Amphenol Corp. - Ordinary Shares - Class A

Amphenol Corp. - Ordinary Shares - Class A

APH

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Market Cap$197.7B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Amphenol Corp. - Ordinary Shares - Class AAmphenol Corp. - Ordinary Shares - Class A38.30.57%33%71.2

Earnings Call Q2 2026

July 29, 2026 - AI Summary

Record Q2 financial performance (strong upside vs guidance): - Sales: $8.8B, +55% YoY (USD), +54% YoY (local), +30% organic; +15% sequentially (USD/local), +13% organic. - EPS: GAAP $1.37 and adjusted $1.35 diluted EPS; adjusted EPS +67% YoY (from $0.81). - Orders / backlog momentum: Record $10.7B orders (+94% YoY, +14% sequential), book-to-bill 1.23; importantly every end market had positive book-to-bill.
Margin & cash flow strength (execution + tariff recovery tailwind): - GAAP operating margin: 29.5%; includes $24M non-cash acquired backlog from the CommScope acquisition. - Adjusted operating margin: 29.8%, +24 bps YoY, +250 bps sequentially—driven mainly by operating leverage on higher volumes and tariff recovery benefit; also some offset from recent acquisitions. - Cash generation: Operating cash flow $1.6B (≈88% of net income), free cash flow $1.2B (≈68% of net income).
Segment highlights (growth where investors care most): - Communication Solutions: $5.4B sales, +85% YoY (USD), +42% organic; margin 33.6%. - Harsh Environment: $1.9B, +28% YoY (USD), +22% organic; margin 30.1%. - Interconnect & Sensor Systems: $1.5B, +17% YoY (USD), +13% organic; margin 21%. - Investor read-through: the call repeatedly emphasized IT datacom / AI-related interconnect as the engine, with electronics content intensity rising rather than shrinking.

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$190.00

Target Price by Analysts

18.2% upsideAmphenol Target Price DetailsTarget Price
$97.88

Current Fair Value

39.1% downside

Overvalued by 39.1% based on the discounted cash flow analysis.

Share Statistics

Market cap$197.70 Billion
Enterprise Value$212.13 Billion
Dividend Yield$0.92 (0.57%)
Earnings per Share$3.51
Beta1.24
Outstanding Shares1,229,700,000

Return

Return on Equity33.27%ROE
Return on Assets11.50%
Return on Invested Capital22.28%

Valuation & Multiples

P/E Ratio38.26P/E Ratio
PEG61.59PEG
Price to Sales6.99Price to Sales
Price to Book Ratio13.39Price to Book Ratio
Enterprise Value to Revenue7.31
Enterprise Value to EBIT26.92
Enterprise Value to Net Income41
Total Debt to Enterprise0.09
Debt to Equity1.24Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
July 29, 2026
EPS Estimate
$1.18
Average shareholder expectation
Revenue Estimate
$8.26 B
Average shareholder expectation

Next Earnings Call

Expected Date
October 28, 2026
EPS Estimate
$1.42
Average shareholder expectation
Revenue Estimate
$9.30 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.7813 121.05%
Total Calls3,200 99.92%
Total Puts2,500 99.97%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %5.99% 88.09%
Total Invested$12.87B 91.15%
Investors Holding1,009 1176.00%

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.