Amphenol Corporation

NYSE:APH 주식 리포트

시가총액: US$176.7b

Amphenol 배당 및 자사주 매입

배당 기준 점검 0/6

Amphenol 은(는) 현재 수익률이 0.67% 인 배당금 지급 회사입니다.

핵심 정보

0.7%

배당 수익률

0.06%

자사주 매입 수익률

총 주주 수익률0.7%
미래 배당 수익률0.8%
배당 성장률15.7%
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향21%

최근 배당 및 자사주 매입 업데이트

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

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: APH US 시장에서 주목할만한 배당금을 지급하지 않으므로 지급이 안정적인지 확인할 필요가 없습니다.

배당금 증가: APH US 시장에서 주목할만한 배당금을 지급하지 않으므로 지급액이 증가하는지 확인할 필요가 없습니다.


배당 수익률 vs 시장

Amphenol 배당 수익률 vs 시장
APH의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (APH)0.7%
시장 하위 25% (US)1.4%
시장 상위 25% (US)4.2%
업계 평균 (Electronic)0.8%
분석가 예측 (APH) (최대 3년)0.8%

주목할만한 배당금: APH 의 배당금( 0.67% )은 US 시장에서 배당금 지급자의 하위 25%( 1.41% )와 비교해 주목할 만하지 않습니다.

고배당: APH 의 배당금( 0.67% )은 US 시장에서 배당금 지급자의 상위 25%( 4.24% )와 비교해 낮습니다.


주주 대상 이익 배당

수익 보장: APH US 시장에서 주목할만한 배당금을 지급하지 않습니다.


주주 현금 배당

현금 흐름 범위: APH US 시장에서 주목할만한 배당금을 지급하지 않습니다.


높은 배당을 제공하는 우량 기업 찾기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/04/29 17:53
종가2026/04/29 00:00
수익2026/03/31
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 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 35명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Luke JunkBaird
Guy HardwickBarclays
Andrew BuscagliaBNP Paribas