APHAmphenol
Price
-28%1YEnd-of-day closes, not the intraday tick.
More going right than wrong
Quality strong, nothing alarming, undemanding price, growing in the filings, the market undecided.
Amphenol Corporation is one of the world’s largest designers, manufacturers and marketers of electrical, electronic and fiber optic connectors and interconnect systems, antennas, sensors and sensor-based products and coaxial, high-speed, fiber optic and specialty cable. The Company estimates, based on recent reports of industry analysts, that worldwide sales of interconnect, value-add cable assembly, antenna, cable and sensor-related products were approximately $500 billion in 2025.
In the company’s own words · 10-K filed Feb 11, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Amphenol (APH) reported revenue of $8.76B in Q2 2026 (quarter ended Jun 30, 2026), up 55% from the same quarter a year earlier. That came with a gross margin of 41% and net income of $1.77B (20% of revenue). For the full year FY2025, revenue was $23.1B (+52% year on year) and net income $4.27B. Its largest segment in Q2 2026 was Communications Solutions at $5.43B, 61% of the disclosed total, well ahead of Harsh Environment Solutions at 21%. The next results filing is expected around Oct 21, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Oct 6, 2026On October 1, 2026, Amphenol Corporation (the “Company”) notified its management team that after 43 years with the Company, Luc Walter, President of the Harsh Environment Solutions Division of the Company, would transition, effective January 1, 2027, into a new role as Senior Vice President, Strategic Programs.Director or officer change · Form 8-K
- Sep 4, 2026On August 6, 2026, Amphenol Corporation (the “Company”) announced that its Board of Directors approved the third quarter 2026 dividend on its Class A Common Stock (the “Common Stock”) in the amount of $0.25 per share.Other event · Form 8-K
- Aug 6, 2026On August 6, 2026, Amphenol Corporation (the “Company”) announced the approval of a two-for-one stock split of the Company’s Class A Common Stock in the form of a stock dividend to be distributed on September 2, 2026, to holders of record of the Company’s Class A Common stock at the close of business on August 17, 2026.Other event · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Q2 2026 · $8.87BThe company’s own SEC segment disclosure.
- Communications Solutions$5.43B61%
- Harsh Environment Solutions$1.90B21%
- Interconnect And Sensor Systems$1.55B17%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
Electronic Components
The closest names by size in the same industry