AMPHENOL CORP /DE/ · Electronic Connectors

APH

Low riskAI: Servers and networkingNext report: Due any day

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The short version

A profitable company with growing sales.

Going well

Sales up 55% in the latest quarter vs a year ago
Profitable every year for 10 years
Sales up 52% last year

Money moves

No insider buying or selling in the last 30 days
Institutions added 1.3% to their holdings in the quarter ending June 2026 (1318 bought, 901 sold)
Held by Ray Dalio (Bridgewater)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$75.28+1.6% that day

Company value: $92.8B; Share price times all shares
Price vs profit (P/E): 18.9x; You pay about $19 for each $1 of yearly profit
Price vs sales: 3.2x; Company value is 3.2 times a year of sales
Dividend yield: 1.0%; Yearly dividend as a share of today's price
Cash vs value: 5%; Cash as a share of company value
Debt vs value: 16%; Debt as a share of company value

From APH's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$8.8B+55% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $29.0B, up 54% from the 12 months before. Over 5 years, sales grew about 22% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of APH. Starting points are the company's recent numbers.

Sales growth+30% a yearRecently: +54% a yearProfit margin18%Last 12 months: 17.7%P/E at the end19xToday: 18.9x. Many steady companies trade at 12x to 25xShare count change+1% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$107.7B

Profit in 5 years$19.4B

Price these guesses point to$284.29+278% vs $75.28 todayAbout +30% a year, before dividends

What today's price needs: with a 18% margin and a 19x P/E, sales could shrink about 0.3% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

4/7Mixed

PassReturn on equity 15%+Earns a lot on the money owners have in the business.36.8%
MissDebt under half of equityNot relying on borrowed money.1.09x equity
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.18.5%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$4.4B
MissShare count not growingNot diluting owners. Falling means buybacks.+2.9% in 3 years
MissGross margin 40%+Pricing power: sells for well above what it costs to make.36.9%

Revenue: $23.1B; +51.7% vs prior year
5-year growth: +21.8%/yr; revenue, per year
Total debt: $14.6B; 1.09x equity
Current ratio: 2.98x; short-term assets / bills due

From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.