Amphenol Corporation (APH) stock score and earnings-call analysis

Amphenol manufactures electrical, electronic, and fiber-optic connectors, cable assemblies, antennas, and interconnect systems. Its products connect data-center servers, automotive electronics, industrial equipment, communications infrastructure, aerospace systems, and defense platforms. The business benefits from higher connection density, faster data links, and increasing electronics content across end markets.

Amphenol Corporation (APH) has a MarketKingdoms composite score of 73.9 (B+), an B-range rating. It ranks 92nd of 1,866 covered companies, 21st of 176 in Technology (sector average 67.1) and 2nd of 13 in Electronic Components. Scores as of 2026-10-25.

Its strongest lenses are KPI momentum at 99 (Technology average 84) and Industry opportunity at 90 (Technology average 88). Its weakest lenses are Price (valuation) at 47 (sector average 50) and Trend (momentum) at 54 (sector average 50).

Lens scores

APH lens scores (0–100) against its sector and industry
LensTypeAPHTechnology averageElectronic Components averagePercentile in sector
Industry opportunityResearch signal90889064th
Stock selectionResearch signal87828488th
KPI momentumResearch signal998488100th
Catalyst watchResearch signal72767820th
Price (valuation)Fundamental lens47505945th
Expansion (growth)Fundamental lens76515986th
Quality (profitability)Fundamental lens57504364th
Trend (momentum)Fundamental lens54504263rd

Latest earnings call

The most recent call analysed was held on 2026-07-29 (fiscal 2026 Q2). MarketKingdoms checks what management promised on each call against what it later delivered.

Valuation and risk

The stock's valuation gap is -10.6%: its price is below the path its market, sector and industry moves explain (undervalued versus the model path). Factor sensitivity: market beta 1.30, sector beta -0.88, industry beta 0.91; the factor model explains 79% of its moves (R²).

Electronic Components peers

CompanyCompositeGradeValuation gap
Jabil Inc. (JBL)74.4B+-19.2%
TTM Technologies, Inc. (TTMI)73.5B+-21.1%
Celestica Inc. (CLS)72.9B+-27.6%
Sanmina Corporation (SANM)72.1B+-12.0%
Vicor Corporation (VICR)70.9B+-18.5%
TE Connectivity plc (TEL)69.4B+2.1%
Littelfuse, Inc. (LFUS)68.8B+1.3%
Fabrinet (FN)68.1B-23.6%

Near APH in the overall ranking

Amphenol Corporation financial statements · Technology sector ranking · Electronic Components industry ranking · All covered companies

How MarketKingdoms scores companies

The composite score (0–100, graded A+ to D-) blends research signals from each earnings call with fundamental lenses from SEC filings and market prices. Research signals: Industry opportunity, Stock selection, KPI momentum and Catalyst watch, read from what management said and whether it delivered. Fundamental lenses: Price (valuation), Expansion (growth), Quality (profitability) and Trend (momentum). Scores are recalculated every night and after every earnings call. The valuation gap compares the actual price path with the path the stock's market, sector and industry moves explain; it is a model comparison, not a fair-value estimate.

General information, not investment advice.