Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
4
institutions
Market cap
$206.9B
2,466M shares
52-week range
$58.67 – $89.26
66% from low
Sector
ELECTRONIC CONNECTORS
Exchange
NYSE
CS
P/S (TTM)
7.0
EV / FCF (TTM)
46.1
Amphenol is a global supplier of connectors, sensors, and interconnect systems. It holds the second-largest connector market share globally and sells into the automotive, broadband, commercial air, industrial, IT and data communications, military, mobile devices, and mobile networks end markets. Amphenol is diversified geographically, with operations in 40 countries.
www.amphenol.comNo one on the platform currently holds APH.
| Institution | Shares | Reported |
|---|---|---|
| Third Point LLCas of 2024-09-30 | 1,600,000 | $104.3M |
| Bridgewater Associatesas of 2026-03-31 | 863,048 | $109.0M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-09-22 | $0.1250 | 2026-10-14 |
| 2026-06-23 | $0.2500 | 2026-07-15 |
| 2026-03-23 | $0.2500 | 2026-04-14 |
| 2025-12-16 | $0.2500 | 2026-01-07 |
| 2025-09-16 | $0.1650 | 2025-10-08 |
| 2025-06-17 | $0.1650 | 2025-07-09 |
| 2025-03-18 | $0.1650 | 2025-04-09 |
| 2024-12-17 | $0.1650 | 2025-01-08 |
| 2024-09-17 | $0.1650 | 2024-10-09 |
| 2024-06-18 | $0.1100 | 2024-07-10 |
No one on the platform has traded APH yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 25.8% | 19.8% | 18.2% | — | — | — |
| Rev. Growth % | 51.7% | 21.8% | ||||
| Profit Margin % | 18.5% | 15.9% | 14.5% | |||
| Free Cash Flow Margin % | 19.0% | 15.1% | 14.2% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +8.3% on the P/E track.
At today's price, your expected annual return is +14.5% on the P/E track.
At today's price, your expected annual return is +20.8% on the P/E track.
| 574,100 |
| $72.5M |
| The Baupost Groupas of 2026-03-31 | 223,084 | $28.2M |
| 2024-03-18 | $0.2200 | 2024-04-10 |
| 2023-12-18 | $0.2200 | 2024-01-10 |
| Execution date | Ratio |
|---|---|
| 2026-09-03 | 2-for-1 |
| 2024-06-12 | 2-for-1 |
| 2021-03-05 | 2-for-1 |
| 2014-10-10 | 2-for-1 |
| 2007-04-02 | 2-for-1 |
Also held through funds
2 more books hold APH indirectly · VTI 0.3% of fund
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $35.4B | +54.7% | $2.64 | $2.59–$2.69 | 29.8× | 9 |
| 2027 | $41.7B | +17.9% | $3.23 | $3.01–$3.65 | 24.4× | 10 |
| 2028 | $46.6B | +11.6% | $3.65 | $3.35–$4.08 | 21.6× | 6 |
| 2029 | $50.0B | +7.4% | $4.25 | $4.03–$4.56 | 18.5× | 3 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-29 | $0.59 | $0.68 | +15.3% |
| 2026-04-29 | $0.95 | $1.06 | +11.6% |
| 2026-01-28 | $0.47 | $0.97 | +107.9% |
| 2025-10-22 | $0.40 | $0.51 | +28.6% |
| 2025-07-23 | $0.33 | $0.41 | +21.5% |
| 2025-04-23 | $0.26 | $0.32 | +20.6% |
| 2025-01-22 | $0.25 | $0.55 | +119.2% |
| 2024-10-23 | $0.23 |
| $0.50 |
| +121.4% |
| $257.1B |
| — |
| INTCIntel Corp. | $97.53 | -5.25% | $492.0B | — |
| INTUIntuit Inc. | $339.12 | +5.46% | $92.8B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$APH don't be fooled... this was NOT an analyst PT "cut". not sure why this and other print media wanted to report it as such. it was an obvious adjustment post-split... which they could have easily articulated. they maintained a HOLD rating, but technically RAISED the PT from $87.50 to $90.00: https://www.marketbeat.com/instant-alerts/analyst-amphenol-nyse-aph-given-new-9000-price-target-at-td-cowen-2026-09-09/
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$APH $BFTHX Baron Fitfth Ave Growth Fund boosts APH stake: https://www.msn.com/en-us/news/other/baron-fifth-avenue-growth-fund-boosts-aph-lly-stakes-trims-snow-ddog-among-q2-moves/ar-AA2c1H1l
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$APH https://anachart.com/wp-content/uploads/2026/09/1788966098_soc-img.jpg
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$APH https://anachart.com/wp-content/uploads/2026/09/1788872483_soc-img.jpg
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$APH This company’s name sounds like A drug that a drummer for an indie Rock band would overdose on
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