Amphenol makes the connectors, cables, and sensors that link electronics in cars, planes, phones, and data centers—think of it as the plumbing for electricity and signals.
Money comes from selling these components across many industries; 2025 revenue hit USD 23.09B with a 38.50% gross margin and 17.76% net margin, showing steady, recurring demand.
Its scale and engineering expertise across thousands of custom parts make it hard for TE Connectivity or Molex to displace, but competition and price pressure in commoditized segments are eroding pricing power.
Hold (sector percentile 59) — value B, growth B+, profitability B, momentum B-, revisions B. Updated daily, sector-relative, identical for every user.
Key events, in time order
Allen Capital boosts stake by 1187%, analyst mentions AI data center energy flow companies
Allen Capital boosts stake by 1118.7%, BankChampaign initiates position, showing continued institutional interest
Revenue $8.76B beat (est $8.23B), +55% YoY/+30% organic; adj EPS $1.35 beat (est $1.18); orders $10.7B record; strong Q3 guidance.
第二季度销售额创纪录达 $8.8B，同比增长 55%（美元）、54%（本币），有机增长 30%
Multiple sources confirm APH reports Q2 before market open Jul 29, amid mega-cap AI earnings week
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Amphenol Corporation is mentioned as part of a focus list of stocks, with an emphasis on knowing earnings dates. The discussion is a general stock watch.
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