Amphenol (APH) Aandelenoverzicht
Amphenol Corporation ontwerpt, produceert en verkoopt samen met haar dochterondernemingen elektrische, elektronische en glasvezelconnectoren in de Verenigde Staten, China en internationaal. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 2/6 |
| Toekomstige groei | 4/6 |
| Prestaties in het verleden | 5/6 |
| Financiële gezondheid | 3/6 |
| Dividenden | 0/6 |
APH Community Fair Values
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Analyst Price Targets
Amphenol Corporation Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$163.72 |
| 52 Week Hoogtepunt | US$168.75 |
| 52 Week Laag | US$95.19 |
| Bèta | 1.27 |
| 1 maand verandering | 16.74% |
| 3 maanden verandering | 32.44% |
| 1 Jaar Verandering | 67.63% |
| 3 jaar verandering | 285.45% |
| 5 jaar verandering | 368.11% |
| Verandering sinds IPO | 113,176.74% |
Recent nieuws en updates
Analyseartikel • 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...Seeking Alpha • Jun 19
Amphenol's AI Story Is Real: The 6x Revenue Multiple Is Not
Summary Amphenol Corp. is a top-tier industrial compounder with strong AI infrastructure exposure across all segments. I rate APH as a hold; the current valuation offers limited upside versus risk, with shares trading at ~6x NTM revenue. The recent CommScope CCS acquisition expands fiber optic reach, enhancing APH’s hyperscaler data center positioning. China accounts for ~30% of FY25 sales, posing significant risk from tariffs or CapEx slowdown. Read the full article on Seeking Alpha
Narratiefupdate • 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.Recent updates
Analyseartikel • 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...Seeking Alpha • Jun 19
Amphenol's AI Story Is Real: The 6x Revenue Multiple Is Not
Summary Amphenol Corp. is a top-tier industrial compounder with strong AI infrastructure exposure across all segments. I rate APH as a hold; the current valuation offers limited upside versus risk, with shares trading at ~6x NTM revenue. The recent CommScope CCS acquisition expands fiber optic reach, enhancing APH’s hyperscaler data center positioning. China accounts for ~30% of FY25 sales, posing significant risk from tariffs or CapEx slowdown. Read the full article on Seeking AlphaNarratiefupdate • 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.Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...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 AlphaRendement voor aandeelhouders
| APH | US Electronic | US Markt | |
|---|---|---|---|
| 7D | -0.1% | -0.5% | -2.6% |
| 1Y | 67.6% | 93.0% | 20.0% |
Rendement versus industrie: APH presteerde slechter dan de US Electronic -sector, die het afgelopen jaar een rendement van 93 % opleverde.
Rendement versus markt: APH overtrof de US markt, die het afgelopen jaar een rendement opleverde van 20 %.
Prijsvolatiliteit
| APH volatility | |
|---|---|
| APH Average Weekly Movement | 6.6% |
| Electronic Industry Average Movement | 9.1% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiele aandelenkoers: APH heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 7% ) van APH is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1932 | 170,000 | Richard Norwitt | www.amphenol.com |
Amphenol Corporation ontwerpt, produceert en verkoopt samen met haar dochterondernemingen elektrische, elektronische en glasvezelconnectoren in de Verenigde Staten, China en internationaal. Het bedrijf is actief in drie segmenten: Communications Solutions, Harsh Environment Solutions, en Interconnect and Sensor Systems. Het bedrijf biedt connectoren en connectorsystemen, waaronder snelle, radiofrequente, elektrische, glasvezel- en andere interconnectieproducten; rails en stroomverdelingssystemen; interconnectieproducten voor stroom en andere producten.
Amphenol Corporation Samenvatting
| APH fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$203.17b |
| Inkomsten(TTM) | US$4.47b |
| Inkomsten(TTM) | US$25.90b |
45.1x
Koers/Winstverhouding7.8x
P/S-verhoudingIs APH overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| APH resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$25.90b |
| Kosten van inkomsten | US$16.08b |
| Brutowinst | US$9.82b |
| Overige uitgaven | US$5.36b |
| Inkomsten | US$4.47b |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
Jul 29, 2026
| Winst per aandeel (EPS) | 3.63 |
| Brutomarge | 37.92% |
| Nettowinstmarge | 17.24% |
| Schuld/Eigen Vermogen Verhouding | 133.1% |
Hoe presteerde APH op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
0.6%
Huidig dividendrendement23%
UitbetalingsratioBetaalt APH een betrouwbaar dividend?
Zie APH dividendgeschiedenis en benchmarks| Amphenol dividenddata | |
|---|---|
| Ex Dividend Datum | Jun 23 2026 |
| Betaaldatum dividend | Jul 15 2026 |
| Dagen tot Ex-dividend | 4 days |
| Dagen tot dividendbetaaldatum | 18 days |
Betaalt APH een betrouwbaar dividend?
Zie APH dividendgeschiedenis en benchmarksBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/26 04:18 |
| Aandelenkoers aan het einde van de dag | 2026/06/26 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Amphenol Corporation wordt gevolgd door 33 analisten. 16 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Luke Junk | Baird |
| Guy Hardwick | Barclays |
| Andrew Buscaglia | BNP Paribas |