Why Amphenol Stock Jumped 90%?
Amphenol (APH)’s stock soared nearly 90%, fueled by a series of record-breaking earnings quarters and a strategic push into AI and data communications. Behind the surge lies a powerful blend of revenue growth, margin expansion, and investor optimism—sparking a market move you won’t want to miss.
Below is an analytical breakdown of stock movement into key contributing metrics.
| 11242024 | 11242025 | Change | |
|---|---|---|---|
| Stock Price ($) | 73.7 | 137.9 | 87.1% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 14,232.3 | 20,973.5 | 47.4% |
| Net Income Margin (%) | 15.4% | 18.2% | 18.3% |
| P/E Multiple | 40.5 | 44.1 | 8.8% |
| Shares Outstanding (Mil) | 1,204.9 | 1,221.8 | -1.4% |
| Cumulative Contribution | 87.0% |
So what is happening here? The stock price jumped 87%, driven by a 47% revenue boost, an 18% net margin increase, and an 8.8% rise in the P/E multiple. Let’s dive into the key events behind these shifts.
Here Is Why Amphenol Stock Moved
- Cleveland-Cliffs Stock: Can 2026 Mark a Turnaround Year?
- Why Is Nvidia’s 6 Year Old GPU Still Sold Out?
- How To Earn 8.2% Yield While Waiting to Buy SBUX 30% Cheaper
- 3 Forces That Could Shake Broadcom Stock
- Could Accenture Stock’s Cash Flow Spark the Next Rally?
- Should You Pay Attention To GE Aerospace Stock’s Momentum?
- Q4 2024 Earnings Beat: Record Q4 sales/EPS, beat estimates, strong Q1 2025 guidance fueled stock surge.
- Q1 2025 Earnings Beat: Record Q1 sales/EPS, topped estimates, upbeat Q2 2025 guidance, stock soared 11%.
- Q2 2025 Earnings Beat: Record Q2 revenue/profit, 84% EPS jump, beat estimates, driven by IT datacom.
- Q3 2025 Record Results: Record Q3 sales/EPS, exceeded guidance, 52% dividend increase announced.
- AI/Datacom & Acquis.: Consistent strong IT datacom/AI demand and strategic acquisitions like Rochester Sensors.
Our Current Assesment Of APH Stock
Opinion: We currently find APH stock attractive but volatile. Why so? Have a look at the full story. Read Buy or Sell APH Stock to see what drives our current opinion.
Risk: A good way to gauge risk is to check how much APH fell in past market meltdowns. It plunged about 57.5% in the Dot-Com crash and nearly 63.5% in the Global Financial Crisis. Even the more recent shocks weren’t kind — a 37.5% drop during the Covid sell-off and almost 29% in the inflation shock. The 2018 correction hit it for over 22%. So, no matter the positives, when the market turns south, APH isn’t immune to steep pullbacks.
APH stock may have seen strong gains recently, but investing in a single stock without detailed, thorough analysis can be risky. The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 — the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.