Amphenol Corporation (APH) on Decifer

Decifer ranks APH number 179 of 276 tracked names on durable business quality.

Why it ranks here

• It earns strong returns on the money it puts to work, around 15% and it turns most of its profit into real cash.
• Revenue is growing about 52% a year, profits grew 75% over the past year, and growth is speeding up, not slowing down.
• It keeps a healthy share of every sale as profit, and that has stayed steady over the years, a sign of real pricing power, with profitability widening as it grows.
• It is riding an active market tailwind and has the balance sheet to fund its growth.
• And it returns cash to shareholders.
• Our durability check found pressure on this name, which costs it a few points.
• Its profit margin and growth are both unusually high right now compared to its own history, the kind of combination that often fades once conditions normalize.
• Revenue up about 52% with profits up 75% is impressive, but margins that often fade, momentum of 13 out of 35, and no worldview role limit its rank.

The current read

The evidence on APH lines up on the supportive side: research view: APH is a high-conviction name in Technology. One signal disagrees: the longer-term story is intact, but price is not rewarding it: semiconductor stocks are down 7.5% this week. The drop is large enough to signal near-term caution, worth watching but not the weight of the evidence.

Themes

• Networking & Connectivity: Amphenol Corporation operates in hardware, equipment & parts. That places it inside the Networking & Connectivity story.

Read the full APH research brief · See all quality rankings

Intelligence data powered by Decifer. Not financial advice. For informational purposes only.