Does Amphenol Stock Lead the Pack?
Amphenol (APH) stock has surged, returning 119% over the past year and significantly outperforming industrial tech peers. A closer look reveals exceptional LTM revenue growth of 47% and robust operating margins of nearly 25%, reflecting strong profitability. While its 49.3 PE ratio suggests a premium, APH’s leadership in interconnect solutions across diverse markets like data centers and auto, along with consistent performance, supports its standing. Sustaining this rapid ascent amidst varied peer performance may prove challenging.
- APH’s 24.6% operating margin reflects superior cost control and pricing power from its premium, high-value interconnect products.
- APH’s 47.4% revenue growth is fueled by strong AI infrastructure demand and strategic acquisitions in high-speed interconnects.
- APH’s 119.0% gain and 49.3 P/E signals strong investor confidence in its AI infrastructure leadership and future growth prospects.
Here’s how Amphenol stacks up across size, valuation, and profitability versus key peers.
| APH | TEL | BDC | GLW | APTV | NVT | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 188.4 | 71.1 | 4.8 | 80.0 | 18.0 | 17.4 |
| Revenue ($ Bil) | 21.0 | 17.3 | 2.7 | 14.9 | 19.8 | 3.6 |
| PE Ratio | 49.3 | 38.6 | 21.1 | 58.6 | 17.8 | 28.9 |
| LTM Revenue Growth | 47.4% | 8.9% | 13.4% | 18.3% | -1.0% | 21.5% |
| LTM Operating Margin | 24.6% | 19.6% | 11.2% | 13.4% | 10.6% | 15.9% |
| LTM FCF Margin | 17.0% | 18.6% | 8.0% | 7.8% | 8.4% | 11.3% |
| 12M Market Return | 119.0% | 71.2% | 3.8% | 95.2% | 35.7% | 55.4% |
For more details on Amphenol, read Buy or Sell APH Stock. Below we compare APH’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| APH | 47.4% | – | 21.3% | -0.5% | 16.1% |
| TEL | 8.9% | 8.9% | -1.2% | -1.5% | |
| BDC | 13.4% | – | -2.0% | -3.6% | 13.3% |
| GLW | 18.3% | – | 4.2% | -11.3% | 0.8% |
| APTV | -1.0% | – | -1.7% | 14.6% | 12.0% |
| NVT | 21.5% | – | 12.6% | 16.3% | -6.8% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| APH | 24.6% | – | 21.6% | 20.7% | 20.7% |
| TEL | 19.6% | 19.6% | 18.8% | 16.7% | |
| BDC | 11.2% | – | 10.8% | 12.2% | 12.5% |
| GLW | 13.4% | – | 8.7% | 7.1% | 10.1% |
| APTV | 10.6% | – | 10.3% | 8.8% | 7.7% |
| NVT | 15.9% | – | 17.5% | 17.3% | 13.5% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| APH | 49.3 | – | 67.1 | 43.0 | 31.1 |
| TEL | 38.6 | 36.7 | 13.7 | � | |
| BDC | 21.1 | – | 23.9 | 19.6 | 13.3 |
| GLW | 58.6 | – | 147.6 | 69.4 | 19.5 |
| APTV | 17.8 | – | 10.9 | 5.7 | 40.9 |
| NVT | 28.9 | – | 50.9 | 19.9 | 24.6 |
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