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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 $169.18
1D change -0.84%
Market cap $208.60B
Sector Technology

Shared metric table

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Metric APH
Price $169.18
1D Change -0.84%
Market Cap $208.60B
Enterprise Value $222.12B
Trailing P/E 42.4
Forward P/E 26.2
PEG Ratio 1.20x
Price / Sales 7.2
EV / Revenue 7.7
Revenue Growth 55.0%
Earnings Growth 59.3%
Gross Margin 39.0%
Operating Margin 29.8%
Net Margin 17.7%
ROE 38.1%
Free Cash Flow $3.82B
FCF Margin 13.2%
Debt / Equity 1.20x
Current Ratio 1.89x
Dividend Yield 0.59%
Next Earnings Oct 28, 2026
Quarterly Revenue $nan
Revenue QoQ nan%
Quarterly Net Income $nan
Net Income QoQ nan%

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.