APH · Amphenol Corporation
S&P 500 #56 · NYSE
Risiko 4/10 · Growth at a price — AI/EV tailwinds · $143.85 ▼ 3.64%
Kennzahlen
- Price $143.85
- Market cap $177.0B
- P/E (ttm) 41.34
- Div yield 0.67%
- 52-wk range $102.76 – $178.52
- Index rank #56 / —
Wichtigste Risiken
- Rich valuation (P/E ~47) (Multiple compression in rate rises) — HIGH
- Supply chain & semiconductor cycle (Component demand & margins) — MED
- EV/datacenter capex slowdown risk (Key end-market revenue) — MED
- Currency headwinds (International manufacturing costs) — LOW
Fazit
Amphenol is a best-in-class connector maker riding the AI infrastructure and electric vehicle megatrends, having nearly doubled in 12 months on strong earnings beats and margin expansion.
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