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Upturn AI SWOT - About
Amphenol Corporation (APH)
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Upturn Advisory Summary
07/02/2025: APH (5-star) is a STRONG-BUY. BUY since 47 days. Profits (30.11%). Updated daily EoD!
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Number of Analysts
0 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $91.37
1 Year Target Price $91.37
| 8 | Strong Buy |
| 4 | Buy |
| 5 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 80.92% | Avg. Invested days 59 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 07/02/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 112.95B USD | Price to earnings Ratio 45.27 | 1Y Target Price 91.58 |
Price to earnings Ratio 45.27 | 1Y Target Price 91.58 | ||
Volume (30-day avg) - | Beta 1.13 | 52 Weeks Range 54.27 - 94.66 | Updated Date 06/17/2025 |
52 Weeks Range 54.27 - 94.66 | Updated Date 06/17/2025 | ||
Dividends yield (FY) 0.71% | Basic EPS (TTM) 2.05 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 15.57% | Operating Margin (TTM) 23.48% |
Management Effectiveness
Return on Assets (TTM) 11.82% | Return on Equity (TTM) 27.53% |
Valuation
Trailing PE 45.27 | Forward PE 35.97 | Enterprise Value 118447562183 | Price to Sales(TTM) 6.73 |
Enterprise Value 118447562183 | Price to Sales(TTM) 6.73 | ||
Enterprise Value to Revenue 7.06 | Enterprise Value to EBITDA 27.72 | Shares Outstanding 1209600000 | Shares Floating 1201724591 |
Shares Outstanding 1209600000 | Shares Floating 1201724591 | ||
Percent Insiders 0.57 | Percent Institutions 97.36 |
Upturn AI SWOT
Amphenol Corporation
Company Overview
History and Background
Amphenol Corporation was founded in 1932. Originally a division of Amphenol Electronic Corporation, it has grown through organic growth and strategic acquisitions to become a global leader in interconnect solutions.
Core Business Areas
- Interconnect Products and Assemblies: Designs, manufactures, and markets a wide range of electrical, electronic and fiber optic connectors, interconnect systems and cable. Includes connectors for harsh environments, data communications, and industrial applications.
- Cable Products and Solutions: Provides a diverse portfolio of cable products, including coaxial, flat ribbon, specialty, and high-speed cables, along with related assemblies. These are used in various industries like telecom, IT, and aerospace.
- Antenna and Microwave Products: Offers antenna solutions and microwave interconnects, addressing the needs of wireless communications, defense, and aerospace markets. Focuses on high-frequency and signal integrity solutions.
Leadership and Structure
The CEO is R. Adam Norwitt. The company has a hierarchical structure with various business units operating under a centralized corporate management.
Top Products and Market Share
Key Offerings
- Connectors: Amphenol produces a vast array of connectors for various applications. Market share is estimated at ~15% globally, competing with TE Connectivity and Molex. Revenue is significant, contributing to the bulk of their sales.
- Cable Assemblies: Amphenol also offers cable assemblies. Competitors include Carlisle Interconnect Technologies and Samtec. Market share is difficult to determine precisely, but contributes significant revenue.
- Antennas: Offers antenna solutions, particularly for wireless infrastructure. Competitors include CommScope and Kathrein. Market share is estimated at around 5-7% of the overall telecommunications antenna market.
Market Dynamics
Industry Overview
The interconnect industry is driven by increasing demand for connectivity across various sectors, including automotive, industrial, communications, and aerospace. It is highly competitive and technologically driven.
Positioning
Amphenol is a leading player in the interconnect industry, known for its broad product portfolio, global presence, and strong customer relationships. Its competitive advantage lies in its diverse market coverage and quick adaptation to new technologies.
Total Addressable Market (TAM)
The total addressable market is estimated to be around $80-90 billion. Amphenol Corporation is well-positioned to capture a significant portion of this market through its diversified product offerings and global reach.
Upturn SWOT Analysis
Strengths
- Diversified product portfolio
- Global presence and reach
- Strong customer relationships
- Proven track record of acquisitions
- Technological innovation
Weaknesses
- Exposure to cyclical industries
- High dependence on acquisitions for growth
- Integration challenges with acquired companies
- Potential for commoditization of some products
Opportunities
- Growth in emerging markets
- Increasing demand for connectivity in automotive and industrial sectors
- Expansion into new technologies (e.g., 5G, IoT)
- Further acquisitions of complementary businesses
Threats
- Economic downturns impacting demand
- Intense competition from other interconnect manufacturers
- Technological disruptions
- Fluctuations in raw material prices
Competitors and Market Share
Key Competitors
- TE (TEL)
- Molex (private)
- Carlisle (CSL)
Competitive Landscape
Amphenol competes with a mix of large and smaller players. Amphenol's diverse product portfolio and acquisition strategy provide a competitive edge.
Major Acquisitions
LADD Distribution
- Year: 2022
- Acquisition Price (USD millions): 160
- Strategic Rationale: Increased presence in the heavy equipment market.
ar-tect inc.
- Year: 2023
- Acquisition Price (USD millions): 57
- Strategic Rationale: ar-tectu2019s solutions expand Amphenolu2019s harsh environment capabilities serving a broad array of industrial applications.
Growth Trajectory and Initiatives
Historical Growth: Amphenol has demonstrated steady growth through organic expansion and acquisitions.
Future Projections: Analysts estimate continued growth in revenue and earnings, driven by increasing demand for interconnect solutions.
Recent Initiatives: Strategic acquisitions to expand product portfolio and market reach.
Summary
Amphenol Corporation is a strong company in the interconnect industry with a diversified product portfolio and global presence. Its acquisition strategy and focus on innovation contribute to its growth. However, the company faces challenges related to economic cycles and intense competition. Management has handled these challenges very well, and is expected to continue that success in the coming years.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q)
- Analyst Reports
- Industry Publications
- Company Website
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market data and analyst estimates are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Amphenol Corporation
Exchange NYSE | Headquaters Wallingford, CT, United States | ||
IPO Launch date 1991-11-08 | President, CEO & Director Mr. Richard Adam Norwitt J.D. | ||
Sector Technology | Industry Electronic Components | Full time employees 125000 | Website https://www.amphenol.com |
Full time employees 125000 | Website https://www.amphenol.com | ||
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: Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems. The company offers connectors and connector systems, including harsh environment data, power, high-speed, fiber optic, and radio frequency interconnect products; busbars and power distribution systems; and power interconnect products. It also provides value-add products, such as backplane interconnect systems, cable assemblies and harnesses, and cable management products; 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, original design manufacturers, and service providers in the automotive, broadband communication, commercial aerospace, industrial, information technology and data communication, military, mobile device, and mobile network markets. Amphenol Corporation was founded in 1932 and is headquartered in Wallingford, Connecticut.
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