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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 $74.59
1D change +4.12%
Market cap $184.18B
Sector Technology

Shared metric table

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Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

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Metric APH
Price $74.59
1D Change +4.12%
Market Cap $184.18B
Enterprise Value $196.90B
Trailing P/E 32.4
Forward P/E 20.6
PEG Ratio 0.68x
Price / Sales 5.6
EV / Revenue 6.0
Revenue Growth 65.1%
Earnings Growth 61.2%
Gross Margin 39.2%
Operating Margin 29.7%
Net Margin 18.0%
ROE 40.1%
Free Cash Flow $4.30B
FCF Margin 13.0%
Debt / Equity 1.03x
Current Ratio 1.94x
Dividend Yield 0.67%
Next Earnings Jan 27, 2027
Quarterly Revenue $10.23B
Revenue QoQ nan%
Quarterly Net Income $2.03B
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.