Amphenol Corporation

NYSE:APH 주식 리포트

시가총액: US$162.5b

Amphenol 향후 성장

Future 기준 점검 4/6

Amphenol (는) 각각 연간 18.3% 및 12.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 17.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 30.4% 로 예상됩니다.

핵심 정보

18.3%

이익 성장률

17.49%

EPS 성장률

Electronic 이익 성장26.9%
매출 성장률12.9%
향후 자기자본이익률30.43%
애널리스트 커버리지

Good

마지막 업데이트11 May 2026

최근 향후 성장 업데이트

분석 기사 • Jul 29

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

A week ago, Amphenol Corporation ( NYSE:APH ) came out with a strong set of quarterly numbers that could potentially...

Recent updates

Seeking Alpha • May 19

Amphenol: Growth, Competitive Moat, And Undervalued

Summary Amphenol offers a compelling GARP opportunity, driven by a competitive moat, diversified end markets, and accelerating growth in AI data centers. The company is rated a 'Buy' below ~$130, with a fair value estimate of $158.35, implying 27% upside, supported by robust organic growth and margin expansion. The current strategy involves a half-position at $125, with plans to add on pullbacks or via options strategies ahead of earnings and trim above fair value. Key risks include decelerating IT Datacom growth, increased competition from Asian players, and macro headwinds, but even under slightly conservative scenarios, APH remains near fair value. Read the full article on Seeking Alpha
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.
새로운 내러티브 • Apr 26

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.
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.
분석 기사 • Sep 08

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

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
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.
분석 기사 • Aug 14

Is Amphenol (NYSE:APH) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • Jul 29

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

A week ago, Amphenol Corporation ( NYSE:APH ) came out with a strong set of quarterly numbers that could potentially...
분석 기사 • May 31

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

Key Insights The projected fair value for Amphenol is US$82.07 based on 2 Stage Free Cash Flow to Equity With US$89.93...
Seeking Alpha • Apr 24

Amphenol Q1 Earnings: No Slowdown Here Whatsoever

Summary Amphenol's Q1 results were exceptional, with earnings and revenues both growing far faster than expected. The company also offered Q2 guidance that was much higher than prior street estimates despite the unsettled macroeconomic picture. Amphenol has meaningful China exposure, and would also face downside if the AI spending boom slows. Amphenol's management team is running a fantastic operation. I'm tempted to upgrade to a buy but I can't quite get there on valuation yet. Read the full article on Seeking Alpha
Seeking Alpha • Apr 01

Amphenol: The DNA Of A Quality Company

Summary Amphenol is a high-quality compounder with ~18% annual returns over 20 years, driven by earnings stability and strong diversification across industries and geographies. The company's decentralized leadership structure and acquisitive strategy enhance operating margins and shareholder value, despite exposure to cyclical industries like automotive and broader industrial markets. Amphenol's consistent free cash flow per share and shareholder yield, including dividends and buybacks, demonstrate financial health and flexibility, though debt levels should be monitored. Despite geopolitical risks from significant China revenue, Amphenol's stable margins, growth in electrification markets, and strategic acquisitions make it a solid hold, poised to outperform long-term. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NYSE:APH - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202840,9378,1577,4329,0069
12/31/202737,4067,2396,5827,96516
12/31/202633,4175,9335,7146,95215
3/31/202625,9044,4664,6325,731N/A
12/31/202523,0954,2704,3785,375N/A
9/30/202520,9743,8213,5574,500N/A
6/30/202518,8183,1802,8173,733N/A
3/31/202516,7772,6132,2202,980N/A
12/31/202415,2232,4242,1492,815N/A
9/30/202414,2322,1922,2392,809N/A
6/30/202413,3932,1022,3082,724N/A
3/31/202412,8372,0382,2262,596N/A
12/31/202312,5551,9282,1562,529N/A
9/30/202312,4661,9212,0312,392N/A
6/30/202312,5621,9041,9422,350N/A
3/31/202312,6451,9161,9532,356N/A
12/31/202212,6231,9021,7912,175N/A
9/30/202212,4111,8491,5641,940N/A
6/30/202211,9341,7711,3781,725N/A
3/31/202211,4511,6661,2101,570N/A
12/31/202110,8761,5691,1801,540N/A
9/30/202110,2761,4731,1641,511N/A
6/30/20219,7801,4001,2171,548N/A
3/31/20219,1141,2911,2341,529N/A
12/31/20208,5991,2031,3151,592N/A
9/30/20208,3241,1651,2981,575N/A
6/30/20208,1011,0991,3151,589N/A
3/31/20208,1291,1301,2621,543N/A
12/31/20198,2251,155N/A1,502N/A
9/30/20198,2991,174N/A1,456N/A
6/30/20198,3281,211N/A1,383N/A
3/31/20198,2941,207N/A1,326N/A
12/31/20188,2021,205N/A1,113N/A
9/30/20187,921764N/A1,162N/A
6/30/20187,633725N/A1,021N/A
3/31/20187,318691N/A1,037N/A
12/31/20177,011651N/A1,144N/A
9/30/20176,719989N/A1,065N/A
6/30/20176,514936N/A1,158N/A
3/31/20176,395891N/A1,121N/A
12/31/20166,286823N/A1,078N/A
9/30/20166,066788N/A1,051N/A
6/30/20165,890768N/A1,046N/A
3/31/20165,693740N/A1,036N/A
12/31/20155,569764N/A1,031N/A
9/30/20155,565757N/A982N/A
6/30/20155,464735N/A920N/A

애널리스트 향후 성장 전망

수입 대 저축률: APH 의 연간 예상 수익 증가율(18.3%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: APH 의 연간 수익(18.3%)이 US 시장(16.8%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: APH 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: APH 의 수익(연간 12.9%)이 US 시장(연간 11.7%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: APH 의 수익(연간 12.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: APH의 자본 수익률은 3년 후 30.4%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/26 12:29
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

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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
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시장 가격30년
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지분 구조10년
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경영진10년
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산업 및 섹터 지표

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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