Amphenol (APH)
NYSEInformation TechnologyHardware, Equipment & PartsSnapshot 2026-09-04
$82.78+0.87%
Close 2026-09-04 · 1-day change
NYSEInformation TechnologyHardware, Equipment & PartsSnapshot 2026-09-04
QuarterlyIQ Insights · APH
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within information technology on a research-validated quality screen. As of 2026-09-04.
The screen ranks APH against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 63% of the last 8 guided quarters · -4.9% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue expanding growth opportunities via organic innovation, market and geographic diversification, and an active acquisition program.
Stated as a priority in 6 of last 6 quarters. Revenue grew from $4.3B in 2024-Q4 to $8.8B in 2026-Q2, a 55% increase year-over-year in the latest quarter. Management consistently emphasizes organic innovation and acquisitions including CommScope CCS, El.Com, and Wilder Technologies. The trajectory is delivering with strong revenue growth and acquisition contributions.
“Amphenol remains focused on expanding its growth opportunities through organic innovation and an active acquisition program.”
“Expanded range of high-technology interconnect products through organic innovation and successful acquisition program.”
“Strong organic growth and contributions from the Company’s acquisition program drove sales increases.”
“Expanded range of high-technology interconnect products through organic innovation and acquisition program.”
“Strong organic growth and contributions from the Company’s acquisition program.”
“Expanded range of high-technology interconnect products through organic innovation and acquisition program.”
Continue returning capital to shareholders through dividends and share repurchases, maintaining a strong capital allocation discipline.
Stated as a priority in 6 of last 6 quarters. Management consistently returned capital via dividends and share repurchases, with $515M returned in 2026-Q2 and $485M in 2026-Q1. Dividend per share increased from $0.165 in 2024-Q4 to $0.25 in 2026-Q2. The trajectory shows consistent capital return execution.
“Purchased 1.5 million shares for $208 million and paid dividends of $307 million, total capital returned $515 million.”
“Purchased 1.3 million shares for $178 million and paid dividends of $307 million, total capital returned nearly $485 million.”
“Purchased 1.3 million shares for $171 million and paid dividends of $202 million, total capital returned nearly $1.5 billion in 2025.”
“Purchased 2.0 million shares for $160 million and paid dividends of $200 million, total capital returned approximately $360 million.”
“Purchased 2.7 million shares for $180.9 million and paid dividends of $200 million, total capital returned approximately $380 million.”
“Purchased 2.7 million shares for $180.9 million and paid dividends of $200 million, total capital returned approximately $380 million.”
Maintain strong profitability with focus on operating margin expansion and efficient cost management.
Stated as a priority in 6 of last 6 quarters. Adjusted Operating Margin improved from 21.7% in 2025-Q1 to a record 29.8% in 2026-Q2. Operating income increased from $1.4B in 2025-Q2 to $2.6B in 2026-Q2. Management consistently emphasizes profitability and margin expansion, and the financials show delivering trajectory.
“Adjusted Operating Margin reached 29.8%, a record high.”
“Adjusted Operating Margin reached 27.3%.”
“Adjusted Operating Margin reached 27.5%.”
“Adjusted Operating Margin reached 25.6%.”
“Adjusted Operating Margin reached 23.5%.”
“Adjusted Operating Margin reached 21.7%.”
Complete integration of CommScope Connectivity and Cable Solutions (CCS) acquisition to drive sales and earnings accretion.
Stated as a priority in 4 of last 6 quarters. Management completed the CommScope CCS acquisition in 2026-Q1 and raised full-year 2026 sales expectation for CCS from $4.1B to $4.6B and EPS accretion from $0.15 to $0.30. The acquisition integration is progressing with increased financial contributions, indicating delivering trajectory.
“Better than expected performance of CommScope, now expected to generate $4.6B sales and $0.30 EPS accretion in 2026.”
“Completed acquisition of CommScope CCS business as previously announced.”
“Signed agreement and expected to close CommScope CCS acquisition in January 2026.”
“Announced pricing of notes to fund CommScope CCS acquisition.”
Manage capital structure prudently including issuance of senior notes to fund acquisitions and maintain liquidity.
Stated as a priority in 3 of last 6 quarters. Management issued senior notes totaling over €1.1 billion in 2026-Q2 and multiple offerings in 2025 to fund acquisitions and maintain liquidity. This demonstrates ongoing disciplined capital structure management consistent with stated priorities.
“Issued €600M 3.375% Senior Notes due 2029 and €500M 3.875% Senior Notes due 2034 in May 2026.”
“Pricing of multiple senior notes offerings totaling several billion dollars in October 2025.”
“Pricing of senior notes offering of $500M, $750M, and $1,600M in October 2024.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated strong grew net income 65% of the time over the next year (vs 52% for the rest of the cohort, n=6360).
Over the trailing year it converted 1.22x of net income into operating cash flow. Historically, Information Technology names rated neutral grew net income 57% of the time over the next year (vs 52% for the rest of the cohort, n=4162).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
18 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated volatile grew net income 60% of the time over the next year (vs 58% for the rest of the cohort, n=2769).
Not investment advice. As of 2026-09-04.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.