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APAPH

Amphenol Corporation

Strong FundamentalsStrong FundamentalsRevenue growing 58% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (112/wk), no spike
$APH·$209B·Hardware, Equipment & Parts·Technology
$157.74-2.3%YTD+24.9%1Y+40.9%
Mentions · last 7 days
2026-08-21: 14 posts2026-08-22: 5 posts2026-08-23: 11 posts112-6%
Price updated 2d ago·X counts updated 7d ago
APAPH
$APHAmphenol Corporation
$157.74-2.26%112 posts-6%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

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 2026-08-31

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

Amphenol Q1 revenue +58% — AI/datacenter connector supercycle, a two-for-one split announced, and insiders trimming $30M+ into the run.

Amphenol Corporation is a global leader in electrical, electronic, and fiber-optic connectors — the picks-and-shovels play on every AI datacenter, EV, and industrial-automation buildout. The stock is up 41% T12M as the connector-cycle acceleration on AI-datacenter volume combined with the two-for-one split announcement to reset the story.

  • The operating story is unambiguously strong: Q1 revenue grew 58.4% year-over-year to $7.62B, prior quarters ran 49-57%, gross margins hold 36-38%, and operating margins expanded to 24-28% — beat cadence is 4-17% consensus surprises and the FY27 EPS estimate of $6.27 (up from $5.18 FY26) reflects the durable ramp.
  • The two-for-one stock split (Aug 6) is capital-structure signaling: split announcements typically precede continued institutional demand and broader retail participation — an operational signal management sees the price high enough that share-count expansion is warranted.
  • Insider tape is loud into strength: officer Silverman exercised $5.28M in options and sold $20.9M same day, officer Lampo exercised $8.6M and gifted $54K — roughly $34M of insider selling into the run, small proportionally for a $208B cap but same-window enough to note.
  • The valuation reflects the acceleration: at 38x trailing earnings and roughly 30x FY26 EPS with a 2.7% FCF yield, APH is priced as an accelerating compounder — the DCF work suggesting $100 fair value is the honest bear counter, though the AI-cycle attach makes the multiple sustainable near-term.

The path if the run continues is an Oct 28 Q3 print keeping revenue above +50% year-over-year with continued AI-datacenter mix expansion — the tape earns its acceleration and TEL/CLS peer group gets pulled higher. What breaks the run is a Q3 with a hyperscaler capex reset or a China-tariff impact on international connector volumes; that's when a stock at 72% of the 52-week range gives back to the 50-day support 2% below spot as the beat cadence gets absorbed.

Agrees with X sentimentThe bullish X take — an investor doubling his APH share count from 600 to 1,200, APH as a top-3 pick (with Money Market and NVDA), APH as an 'AI winner with a long history of great returns,' and APH highlighted as an asymmetric opportunity alongside TEL and CLS (same theme, same thesis, 'hard to hold but true breakdown would surprise') — captures the AI-winner-doubling-positions setup exactly.

What to watch: The Oct 28 Q3 print — revenue above +50% YoY with continued AI-datacenter mix expansion extends the acceleration; a hyperscaler capex reset or a China-tariff impact is what breaks the run back to 50-day support.

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

beta missing

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-08-27

Amphenol sentiment is confidently bullish. Users celebrate one investor doubling their APH share count from 600 to 1,200, APH being a top-3 pick (with Money Market and NVDA), APH as an 'AI winner with a long history of great returns', and APH highlighted as an asymmetric opportunity alongside TEL and CLS (same theme, same thesis, 'hard to hold but true breakdown would surprise'). Skepticism is essentially absent from the sample; the modal stance is 'AI winner with long history — doubling positions here'.

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

AI server infrastructure buildout drives compute shipment volumes; Dell and HPE are riding the same hyperscaler capex wave that lifted NVDA. Non-AI commercial refresh remains soft, so the bull case is concentrated in AI infrastructure exposure.

What this means for $APH

Partial — upstream oil & gas exposure ties to commodity price cycle; Amphenol Corporation, alongside its numerous subsidiaries, o.

Top industry ETF

$SOXXiShares Semiconductor ETF
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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$1.35$1.18+14.4%
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%
Next earningsWed, Oct 28·consensus EPS $1.42

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 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$34.9B$34.2B – $35.6B$5.18$4.89 – $5.5611
FY27$40.9B$39.3B – $41.8B$6.27$5.87 – $6.8811
FY28$46.1B$41.8B – $48.8B$7.16$5.80 – $8.269
FY29$46.4B$43.8B – $48.3B$7.54$6.99 – $7.954

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.72%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.-2.1%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.+8.7%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 today0.3% 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.

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
Free, forever. No credit card.

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.

+ 14 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

Amphenol (APH) Up 1% Since Last Earnings Report: Can It Continue?zacks.com·3d agoAmphenol (APH) Recently Broke Out Above the 50-Day Moving Averagezacks.com·4d agoAPH's Communications Growth Surges: Can Rivals Dent Its Momentum?zacks.com·5d agoIs APH Overvalued? DCF Says Worth $100gurufocus.com·7d ago3 Reasons Growth Investors Will Love Amphenol (APH)zacks.com·12d ago

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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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