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Financial overlay · last 12 quarters
| Quarter | Revenue | Net income | Op income | FCF | Net margin | Op margin |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7.6B | $0.9B | $1.9B | $0.8B | 12.2% | 25.6% |
| 2025-12-31 | $6.4B | $1.2B | $1.8B | $1.5B | 18.6% | 27.5% |
| 2025-09-30 | $6.2B | $1.2B | $1.7B | $1.2B | 20.1% | 27.5% |
| 2025-06-30 | $5.7B | $1.1B | $1.4B | $1.1B | 19.3% | 25.3% |
| 2025-03-31 | $4.8B | $0.7B | $1.1B | $0.6B | 15.3% | 22.2% |
Earnings replay · last 20 reports
| Date | EPS actual | EPS est | Surprise |
|---|---|---|---|
| 2026-04-29 | 0.72 | 0.95 | -24.4% |
| 2026-01-28 | 0.97 | 0.94 | +3.1% |
| 2025-10-22 | 0.93 | 0.80 | +16.5% |
| 2025-07-23 | 0.86 | 0.67 | +28.4% |
| 2025-04-23 | 0.63 | 0.52 | +21.0% |
| 2025-01-22 | 0.55 | 0.50 | +9.2% |
| 2024-10-23 | 0.50 | 0.45 | +10.4% |
| 2024-07-24 | 0.44 | 0.41 | +7.6% |
| 2024-04-24 | 0.40 | 0.37 | +8.9% |
| 2024-01-24 | 0.41 | 0.38 | +7.0% |
| 2023-10-25 | 0.39 | 0.37 | +5.3% |
| 2023-07-26 | 0.36 | 0.34 | +5.9% |
| 2023-04-26 | 0.35 | 0.34 | +2.9% |
| 2023-01-25 | 0.39 | 0.37 | +4.4% |
| 2022-10-26 | 0.40 | 0.37 | +6.7% |
| 2022-07-27 | 0.38 | 0.34 | +11.0% |
| 2022-04-27 | 0.34 | 0.31 | +9.3% |
| 2022-01-26 | 0.35 | 0.31 | +13.3% |
| 2021-10-27 | 0.33 | 0.31 | +3.5% |
| 2021-07-28 | 0.31 | 0.27 | +13.0% |
Earnings markers are overlaid on the price chart above. Transcript summaries require PERPLEXITY_API_KEY (deferred to a follow-up).
Peer comparison · Technology
| Ticker ⇅ | Mkt cap ⇅ | P/E ⇅ | Fwd P/E ⇅ | P/S ⇅ | EV/EBITDA ⇅ | P/B ⇅ | Gross M ⇅ | Rev gr ⇅ | EPS gr ⇅ | FCF yld ⇅ |
|---|---|---|---|---|---|---|---|---|---|---|
| APH ★ | $189B | 44.2 | 27.0 | 7.3 | 24.9 | 13.5 | 37.9% | 58.4% | 24.1% | 1.88% |
| AAPL | $4,276B | 35.2 | 30.3 | 9.5 | 26.8 | 40.1 | 47.9% | 16.6% | 21.8% | 2.36% |
| MSFT | $2,903B | 23.3 | 20.2 | 9.1 | 16.0 | 7.0 | 68.3% | 18.3% | 23.4% | 1.28% |
| NVDA | $4,970B | 31.4 | 16.1 | 19.6 | 29.8 | 25.4 | 74.1% | 85.2% | 214.5% | 0.93% |
| GOOGL | $4,386B | 27.5 | 24.8 | 10.4 | 26.8 | 9.1 | 60.4% | 21.8% | 82.0% | 0.64% |
| META | $1,439B | 20.6 | 15.6 | 6.7 | 13.2 | 5.9 | 81.9% | 33.1% | 62.4% | 1.78% |
| AVGO | $1,818B | 63.7 | 19.7 | 24.1 | 44.3 | 20.7 | 76.3% | 47.9% | 85.4% | 1.50% |
| ORCL | $530B | 31.5 | 16.9 | 7.9 | 20.6 | 15.8 | 65.8% | 20.6% | 21.9% | -3.84% |
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Ownership
Top institutional holders
Top-10 concentration: 42.52%
| Holder | Shares | % out |
|---|---|---|
| Blackrock Inc. | 101,966,066 | 8.29% |
| Vanguard Capital Management LLC | 79,875,456 | 6.49% |
| FMR, LLC | 79,477,521 | 6.46% |
| State Street Corporation | 57,396,418 | 4.67% |
| JPMORGAN CHASE & CO | 49,270,578 | 4.00% |
| Vanguard Portfolio Management LLC | 35,850,171 | 2.91% |
| Capital International Investors | 35,333,842 | 2.87% |
| Geode Capital Management, LLC | 31,295,967 | 2.54% |
| Capital Research Global Investors | 26,630,629 | 2.16% |
| Price (T.Rowe) Associates Inc | 26,186,905 | 2.13% |
Insider activity · 90d
15 buys / 0 sells · ratio 15.0 · Finnhub
- Straub Peter BUY 108,809
- Lamba Sanjiv BUY 1,552
- Altobello Nancy A. BUY 1,552
- Wolff Anne Clarke BUY 1,552
- Singh Prahlad R. BUY 1,552
- Doherty William J BUY 108,809
- Ivas Michael R. BUY 51,134
- Silverman David M BUY 70,690
- Falck David P BUY 1,552
- Lane Rita S. BUY 1,552
Analyst estimates
FinnhubSEC filings
| Form | Filed | Description | Action |
|---|---|---|---|
| 4 | 2026-05-27 | OWNERSHIP DOCUMENT | view · |
| 4 | 2026-05-27 | OWNERSHIP DOCUMENT | view · |
| 4 | 2026-05-27 | OWNERSHIP DOCUMENT | view · |
| 4 | 2026-05-27 | OWNERSHIP DOCUMENT | view · |
| 4 | 2026-05-27 | OWNERSHIP DOCUMENT | view · |
| 4 | 2026-05-27 | OWNERSHIP DOCUMENT | view · |
| 4 | 2026-05-27 | OWNERSHIP DOCUMENT | view · |
| 4 | 2026-05-27 | OWNERSHIP DOCUMENT | view · |
| 4 | 2026-05-27 | OWNERSHIP DOCUMENT | view · |
| 4 | 2026-05-27 | OWNERSHIP DOCUMENT | view · |
| 4 | 2026-05-27 | OWNERSHIP DOCUMENT | view · |
| 4 | 2026-05-27 | OWNERSHIP DOCUMENT | view · |
| 4 | 2026-05-27 | OWNERSHIP DOCUMENT | view · |
| 4 | 2026-05-27 | OWNERSHIP DOCUMENT | view · |
| 4 | 2026-05-27 | OWNERSHIP DOCUMENT | view · |
| 8-K | 2026-05-22 | FORM 8-K | view · |
| 4 | 2026-05-21 | OWNERSHIP DOCUMENT | view · |
| 4 | 2026-05-21 | OWNERSHIP DOCUMENT | view · |
| 8-K | 2026-05-12 | FORM 8-K | view · |
| 8-K | 2026-05-06 | FORM 8-K | view · |
| 4 | 2026-05-05 | OWNERSHIP DOCUMENT | view · |
| 10-Q | 2026-05-01 | 10-Q | view · |
| 8-K | 2026-04-29 | 8-K | view · |
| DEF 14A | 2026-04-08 | DEF 14A | view · |
| 8-K | 2026-03-30 | FORM 8-K | view · |
| 8-K | 2026-03-24 | FORM 8-K | view · |
| 4 | 2026-02-19 | OWNERSHIP DOCUMENT | view · |
| 4 | 2026-02-19 | OWNERSHIP DOCUMENT | view · |
| 4 | 2026-02-13 | OWNERSHIP DOCUMENT | view · |
| 10-K | 2026-02-11 | 10-K | view · |
| 4 | 2026-02-06 | OWNERSHIP DOCUMENT | view · |
| 4 | 2026-02-05 | OWNERSHIP DOCUMENT | view · |
| 8-K | 2026-02-05 | FORM 8-K | view · |
| 4 | 2026-01-30 | OWNERSHIP DOCUMENT | view · |
| 8-K | 2026-01-28 | 8-K | view · |
| 8-K | 2026-01-12 | FORM 8-K | view · |
| 4 | 2026-01-09 | OWNERSHIP DOCUMENT | view · |
| 8-K | 2026-01-08 | FORM 8-K | view · |
| 4 | 2025-12-11 | OWNERSHIP DOCUMENT | view · |
| 4 | 2025-12-10 | OWNERSHIP DOCUMENT | view · |
| 4 | 2025-12-04 | OWNERSHIP DOCUMENT | view · |
| 4 | 2025-12-02 | OWNERSHIP DOCUMENT | view · |
| 4 | 2025-12-02 | OWNERSHIP DOCUMENT | view · |
| 4 | 2025-12-01 | OWNERSHIP DOCUMENT | view · |
| 4 | 2025-11-17 | OWNERSHIP DOCUMENT | view · |
| 4 | 2025-11-13 | OWNERSHIP DOCUMENT | view · |
| 8-K | 2025-11-10 | FORM 8-K | view · |
| 4 | 2025-11-06 | OWNERSHIP DOCUMENT | view · |
| 4 | 2025-11-03 | OWNERSHIP DOCUMENT | view · |
| 4 | 2025-11-03 | OWNERSHIP DOCUMENT | view · |
| 4 | 2025-10-30 | OWNERSHIP DOCUMENT | view · |
| 4 | 2025-10-30 | OWNERSHIP DOCUMENT | view · |
| 4 | 2025-10-30 | OWNERSHIP DOCUMENT | view · |
| 8-K | 2025-10-28 | FORM 8-K | view · |
| 4 | 2025-10-27 | OWNERSHIP DOCUMENT | view · |
| 10-Q | 2025-10-24 | 10-Q | view · |
| 8-K | 2025-10-22 | 8-K | view · |
| 4 | 2025-09-09 | PRIMARY DOCUMENT | view · |
| 4 | 2025-09-02 | PRIMARY DOCUMENT | view · |
| 4 | 2025-08-26 | OWNERSHIP DOCUMENT | view · |
About
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, origina…