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APAPH

Amphenol Corporation

Trending onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growth
$APH·$196B·Hardware, Equipment & Parts·Technology
$151.20-1.3%YTD+11.7%1Y+48.3%
Mentions · last 7 days
2026-07-10: 50 posts2026-07-11: 16 posts2026-07-12: 36 posts2026-07-13: 111 posts2026-07-14: 98 posts2026-07-15: 159 posts2026-07-16: 150 posts628+38%
Price updated 3h ago·X counts updated 1d ago
APAPH
$APHAmphenol Corporation
$151.20-1.27%628 posts+38%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $APH, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-16

The move is getting stronger, with heavier trading behind it.

Amphenol up 58% in a year on AI-networking connector demand — quality compounder at 74% of 52w range.

Amphenol makes electronic connectors and interconnect systems — the specialized cables and connectors used everywhere from AI data centers to defense electronics to industrial automation. The stock is up 58% over the past year on the AI-networking demand ramp.

  • Revenue grew 58% YoY last quarter with a 24% operating margin — real acceleration driven by AI-networking-related connector demand; the operating margin is textbook Amphenol quality economics.
  • Trades at 38x TTM earnings, 6.6x sales — expensive on trailing but reasonable for a business growing 50%+ with 34% ROE; the recent Zacks upgrade to Buy captures the sell-side conviction.
  • Zero insider transactions in the last 30 days at 74th percentile of 52-week range — clean absence of distributing signal even after the 58% run-up, which is meaningful for a mega-cap connector maker.
  • The DCF-implied $87 fair-value framing from one bearish piece captures the value concerns — at 6.6x sales, the multiple only earns its keep if AI-networking demand growth continues at these rates.
  • 52-week position 74th percentile with position vs 200-day MA +12% — the tape has confirmed the setup; the July 29 earnings has to validate the trajectory.

July 29 Q2 earnings is the reset moment: revenue growth accelerating past 55% plus a raised FY26 EPS guide is what confirms the run; a modest beat with unchanged guide is where the 74th percentile position gives back. Real AI-networking quality compounder — the setup rewards a clean beat and continued AI-mix acceleration; the story is defensible at these multiples only if the growth stays this strong.

Agrees with X sentimentThe bullish X take on APH as the interconnect standard-setter and the AI-infrastructure/humanoid-overlap positioning is analytically fair. The Zacks upgrade and the clean breakout above resistance-now-support captures the tape's confirmation of the fundamental strength.

What to watch: July 29 Q2 earnings — need revenue growth accelerating past 55% and a raised FY26 EPS guide. A modest beat with unchanged guide is where the 74th percentile position gives back.

On the calendar: 2026-07-29 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-07-07

Amphenol chatter is small but constructive: posters call APH the standard-setter in data-center interconnects, flag a clean breakout above resistance now acting as support, and include APH on multi-name focus lists alongside $ANET/$CRWD/$DELL/$AMD/$MU/$VRT/$NVDA for AI-infrastructure/humanoid overlap. One trader specifically re-entered after selling and would not want to miss the breakout. No bear voice in the sample.

Read the AI verdict + X sentiment for $APH

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Designs electrical connectors and sensors for harsh environments, telecom, military, and automotive platforms.

Industry overviewAI analysisGenerated by AI from underlying data

Where Hardware, Equipment & Parts sits in its cycle right now — and what that implies for $APH.

Hardware, Equipment & Parts · Technology

No material change from last week — structural AI data center buildout is intact but rotation from early YTD winners (SNDK +100%) compresses near-term premiums in the rack-to-server supply layer.

What this means for $APH

Neutral — Designs electrical connectors and sensors for harsh environments, telecom, military, and automotive platforms; the AI data center networking and compute hardware buildout does not materially affect this business's near-term earnings.

Top industry ETF

$SOXXiShares Semiconductor ETF
+69.1%YTD
+111.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
38.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
13.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
26.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
34.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
37.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 29, 2026$1.06$0.94+12.6%
Q4 2025Jan 28, 2026$0.97$0.93+4.0%
Q3 2025Oct 22, 2025$0.93$0.79+17.3%
Q2 2025Jul 23, 2025$0.81$0.67+21.4%
Next earningsWed, Jul 29·consensus EPS $1.17

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$7.6B+58.4%36.7%24.0%$0.76$829.9M
Q4 FY25$6.4B+49.1%38.2%27.5%$0.98$1.5B
Q3 FY25$6.2B+53.4%38.1%27.5%$1.02$1.2B
Q2 FY25$5.7B+56.5%36.3%25.3%$0.90$1.1B

Forward consensus

4-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$33.4B$32.9B – $34.2B$4.78$4.69 – $4.9112
FY27$38.1B$36.9B – $38.9B$5.66$5.58 – $5.8411
FY28$42.0B$41.8B – $42.1B$6.34$5.03 – $7.139
FY29$46.4B$44.9B – $48.1B$7.54$7.23 – $7.914

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.70%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+3.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+9.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.2B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.245-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 5Norwitt Richard AdamCEO17.5K sh$2.5MSellMay 4Norwitt Richard AdamCEO52.2K sh$7.4MSellMay 1Norwitt Richard AdamCEO61.1K sh$8.8MSellFeb 18Craig A LampoCFO100.0K sh$15.0MSellFeb 18Lance E D'amicoSee Remarks50.0K sh$7.5MSellFeb 12Norwitt Richard AdamCEO608.3K sh$89.6MBuyFeb 5Robert LivingstonDirector10.0K sh$1.3M
+ 27 other (15 awards · 7 exempts · 4 gifts · 1 other) in window

See when $APH insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteMay 228-K — Item 5.07: Shareholder vote
AI summary

Amphenol Corporation (APH) filed an 8-K on May 21, 2026 disclosing annual shareholder meeting vote results (Item 5.07). Amphenol is a large Wallingford, Connecticut-based interconnect technology manufacturer listed on the NYSE. Annual meeting results are routine governance disclosures; the filing is administrative and not expected to be material to Amphenol's operations.

8-KMaterial agreementMay 128-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

APH entered into a underwriting agreement (8-K Item 1.01, dated 2026-05-12). Counterparty: Company and Barclays Bank PLC, Citigroup Global Markets Limited, Commerzbank Akt. Rate: 3.375%. Due 2029. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

424B5Prospectus supplement (offering)May 7424B5
AI summary

APH filed a 424B5 prospectus supplement dated 2026-05-07, representing an active capital markets transaction. Proceeds to us (before expenses) ​ ​ ​ ​ Per note ​ ​ Total ​ ​ Per note ​ ​ Total ​ ​ Per note ​ ​. This represents immediate dilution to existing shareholders.

8-KMaterial agreementMay 68-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

APH entered into a underwriting agreement (8-K Item 1.01, dated 2026-05-06). Counterparty: Company and Barclays Bank PLC, Citigroup Global Markets Limited, Commerzbank Akt. Rate: 3.375%. Due 2029. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

8-KMaterial agreementMar 308-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

APH entered into a underwriting agreement (8-K Item 1.01, dated 2026-03-30). Counterparty: Amphenol Technologies, as issuer, Amphenol Corporation, as guarantor, and Barcla. Rate: 3.625%. Due 2031. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

8-K/APress release / Reg FD (amended)Mar 278-K/A — Item 7.01: Press release / Reg FD
AI summary

APH filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-03-27. Covers: presented for informational purposes only, as required by Form 8-K, and is not necessarily indicativ. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

424B5Prospectus supplement (offering)Mar 25424B5
AI summary

APH filed a 424B5 prospectus supplement dated 2026-03-25, representing an active capital markets transaction. This represents immediate dilution to existing shareholders.

8-KMaterial agreementMar 248-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

APH entered into a underwriting agreement (8-K Item 1.01, dated 2026-03-24). Counterparty: Amphenol Technologies, as issuer, the Company, as guarantor, and Barclays Bank P. Rate: 3.625%. Due 2031. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

+ 15 other (3 13Gs · 2 earnings 8-Ks · 2 proxys · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

ALAB vs. APH: Which Connectivity Stock Is the Better Bet Today?zacks.com·3d ago3 Reasons Why Growth Investors Shouldn't Overlook Amphenol (APH)zacks.com·4d agoAmphenol (APH) Upgraded to Buy: Here's What You Should Knowzacks.com·4d agoWhy Amphenol (APH) is a Top Momentum Stock for the Long-Termzacks.com·5d agoIs APH Overvalued? DCF Says Worth $87gurufocus.com·5d ago

In themes

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Voices on X · last 7 days

No standout posts about $APH on X in the last 7 days.

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