NYSE:APH

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Executive Summary

Amphenol Corporation, together with its subsidiaries, primarily designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally. More Details


Snowflake Analysis

Adequate balance sheet average dividend payer.


Similar Companies

Share Price & News

How has Amphenol's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: APH has not had significant price volatility in the past 3 months.


Market Performance


7 Day Return

0.1%

APH

0.2%

US Electronic

-2.4%

US Market


1 Year Return

14.1%

APH

10.2%

US Electronic

18.2%

US Market

Return vs Industry: APH exceeded the US Electronic industry which returned 10.9% over the past year.

Return vs Market: APH underperformed the US Market which returned 19.5% over the past year.


Shareholder returns

APHIndustryMarket
7 Day0.1%0.2%-2.4%
30 Day3.9%7.9%4.2%
90 Day9.5%10.1%6.3%
1 Year15.3%14.1%11.3%10.2%20.9%18.2%
3 Year34.5%30.5%20.8%17.4%41.2%31.8%
5 Year119.9%109.5%90.1%81.3%84.8%63.9%

Price Volatility Vs. Market

How volatile is Amphenol's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is Amphenol undervalued compared to its fair value and its price relative to the market?

30.57x

Price to Earnings (PE) ratio


Share Price vs. Fair Value

Below Fair Value: APH ($113.1) is trading above our estimate of fair value ($56.14)

Significantly Below Fair Value: APH is trading above our estimate of fair value.


Price To Earnings Ratio

PE vs Industry: APH is poor value based on its PE Ratio (30.6x) compared to the US Electronic industry average (26.6x).

PE vs Market: APH is poor value based on its PE Ratio (30.6x) compared to the US market (19x).


Price to Earnings Growth Ratio

PEG Ratio: APH is poor value based on its PEG Ratio (2.5x)


Price to Book Ratio

PB vs Industry: APH is overvalued based on its PB Ratio (7.1x) compared to the US Electronic industry average (2.1x).


Next Steps

Future Growth

How is Amphenol forecast to perform in the next 1 to 3 years based on estimates from 16 analysts?

12.1%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: APH's forecast earnings growth (12.1% per year) is above the savings rate (2.2%).

Earnings vs Market: APH's earnings (12.1% per year) are forecast to grow slower than the US market (22.1% per year).

High Growth Earnings: APH's earnings are forecast to grow, but not significantly.

Revenue vs Market: APH's revenue (7.2% per year) is forecast to grow slower than the US market (10% per year).

High Growth Revenue: APH's revenue (7.2% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: APH's Return on Equity is forecast to be high in 3 years time (23.5%)


Next Steps

Past Performance

How has Amphenol performed over the past 5 years?

10.4%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: APH has high quality earnings.

Growing Profit Margin: APH's current net profit margins (13.6%) are lower than last year (14.5%).


Past Earnings Growth Analysis

Earnings Trend: APH's earnings have grown by 10.4% per year over the past 5 years.

Accelerating Growth: APH's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: APH had negative earnings growth (-9.2%) over the past year, making it difficult to compare to the Electronic industry average (-18%).


Return on Equity

High ROE: APH's Return on Equity (23.1%) is considered high.


Next Steps

Financial Health

How is Amphenol's financial position?


Financial Position Analysis

Short Term Liabilities: APH's short term assets ($4.6B) exceed its short term liabilities ($1.8B).

Long Term Liabilities: APH's short term assets ($4.6B) do not cover its long term liabilities ($4.6B).


Debt to Equity History and Analysis

Debt Level: APH's debt to equity ratio (74.3%) is considered high.

Reducing Debt: APH's debt to equity ratio has reduced from 89% to 74.3% over the past 5 years.

Debt Coverage: APH's debt is well covered by operating cash flow (44.5%).

Interest Coverage: APH's interest payments on its debt are well covered by EBIT (12.9x coverage).


Balance Sheet


Next Steps

Dividend

What is Amphenol current dividend yield, its reliability and sustainability?

0.88%

Current Dividend Yield


Dividend Yield vs Market

Notable Dividend: APH's dividend (0.88%) isn’t notable compared to the bottom 25% of dividend payers in the US market (1.62%).

High Dividend: APH's dividend (0.88%) is low compared to the top 25% of dividend payers in the US market (4.66%).


Stability and Growth of Payments

Stable Dividend: APH's dividends per share have been stable in the past 10 years.

Growing Dividend: APH's dividend payments have increased over the past 10 years.


Current Payout to Shareholders

Dividend Coverage: With its reasonably low payout ratio (27%), APH's dividend payments are well covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: APH's dividends in 3 years are forecast to be well covered by earnings (24.2% payout ratio).


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

6.3yrs

Average management tenure


CEO

Richard Norwitt (50 yo)

11.75yrs

Tenure

US$7,380,975

Compensation

Mr. Richard Adam Norwitt has been the Chief Executive Officer and President of Amphenol Corporation since January 1, 2009 and January 1, 2007 respectively. Mr. Norwitt serves as Managing Director of KE Ele ...


CEO Compensation Analysis

Compensation vs Market: Richard's total compensation ($USD7.38M) is below average for companies of similar size in the US market ($USD11.20M).

Compensation vs Earnings: Richard's compensation has been consistent with company performance over the past year.


Leadership Team

NamePositionTenureCompensationOwnership
Richard Norwitt
President11.75yrsUS$7.38m0.16%
$ 53.7m
Craig Lampo
Senior VP & CFO5.25yrsUS$2.61m0.020%
$ 6.7m
Luc Walter
Senior VP and Group GM of Military & Aerospace Operations16.75yrsUS$3.11m0.045%
$ 15.3m
Zachary Raley
Senior VP and Group GM of Worldwide RF13.75yrsUS$2.18m0%
$ 0
Jean-Luc Gavelle
Senior VP & Group General Manager of Interconnect and Sensor Systems Groupno dataUS$2.27m0%
$ 0
Sherri Scribner
Vice President of Strategy & Investor Relationsno datano datano data
Lance D'Amico
Senior VP4.75yrsUS$2.13m0.0017%
$ 577.1k
David Silverman
Senior VP of Human Resources6.75yrsno datano data
William Doherty
Senior VP and Group GM of Information Communications & Commercial Products Group2.75yrsUS$2.70mno data
Michael Ivas
VP & Controller5.75yrsno datano data
Mark Turner
VP & Treasurerno datano datano data

6.3yrs

Average Tenure

51yo

Average Age

Experienced Management: APH's management team is seasoned and experienced (6.3 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Richard Norwitt
President11.75yrsUS$7.38m0.16%
$ 53.7m
Martin Loeffler
Independent Chairman23.42yrsUS$410.01k0.16%
$ 53.8m
Edward Jepsen
Independent Director15.75yrsUS$265.01k0.077%
$ 25.9m
John Craig
Independent Director3.25yrsUS$256.11k0.0023%
$ 776.2k
David Falck
Independent Presiding Director4.75yrsUS$260.01k0.0063%
$ 2.1m
Robert Livingston
Independent Director1.83yrsUS$250.01k0.0037%
$ 1.3m
Stanley Clark
Independent Director15.75yrsUS$260.01k0.013%
$ 4.2m
Rita Lane
Independent Director0.25yrno data0.00025%
$ 84.4k
Anne Wolff
Independent Director2.58yrsUS$250.80k0.0018%
$ 597.3k

4.8yrs

Average Tenure

67yo

Average Age

Experienced Board: APH's board of directors are considered experienced (4.8 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: APH insiders have only sold shares in the past 3 months.


Recent Insider Transactions

Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

Amphenol Corporation's company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Amphenol Corporation
  • Ticker: APH
  • Exchange: NYSE
  • Founded: 1932
  • Industry: Electronic Components
  • Sector: Tech
  • Market Cap: US$33.746b
  • Shares outstanding: 298.38m
  • Website: https://www.amphenol.com

Number of Employees


Location

  • Amphenol Corporation
  • 358 Hall Avenue
  • PO Box 5030
  • Wallingford
  • Connecticut
  • 6492
  • United States

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
APHNYSE (New York Stock Exchange)YesClass A Common StockUSUSDNov 1991
XPHDB (Deutsche Boerse AG)YesClass A Common StockDEEURNov 1991
APH *BMV (Bolsa Mexicana de Valores)YesClass A Common StockMXMXNNov 1991
0HFBLSE (London Stock Exchange)YesClass A Common StockGBUSDNov 1991
A1PH34BOVESPA (Bolsa de Valores de Sao Paulo)BDR EACH 2 REPR 1 SHS UNSPONBRBRLJan 2020

Biography

Amphenol Corporation, together with its subsidiaries, primarily designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally. It op ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2020/10/20 00:06
End of Day Share Price2020/10/19 00:00
Earnings2020/06/30
Annual Earnings2019/12/31


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.