image
Technology - Hardware, Equipment & Parts - NYSE - US
$ 80.75
-0.574 %
$ 97.7 B
Market Cap
38.69
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on May, 7, 2025.

The intrinsic value of one APH stock under the worst case scenario is HIDDEN Compared to the current market price of 80.8 USD, Amphenol Corporation is HIDDEN

This DCF valuation model was last updated on May, 7, 2025.

The intrinsic value of one APH stock under the base case scenario is HIDDEN Compared to the current market price of 80.8 USD, Amphenol Corporation is HIDDEN

This DCF valuation model was last updated on May, 7, 2025.

The intrinsic value of one APH stock under the best case scenario is HIDDEN Compared to the current market price of 80.8 USD, Amphenol Corporation is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart APH

image
$85.0$85.0$80.0$80.0$75.0$75.0$70.0$70.0$65.0$65.0$60.0$60.0$55.0$55.015 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 AprMay '25May '25
FINANCIALS
15.2 B REVENUE
21.25%
3.16 B OPERATING INCOME
23.34%
2.42 B NET INCOME
24.60%
2.81 B OPERATING CASH FLOW
11.31%
-2.65 B INVESTING CASH FLOW
-90.04%
1.73 B FINANCING CASH FLOW
270.87%
4.81 B REVENUE
11.42%
1.02 B OPERATING INCOME
7.46%
744 M NET INCOME
-0.27%
765 M OPERATING CASH FLOW
-9.70%
-2.35 B INVESTING CASH FLOW
-839.54%
-88.6 M FINANCING CASH FLOW
-7.30%
Balance Sheet Amphenol Corporation
image
Current Assets 9.69 B
Cash & Short-Term Investments 3.34 B
Receivables 3.29 B
Other Current Assets 3.06 B
Non-Current Assets 11.8 B
Long-Term Investments 0
PP&E 1.71 B
Other Non-Current Assets 10 B
15.56 %15.34 %14.28 %7.98 %46.84 %Total Assets$21.4b
Current Liabilities 4.08 B
Accounts Payable 1.82 B
Short-Term Debt 402 M
Other Current Liabilities 1.86 B
Non-Current Liabilities 7.5 B
Long-Term Debt 6.48 B
Other Non-Current Liabilities 1.02 B
15.71 %3.47 %16.08 %55.98 %8.77 %Total Liabilities$11.6b
EFFICIENCY
Earnings Waterfall Amphenol Corporation
image
Revenue 15.2 B
Cost Of Revenue 10.1 B
Gross Profit 5.14 B
Operating Expenses 2 B
Operating Income 3.16 B
Other Expenses 733 M
Net Income 2.42 B
16b16b14b14b12b12b10b10b8b8b6b6b4b4b2b2b0015b(10b)5b(2b)3b(733m)2bRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
33.76% GROSS MARGIN
33.76%
20.74% OPERATING MARGIN
20.74%
15.92% NET MARGIN
15.92%
24.75% ROE
24.75%
11.31% ROA
11.31%
14.41% ROIC
14.41%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Amphenol Corporation
image
3b3b2b2b2b2b1b1b500m500m0020162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 2.42 B
Depreciation & Amortization 572 M
Capital Expenditures 0
Stock-Based Compensation 0
Change in Working Capital 0
Others -182 M
Free Cash Flow 2.15 B
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Amphenol Corporation
image
Wall Street analysts predict an average 1-year price target for APH of $84.4 , with forecasts ranging from a low of $66 to a high of $137 .
APH Lowest Price Target Wall Street Target
66 USD -18.27%
APH Average Price Target Wall Street Target
84.4 USD 4.58%
APH Highest Price Target Wall Street Target
137 USD 69.66%
Price
Max Price Target
Min Price Target
Average Price Target
14014013013012012011011010010090908080707060605050Jun '24Jun '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
0.25% DIVIDEND YIELD
0.165 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
0.600000.600000.500000.500000.400000.400000.300000.300000.200000.200000.100000.100000.000000.000000.031250.0350.040.04750.05750.06250.07250.10.1050.110.1650.031250.0350.040.05750.05750.06250.07250.10.1050.110.1650.0350.0350.04750.05750.06250.06250.07250.10.1050.1650.0350.130.040.150.04750.180.05750.220.06250.240.07250.260.10.320.1050.410.110.430.1650.550.332015201520162016201720172018201820192019202020202021202120222022202320232024202420252025
Download SVG
Download PNG
Download CSV
5. COMPETITION
slide 2 of 12
6. Ownership
Insider Ownership Amphenol Corporation
image
Sold
0-3 MONTHS
242 M USD 6
3-6 MONTHS
0 USD 0
6-9 MONTHS
181 M USD 6
9-12 MONTHS
139 M USD 4
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Amphenol: Strong Growth In IT Datacom Market I reiterate a Buy rating on Amphenol Corporation stock with a one-year target price of $87 per APH share, driven by strong product demands and robust financial performance. Amphenol posted 33% organic revenue growth and 57.5% adjusted EPS growth, driven by strong market demands in the IT datacom market. The acquisition of LifeSync aligns with Amphenol's M&A strategy, potentially adding $100 million in revenue from the medical device market. seekingalpha.com - 2 weeks ago
Top 50 High-Quality Dividend Stocks For May 2025 I track 50 high-quality dividend growth stocks to identify opportune investments, updating valuation ratings daily to focus on attractive opportunities. Despite a market sell-off, my investable universe outperformed SPY and SCHD year-to-date, with a loss of -1.83% compared to -5.49% and -4.64%. This month, 17 stocks had valuation rating changes; 10 were upgrades, including Jack Henry & Associates, West Pharma, and EOG Resources, all with strong expected returns. seekingalpha.com - 2 weeks ago
Top 15 High-Growth Dividend Stocks To Consider For May 2025 My Top 15 High-Growth Dividend stocks for April 2025 outperformed SPY and VIG, posting a 0.12% gain versus SPY's -0.87% and VIG's -1.53%. Year-to-date, the Top 15 list returned -0.36%, outperforming VIG's -2.46% and SPY's -5.40%, aiming for a long-term 12% return. The May 2025 Top 15 stocks offer a 1.33% average dividend yield with a 21.25% 5-year dividend growth rate and are 29% undervalued. seekingalpha.com - 2 weeks ago
Stock Of The Day Crushes Estimates, Doesn't Fear Tariffs The stock rallied more than 8% April 23 after Amphenol sailed past profit and sales expectations for the first quarter. investors.com - 2 weeks ago
Amphenol (APH) is a Great Momentum Stock: Should You Buy? Does Amphenol (APH) have what it takes to be a top stock pick for momentum investors? Let's find out. zacks.com - 2 weeks ago
Earnings Estimates Moving Higher for Amphenol (APH): Time to Buy? Amphenol (APH) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions. zacks.com - 3 weeks ago
Why Amphenol (APH) is a Top Momentum Stock for the Long-Term Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service. zacks.com - 3 weeks ago
Amphenol's Q1 Results Impress: Should Investors Buy the Stock Now? APH is benefiting from strategic acquisitions and increased demand in AI and aerospace, making it an attractive investment despite a premium valuation. zacks.com - 3 weeks ago
APH Q1 Earnings Gain From Communications Sales: Time to Buy or Hold? Amphenol shines in first-quarter 2025 with record Communications Solutions sales, though aerospace weakness and rising capex may challenge its growth trajectory. zacks.com - 3 weeks ago
Amphenol Q1 Earnings: No Slowdown Here Whatsoever Amphenol's Q1 results were exceptional, with earnings and revenues both growing far faster than expected. The company also offered Q2 guidance that was much higher than prior street estimates despite the unsettled macroeconomic picture. Amphenol has meaningful China exposure, and would also face downside if the AI spending boom slows. seekingalpha.com - 3 weeks ago
Amphenol Corporation (APH) Q1 2025 Earnings Call Transcript Amphenol Corporation (NYSE:APH ) Q1 2025 Earnings Conference Call April 23, 2025 1:00 PM ET Company Participants Craig Lampo - Chief Financial Officer Adam Norwitt - Chief Executive Officer Conference Call Participants Andrew Buscaglia - BNP Paribas Amit Daryanani - Evercore ISI Joe Spak - UBS Luke Junk - Baird Samik Chatterjee - JPMorgan Asiya Merchant - Citigroup Joe Giordano - TD Cowen William Stein - Truist Mark Delaney - Goldman Sachs Saree Boroditsky - Jefferies Steven Fox - Fox Advisors Wamsi Mohan - Bank of America Guy Hardwick - Freedom Capital Markets Scott Graham - Seaport Research Operator Hello, and welcome to the First Quarter 2025 Earnings Conference Call for Amphenol Corporation. Following today's presentation, there will be a formal question-and-answer session. seekingalpha.com - 3 weeks ago
Amphenol Earnings Surpass Estimates in Q1, Sales Increase Y/Y APH's strong Q1 results benefit from the IT datacom, mobile and defense markets, and strategic acquisitions. zacks.com - 3 weeks ago
8. Profile Summary

Amphenol Corporation APH

image
COUNTRY US
INDUSTRY Hardware, Equipment & Parts
MARKET CAP $ 97.7 B
Dividend Yield 0.25%
Description Amphenol Corporation, together with its subsidiaries, primarily designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally. It operates through three segments: Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems. The company offers connectors and connector systems, including harsh environment data, power, high-speed, fiber optic, and radio frequency interconnect products; busbars and power distribution systems; and other connectors. It also provides value-add products, such as backplane interconnect systems, cable assemblies and harnesses, and cable management products; other products comprising flexible and rigid printed circuit boards, hinges, other mechanical, and production related products. In addition, the company offers consumer device, network infrastructure, and other antennas; coaxial, power, and specialty cables; and sensors and sensor-based products. It sells its products through its sales force, independent representatives, and a network of electronics distributors to original equipment manufacturers, electronic manufacturing services companies, original design manufacturers, and service providers in the automotive, broadband communication, commercial aerospace, industrial, information technology and data communication, military, mobile device, and mobile network markets. Amphenol Corporation was founded in 1932 and is headquartered in Wallingford, Connecticut.
Contact 358 Hall Avenue, Wallingford, CT, 06492 https://www.amphenol.com
IPO Date Nov. 8, 1991
Employees 125000
Officers Mr. William J. Doherty President of Communications Solutions Division Mr. Peter J. Straub President of the Interconnect & Sensor Systems Division Mr. Michael R. Ivas Vice President & Controller Ms. Sherri Ann Scribner Vice President of Strategy & Investor Relations Mr. David M. Silverman Senior Vice President of Human Resources Ms. Julie B. Hoben Vice President of Environmental, Health, Safety & Sustainability Mr. Luc Walter President of Harsh Environment Solutions Division Mr. Craig A. Lampo CPA Senior Vice President & Chief Financial Officer Mr. Lance E. D'Amico J.D. Senior Vice President, Secretary & General Counsel Mr. Richard Adam Norwitt J.D. President, Chief Executive Officer & Director