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APAPH

Amphenol Corporation

Strong FundamentalsStrong FundamentalsRevenue growing 58% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (255/wk), no spike
$APH·$215B·Hardware, Equipment & Parts·Technology
$79.35-2.6%YTD-40.6%1Y+24.6%
Price updated 7h ago·X counts updated 5d ago
APAPH
$APHAmphenol Corporation
$79.35-2.63%255 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $APH on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

255X posts · last 7 days
Sep 29Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $APH's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-12

Amphenol is bullish — Rothschild & Co LongRun Equity's long position thesis (6 points): mission-critical connectors/interconnect systems for smartphones/AI datacenters/cars/aircraft/satellites/medical devices in a fragmented market. Included in high-conviction Sep watchlists (HNGE/APH/ANET/OSCR/MU/NVDA/SKHY/DELL/TGTX) and 'most-upside S&P 500 stocks' framing.

Read what X is saying about $APH

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $APH — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Amphenol is near 52-week lows while revenue grew 58% — the AI-datacenter connector cycle hasn't been priced out.

Amphenol is the connector and interconnect giant — the thousands of specialized plugs, cables, and sockets that enable AI data centers, mobile devices, cars, aircraft, satellites, and medical devices to actually work. The stock has pulled back hard despite blockbuster fundamentals.

  • The business is accelerating hard: Q1 revenue +58% YoY at a 26% operating margin and ROIC of 13.7% — these are elite numbers for a connector business, and the AI-datacenter interconnect mix is the obvious driver.
  • 52-week range position is 9% with vol at the 30-day average — the stock is at the floor despite the growth print, which is a classic setup where the market has priced in a growth deceleration that is not yet visible in the P&L.
  • At 38x PE and 6.6x sales the valuation is premium but defensible — this is a quality-connector franchise that typically commands higher multiples through cycles, and the YTD -38% looks like multiple compression ahead of the actual earnings slowdown.

Oct 28 Q3 is the gate — any continuation of 30%+ organic growth plus margin expansion resolves the floor higher. A guide-down on AI-datacenter interconnect orders and the stock stays pinned at the lows for longer.

Agrees with X sentimentThe thread has the right structural read — mission-critical connectors across the full AI-infrastructure stack, Rothschild & Co LongRun long thesis — and the high-conviction watchlist peers (ANET, MU, NVDA, SKHY, DELL) are the natural comp set for a connector supplier.

What to watch: Oct 28 Q3 — organic revenue growth by segment, AI-datacenter interconnect mix, operating-margin trajectory, and FY27 guide. A guide-down on IT datacom orders is the clear invalidator.

On the calendar: 2026-10-28 — Q3 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — AI data-center optical interconnect demand sustains order momentum.

What this means for $APH

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

Top industry ETF

$SOXXiShares Semiconductor ETF
+83.9%YTD
+70.7%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
Q2 2026Jul 29, 2026$0.68$0.59+15.3%
Q1 2026Apr 29, 2026$1.06$0.95+11.6%
Q4 2025Jan 28, 2026$0.97$0.47+107.9%
Q3 2025Oct 22, 2025$0.51$0.40+28.6%
Next earningsWed, Oct 28·consensus EPS $0.72

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

5-year forecast · up to 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$35.5B$34.8B – $36.4B$2.67$2.62 – $2.7213
FY27$42.4B$40.1B – $43.7B$3.30$3.08 – $3.7312
FY28$48.2B$46.5B – $51.7B$3.79$3.40 – $4.1412
FY29$50.4B$48.2B – $53.3B$4.18$3.94 – $4.4910
FY30$55.3B$52.8B – $58.4B$4.51$4.25 – $4.846

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.1.0×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.3%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.-26.7%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.-41.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 2.4B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.5% 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.

Insider activity

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

Recent transactions

SellAug 5David M SilvermanEVP, Human Resources120.0K sh$20.9MSellAug 4Craig A LampoCFO193.2K sh$32.3MSellAug 3Lance E D'amicoEVP, Secretary & GenCounsel60.0K sh$9.7MSellJul 31Norwitt Richard AdamCEO686.1K sh$111.0MSellMay 5Norwitt Richard AdamCEO17.5K sh$2.5MSellMay 4Norwitt Richard AdamCEO52.2K sh$7.4MSellMay 1Norwitt Richard AdamCEO61.1K sh$8.8M
+ 26 other (15 awards · 7 exempts · 3 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-KOfficer or director changeOct 68-K — Item 5.02: Officer or director change
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.

+ 11 other (2 routine 8-Ks · 2 13Gs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

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

Why Amphenol (APH) is a Top Momentum Stock for the Long-Termzacks.com·17h agoAmphenol Sees Unusually Large Options Volume (NYSE:APH)defenseworld.net·1d agoAmphenol Continues To Impress: Reiterating Buyseekingalpha.com·2d agoAmphenol: What Q3 Must Show To Justify Its Premiumseekingalpha.com·2d agoVertiv vs. Amphenol: Which AI Infrastructure Stock Has an Edge Now?zacks.com·3d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI Infrastructure

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Voices on X · last 7 days

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

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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