SuperworthAmphenol Corporation APH
Hardware, Equipment & Parts, Technology
$87.55
−1.21%
- Market cap
- $215.9B
- PE
- 43.9×
- 10y median 31.5×
- Forward PE
- Price to sales
- 7.4×
- EV/EBIT
- 29.3×
- Revenue, 12 months
- $29B
- +54% on a year ago
- Net margin
- 17.7%
- Free cash flow yield
- 2.2%
Amphenol trades at 43.9× trailing earnings, pricier than 92% of the last ten years. Revenue was $29B over the last twelve months, up 54% on a year earlier with a 18% net margin.
Charts
Financials
| Income statement | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| $3.3B | $3.3B | $3.6B | $4B | $4.3B+30% | $4.8B+48% | $5.7B+57% | $6.2B+53% | $6.4B+49% | $7.6B+58% | $8.8B+55% | |
| Cost of revenue | $2.2B | $2.2B | $2.4B | $2.7B | $2.8B+27% | $3.2B+46% | $3.6B+50% | $3.8B+43% | $4B+40% | $4.8B+52% | $5.2B+45% |
| Gross profit | $1.1B | $1.1B | $1.2B | $1.4B | $1.5B+35% | $1.6B+51% | $2.1B+69% | $2.4B+74% | $2.5B+66% | $2.8B+70% | $3.5B+73% |
| R&D | $0 | $0 | $0 | $0 | $453M | $0 | $0 | $0 | $0 | $0 | $0 |
| SG&A | $394.2M | $404.2M | $444.3M | $492M | $515M+31% | $575.2M+42% | $622.5M+40% | $657M+34% | $691M+34% | $851.5M+48% | $939.9M+51% |
| $690M | $684.8M | $698.8M | $819.5M | $953.7M+38% | $1B+50% | $1.4B+103% | $1.7B+108% | $1.7B+81% | $1.8B+79% | $2.6B+82% | |
| Interest expense | $35M | $38.1M | $56.3M | $55.7M | $66.9M+91% | $76.5M+101% | $80.9M+44% | $80.7M+45% | $129.7M+94% | $207.9M+172% | $213.7M+164% |
| Pre-tax income | $665.4M | $662.7M | $663.8M | $775M | $910.3M+37% | $962.9M+45% | $1.3B+103% | $1.6B+112% | $1.6B+81% | $1.6B+71% | $2.4B+77% |
| $146.3M | $110.7M | $135.1M | $166.1M | $158.3M+8% | $218.7M+98% | $247.3M+83% | $385.8M+132% | $443.6M+180% | $702.4M+221% | $604.3M+144% | |
| Net income | $514.4M | $548.7M | $524.8M | $604.4M | $746.2M+45% | $737.8M+35% | $1.1B+108% | $1.2B+106% | $1.2B+60% | $933M+27% | $1.8B+62% |
| $0.21 | $0.22 | $0.20 | $0.24 | $0.29+41% | $0.29+32% | $0.43+110% | $0.48+102% | $0.47+58% | $0.36+24% | $0.69+59% | |
| 2.5B | 2.5B | 2.5B | 2.5B | 2.5B+2% | 2.5B+1% | 2.5B+1% | 2.6B+1% | 2.6B+2% | 2.6B+2% | 2.6B+1% |
From each company's 10-Q and 10-K filings. Fiscal years are four fiscal quarters added up; balance sheet lines are as of the period's end. Growth is on the same period a year earlier.
Estimates
Next earnings report: .
Analyst consensus for the next eight quarters, with the range from the lowest to the highest estimate, is part of Superworth Pro.
Peers
Companies in Hardware, Equipment & Parts within ten times Amphenol's size, closest in size first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| APHAmphenol Corporation | $215.9B | 43.9× | 31.5× | 7.4× | +54% | 17.7% | |
| GLWCorning Inc | $140.6B | 74.2× | 39.0× | 8.3× | +19% | 11.2% | |
| COHRCoherent, Inc. | $65.5B | 81.4× | 30.0× | 9.2× | +23% | 11.3% | |
| KEYSKeysight Technologies, Inc. | $64.9B | 52.5× | 35.9× | 9.9× | +26% | 19.1% | |
| GRMNGarmin Ltd. | $53.3B | 28.5× | 21.3× | 6.9× | +14% | 24.5% | |
| FLEXFlex Ltd. | $44.1B | 46.1× | 17.8× | 1.5× | +12% | 3.3% | |
| CLSCelestica Inc. | $42.7B | 38.5× | 15.1× | 2.7× | +47% | 7.2% | |
| JBLJabil Inc. | $31.4B | 37.4× | 25.8× | 0.9× | +18% | 2.6% | |
| TDYTeledyne Technologies Incorporated | $28B | 29.2× | 29.2× | 4.4× | +8% | 15.3% | |
| Peer median | $48.7B | 42.3× | 27.5× | 5.7× | +19% | 11.3% |
About
- Industry
- Hardware, Equipment & Parts
- Sector
- Technology
Valuation data, not investment advice. Prices as of .