Amphenol Corporation

Report azionario NYSE:APH

Capitalizzazione di mercato: US$176.7b

Amphenol Performance degli utili passati

Criteri Il passato verificati 5/6

Amphenol ha registrato una crescita degli utili a un tasso medio annuo di 21.1%, mentre il settore Electronic ha registrato utili in crescita a un tasso medio annuo di 4.8%. I ricavi sono stati in crescita a un tasso medio annuo di 16%. Il ritorno sul capitale proprio di Amphenol è 31.9% e ha margini netti di 18.5%.

Informazioni chiave

21.09%

Tasso di crescita degli utili

20.66%

Tasso di crescita dell'EPS

Electronic Crescita del settore15.34%
Tasso di crescita dei ricavi16.03%
Rendimento del capitale proprio31.87%
Margine netto18.49%
Prossimo aggiornamento sugli utili29 Jul 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Amphenol (APH): The Connectivity Engine of the AI Era Prepares for a Watershed Q1 Reveal

Amphenol (APH) , the global architect of the essential interconnect, sensor, and antenna systems that power the digital and industrial worlds, enters the weekend of Sunday, April 26, 2026 , in a state of formidable momentum. The company is set to release its Q1 2026 earnings report on Wednesday, April 29, 2026, before the market opens.

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.

Amphenol: Strong Growth Supported By Hyperscalers

Apr 07

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.

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.

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.

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.

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.

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.

Bullish: Analysts Just Made A Decent Upgrade To Their Amphenol Corporation (NYSE:APH) Forecasts

Jan 14
Bullish: Analysts Just Made A Decent Upgrade To Their Amphenol Corporation (NYSE:APH) Forecasts

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.

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.

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.

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.

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.

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.

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.

We Ran A Stock Scan For Earnings Growth And Amphenol (NYSE:APH) Passed With Ease

Sep 27
We Ran A Stock Scan For Earnings Growth And Amphenol (NYSE:APH) Passed With Ease

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.

Why We Like The Returns At Amphenol (NYSE:APH)

Sep 08
Why We Like The Returns At Amphenol (NYSE:APH)

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.

Is Amphenol (NYSE:APH) A Risky Investment?

Aug 14
Is Amphenol (NYSE:APH) A Risky Investment?

Earnings Beat: Amphenol Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Jul 29
Earnings Beat: Amphenol Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Estimating The Fair Value Of Amphenol Corporation (NYSE:APH)

May 31
Estimating The Fair Value Of Amphenol Corporation (NYSE:APH)

We Take A Look At Why Amphenol Corporation's (NYSE:APH) CEO Compensation Is Well Earned

May 08
We Take A Look At Why Amphenol Corporation's (NYSE:APH) CEO Compensation Is Well Earned

Amphenol Corporation (NYSE:APH) Stocks Shoot Up 37% But Its P/E Still Looks Reasonable

May 04
Amphenol Corporation (NYSE:APH) Stocks Shoot Up 37% But Its P/E Still Looks Reasonable

Amphenol Q1 Earnings: No Slowdown Here Whatsoever

Apr 24

Amphenol: The DNA Of A Quality Company

Apr 01

Amphenol: Better Than Many AI-Related Investments, But Still Expensive

Feb 12

Ripartizione dei ricavi e delle spese

Come Amphenol guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.

Storico di utili e ricavi

NYSE:APH Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Dec 2523,0954,2701,900647
30 Sep 2520,9743,8211,917453
30 Jun 2518,8183,1801,752453
31 Mar 2516,7772,6131,573453
31 Dec 2415,2232,4241,402453
30 Sep 2414,2322,1921,393342
30 Jun 2413,3932,1021,282342
31 Mar 2412,8372,0381,206342
31 Dec 2312,5551,9281,148342
30 Sep 2312,4661,9211,136324
30 Jun 2312,5621,9041,121324
31 Mar 2312,6451,9161,108324
31 Dec 2212,6231,9021,099324
30 Sep 2212,4111,8491,082318
30 Jun 2211,9341,7711,033318
31 Mar 2211,4511,666990318
31 Dec 2110,8761,569916318
30 Sep 2110,2761,473905261
30 Jun 219,7801,400845261
31 Mar 219,1141,291780261
31 Dec 208,5991,203760261
30 Sep 208,3241,165768234
30 Jun 208,1011,099757234
31 Mar 208,1291,130750234
31 Dec 198,2251,155742234
30 Sep 198,2991,174758221
30 Jun 198,3281,211754221
31 Mar 198,2941,207751221
31 Dec 188,2021,205746221
30 Sep 187,921764756194
30 Jun 187,633725752194
31 Mar 187,318691728194
31 Dec 177,011651700194
30 Sep 176,719989695166
30 Jun 176,514936660166
31 Mar 176,395891644166
31 Dec 166,286823647166
30 Sep 166,066788636125
30 Jun 165,890768601125
31 Mar 165,693740570125
31 Dec 155,569764544125
30 Sep 155,565757553115
30 Jun 155,464735545115

Guadagni di qualità: APH ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di APH (18.5%) APH sono più alti rispetto allo scorso anno (15.9%).

Flusso di cassa libero e analisi degli utili

Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di APH sono cresciuti in modo significativo del 21.1% all'anno negli ultimi 5 anni.

Accelerare la crescita: La crescita degli utili di APH nell'ultimo anno ( 76.2% ) supera la media quinquennale ( 21.1% all'anno).

Guadagni vs Settore: La crescita degli utili APH nell'ultimo anno ( 76.2% ) ha superato la percentuale del settore Electronic 14.3%.

Rendimento del capitale proprio

ROE elevato: Sebbene il Return on Equity ( 31.87% ) di APH sia elevato, questa metrica è distorta a causa del loro elevato livello di debito.

Rendimento delle attività

Rendimento del capitale investito

Scoprire le aziende con forti performance passate

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/04/29 10:11
Prezzo dell'azione a fine giornata2026/04/29 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Amphenol Corporation è coperta da 35 analisti. 16 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Luke JunkBaird
Guy HardwickBarclays
Andrew BuscagliaBNP Paribas