Amphenol Corp. - Ordinary Shares - Class A

Amphenol Corp. - Ordinary Shares - Class A

APH

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Market Cap$189.21B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Amphenol Corp. - Ordinary Shares - Class AAmphenol Corp. - Ordinary Shares - Class A42.20.54%32%7.31.4

Earnings Call Q1 2026

April 29, 2026 - AI Summary

Strong Financial Performance: Amphenol reported record sales of $7.6 billion in Q1 2026, reflecting a 58% increase year-over-year (YOY) in U.S. dollars, and a 33% increase organically. Adjusted diluted EPS reached a record $1.06, an increase of 68% YOY, showcasing robust execution and operational efficiency.
Positive Market Trends: The company's IT datacom segment experienced extraordinary growth (99% YOY), primarily driven by investments in artificial intelligence (AI) applications. Additionally, growth was noted across all other segments, particularly in defense (44% YOY) and industrial markets (52% YOY), indicating broad-based strength across diverse end markets.
Outlook for Q2 2026: Amphenol expects sales in the range of $8.1 billion to $8.2 billion and adjusted diluted EPS of $1.14 to $1.16, which represents a strong growth forecast of 43% to 45% in sales and 41% to 43% in EPS compared to Q2 2025. This optimistic outlook suggests continued momentum in the business.

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$185.38

Target Price by Analysts

20.5% upsideAmphenol Target Price DetailsTarget Price
$99.52

Current Fair Value

35.3% downside

Overvalued by 35.3% based on the discounted cash flow analysis.

Share Statistics

Market cap$189.21 Billion
Enterprise Value$204.49 Billion
Dividend Yield$1.00 (0.54%)
Earnings per Share$3.51
Beta1.28
Outstanding Shares1,228,900,000

Return

Return on Equity32.02%ROE
Return on Assets10.62%
Return on Invested Capital16.54%

Valuation & Multiples

P/E Ratio42.23P/E Ratio
PEG151.61PEG
Price to Sales7.32Price to Sales
Price to Book Ratio13.98Price to Book Ratio
Enterprise Value to Revenue7.89
Enterprise Value to EBIT37.28
Enterprise Value to Net Income45
Total Debt to Enterprise0.09
Debt to Equity1.39Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 29, 2026
EPS Estimate
$0.94
Average shareholder expectation
Revenue Estimate
$7.08 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 22, 2026
EPS Estimate
$1.06
Average shareholder expectation
Revenue Estimate
$7.70 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.9918 111.14%
Total Calls3,939,408 6.66%
Total Puts7,846,338 111.17%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %94.00% 7.46%
Total Invested$145.19B 7.36%
Investors Holding2,176 65.00%

ESG Score

No data

About Amphenol Corp.

CEO: Richard Norwitt

Relevant Senate Committees

Joint Committee on Taxation

This committee provides critical analysis and revenue estimates for all tax legislation. Its expert input directly shapes corporate tax structures and capital investment incentives, significantly impacting Amphenol's financial planning and operational costs.

Finance

As the most powerful economic committee, it controls taxation and trade. Its decisions on corporate tax policy, R&D credits, tariffs, and customs duties directly impact Amphenol's profitability, supply chain costs, and global competitiveness.

Appropriations

This committee directly allocates discretionary federal spending. Its subcommittees determine the precise funding for defense programs, scientific research, and infrastructure projects, which are critical markets for Amphenol's components.

Armed Services

This committee oversees the Department of Defense and authorizes the annual NDAA. It directly determines revenue streams and R&D funding for defense contractors, a significant customer base for Amphenol's specialized components.

Commerce, Science, and Transportation

This committee has vast jurisdiction over interstate commerce, aerospace, telecommunications (FCC), and 'Big Tech' (privacy, net neutrality), all of which are primary markets and regulatory environments for Amphenol's interconnect systems and components.