Amphenol Stock Surged 90%, Here’s Why

December 11th, 2025 by Trefis Team
APH: Amphenol logo
APH
Amphenol

Amphenol (APH)’s stock nearly doubled, fueled by soaring revenue gains, improved margins, and rising investor optimism. Behind this surge lie a string of blockbuster quarterly beats, a dividend boost, and bold acquisitions—each fueling confidence and pushing shares higher. Let’s dive into what drove this momentum.

Below is an analytical breakdown of stock movement into key contributing metrics.

  12102024 12102025 Change
Stock Price ($) 72.0 138.7 92.5%
Change Contribution By LTM LTM
Total Revenues ($ Mil) 14,232.3 20,973.5 47.4%
Net Income Margin (%) 15.4% 18.2% 18.3%
P/E Multiple 39.6 44.3 12.0%
Shares Outstanding (Mil) 1,204.9 1,221.8 -1.4%
Cumulative Contribution 92.5%

So what is happening here? The stock surged 93%, driven by a 47% rise in revenue, an 18% boost in net margin, and a 12% lift in P/E multiple. Let’s explore the key events behind these gains.

Here Is Why Amphenol Stock Moved

Relevant Articles
  1. Carvana’s 130% Run Is Impressive, But Is It Already Priced In?
  2. What’s Next For Air Products Stock?
  3. Why Gold Won’t Slow Down Anytime Soon
  4. Why You Should Wait Before Buying Oracle Stock
  5. AMD Stock: Unintended Victim Of The Week’s Two Biggest News Stories?
  6. What’s Happening With JPMorgan Stock?
  • Q4 2024 Earnings Beat: Adjusted EPS of $0.55 beat consensus $0.50. Revenue $4.3B, up 30% YoY. Stock jumped.
  • Q1 2025 Record Results: Record sales $4.8B (up 48% USD), adjusted EPS $0.63 (up 58%). Organic growth 33%.
  • Q2 2025 Exceeded Expect: Record sales $5.7B (up 57% USD), adjusted EPS $0.81 (up 84%). Record operating margin.
  • Q3 2025 & Dividend Hike: Record sales $6.2B (up 53% USD), adjusted EPS $0.93 (up 86%). Dividend increased 52%.
  • Strategic Acquisitions: Completed LifeSync, Andrew, Narda-MITEQ, Rochester Sensors. Expanded offerings.

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.