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Silicon Stack Data Center Fabric AI Software Power + Grid Robotics
APH AI Data Center Fabric

Amphenol

High-speed connectors and cabling

Detail page

AI clusters require dense high-speed interconnect, connectors, and copper cabling.

Price $150.51
1D change -0.46%
Market cap $185.16B
Sector Technology

Shared metric table

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Metric APH
Price $150.51
1D Change -0.46%
Market Cap $185.16B
Enterprise Value $199.44B
Trailing P/E 43.5
Forward P/E 25.8
PEG Ratio 1.29x
Price / Sales 7.1
EV / Revenue 7.7
Revenue Growth 58.4%
Earnings Growth 24.1%
Gross Margin 37.9%
Operating Margin 27.3%
Net Margin 17.2%
ROE 36.8%
Free Cash Flow $3.56B
FCF Margin 13.8%
Debt / Equity 1.33x
Current Ratio 1.71x
Dividend Yield 0.66%
Next Earnings Jul 29, 2026
Quarterly Revenue $7.62B
Revenue QoQ +18.3%
Quarterly Net Income $933.0M
Net Income QoQ -22.0%

APH thesis lens

High-speed connectors and cabling

Why it could benefit

  • AI clusters require dense high-speed interconnect, connectors, and copper cabling.
  • Amphenol is a broad supplier into data center, communications, auto, and industrial markets.
  • Rack-scale AI designs can raise content per server and per networking platform.

Moat / edge

  • Broad connector and sensor portfolio.
  • Deep customer relationships across high-reliability markets.
  • Scale and acquisition discipline.

What to watch

  • AI data-center organic growth.
  • Margins after acquisitions.
  • Telecom, industrial, and auto cycle recovery.

Key risks

  • A diversified portfolio can dilute pure AI exposure.
  • Connector demand can be cyclical.