AmphenolAPH
APH
About: Amphenol is a global supplier of connectors, sensors, and interconnect systems. Amphenol holds the second-largest connector market share globally and sells into the end markets of automotive, broadband, commercial air, industrial, IT and data communications, military, mobile devices, and mobile networks. Amphenol is diversified geographically, with operations in 40 countries.
Employees: 125,000
0
Funds holding %
of 7,429 funds
0
Analysts bullish %
of 8 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
277% more first-time investments, than exits
New positions opened: 317 | Existing positions closed: 84
61% more funds holding in top 10
Funds holding in top 10: 46 [Q1] → 74 (+28) [Q2]
53% more capital invested
Capital invested by funds: $74.1B [Q1] → $113B (+$39.3B) [Q2]
51% more call options, than puts
Call options by funds: $456M | Put options by funds: $301M
14% more funds holding
Funds holding: 1,409 [Q1] → 1,611 (+202) [Q2]
1.83% more ownership
Funds ownership: 93.31% [Q1] → 95.13% (+1.83%) [Q2]
3% less repeat investments, than reductions
Existing positions increased: 546 | Existing positions reduced: 562
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$102
7%
downside
Avg. target
$119
9%
upside
High target
$127
16%
upside
8 analyst ratings
7 positive
88%
1 neutral
13%
0 negative
0%
Baird Luke Junk | 16%upside $127 | Outperform Maintained | 19 Aug 2025 |
B of A Securities Wamsi Mohan | 9%upside $120 | Neutral Maintained | 5 Aug 2025 |
UBS Chris Snyder | 9%upside $120 | Buy Maintained | 24 Jul 2025 |
Citigroup Asiya Merchant | 14%upside $125 | Buy Maintained | 24 Jul 2025 |
JP Morgan Samik Chatterjee | 14%upside $125 | Overweight Maintained | 24 Jul 2025 |
Financial journalist opinion
Based on 26 articles about APH published over the past 30 days
Positive
Zacks Investment Research
3 days ago
AMD vs. APH: Which Tech Supply Chain Stock Is a Better Buy Now?
Amphenol's diversified portfolio and strong earnings momentum give it an edge over AMD in the tech supply chain race.
Positive
Zacks Investment Research
3 days ago
Amphenol (APH) Up 4.2% Since Last Earnings Report: Can It Continue?
Amphenol (APH) reported earnings 30 days ago. What's next for the stock?
Neutral
CNBC Television
1 week ago
Final Trades: Alphabet, Uber, Amphenol and the IYC
The Investment Committee give you their top stocks to watch for the second half.
Positive
Zacks Investment Research
1 week ago
3 Reasons Growth Investors Will Love Amphenol (APH)
Amphenol (APH) is well positioned to outperform the market, as it exhibits above-average growth in financials.
Positive
Seeking Alpha
1 week ago
Amphenol: Fairly Valued After A Record Year
Amphenol delivered record revenue, profit, and margins in 2025, but the current share price already reflects these achievements, limiting further upside. Strong growth was driven by M&A, demand from AI, cloud, and EV sectors, and a diversified business model, but future growth will moderate. Valuation is fair with limited upside; my DCF and multiples analysis suggest shares are close to intrinsic value—Hold is the most balanced approach.
Positive
Reuters
1 week ago
Amphenol boosts defense portfolio with $1 billion buyout deal for Trexon
Amphenol will buy cable assembly firm Trexon for about $1 billion in cash, the electronic equipment maker said on Monday, as it aims to tap into rising defense spending and expand its military-focused product portfolio.
Neutral
Business Wire
1 week ago
Audax Private Equity Announces Sale of Trexon
BOSTON & SAN FRANCISCO--(BUSINESS WIRE)--Audax Private Equity (“Audax”), a capital partner for middle and lower middle market companies, announced today it has agreed to the sale of Trexon (“The Company”), a designer and manufacturer of custom interconnect solutions for mission critical applications. The sale to Amphenol Corporation (NYSE: APH) is subject to customary closing conditions and expected to close in the fourth quarter of 2025. Headquartered in Boston, MA, with 1,100 employees global.
Neutral
Business Wire
1 week ago
Amphenol Corporation to Acquire Trexon
WALLINGFORD, Conn.--(BUSINESS WIRE)--Amphenol Corporation (NYSE: APH) today announced a definitive agreement to acquire Trexon for approximately $1 billion in cash, subject to customary post-closing adjustments. Trexon is a leading provider of high-reliability interconnect and cable assemblies primarily for the defense market. Headquartered in Boston, Massachusetts and with facilities in the U.S. and the U.K., Trexon is expected to have 2025 sales and EBITDA margins of approximately $290 millio.
Positive
Seeking Alpha
1 week ago
Our Top 10 High Growth Dividend Stocks - August 2025
The article provides a methodology for selecting high-growth dividend-paying stocks, focusing on dividend growth and sustainability rather than high current yield. We use our proprietary models to rate quantitatively and qualitatively and select the top ten names from an initial list of nearly 400 dividend stocks. The final list of ten stocks is chosen based on sector diversity, high-growth quality scores, and positive momentum, suitable for investors in the accumulation phase.
Positive
Market Watch
1 week ago
20 stocks in the S&P 500 that are high achievers this earnings season
These companies have shown the largest increases in sales per share while also improving profit margins
Charts implemented using Lightweight Charts™