Daily
AI Infrastructure Daily: everything that happened across chips, memory, power, data centers and financing in a 3-minute read, every weekday. Free. Read today's →
NVDA$216.0+2.38%TSM$427.1+2.06%SK hynix₩1,275,000−0.16%Samsung Electronics₩213,000−1.16%MU$911.8+3.91%ASML$1,599.8+1.78%AVGO$330.6+2.76%LITE$834.8+10.40%COHR$224.3+7.18%ANET$178.9+3.81%GEV$858.4+5.32%ETN$374.6+2.31%VRT$200.1+2.98%CEG$253.7+0.12%VST$142.8+1.90%PWR$566.3+3.64%HD Hyundai Electric₩447,000−4.89%MP$37.91−1.03%FCX$65.21+0.04%CCJ$79.25+0.83%MSFT$530.4+1.12%META$638.8−0.60%CRWD$260.3+1.04%SMH$543.4+3.07%SPY$765.5+0.73%
NYSE · US · Electronic Components

APH Amphenol

Connectors and interconnect for AI racks

Tight but sold off Its supply chain is tightening but the stock is below its 50-day average — price and fundamentals disagree. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$76.02
+2.60% today
1W
−5.3%
1M
−9.6%
3M
+5.9%
YTD
+13.1%
1Y
+14.4%
Off 52w high
−14.2%
Next earnings (est.): 2026-10-28
Market cap$183B
P/E (trailing)37.0Forward 22.2
EV / sales6.7×EV/EBITDA 20.5×
Revenue (TTM)$29.01BGrowth 55.0% y/y
Margins39.0%gross · op 29.8%
Free cash flow$3.82BCash $5.42B · debt $18.81B
Analyst target$103.0+35.5% upside · 19 analysts · strong buy
Riskβ 1.24Short 1.4% of float · yield 0.68%

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

APH · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-07-29EarningsBeat / raise

    Reported EPS 1.35 vs 1.19 expected (+13.2% surprise).

  2. 7
    2026-04-29EarningsBeat / raise

    Reported EPS 1.06 vs 0.95 expected (+12.0% surprise).

  3. 6
    2026-01-28EarningsBeat / raise

    Reported EPS 0.97 vs 0.94 expected (+3.1% surprise).

  4. 5
    2025-10-22EarningsBeat / raise

    Reported EPS 0.93 vs 0.8 expected (+16.5% surprise).

  5. 4
    2025-07-23EarningsBeat / raise

    Reported EPS 0.81 vs 0.67 expected (+21.7% surprise).

  6. 3
    2025-04-23EarningsBeat / raise

    Reported EPS 0.63 vs 0.52 expected (+21.0% surprise).

  7. 2
    2025-01-22EarningsBeat / raise

    Reported EPS 0.55 vs 0.5 expected (+9.2% surprise).

  8. 1
    2024-10-23EarningsBeat / raise

    Reported EPS 0.5 vs 0.45 expected (+10.4% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-07-291.191.35+13.2%
2026-04-290.951.06+12.0%
2026-01-280.940.97+3.1%
2025-10-220.80.93+16.5%
2025-07-230.670.81+21.7%
2025-04-230.520.63+21.0%
2025-01-220.50.55+9.2%
2024-10-230.450.5+10.4%
2024-07-240.410.44+7.6%
2024-04-240.370.4+8.9%
2024-01-240.380.41+7.0%
2023-10-250.370.39+5.3%
2023-07-260.340.36+5.9%
2023-04-260.340.35+2.9%
2023-01-250.370.39+4.4%
2022-10-260.370.4+6.7%
2022-07-270.170.19+11.0%
2022-04-270.150.17+9.3%
2022-01-260.310.35+13.3%
2021-10-270.310.33+3.5%
2021-07-280.130.15+13.0%
2021-04-280.110.13+13.5%
2021-01-270.260.28+10.4%
2020-10-210.220.27+24.2%

About Amphenol

Website ↗

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: Communications Solutions, Harsh Environment Solutions, and Interconnect and Sensor Systems. The company offers connectors and connector systems, including high speed, radio frequency, power, fiber optic and other interconnect products; busbars and power distribution systems; power interconnect products; and other products. It also provides value-add products, such as backplane interconnect systems, cable assemblies and harnesses, and cable management products; and 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 …

170,000 employees · Wallingford, United States

AI halls use many times the fiber of a conventional data centre. High-density fiber and connectors became capacity-constrained alongside optics.

Glass preform→Fiber→Cable→Connector

What would prove us wrong. Weakens if fiber pricing softens with new capacity while AI builds continue.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
GLW
Corning
Optical fiber and connectivity for AI halls $127.9+3.38%−18.4%+46.8%
5803.T
Fujikura
High-density optical fiber and cable ¥3,978.0−1.46%−18.7%+38.0%
5802.T
Sumitomo Electric
Optical fiber, HV cable and compound semis ¥1,768.0−3.52%−18.9%+14.0%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.