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/research/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/research/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 2026-05-01, the biggest revenue drivers are: Communications Solutions ($4,534.7M, +88% YoY); Harsh Environment Solutions ($1,693.1M, +34% YoY); Interconnect and Sensor Systems ($1,392.3M, +23% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/APH.

What are APH's largest expenses?

AMPHENOL CORP /DE/'s latest 10-Q reports these as the largest expense items: Cost of sales ($4,819.9M, N/A); Selling, general and administrative expenses ($851.5M, N/A); Interest expense ($207.9M, N/A). Sourced directly from SEC EDGAR filing text for Q1 2026 (quarter ended March 31, 2026).

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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13F Pro Quality Score

80.5/100

Rank #40 of 2,879 stocksTOP 5%

View Technology peers →

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

Revenue Growth

90.3/100

Profitability

80.6/100

Balance Sheet

88.5/100

Earnings Quality

81.8/100

Free Cash Flow

73.2/100

Institutional Flow

6.3/100

Revenue Scale

94.1/100

Dilution Risk

71.1/100

APH Stock Analysis & AI Quality Score

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 80.5/100 on a 32-signal composite quality model, placing it at rank #40 of 2,879 stocks — the top 5% of the AI-ranked universe. APH scores in the top quartile across revenue scale (94.1), revenue growth (90.3), balance sheet strength (88.5). Areas of concern include institutional flow (6.3), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), AMPHENOL CORP /DE/ reports quarterly revenue of $7.6B, net income of $933.0M, an operating margin of 24.0%. 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 8 and 84 since 2021, currently 80.5 — an improving long-term trajectory across 56 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

✓ 25/25 datapoints verified

AI-extracted from AMPHENOL CORP /DE/'s 10-Q filed 2026-05-01 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Amphenol reported Q1 2026 net sales of $7.62B, up 58% YoY, with organic growth of 33%, driven by strong IT datacom demand and the CommScope acquisition completed in January.

Biggest Revenue Drivers

Total revenue: $7,620.1M+58% YoY

Communications Solutions$4,534.7M+88% YoY

Outsized organic growth in IT datacom market with strength in AI-related applications, plus contributions from CommScope acquisition.

Harsh Environment Solutions$1,693.1M+34% YoY

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

Interconnect and Sensor Systems$1,392.3M+23% YoY

Outsized organic growth in IT datacom market with strength in AI-related applications.

Largest Expense Items

Cost of sales$4,819.9MN/A

Includes $132.0M of acquisition-related inventory step-up amortization from CommScope.

Selling, general and administrative expenses$851.5MN/A

Increased from higher sales volumes and integration of acquired businesses.

Interest expense$207.9MN/A

Higher average borrowing levels from senior notes issued in 2025 and Delayed Draw Term Loans to fund acquisitions.

Acquisition-related expenses$116.9MN/A

Amortization of acquired backlog and external transaction costs for CommScope and Trexon acquisitions.

Margins: Operating margin improved to 24.0% from 21.3% YoY, driven by strong operating leverage on higher organic sales volumes and disciplined cost control, partially offset by acquisitions currently operating below company average margins. Gross margin benefited from strong sales growth despite acquisition-related inventory step-up costs.

Watch Items from the Filing

China tax matter: Company received $230M in unfavorable tax determinations and payment notices; recorded $130M accrual in Q1 2026 plus $100M in Q4 2025, with additional $160M reassessment, increasing effective tax rate by 1,760 basis points.
CommScope acquisition integration risk: $10.6B acquisition closed January 9, 2026 (11% of Q1 net sales); currently operating below company average operating margins; scope of internal controls assessment does not yet include CommScope.
Debt increase and interest expense: Total debt increased from $15.5B to $18.7B; interest expense nearly tripled to $207.9M; significant floating-rate exposure via Delayed Draw Term Loans ($3.1B drawn) and Floating Rate Senior Notes.
IT datacom concentration: Company highlights 'outsized organic growth' and 'strength in AI-related applications' as primary revenue driver across all three segments, representing significant concentration risk.

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

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

Revenue

Q1 2026

$7.6B

Net Income

Q1 2026

$933.0M

Free Cash Flow

Q1 2026

$829.9M

Operating Margin

Q1 2026

24.0%

D/E Ratio

Q1 2026

1.34

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

$3.34FY 2025

FY22 $0.77FY23 $0.78FY24 $1.92FY25 $3.34

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

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2020	FY 2019
Revenue	$23.09B +51.7%	$15.22B +21.3%	$12.55B -0.5%	$12.62B +46.8%	$8.60B +4.5%	$8.23B
Net Income	$4.27B +76.2%	$2.42B +25.7%	$1.93B +1.4%	$1.90B +58.1%	$1.20B +4.2%	$1.16B
Operating Income	$5.87B +85.9%	$3.16B +23.3%	$2.56B -1.0%	$2.59B +57.8%	$1.64B +1.2%	$1.62B
EPS (Diluted)	$3.34 +74.0%	$1.92 +147.7%	$0.78 +1.3%	$0.77 +56.1%	$0.49 +4.3%	$0.47
Total Assets	$36.24B +69.0%	$21.44B +29.7%	$16.53B +7.8%	$15.33B +24.3%	$12.33B +14.0%	$10.82B
Total Debt	$15.50B +125.1%	$6.89B +58.8%	$4.34B -5.3%	$4.58B +18.4%	$3.87B +7.2%	$3.61B
Operating Cash Flow	$5.37B +91.0%	$2.81B +11.3%	$2.53B +16.3%	$2.17B +36.6%	$1.59B +6.0%	$1.50B

AI Insight: APH Financial Trends

Strong revenue growth and operating leverage mask a dramatic debt surge following Q4 2025, raising capital structure concerns.

• Revenue accelerated 110% from Q2 2024 ($3,610M) to Q1 2026 ($7,620M); operating income grew 162% over same period.

• Operating margin expanded from 19.4% in Q2 2024 to 24.1% in Q1 2026, demonstrating sustained operational efficiency gains.

• Operating cash flow nearly tripled from $664M in Q2 2024 to $1,722M in Q4 2025, though Q1 2026 declined to $1,122M.

⚠ Total debt jumped 127% from $8,067M in Q3 2025 to $18,749M in Q1 2026 — largest quarterly increase in dataset.

⚠ Net income fell 22% Q4 2025 ($1,196M) to Q1 2026 ($933M) despite revenue growth — potential margin pressure or tax timing.

⚠ Debt-to-equity ratio deteriorated sharply: 0.61x in Q3 2025 to 1.34x in Q1 2026 — major leverage inflection.

AI Insight: APH Ratio Trends

Amphenol's profitability collapsed in Q1 2026, with operating margin falling 2.8pp and NPM dropping 6.4pp, signaling a sharp sequential deterioration.

• Operating margin expanded from 19.4% in Q2 2024 to peak 27.5% in Q3 2025, then contracted to 24.0% in Q1 2026.

• Net profit margin fell from 20.1% in Q3 2025 to 12.2% in Q1 2026, the lowest level in the two-year dataset.

• ROIC strengthened from 19.4% in Q2 2024 to 33.1% in Q3 2025, but pulled back to 22.4% in Q1 2026.

• Debt-to-equity spiked to 1.34 in Q1 2026, the highest on record, up from 0.64 in Q3 2025.

⚠ Q1 2026 marks the steepest sequential margin contraction in the dataset; clarify whether seasonal or structural.

⚠ ROE and ROA both fell sharply in Q1 2026—ROE to 26.7% from 35.6%, ROA to 8.9% from 13.2%.

⚠ Elevated leverage (D/E 1.34) combined with margin pressure warrants monitoring of balance-sheet stress signals.

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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.
$12.9B101,966,066 sh
VANGUARD CAPITAL MANAGEMENT LLC
$10.1B79,875,456 sh
FMR LLC
$10.0B79,477,521 sh
STATE STREET CORP
$7.3B57,396,418 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$4.5B35,850,171 sh
Capital International Investors
$4.5B35,333,842 sh
GEODE CAPITAL MANAGEMENT, LLC
$3.9B31,295,967 sh
Capital Research Global Investors
$3.4B26,630,629 sh
BANK OF AMERICA CORP /DE/
$2.6B20,675,686 sh
MORGAN STANLEY
$2.2B17,512,450 sh

Fund	Value	Shares
BlackRock, Inc.	$12.9B	101,966,066
VANGUARD CAPITAL MANAGEMENT LLC	$10.1B	79,875,456
FMR LLC	$10.0B	79,477,521
STATE STREET CORP	$7.3B	57,396,418
VANGUARD PORTFOLIO MANAGEMENT LLC	$4.5B	35,850,171
Capital International Investors	$4.5B	35,333,842
GEODE CAPITAL MANAGEMENT, LLC	$3.9B	31,295,967
Capital Research Global Investors	$3.4B	26,630,629
BANK OF AMERICA CORP /DE/	$2.6B	20,675,686
MORGAN STANLEY	$2.2B	17,512,450

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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.

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.