Why did Amphenol (APH) stock move recently?

On 9/2/2026, Amphenol moved +101.9% — Amphenol shares rose sharply on the September 2 distribution date for its previously announced 2-for-1 stock split (stock dividend), which drew investor attention alongside continued momentum from record Q2 orders/revenue and strong AI/datacom demand that supported raised Q3 guidance. This is MarketChacha's decoded reason from filings and credible news; it is education, not buy/sell advice.

Is Amphenol (APH) overvalued or fairly valued?

MarketChacha shows Amphenol's valuation in context — a trailing P/E of about 40.8, a forward P/E of about 24.7, a price-to-book of about 12.7 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

Does Amphenol's reported profit turn into cash?

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash. MarketChacha computes this cash-conversion check (1.24×) from reported figures — education, not a rating.

What is Amphenol's revenue?

Amphenol reported revenue of $23.1B for FY2025, with net profit of $4.3B, per official filings.

What is the share price of Amphenol (APH)?

Amphenol last traded at $160.08 (+96.2% on the day), as of 9/2/2026 — a delayed quote shown for education, not investment advice.

Amphenol

APH · NYSE · Technology · United States

Snapshot

TickerAPH

ExchangeNYSE

SectorTechnology

IndustryElectronic Components

CountryUnited States

Employees170,000

HeadquartersWallingford, United States

Websitewww.amphenol.com

Filings tracked23

About Amphenol

Amphenol Corporation, together with its subsidiaries, designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally. It operates through three segments: Communications Solutions, Harsh Environment Solutions, and Interconnect and Sensor Systems. The company offers connectors and connector systems, including high speed, radio frequency, power, fiber optic and other interconnect products; busbars and power distribution systems; power interconnect products; and other products. It also provides value-add products, such as backplane interconnect systems, cable assemblies and harnesses, and cable management products; and other products comprising flexible and rigid printed circuit boards, hinges, other mechanical, and production related products. In addition, the company offers consumer device, network infrastructure, and other antennas; coaxial, power, and specialty cables; and sensors and sensor-based products. It sells its products through its sales force, independent representatives, and a network of electronics distributors to original equipment manufacturers, electronic manufacturing services companies, original design manufacturers, and service providers in the automotive, commercial aerospace, communications networks, defense, industrial, information technology and data communications, mobile devices markets. Additionally, the company provides telecommunication and IT networking solutions. The company was founded in 1932 and is headquartered in Wallingford, Connecticut.

Who owns it

Insiders0.5%
Institutions96.8%
Public & other2.6%

3,075 institutional holders

Ownership breakdown from public market data.

Top holders

Blackrock Inc.16.42%
Vanguard Capital Management LLC13.03%
FMR, LLC11.45%
State Street Corporation9.65%
Capital International Investors6.98%
JPMORGAN CHASE & CO6.36%
Vanguard Portfolio Management LLC5.79%
Price (T.Rowe) Associates Inc5.19%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

No major accounting red flags in the fundamentals we have — profit is backed by cash and returns look healthy.

Cash conversion1.24×

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash.

Net margin trend15.4% → 18.5%

Margin has expanded by about 3.1 points — the business is getting more profitable.

Return on equity31.8%

Latest ROE of 31.8% — capital is generating a healthy return.

Growth qualityrev 36% · PAT 49%

Profit growth is broadly tracking revenue growth — the earnings trend looks operational rather than one-off.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $9.7B · EPS 1.47

Est. earnings growth +51.7%

Next fiscal year

Rev $41.7B · EPS 6.48

Est. earnings growth +21.8%

Analyst consensus estimates — not the company's own guidance.

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2025)

$23.1B

Net margin

18.5%

ROE

31.8%

Revenue CAGR (2y)

+35.6%

Profit CAGR (2y)

+48.8%

EPS (FY2025)

3.34

Net profit (FY2025)

$4.3B

Ask MarketChacha about APH

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Why it moved

Sep 2, 2026
Amphenol shares rose sharply on the September 2 distribution date for its previously announced 2-for-1 stock split (stock dividend), which drew investor attention alongside continued momentum from record Q2 orders/revenue and strong AI/datacom demand that supported raised Q3 guidance.
source 1 ↗source 2 ↗source 3 ↗· confidence: high
Aug 4, 2026
No specific new catalyst identified for the Aug 4 move; Amphenol reported strong Q2 results and raised Q3 guidance on July 29/30 driven by AI datacenter demand, with follow-on analyst coverage, but the stock appears to have moved with the broader tech/AI sector today.
source 1 ↗source 2 ↗· confidence: low
Jul 28, 2026
No clear company-specific catalyst found in filings or credible coverage; APH moved lower with broader tech sector weakness ahead of earnings season.
· confidence: low
Jul 27, 2026
Amphenol shares fell with the broader technology and electronic components sector amid ongoing market volatility and selling pressure in tech, with no company-specific news, filings, or earnings report released today (Q2 results due July 29).
· confidence: low
Jul 24, 2026
No clear company-specific catalyst identified for the decline; Amphenol moved with the broader market or sector amid ongoing focus on valuation despite positive AI demand coverage.
· confidence: low

Daily moves with the verified reason behind them. Education only — not investment advice.

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2025	$23.1B	$4.3B	3.34	18.5%	31.8%
FY2024	$15.2B	$2.4B	1.92	15.9%	24.8%
FY2023	$12.6B	$1.9B	1.55	15.4%	23.1%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q2	$8.8B	$1.8B	1.37	20.2%
2026Q1	$7.6B	$933.0M	0.72	12.2%
2025Q3	$6.2B	$1.2B	0.97	20.1%
2025Q2	$5.7B	$1.1B	0.86	19.3%
2025Q1	$4.8B	$737.8M	0.58	15.3%
2024Q3	$4.0B	$604.4M	0.48	15.0%
2024Q2	$3.6B	$524.8M	0.41	14.5%
2024Q1	$3.3B	$548.7M	0.44	16.9%
2023Q3	$3.2B	$513.9M	0.41	16.1%
2023Q2	$3.1B	$460.5M	0.37	15.1%
2023Q1	$3.0B	$439.2M	0.71	14.8%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

8-K — Other events, Exhibits
SEC8/6/2026material
10-Q filing
SEC7/31/2026
8-K — Results of operations, Exhibits
SEC7/29/2026material
8-K — Shareholder vote results, Exhibits
SEC5/22/2026material
8-K — Material agreement, Material financial obligation, Exhibits
SEC5/12/2026material
8-K — Material agreement, Other events, Exhibits
SEC5/6/2026material
10-Q filing
SEC5/1/2026
8-K — Results of operations, Exhibits
SEC4/29/2026material
8-K — Material agreement, Material financial obligation, Exhibits
SEC3/30/2026material
8-K/A — Reg FD disclosure, Exhibits
SEC3/27/2026
8-K — Material agreement, Other events, Exhibits
SEC3/24/2026material
10-K filing
SEC2/11/2026
8-K — Executive/director change, Reg FD disclosure, Exhibits
SEC2/5/2026material
8-K — Results of operations, Exhibits
SEC1/28/2026material
8-K — Completion of acquisition/disposition, Reg FD disclosure, Exhibits
SEC1/12/2026material
8-K — Executive/director change, Reg FD disclosure, Exhibits
SEC1/8/2026material

2025

8-K — Material agreement, Material financial obligation, Exhibits
SEC11/10/2025material
8-K — Material agreement, Other events, Exhibits
SEC10/28/2025material
10-Q filing
SEC10/24/2025
8-K — Results of operations, Exhibits
SEC10/22/2025material
8-K — Material agreement, Material financial obligation, Exhibits
SEC8/25/2025material
8-K — Reg FD disclosure, Exhibits
SEC8/4/2025material
10-Q filing
SEC7/25/2025

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.