts highlight robust margin expansion and an improving sales growth outlook, which are contributing to upward revisions in price targets.Mise à jour du récit • Oct 24
Accelerated Revenue Growth And Mergers Will Broaden Datacenter Connectivity Horizons
Amphenol's analyst price target has increased from $122.88 to $139.29, as analysts highlight stronger revenue growth prospects, higher profit margins, and improved end market trends that support the company's outlook. Analyst Commentary Recent updates from street research have revealed heightened confidence in Amphenol’s growth narrative, while also highlighting certain risks to monitor as the company advances its acquisition strategy and expands in key end markets.Mise à jour du récit • Oct 09
AI-Driven Datacenters Will Expand IT Datacom Horizons
Amphenol's analyst price target has been raised from approximately $117 to $123 per share. This reflects analysts' increased confidence in the company's enhanced growth outlook and expected margin improvements, which are driven by recent acquisitions and continued strength in end markets.Article d’analyse • Sep 27
We Ran A Stock Scan For Earnings Growth And Amphenol (NYSE:APH) Passed With Ease
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Mise à jour du récit • Sep 25
AI-Driven Datacenters Will Expand IT Datacom Horizons
Analysts have raised Amphenol’s price target to $117.44, citing strong AI-driven demand, accretive acquisitions, and resilient end-market diversification supporting robust earnings and margin growth. Analyst Commentary Bullish analysts highlight robust demand for connectivity solutions driven by AI applications and rising hyperscaler spending, supporting margin expansion across the connector space.Mise à jour du récit • Sep 04
AI-Driven Datacenters Will Expand IT Datacom Horizons
Analysts remain bullish on Amphenol due to accretive M&A activity, robust end-market diversification, and favorable industry trends, maintaining the consensus price target at $115.38. Analyst Commentary Bullish analysts highlight that the acquisitions of Trexon and CommScope's Connectivity & Cables Solutions business are expected to be earnings accretive, expand Amphenol's product offering—particularly in fiber optics and defense—and represent a high-return use of capital.Analyse de la situation financière
Passif à court terme: Les actifs à court terme de APH ( $17.8B ) dépassent ses passifs à court terme ( $9.4B ).
Passif à long terme: Les actifs à court terme de APH ( $17.8B ) ne couvrent pas ses passifs à long terme ( $19.7B ).
Historique et analyse du ratio d'endettement
Niveau d'endettement: Le ratio dette nette/capitaux propres de APH ( 85.7% ) est considéré comme élevé.
Réduire la dette: Le ratio d'endettement de APH est passé de 90.6% à 120.4% au cours des 5 dernières années.
Couverture de la dette: La dette de APH est bien couverte par le flux de trésorerie opérationnel ( 31.2% ).
Couverture des intérêts: Les paiements d'intérêts de APH sur sa dette sont bien couverts par l'EBIT ( 12.9 x couverture).
Bilan
Découvrir des entreprises saines
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/09 22:13 |
| Cours de l'action en fin de journée | 2026/09/09 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Amphenol Corporation est couverte par 34 analystes. 16 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Luke Junk | Baird |
| Guy Hardwick | Barclays |
| Andrew Buscaglia | BNP Paribas |