TORVANTA
Information Technology · S&P 500 · data as of 2026-10-05

APH stock analysis: Amphenol

Amphenol (APH) is an S&P 500 company in Interconnect / Connectors.

The model's view of APH · subscribers

Where APH ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

See plans
What's happening with APH · updated 2026-10-05 · from prices and SEC filings

APH price performance

APH against the S&P 500, one year
+0%+20%+40%APH +45%S&P 500 +18%2025-09-292026-10-05
Year to date+29.8%S&P 500 +14.5% · ahead by 15.3 pts
1 year+43.8%S&P 500 +17.0% · ahead by 26.8 pts
3 years+332.4%S&P 500 +89.3% · ahead by 243.1 pts
5 years+390.7%S&P 500 +91.3% · ahead by 299.4 pts

Total returns with dividends reinvested.

APH factor grades

Each grade compares APH with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

B+ValueP/E 21.9x (sector 36.5x)FCF yield 4.4% (sector 3.0%)
B+GrowthRevenue growth +54% (sector +18%)EPS growth +59% (sector +37%)
C+ProfitabilityOperating margin 27.0% (sector 23.7%)ROIC 51.6% (sector 20.3%)
BMomentum12-month change +44%From 52-wk high -1%

APH in plain numbers

APH key statistics

SectorInformation Technology
IndustryInterconnect / Connectors
IndexS&P 500
Market value$107.6B
Revenue growth (y/y)+54%
Free-cash-flow yield4.4%
Dividend yield0.6%
Next earnings (expected)2026-10-21
Valuation measures
Market value$107.6B
Enterprise value$102.9B
P/E (trailing)21.9x
Forward P/E (Torvanta estimate)17.9x
PEG (Torvanta estimate)0.80
Price / sales3.7x
Price / book6.9x
EV / revenue3.5x
EV / EBITDA11.2x
Financial highlights
Revenue, last 12 months$29.0B
Net income, last 12 months$5.1B
EPS, last 12 months (GAAP)$3.99
Gross margin38.5%
Operating margin27.0%
Net margin17.7%
Return on equity38.1%
Return on invested capital51.6%
Cash$4.7B
Free cash flow, last 12 months$4.7B
Interest cover12.4x
Current ratio1.89x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

APH earnings trends

Revenue vs earnings
$0$2.2B$4.4B$6.6B$8.8BSep 2024 Revenue: $4.0BDec 2024 Revenue: $4.3BMar 2025 Revenue: $4.8BJun 2025 Revenue: $5.7BSep 2025 Revenue: $6.2BDec 2025 Revenue: $6.4BMar 2026 Revenue: $7.6BJun 2026 Revenue: $8.8BSep 2024 Net income: $604.4MDec 2024 Net income: $746.2MMar 2025 Net income: $737.8MJun 2025 Net income: $1.1BSep 2025 Net income: $1.2BDec 2025 Net income: $1.2BMar 2026 Net income: $933.0MJun 2026 Net income: $1.8BSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Net margin: 15.0%Net margin: 17.3%Net margin: 15.3%Net margin: 19.3%Net margin: 20.1%Net margin: 18.6%Net margin: 12.2%Net margin: 20.2%0%10%20%■ Revenue ■ Net income ━ Net margin
Earnings per share$0.0$0.3$0.7$1.0$1.4Sep 2024 EPS (GAAP, diluted): $0.5Dec 2024 EPS (GAAP, diluted): $0.6Mar 2025 EPS (GAAP, diluted): $0.6Jun 2025 EPS (GAAP, diluted): $0.9Sep 2025 EPS (GAAP, diluted): $1.0Dec 2025 EPS (GAAP, diluted): $0.9Mar 2026 EPS (GAAP, diluted): $0.7Jun 2026 EPS (GAAP, diluted): $1.4Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026■ EPS (GAAP, diluted) Change from a year earlier: Sep 2025 +102% · Dec 2025 +58% · Mar 2026 +24% · Jun 2026 +59%

From the company's 10-Q and 10-K filings with the SEC.

Amphenol financials (from SEC filings)

Fiscal yearFY2021FY2022FY2023FY2024FY2025
Revenue$10.9B$12.6B$12.6B$15.2B$23.1B
Net income$1.6B$1.9B$1.9B$2.4B$4.3B
EPS (GAAP)$1.27$1.53$1.55$1.91$3.34
Free cash flow$1.2B$1.8B$2.2B$2.1B$4.4B

APH earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-07-29$1.37+59%+55%+11.0%
2026-04-29$0.72+24%+58%+1.5%
2026-01-28$0.93+58%+49%-9.8%
2025-10-22$0.97+102%+53%+8.7%
2025-07-23$0.86+110%+57%+1.8%
2025-04-23$0.58+33%+48%+11.9%

About Amphenol

HeadquartersWallingford, CT
Industry (SEC code)Electronic Connectors
Fiscal year endsDecember 31
Incorporated inDE
Listed onNYSE

From the company's SEC registration record.

Companies similar to APH

CompanyMarket valueP/ERevenue growthOperating margin12-month change
APH Amphenol$107.6B21.9x+54%27.0%+44%
DDOG Datadog$102.6Bn/a+32%0.4%+82%compare
CDNS Cadence Design$97.5B82.4x+13%28.3%+2%compare
ACN Accenture$120.1B15.6x+7%14.5%-18%compare
APP AppLovin$95.0B21.7x+29%77.4%-59%
ADBE Adobe$94.9B13.7x+11%36.1%-31%
SNPS Synopsys$93.6B85.4x+46%8.5%+4%

All Information Technology stock ratings

Frequently asked questions

Is APH stock a buy?

Torvanta does not tell individuals what to buy. Its grades for APH are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is APH's P/E ratio?

APH trades at about 21.9 times its last 12 months of GAAP earnings reported to the SEC, and about 17.9 times Torvanta's own estimate of the next 12 months.

When does APH report earnings next?

Based on its filing history, Torvanta expects Amphenol to report around 2026-10-21.

Does APH pay a dividend?

Yes. Its dividend yield is about 0.6%, and it has raised its dividend 14 years in a row.

How has APH performed against the S&P 500?

Over the past year APH returned +43.8%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

See plans Or get the free weekly newsletter

Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

All stock ratings · Stock lists · AI stock research · Model portfolio · Research · Disclaimer