Amphenol Corporation (APH)
Amphenol is a global giant that designs and manufactures the essential connectors, cables, and sensors that allow our modern electronic devices to talk to each other.
Is Amphenol Corporation a good stock for a UK beginner?
The honest version: Amphenol is a global giant that designs and manufactures the essential connectors, cables, and sensors that allow our modern electronic devices to talk to each other.
Over about 2 years to 2026-07-31. This is the share price only - reinvesting the dividends would add to it. And it's the USD return - as a UK investor your actual £ return also moves with the exchange rate. Past performance is not a guide to the future, and it could just as easily have fallen.
Based on beta - how much the price swings versus the whole market. Bumpier isn't bad; it just means a rougher ride, which matters more the sooner you might need the money.
Prices move on results, news and the mood of the whole market - no single headline explains a day, and a quiet week is usually just noise, not a signal.
Amphenol becomes the dominant supplier for the next generation of electric vehicles and AI data centres.
Technological shifts make their current connector designs obsolete.
What does Amphenol Corporation do?
Think of Amphenol as the 'plumbing' of the tech world; they make the tiny, vital components that keep everything from smartphones and electric cars to industrial robots and medical equipment running smoothly. Selling these high-precision parts across a massive range of industries brings in the cash, meaning they aren't reliant on just one type of gadget. What matters most is whether they can keep growing sales as the world becomes increasingly digital and automated.
On our factor screen it looks strongest on growth and momentum, and weakest on value.
- ✓Pays a dividend - about 0.6% a year
- ✓Growing - revenue up about 55% over the year
- ✓Very profitable - turns about 18% of sales into profit
- !High P/E of 40 - big growth is already priced in
- ✓Strong return on shareholder money (ROE 38%)
- Growth screens high (86/100)
- Momentum screens high (72/100)
- Extremely broad customer base across many different industries
- High efficiency in turning investment into profit
- Strong track record of growth through both internal innovation and buying other companies
- Value screens low (29/100)
- Supply chain disruptions could delay production and hurt sales
- Increased competition could force them to lower prices, hitting profit margins
- A global economic downturn would likely reduce demand for their components
What do Amphenol Corporation's numbers mean?
How much money does Amphenol Corporation make?
Revenue and profit by quarter, and how much of each sale turns into profit.
Does Amphenol Corporation pay a dividend?
Yes - Amphenol Corporation currently pays a dividend of about 0.6% a year (the yearly payout as a share of the price). A dividend is a slice of profit handed to shareholders; the yield moves as the price moves, and a company can cut or stop it.
When does Amphenol Corporation report earnings, and how did recent quarters go?
Amphenol Corporation is next scheduled to report on about 2026-10-28 - dates can move, and we don't predict results; this just tells you when to look.
Each quarter a company reports its results against what analysts expected. ‘Beating’ or ‘missing’ is about that expectation, not whether the business is doing well in absolute terms.
| Reported | Expected EPS: The earnings per share analysts expected for the quarter - the average of their forecasts. 'Beating' or 'missing' is measured against this number. | Actual EPS | vs expected |
|---|---|---|---|
| 2026-07-29 | $1.19 | $1.35 | Beat +13% |
| 2026-04-29 | $0.95 | $1.06 | Beat +12% |
| 2026-01-28 | $0.94 | $0.97 | Beat +3% |
| 2025-10-22 | $0.80 | $0.93 | Beat +16% |
| 2025-07-23 | $0.67 | $0.81 | Beat +22% |
| 2025-04-23 | $0.52 | $0.63 | Beat +21% |
Across the last 6 quarters here, Amphenol Corporation came in ahead of what analysts expected 6 times. One quarter is noise, not a trend.
See who else reports over the next two weeks →
Reported vs expected earnings per share (EPS) from published results; the expectation is the analyst consensus, not our view. Report dates are estimates that can move.
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Hewlett Packard EnterpriseWhat are the scenarios for Amphenol Corporation?
An illustrative range for the year ahead, with the assumption behind each case — not a prediction or a price target.
What are the pros and cons of Amphenol Corporation?
How many points the write-up makes each way — a balance check, not a score or verdict.
- Extremely broad customer base across many different industries
- High efficiency in turning investment into profit
- Strong track record of growth through both internal innovation and buying other companies
- The current share price reflects very high expectations for future performance
- The dividend yield is quite small, so it is not a typical choice for income-focused investors
- The business is sensitive to the ups and downs of the global manufacturing cycle
- Supply chain disruptions could delay production and hurt sales
- Increased competition could force them to lower prices, hitting profit margins
- A global economic downturn would likely reduce demand for their components
The write-up's own warning lights — if these start happening, the case above changes.
- A sustained drop in profit margins over several quarters
- A significant loss of market share to a cheaper or more innovative competitor
Built from public filings & market prices, checked for an education-only tone, and never a price target. How we make these →
This plain-English summary was auto-generated on 2026-08-01 from public data and checked for an education-only, no-advice tone (the figures above carry their own, usually fresher, 'as of' date). It's information, never a recommendation.