APH

Amphenol Corp (APH) | Rumor.io

Amphenol

APH

Attention (50-day avg)0.01%

Attention rank (50-day avg)#467

Bullish sentiment (50-day avg)80%

Price to earnings ratio42.3

Market capitalization208.7B

Earnings per share2

Dividend yield (TTM)0.59%

Revenue (annual)23.1B

Net income (annual)4.3B

Social

What share of all stock conversation is about APH?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% +0	0.01% +0	0.01% +0	0.01% +0

Sep 4

Amphenol Corporation ($APH) has announced a two-for-one stock split and adjusted dividend, with a quarterly dividend of $0.125 per share remaining unchanged.
The stock split aims to increase investor accessibility, and the company's valuation multiples, including the price-to-earnings ratio, are expected to be impacted.
Amphenol's revenues and earnings are expected to continue growing, with AI growth driving the company's future success.

Generated by AI

Sentiment

Of the messages about APH that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	100% 0	83.99% +7.79	96.33% -0.39
Bearish	—	0% 0	16.01% -7.79	3.67% +0.39

Bullish· Jun 10

*Amphenol Corporation (APH) is expected to outperform the broader markets in CY26 and beyond, driven by AI-driven demand, M&A contribution, and diversified growth across non-datacom end markets.
*The stock has shown significant strength in recent days, breaking out of a big range and testing the top of its range, with a breakout above resistance potentially confirming renewed momentum and opening the door for further upside.
*Amphenol Corporation (APH) is a core asset to own, with a stable long-term growth in earnings and cash flow, and has the potential to run to $200, with the Golden Cross on the verge of being confirmed, adding further strength to an already constructive long-term trend.

Bearish· Jan 28

$APH's Q4 earnings beat was not enough to prevent a sharp double-digit crash, suggesting a disconnect between financial performance and stock price.
The stock price dropped 15% in a single day, indicating significant volatility and potential for further decline.
Analysts' price targets, including those from JPMorgan Chase and UBS Group, may not be supportive of a buying opportunity, implying further downward pressure on the stock.

Generated by AI

Topics

Of the messages about APH that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	—	2.56%	3.31%	7.07%
Announcements	—	7.69%	15.77%	24.51%
Macro	—	84.62%	43.06%	48.83%
Earnings	—	0%	0.95%	10.67%
Analysts	—	5.13%	36.91%	8.92%
Controversies	—	0%	0%	0.01%

Earnings· Jul 29

Amphenol reported Q2 2026 earnings, with revenue of $8.8 billion, a 55% year-over-year increase, and adjusted EPS of $1.35, a 67% year-over-year increase.
The company guided Q3 sales to be between $9.3 billion and $9.4 billion, beating the average analyst estimate, and adjusted EPS to be between $1.40 and $1.42, also beating the estimate.
Amphenol's CEO noted that the company booked record orders in Q2, with a 1.23:1 book-to-bill ratio, and that the growth engine is firing on two massive cylinders: AI infrastructure and electrical power distribution.

Announcements· Aug 4

Amphenol $APH is set to acquire CommScope's $COMM broadband connectivity and cable unit in a $10.5B deal, its largest acquisition yet, driven by AI-fueled demand for fiber and data center infrastructure.
The deal is expected to close in H1 2026 and is expected to boost Amphenol's EPS, with CommScope's CCS business projecting $3.6B in sales and 26% EBITDA.
The acquisition positions Amphenol at the intersection of fiber, 5G, AI, and hyperscale, with the copper era fading and this deal potentially defining who owns the future of data plumbing.

Generated by AI

Community

Of the messages about APH, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	9.09%	0.95%	43.19%	40.12%
Newcomers	90.91%	99.05%	56.81%	59.88%

Regulars· Jul 29

Amphenol reported record sales and orders, with a book-to-bill ratio of 1.23:1, and increased adjusted operating margin by 470 basis points year-over-year.
The company's Q2 earnings beat estimates, with adjusted EPS of $1.35 and revenue of $8.8B, exceeding the high end of guidance.
Amphenol's Q3 guidance, which includes sales of $9.3B-$9.4B and adjusted EPS of $1.40-$1.42, beats estimates, indicating continued strong performance.

Newcomers· Jul 29

Amphenol's CEO Adam Norwitt highlighted the growing importance of inference in AI, which requires increased intensity of interconnect, and stated that every chip or model runs through his product.
Amphenol's Q2 earnings beat expectations, with adjusted EPS of $1.35, organic sales growth of 30%, and record orders of $10.7B, beating guidance on both metrics.
Amphenol's earnings growth is expected to be 45.8% this year, significantly higher than the industry average, making it a preferable stock for growth investors.

Generated by AI

Coherent (COHR) and Amphenol (APH) both sell connections inside AI data centers, but Coherent relies on that business more. Data center and communications made 79% of Coherent's latest quarterly revenue. At Amphenol, sales from IT datacom made up 43% of Q2 2026 sales, and communications networks another 11%. At 68.6 times the past twelve months of profit, Coherent's price makes sense only if its orders become sales and cash. So what does Amphenol offer you that Coherent does not.

14h agoYahoo Finance

Stock Of The Day Above Early Buy Point Amid Booming AI Growth

Electronics firm Amphenol has transformed into an AI infrastructure play.

18h agoInvestor's Business Daily

Zacks Investment Ideas feature highlights: Nvidia, Bloom Energy and Amphenol

Detailed price information for Bloom Energy Corp Cl A (BE-N) from The Globe and Mail including charting and trades.

1d agoThe Globe and Mail

Electronic Components & Manufacturing Q2 Earnings: Amphenol (NYSE:APH) is the Best in the Biz

1d agoBarchart.com

If You Invested $1000 in Amphenol a Decade Ago, This is How Much It'd Be Worth Now

2d agoYahoo Finance

Amphenol Corp. Cl A stock outperforms competitors on strong trading day

4d agoMarketWatch

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Amphenol Corp

Technology
Electronic Components

Amphenol Corp. Class A Common Stock represents ownership in Amphenol Corp., a global manufacturer of interconnect and sensor technologies. Amphenol designs, manufactures, and markets electrical, electronic, and fiber optic connectors, interconnect systems, antennas, sensors and sensor-based products, and specialty cable used across a wide range of applications. The company serves markets including communications, industrial, automotive, aerospace and defense, broadband, mobile devices, and information technology, making it an important supplier to many electronic systems and networked platforms. Amphenol operates through segments such as Communications Solutions, Harsh Environment Solutions, and Interconnect and Sensor Systems, which support customers that require reliable connectivity, signal transmission, and ruggedized components. Headquartered in Wallingford, Connecticut, and founded in 1932, Amphenol Corp. is a diversified industrial technology company with a broad presence in global electronics supply chains.

Website

Location

358 Hall Avenue

Wallingford, CT, 06492

United States

Social

What share of all stock conversation is about APH?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% +0	0.01% +0	0.01% +0	0.01% +0

Sep 4

Amphenol Corporation ($APH) has announced a two-for-one stock split and adjusted dividend, with a quarterly dividend of $0.125 per share remaining unchanged.
The stock split aims to increase investor accessibility, and the company's valuation multiples, including the price-to-earnings ratio, are expected to be impacted.
Amphenol's revenues and earnings are expected to continue growing, with AI growth driving the company's future success.

Generated by AI

Sentiment

Of the messages about APH that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	100% 0	83.99% +7.79	96.33% -0.39
Bearish	—	0% 0	16.01% -7.79	3.67% +0.39

Bullish· Jun 10

*Amphenol Corporation (APH) is expected to outperform the broader markets in CY26 and beyond, driven by AI-driven demand, M&A contribution, and diversified growth across non-datacom end markets.
*The stock has shown significant strength in recent days, breaking out of a big range and testing the top of its range, with a breakout above resistance potentially confirming renewed momentum and opening the door for further upside.
*Amphenol Corporation (APH) is a core asset to own, with a stable long-term growth in earnings and cash flow, and has the potential to run to $200, with the Golden Cross on the verge of being confirmed, adding further strength to an already constructive long-term trend.

Bearish· Jan 28

$APH's Q4 earnings beat was not enough to prevent a sharp double-digit crash, suggesting a disconnect between financial performance and stock price.
The stock price dropped 15% in a single day, indicating significant volatility and potential for further decline.
Analysts' price targets, including those from JPMorgan Chase and UBS Group, may not be supportive of a buying opportunity, implying further downward pressure on the stock.

Generated by AI

Topics

Of the messages about APH that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	—	2.56%	3.31%	7.07%
Announcements	—	7.69%	15.77%	24.51%
Macro	—	84.62%	43.06%	48.83%
Earnings	—	0%	0.95%	10.67%
Analysts	—	5.13%	36.91%	8.92%
Controversies	—	0%	0%	0.01%

Earnings· Jul 29

Amphenol reported Q2 2026 earnings, with revenue of $8.8 billion, a 55% year-over-year increase, and adjusted EPS of $1.35, a 67% year-over-year increase.
The company guided Q3 sales to be between $9.3 billion and $9.4 billion, beating the average analyst estimate, and adjusted EPS to be between $1.40 and $1.42, also beating the estimate.
Amphenol's CEO noted that the company booked record orders in Q2, with a 1.23:1 book-to-bill ratio, and that the growth engine is firing on two massive cylinders: AI infrastructure and electrical power distribution.

Announcements· Aug 4

Amphenol $APH is set to acquire CommScope's $COMM broadband connectivity and cable unit in a $10.5B deal, its largest acquisition yet, driven by AI-fueled demand for fiber and data center infrastructure.
The deal is expected to close in H1 2026 and is expected to boost Amphenol's EPS, with CommScope's CCS business projecting $3.6B in sales and 26% EBITDA.
The acquisition positions Amphenol at the intersection of fiber, 5G, AI, and hyperscale, with the copper era fading and this deal potentially defining who owns the future of data plumbing.

Generated by AI

Community

Of the messages about APH, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	9.09%	0.95%	43.19%	40.12%
Newcomers	90.91%	99.05%	56.81%	59.88%

Regulars· Jul 29

Amphenol reported record sales and orders, with a book-to-bill ratio of 1.23:1, and increased adjusted operating margin by 470 basis points year-over-year.
The company's Q2 earnings beat estimates, with adjusted EPS of $1.35 and revenue of $8.8B, exceeding the high end of guidance.
Amphenol's Q3 guidance, which includes sales of $9.3B-$9.4B and adjusted EPS of $1.40-$1.42, beats estimates, indicating continued strong performance.

Newcomers· Jul 29

Amphenol's CEO Adam Norwitt highlighted the growing importance of inference in AI, which requires increased intensity of interconnect, and stated that every chip or model runs through his product.
Amphenol's Q2 earnings beat expectations, with adjusted EPS of $1.35, organic sales growth of 30%, and record orders of $10.7B, beating guidance on both metrics.
Amphenol's earnings growth is expected to be 45.8% this year, significantly higher than the industry average, making it a preferable stock for growth investors.

Generated by AI

Amphenol

Social

Sep 4

Bullish· Jun 10

Bearish· Jan 28

Earnings· Jul 29

Announcements· Aug 4

Regulars· Jul 29

Newcomers· Jul 29

What Does Amphenol Offer That Coherent Does Not?

Stock Of The Day Above Early Buy Point Amid Booming AI Growth

Zacks Investment Ideas feature highlights: Nvidia, Bloom Energy and Amphenol

Electronic Components & Manufacturing Q2 Earnings: Amphenol (NYSE:APH) is the Best in the Biz

If You Invested $1000 in Amphenol a Decade Ago, This is How Much It'd Be Worth Now

Amphenol Corp. Cl A stock outperforms competitors on strong trading day

Also Discussed

Amphenol Corp

Company Information

Location

What Does Amphenol Offer That Coherent Does Not?

Stock Of The Day Above Early Buy Point Amid Booming AI Growth

Zacks Investment Ideas feature highlights: Nvidia, Bloom Energy and Amphenol

Electronic Components & Manufacturing Q2 Earnings: Amphenol (NYSE:APH) is the Best in the Biz

If You Invested $1000 in Amphenol a Decade Ago, This is How Much It'd Be Worth Now

Amphenol Corp. Cl A stock outperforms competitors on strong trading day

Also Discussed

Social

Sep 4

Bullish· Jun 10

Bearish· Jan 28

Earnings· Jul 29

Announcements· Aug 4

Regulars· Jul 29

Newcomers· Jul 29