3.29%
3.18%
6.92%
11.52%
41.76%
80.05%
188.14%
AI Spotlight on APH
Company 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.
Market Data
| Last Price | 71.66 |
| Change Percentage | 3.29% |
| Open | 71.65 |
| Previous Close | 69.38 |
| Market Cap ( Millions) | 86394 |
| Volume | 5671126 |
| Year High | 79.39 |
| Year Low | 50.48 |
| M A 50 | 71.98 |
| M A 200 | 66.85 |
Financial Ratios
| FCF Yield | 2.49% |
| Dividend Yield | 0.77% |
| ROE | 26.27% |
| Debt / Equity | 4.10% |
| Net Debt / EBIDTA | -80.23% |
| Price To Book | 8.84 |
| Price Earnings Ratio | 35.7 |
| Price To FCF | 40.2 |
| Price To sales | 5.68 |
| EV / EBITDA | 22.97 |
News
- Jan -30 - ServiceNow & 2 Other Stocks to Buy for Earnings Growth
- Jan -30 - Amphenol Announces First Quarter 2025 Dividend
- Jan -29 - Amphenol (APH) May Find a Bottom Soon, Here's Why You Should Buy the Stock Now
- Jan -29 - Thank You, Mr. Market: 2 Dividend Gems To Buy After The DeepSeek Sell-Off
- Jan -28 - 3 Top-Ranked Semiconductor Stocks to Buy Despite DeepSeek Disruption
- Jan -28 - 3 Stocks Backed by High Efficiency for Solid Gains Amid Volatility
- Jan -27 - Can Amphenol (APH) Run Higher on Rising Earnings Estimates?
- Jan -27 - 5 Stocks That Powered S&P 500 ETF in Trump's First Week
- Jan -27 - Best Momentum Stocks to Buy for January 27th
- Jan -27 - New Strong Buy Stocks for January 27th
- Jan -24 - APH Posts Strong Q4 Results: Is the Stock a Buy on Solid Guidance?
- Jan -23 - Amphenol Q4: Strong Product Demands In AI Applications
- Jan -23 - Strong Communications Sales Aid APH's Q4 Earnings: Is the Stock a Buy?
- Jan -23 - Amphenol Analysts Increase Their Forecasts After Upbeat Results
- Jan -23 - Amphenol price target raised to $89 from $82 at Citi
- Jan -22 - Amphenol Corporation (APH) Q4 2024 Earnings Call Transcript
- Jan -22 - Can Q4 Earnings Beat & Encouraging View Push APH Stock Higher?
- Jan -22 - Leading Indicators Data in Focus
- Jan -22 - Amphenol (APH) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
- Jan -22 - Amphenol (APH) Q4 Earnings and Revenues Top Estimates
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Communications Solutions
Expected Growth : 12.0 %
What the company do ?
Amphenol Corporation's Communications Solutions provide high-speed, high-density interconnect products and antennas for 5G, Wi-Fi, and IoT applications, enabling fast and reliable data transmission.
Why we expect these perspectives ?
Amphenol's Communications Solutions segment growth is driven by increasing demand for high-speed data transmission, proliferation of 5G networks, and growing adoption of IoT devices. Additionally, the company's strategic acquisitions, such as Times Microwave Systems, have expanded its product portfolio and enhanced its market position.
Segment n°2 -> Interconnect and Sensor Systems
Expected Growth : 11.5 %
What the company do ?
Amphenol Corporation's Interconnect and Sensor Systems provide reliable connectivity solutions and sensor technologies for various industries, including aerospace, defense, and industrial markets.
Why we expect these perspectives ?
Amphenol's Interconnect and Sensor Systems segment growth of 11.5% is driven by increasing demand for high-speed data transmission, proliferation of IoT devices, and growing adoption of electric vehicles. Additionally, the company's strategic acquisitions, innovative product offerings, and expanding presence in emerging markets contribute to its robust growth.
Segment n°3 -> Harsh Environment Solutions
Expected Growth : 13.5 %
What the company do ?
Harsh Environment Solutions from Amphenol Corporation provide reliable connectivity and sensor solutions for extreme environments, including high-temperature, high-vibration, and high-pressure applications.
Why we expect these perspectives ?
Amphenol's Harsh Environment Solutions segment growth is driven by increasing demand for ruggedized connectors and cables in aerospace, defense, and industrial markets. The rising adoption of autonomous systems, electrification of vehicles, and growth in renewable energy also contribute to this growth. Additionally, the company's strategic acquisitions and investments in research and development further support its expansion.
Amphenol Corporation Products
| Product Range | What is it ? |
|---|---|
| Interconnect Products | Amphenol's interconnect products include connectors, cable assemblies, and adapters used in various industries such as aerospace, defense, automotive, and industrial. |
| Cable Products | Amphenol's cable products include coaxial cables, fiber optic cables, and hybrid cables used in applications such as broadband, telecommunications, and industrial automation. |
| Antenna Products | Amphenol's antenna products include antennas, antenna assemblies, and antenna systems used in various industries such as aerospace, defense, and wireless communications. |
| Sensors and Sensor-Based Products | Amphenol's sensors and sensor-based products include temperature sensors, pressure sensors, and position sensors used in various industries such as aerospace, defense, and industrial automation. |
| Electromechanical Products | Amphenol's electromechanical products include switches, relays, and contactors used in various industries such as aerospace, defense, and industrial automation. |
| Fiber Optic Products | Amphenol's fiber optic products include fiber optic connectors, fiber optic cables, and fiber optic assemblies used in various industries such as telecommunications, datacom, and industrial automation. |
Amphenol Corporation's Porter Forces
Threat Of Substitutes
The threat of substitutes for Amphenol Corporation is medium due to the availability of alternative products from competitors, but the company's strong brand recognition and customer loyalty mitigate this threat.
Bargaining Power Of Customers
The bargaining power of customers is low for Amphenol Corporation due to the company's diverse customer base and the lack of concentration among its customers.
Bargaining Power Of Suppliers
The bargaining power of suppliers is medium for Amphenol Corporation due to the presence of multiple suppliers, but the company's large scale of operations gives it some negotiating power.
Threat Of New Entrants
The threat of new entrants is low for Amphenol Corporation due to the high barriers to entry in the industry, including the need for significant capital investment and technological expertise.
Intensity Of Rivalry
The intensity of rivalry is high for Amphenol Corporation due to the presence of several established competitors in the industry, leading to a highly competitive market.
Strength
Weaknesses
Opportunities
Threats
Capital Structure
| Value | |
|---|---|
| Debt Weight | 34.20% |
| Debt Cost | 4.06% |
| Equity Weight | 65.80% |
| Equity Cost | 10.34% |
| WACC | 8.19% |
| Leverage | 51.97% |
Amphenol Corporation : Quality Control
Amphenol Corporation passed 8 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| MSFT | Microsoft Corporation develops, licenses, and supports software, services, devices, and solutions worldwide. The company operates in three segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity … |
| KEYS | Keysight Technologies, Inc. provides electronic design and test solutions to commercial communications, networking, aerospace, defense and government, automotive, energy, semiconductor, electronic, and education industries in the Americas, Europe, and the … |
| FTV | Fortive Corporation designs, develops, manufactures, markets, and services professional and engineered products, software, and services worldwide. Its Intelligent Operating Solutions segment offers connected reliability tools; environment, health, safety, and quality … |
| GLW | Corning Incorporated engages in display technologies, optical communications, environmental technologies, specialty materials, and life sciences businesses worldwide. The company's Display Technologies segment offers glass substrates for liquid crystal displays and … |
| BELFA | Bel Fuse Inc. designs, manufactures, markets, and sells products that are used in the networking, telecommunication, high-speed data transmission, commercial aerospace, military, broadcasting, transportation, e-Mobility and broadcasting, and consumer electronic … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Amphenol
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Corning
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Microsoft
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4
Bel Fuse
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1-Year Total Return ->
5
Fortive
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1-Year Total Return ->
6
