Amphenol (APH) 주식 개요
Amphenol Corporation은 자회사와 함께 미국, 중국 및 전 세계에서 전기, 전자 및 광섬유 커넥터를 설계, 제조 및 판매하고 있습니다. 자세히 보기
APH Community Fair Values
Create NarrativeSee what 234 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Amphenol Corporation 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$81.34 |
| 52주 최고가 | US$89.26 |
| 52주 최저가 | US$58.32 |
| 베타 | 1.24 |
| 1개월 변동 | -2.99% |
| 3개월 변동 | 6.70% |
| 1년 변동 | 36.60% |
| 3년 변동 | 276.10% |
| 5년 변동 | 325.81% |
| IPO 이후 변동 | 112,457.95% |
최근 뉴스 및 업데이트
Seeking Alpha • 19h
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
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.Recent updates
Seeking Alpha • 19h
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 Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.분석 기사 • 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...
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.주주 수익률
| APH | US Electronic | US 시장 | |
|---|---|---|---|
| 7D | 1.6% | 4.9% | -0.2% |
| 1Y | 36.6% | 47.7% | 14.8% |
수익률 대 산업: APH은 지난 1년 동안 47.7%의 수익을 기록한 US Electronic 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: APH은 지난 1년 동안 14.8%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| APH volatility | |
|---|---|
| APH Average Weekly Movement | 5.8% |
| Electronic Industry Average Movement | 9.4% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
안정적인 주가: APH는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: APH의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1932 | 170,000 | Richard Norwitt | www.amphenol.com |
Amphenol Corporation은 자회사와 함께 미국, 중국 및 전 세계에서 전기, 전자 및 광섬유 커넥터를 설계, 제조 및 판매하고 있습니다. 이 회사는 세 가지 부문으로 운영됩니다: 통신 솔루션, 열악한 환경 솔루션, 상호 연결 및 센서 시스템입니다. 이 회사는 고속, 무선 주파수, 전력, 광섬유 및 기타 상호 연결 제품, 버스바 및 배전 시스템, 전력 상호 연결 제품 및 기타 제품을 포함한 커넥터 및 커넥터 시스템을 제공합니다.
Amphenol Corporation 기초 지표 요약
| APH 기초 통계 | |
|---|---|
| 시가총액 | US$201.62b |
| 순이익 (TTM) | US$5.14b |
| 매출 (TTM) | US$29.01b |
39.0x
주가수익비율(P/E)6.9x
주가매출비율(P/S)APH는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| APH 손익계산서 (TTM) | |
|---|---|
| 매출 | US$29.01b |
| 매출원가 | US$17.71b |
| 총이익 | US$11.30b |
| 기타 비용 | US$6.16b |
| 순이익 | US$5.14b |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
Oct 28, 2026
| 주당순이익(EPS) | 2.09 |
| 총이익률 | 38.95% |
| 순이익률 | 17.73% |
| 부채/자본 비율 | 120.4% |
APH의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| Amphenol 배당 일정 | |
|---|---|
| 배당락일 | Sep 22 2026 |
| 배당 지급일 | Oct 14 2026 |
| 배당락일까지 남은 일수 | 12 days |
| 배당 지급일까지 남은 일수 | 34 days |
APH는 안정적으로 배당을 지급합니까?
APH 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/09 04:07 |
| 종가 | 2026/09/09 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Amphenol Corporation는 34명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Luke Junk | Baird |
| Guy Hardwick | Barclays |
| Andrew Buscaglia | BNP Paribas |