Amphenol Corporation

NYSE:APH Aktierapport

Börsvärde: US$180.0b

Amphenol Utdelningar och återköp

Utdelning kriterier kontrolleras 0/6

Amphenol är ett utdelningsbetalande företag med en aktuell avkastning på 0.67%. Nästa betalningsdatum är den 15th July, 2026 med ett ex-dividenddatum på 23rd June, 2026.

Viktig information

0.7%

Avkastning på utdelning

0.04%

Återköpsavkastning

Total avkastning till aktieägarna0.7%
Framtida utdelningsavkastning0.9%
Utdelningstillväxt16.1%
Nästa utbetalningsdag för utdelning15 Jul 26
Ex utdelningsdag23 Jun 26
Utdelning per aktien/a
Utdelningsandel23%

Senaste utdelnings- och återköpsuppdateringar

Recent updates

Uppdatering av berättelse 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.
Seeking Alpha May 28

Why We Initiated A Position In Amphenol Corporation

Summary This quarter we initiated a position in Amphenol, a leading provider of high-technology interconnect, sensor, and antenna solutions to a diverse set of end markets. Amphenol historically had a balanced exposure across many end markets, delivering consistent organic growth above an underlying interconnect end market already growing a healthy mid-single-digit rate over time. APH stock, however, has experienced volatility recently due to a debate around the company’s content in future AI racks moving to optical networking from copper given Amphenol has historically been considered a strong player in copper and less so in optical. Read the full article on Seeking Alpha
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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 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

Kommande utbetalning av utdelning

I dagJun 02 2026Ex utdelningsdagJun 23 2026Utbetalningsdag för utdelningJul 15 202622 days från Ex DividendKöp i nästa 20 days för att få den kommande utdelningen

Stabilitet och tillväxt i betalningar

Hämta utdelningsdata

Stabil utdelning: APH betalar ingen anmärkningsvärd utdelning för US marknaden, därför behöver du inte kontrollera om betalningarna är stabila.

Växande utdelning: APH betalar ingen anmärkningsvärd utdelning för US marknaden, därför behöver du inte kontrollera om betalningarna ökar.


Utdelningsavkastning jämfört med marknaden

Amphenol Utdelningsavkastning jämfört med marknaden
Hur är APH:s direktavkastning jämfört med marknaden?
SegmentUtdelningsavkastning
Företag (APH)0.7%
Marknadens lägsta 25% (US)1.4%
Marknad Topp 25% (US)4.2%
Genomsnitt för branschen (Electronic)0.7%
Prognosanalytiker (APH) (upp till 3 år)0.9%

Anmärkningsvärd utdelning: APH s utdelning ( 0.67% ) är inte märkbar jämfört med de lägsta 25 % av utdelningsbetalarna på US marknaden ( 1.41% ).

Hög utdelning: APH s utdelning ( 0.67% ) är låg jämfört med de översta 25 % av utdelningsbetalarna på US marknaden ( 4.21% ).


Vinstutdelning till aktieägarna

Resultattäckning: APH betalar ingen anmärkningsvärd utdelning för US marknaden.


Kontantutbetalning till aktieägarna

Kassaflödestäckning: APH betalar ingen anmärkningsvärd utdelning för US marknaden.


Upptäck bolag med stark utdelning

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/06/02 21:53
Aktiekurs vid dagens slut2026/06/02 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Amphenol Corporation bevakas av 35 analytiker. 16 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Luke JunkBaird
Guy HardwickBarclays
Andrew BuscagliaBNP Paribas