CluenexAmphenol Corporation APH
Amphenol Corporation scores good on business quality (7.4 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What Amphenol Corporation does
Amphenol designs and manufactures electrical, electronic, and fiber optic connectors, interconnect systems, and coaxial cable, selling primarily to tech, automotive, and industrial electronics customers. The company rides on communications growth, particularly fueled by AI infrastructure demand.
- What it does best
Amphenol excels in customized interconnect solutions with a revenue growth rate of 51.7%, placing it in the top decile of its sector at the 94th percentile. This hyper-growth is hard to replicate due to deep integration with communications and AI infrastructure builders.
- The main risk
Heavy reliance on communications and AI infrastructure momentum leaves Amphenol exposed to any sudden slowdown in tech capital expenditure, which could quickly compress its stellar revenue growth.
Quality, check by check
Scored against its own industry, from company filings.
Operating margin stands at 28.1% with an ROE of 37.1%, placing profitability firmly in the upper tiers of its sector as scale benefits take hold.
Amphenol holds a solid operating margin ranking in the 77th percentile of its sector, underpinned by specialized product design that locks in major tech customers.
Revenue jumped to $29.0B with a growth rate of 51.7%, vastly accelerating compared to historical years thanks to surging communications demand.
Debt-to-equity sits at 1.2 with interest coverage at 12.9x, meaning debt costs are manageable. Free cash flow reached $4.7B, supporting a stronger capital position.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
4 sold $180.4M outside pre-planned sales.
Our sealed record on APH
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
Amphenol Corporation scores good on the Cluenex quality check (7.4 of 10), measured against its own industry. Profitability is strong, moat strong, growth fast and financial health fair.
In the last 90 days of SEC Form 4 filings: 4 sold $180.4M outside pre-planned sales.
Oct 28, 2026.
See APH today
- Today's verdict on APH, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “Amphenol Corporation (APH)”, https://cluenex.com/stocks/aph/, data as of Oct 10, 2026.