What is the 13F Pro Quality Score for APH?

13F Pro ranks AMPHENOL CORP /DE/ (APH) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View APH's current score at https://13fpro.ai/company/APH (free sign-up required for the full ranking).

Which hedge funds own the most APH stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of APH include BlackRock,, VANGUARD CAPITAL MANAGEMENT, FMR. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/APH as soon as new 13F filings post.

Where does 13F Pro source APH data?

All AMPHENOL CORP /DE/ fundamentals and ownership data come directly from SEC EDGAR. AMPHENOL CORP /DE/ files with the SEC under CIK 820313. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is APH in?

AMPHENOL CORP /DE/ (APH) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives APH's revenue?

Per AMPHENOL CORP /DE/'s latest 10-Q filed with the SEC on 2026-07-31, the biggest revenue drivers are: Communications Solutions ($5,383.6M, +85% YoY); Harsh Environment Solutions ($1,856.8M, +28% YoY); Interconnect and Sensor Systems ($1,517.7M, +17% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/APH.

How often is APH research updated on 13F Pro?

APH's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

AMPHENOL CORP /DE/(APH)Stock Analysis

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SEC EDGAR: CIK 820313 APH stock profile & AI dashboard →

13F Pro Quality Score

79.3/100

Rank #41 of 2,961 stocksTOP 5%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

93.3/100

Profitability

77.6/100

Balance Sheet

92.6/100

Earnings Quality

45.1/100

Free Cash Flow

67.1/100

Institutional Flow

57.5/100

Revenue Scale

94.9/100

Dilution Risk

71.3/100

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Why APH Scores 79/100

exact factor attribution · 2026-09-11

APH's composite is driven by revenue growth and scale. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+8.7 pts

93th pct

Scale

+6.7 pts

95th pct

Capital efficiency

+4.3 pts

93th pct

Profitability

+4.1 pts

78th pct

Free cash flow

+2.6 pts

67th pct

Earnings growth

+2.0 pts

89th pct

Shareholder dilution

+1.1 pts

71th pct

Institutional flow

+0.4 pts

58th pct

Earnings quality

-0.5 pts

45th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

APH Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for AMPHENOL CORP /DE/ (APH), a Technology sector company. 13F Pro's AI-powered ranking engine scores APH at 79.3/100 on a 32-signal composite quality model, placing it at rank #41 of 2,961 stocks — the top 5% of the AI-ranked universe. APH scores in the top quartile across revenue scale (94.9), revenue growth (93.3), balance sheet strength (92.6). Based on the latest XBRL financial filings (Q2 2026), AMPHENOL CORP /DE/ reports quarterly revenue of $8.8B, net income of $1.8B, an operating margin of 29.5%. Top institutional holders of APH by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, FMR, based on the most recent SEC filings. APH trades on the NYSE exchange and files with the SEC under CIK 820313. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate APH daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for AMPHENOL CORP /DE/ directly from SEC EDGAR. AMPHENOL CORP /DE/'s 13F Pro composite quality score has ranged between 67 and 82 since 2021, currently 79.3 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about AMPHENOL CORP /DE/

Quirks, history, and lore behind APH — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. technology company · large-cap · listed on the NYSE · headquartered in Connecticut.
2
The Numbers
Annual revenue of roughly $12–13 billion, with operations spanning over 40 countries and a workforce of more than 90,000 employees worldwide.
3
The History
Founded in 1932, it spent decades as a niche industrial parts maker before evolving into one of the world's largest producers of electronic connectors.
4
The Secret
Its products are tiny but indispensable — the connectors and interconnect systems that make military jets, smartphones, and data centers actually talk to each other.
5
The Lore
It's a favorite of value investors for its disciplined acquisition strategy — quietly gobbling up smaller connector companies for decades while posting consistent double-digit earnings growth.
6
The Giveaway
Its ticker is APH, its name rhymes with nothing useful, and it's the reason your military radar, EV battery pack, and laptop all have something in common: its connectors are probably inside.

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What's Driving APH's Business? Latest 10-Q Breakdown

✓ 46/46 datapoints verified

AI-extracted from AMPHENOL CORP /DE/'s 10-Q filed 2026-07-31 — Q2 2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Net sales rose 55% to $8,758.1M — 30% organically — as the CommScope acquisition and outsized AI-driven IT datacom growth lifted operating margin to 29.5%.

Biggest Revenue Drivers

Communications Solutions$5,383.6M+85% YoY

Outsized organic growth in IT datacom with particular strength in AI-related applications, plus acquisition contributions

Harsh Environment Solutions$1,856.8M+28% YoY

Strong organic growth in defense, industrial, commercial aerospace and IT datacom markets

Biggest Revenue Drivers

Total revenue: $8.76B+55% YoY

Communications Solutions$5,383.6M+85% YoY

Outsized organic growth in IT datacom with particular strength in AI-related applications, plus acquisition contributions

Within Communications Solutions

United States$1,980.4M+76% YoY (consolidated U.S.)

Consolidated U.S. sales grew 76%, of which 52 points came from acquisitions

Distributors and resellers$1,895.6M

Segment distributor channel sales nearly tripled versus $637.5M in Q2 2025

Harsh Environment Solutions$1,856.8M+28% YoY

Strong organic growth in defense, industrial, commercial aerospace and IT datacom markets

Interconnect and Sensor Systems$1,517.7M+17% YoY

Strong organic growth in IT datacom, with particular strength in AI-related applications

Largest Expense Items

Cost of sales$5,210.1Mvs $3,597.0M prior year

Gross profit of $3,548.0M; no inventory step-up amortization in the quarter versus $16.9M a year ago

Selling, general and administrative$939.9Mvs $622.5M prior year

Includes $45.4M of stock-based compensation; disciplined cost control drove operating leverage

Interest expense$213.7Mvs $80.9M prior year

Higher average borrowing levels from new Senior Notes and Delayed Draw Term Loans funding the CommScope acquisition

Acquisition-related expenses$23.5Mvs $12.0M prior year

Non-cash amortization of acquired backlog value from the CommScope acquisition

Margins: Operating margin rose to 29.5% from 25.1%, driven by strong operating leverage and disciplined cost control, plus an $80.0M net benefit from IEEPA tariff recovery, partly offset by acquisitions operating below company-average margins.

Watch Items from the Filing

Effective tax rate jumped to 25.3% from 18.3%; $39.0M of quarterly accruals for foreign tax matters and $386.1M of unrecognized tax benefits outstanding.
Total debt reached $18,811.3M with $1,634.3M current, after $10,684.0M spent on 2026 acquisitions; cash fell to $4,729.4M from $11,130.6M.
China tax authorities issued payment notices totaling $230.0M, paid in full in Q2 2026, plus $160.0M of additional tax obligations from reassessed prior-year rates.
CommScope contributed $2,100.9M of net sales since January 9 and 14% of consolidated Q2 net sales, but is excluded from internal control assessment.
Goodwill and intangibles rose to $17,554.7M and $5,288.9M respectively, now over half of $44,806.6M total assets, raising impairment exposure.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$8.8B

Net Income

Q2 2026

$1.8B

Free Cash Flow

Q2 2026

$1.2B

Operating Margin

Q2 2026

29.5%

ROIC

Q2 2026

30.1%

D/E Ratio

Q2 2026

1.21

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+51.7% YoY

$23.09BFY 2025

FY22 $12.62BFY23 $12.55BFY24 $15.22BFY25 $23.09B

Net Income

+76.2% YoY

$4.27BFY 2025

FY22 $1.90BFY23 $1.93BFY24 $2.42BFY25 $4.27B

Operating Income

+85.9% YoY

$5.87BFY 2025

FY22 $2.59BFY23 $2.56BFY24 $3.16BFY25 $5.87B

EPS (Diluted)

+74.0% YoY

$1.67FY 2025

FY22 $0.38FY23 $0.39FY24 $0.96FY25 $1.67

Total Assets

+69.0% YoY

$36.24BFY 2025

FY22 $15.33BFY23 $16.53BFY24 $21.44BFY25 $36.24B

Total Debt

+125.1% YoY

$15.50BFY 2025

FY22 $4.58BFY23 $4.34BFY24 $6.89BFY25 $15.50B

Op. Cash Flow

+91.0% YoY

$5.37BFY 2025

FY22 $2.17BFY23 $2.53BFY24 $2.81BFY25 $5.37B

Free Cash Flow

+103.7% YoY

$4.38BFY 2025

FY22 $1.79BFY23 $2.16BFY24 $2.15BFY25 $4.38B

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$23.09B +51.7%	$15.22B +21.3%	$12.55B -0.5%	$12.62B +16.1%	$10.88B +26.5%	$8.60B
Net Income	$4.27B +76.2%	$2.42B +25.7%	$1.93B +1.4%	$1.90B +19.6%	$1.59B +32.2%	$1.20B
Operating Income	$5.87B +85.9%	$3.16B +23.3%	$2.56B -1.0%	$2.59B +22.8%	$2.11B +28.5%	$1.64B
EPS (Diluted)	$1.67 +74.0%	$0.96 +147.7%	$0.39 +1.3%	$0.38 -39.8%	$0.64 +159.2%	$0.24
Total Assets	$36.24B +69.0%	$21.44B +29.7%	$16.53B +7.8%	$15.33B +4.4%	$14.68B +19.1%	$12.33B
Total Debt	$15.50B +125.1%	$6.89B +58.8%	$4.34B -5.3%	$4.58B -4.6%	$4.80B +24.1%	$3.87B
Operating Cash Flow	$5.37B +91.0%	$2.81B +11.3%	$2.53B +16.3%	$2.17B +41.2%	$1.54B -3.3%	$1.59B
Free Cash Flow	$4.38B +103.7%	$2.15B -0.3%	$2.16B +20.4%	$1.79B +51.8%	$1.18B -10.3%	$1.32B

AI Insight: APH Financial Trends

APH delivered 53% revenue growth and tripled net income over two years, but debt nearly quadrupled—now $18.8B—signaling aggressive M&A-funded expansion.

• Revenue surged from $4.0B in Q3 2024 to $8.8B in Q2 2026; operating margin expanded to 29.5% in Q2 2026 from 20.3% in Q3 2024.

• Operating cash flow grew to $1.6B in Q2 2026 from $0.7B in Q3 2024, demonstrating cash generation strength underlying growth.

• Total debt jumped from $5.5B to $18.8B; equity rose 46% to $15.5B. Debt-to-equity ratio climbed to 1.21x from 0.58x.

⚠ Debt spike of $10.3B from Q4 2025 to Q1 2026 suggests major acquisition; debt has stabilized but leverage remains elevated.

⚠ Net income volatility: dipped to $0.9B in Q1 2026 after peaking at $1.2B in Q3 2025—monitor margin sustainability post-M&A.

AI Insight: APH Ratio Trends

Operating margin surged to 29.5% in Q2 2026, but leverage jumped to 1.34x D/E in Q1—a structural shift worth monitoring.

• OpMargin expanded 550bp from Q3 2024 (20.3%) to Q2 2026 (29.5%), with NPM reaching 20.2% in latest quarter.

• ROIC climbed from 21.9% in Q3 2024 to 30.1% in Q2 2026, reflecting sustained operational leverage and capital efficiency gains.

• Debt-to-Equity ratio deteriorated from 0.58 in Q3 2024 to 1.21x TTM, peaking at 1.34x in Q1 2026.

⚠ D/E spike to 1.34x in Q1 2026 signals material leverage increase; sustained above 1.2x suggests structural debt issuance rather than seasonal noise.

⚠ Q1 2026 ROE and ROA dipped to 26.7% and 8.9% respectively—the lowest since Q3 2024—despite margin holding at 24%.

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Available Research

13F Pro tracks comprehensive data for AMPHENOL CORP /DE/ including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of APH

BlackRock, Inc.
$17.9B101,252,038 sh
VANGUARD CAPITAL MANAGEMENT LLC
$14.2B80,347,208 sh
FMR LLC
$12.4B70,569,005 sh
STATE STREET CORP
$10.5B59,492,948 sh
Capital International Investors
$7.6B43,036,258 sh
JPMORGAN CHASE & CO
$6.5B39,198,712 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$6.3B35,688,783 sh
PRICE T ROWE ASSOCIATES INC /MD/
$5.6B32,011,336 sh
GEODE CAPITAL MANAGEMENT, LLC
$5.5B31,068,834 sh
Capital Research Global Investors
$5.2B29,487,845 sh

Fund	Value	Shares
BlackRock, Inc.	$17.9B	101,252,038
VANGUARD CAPITAL MANAGEMENT LLC	$14.2B	80,347,208
FMR LLC	$12.4B	70,569,005
STATE STREET CORP	$10.5B	59,492,948
Capital International Investors	$7.6B	43,036,258
JPMORGAN CHASE & CO	$6.5B	39,198,712
VANGUARD PORTFOLIO MANAGEMENT LLC	$6.3B	35,688,783
PRICE T ROWE ASSOCIATES INC /MD/	$5.6B	32,011,336
GEODE CAPITAL MANAGEMENT, LLC	$5.5B	31,068,834
Capital Research Global Investors	$5.2B	29,487,845

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Is APH a good stock to buy?

13F Pro's AI-powered analysis of AMPHENOL CORP /DE/ (APH) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for APH are available on the APH stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. APH is classified as a large company.

Which hedge funds own APH?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling APH. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of AMPHENOL CORP /DE/'s investment landscape.