Amphenol Corporation (APH)
What changed in recent filings
- Revenue +55% YoYQuarter ended Jun 30, 2026
- Institutions — 2 new · 3 added · 3 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Amphenol Corporation recent earnings releases
Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.
- 26Q2Released Jul 29, 2026Revenue +55.0% YoY · EPS $1.37Released during the session: Jul 28 close → Jul 29 close, the stock moved +4.5% · over the same window, market -1.5% · sector -5.5%
- 26Q1Released Apr 29, 2026Revenue +58.4% YoY · EPS $0.72Released before the open: Apr 28 close → Apr 29 close, the stock moved +3.2% · over the same window, market +0.0% · sector +1.6%
- 25Q4Released Jan 28, 2026Revenue +49.1% YoY · EPS $0.93Released before the open: Jan 27 close → Jan 28 close, the stock moved -12.2% · over the same window, market +0.0% · sector +0.9%
- 25Q3Released Oct 22, 2025Revenue +53.4% YoY · EPS $0.97Released before the open: Oct 21 close → Oct 22 close, the stock moved +3.6% · over the same window, market -0.5% · sector -2.5%
Institutions holding Amphenol Corporation
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 3 → 2026 Q2: 9 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold Amphenol Corporation
Institutions we track that reported holding this stock in their most recent 13F.
- National Pension Service (Korea)0.38% of portfolio · held as of 2019 Q1 or earlier
- Caisse de depot (Quebec)0.22% of portfolio · since 2024 Q3
- Sands Capital Management0.50% of portfolio · since 2025 Q1
- Bridgewater Associates0.50% of portfolio · since 2025 Q3
- Capital World Investors0.05% of portfolio · since 2026 Q1
- Moore Capital Management0.17% of portfolio · since 2026 Q1
- Blackstone0.01% of portfolio · since 2026 Q1
- Point72 Asset ManagementNew this quarter0.12% of portfolio · since 2026 Q2
- Maverick CapitalNew this quarter0.01% of portfolio · since 2026 Q2
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Q2 2026 13F recap — stocks several institutions bought and sold together →Company overview
Amphenol Corp. Class A Common Stock represents ownership in Amphenol Corp., a global manufacturer of interconnect and sensor technologies. Amphenol designs, manufactures, and markets electrical, electronic, and fiber optic connectors, interconnect systems, antennas, sensors and sensor-based products, and specialty cable used across a wide range of applications. The company serves markets including communications, industrial, automotive, aerospace and defense, broadband, mobile devices, and information technology, making it an important supplier to many electronic systems and networked platforms. Amphenol operates through segments such as Communications Solutions, Harsh Environment Solutions, and Interconnect and Sensor Systems, which support customers that require reliable connectivity, signal transmission, and ruggedized components. Headquartered in Wallingford, Connecticut, and founded in 1932, Amphenol Corp. is a diversified industrial technology company with a broad presence in global electronics supply chains.
What is the Semiconductors sector?
Fabless, foundry, and equipment. A core beneficiary of AI demand.
Amphenol Corporation is classified under the Semiconductors sector. See peers below.
Amphenol Corporation key financials
Based on SEC filings · as of Jun 30, 2026
Tap a metric name to see its meaning in the glossary.
Amphenol Corporation vs Semiconductors sector benchmark
Median of 34 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
APH revenue by segment summary
SEC 10-Q · segment totals cross-checked against total revenue
2026-06-30 revenue was $8.8B, +55.0% YoY.
The largest segment is Communications Solutions, 61.5% of revenue — a highly concentrated structure.
Recent revenue growth was led mainly by the Communications Solutions segment (about 80% of the increase).
Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.
ETFs holding Amphenol Corporation
Per SEC N-PORT · 2026-06-30 · by weight · factual
APH on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Semiconductors average
Peers · Semiconductors
APH FAQ
What is Amphenol Corporation (APH)?
Amphenol Corp. Class A Common Stock represents ownership in Amphenol Corp., a global manufacturer of interconnect and sensor technologies. Amphenol designs, manufactures, and markets electrical, electronic, and fiber optic connectors, interconnect systems, antennas, sensors and sensor-based products, and specialty cable used across a wide range of applications. The company serves markets including communications, industrial, automotive, aerospace and defense, broadband, mobile devices, and information technology, making it an important supplier to many electronic systems and networked platforms. Amphenol operates through segments such as Communications Solutions, Harsh Environment Solutions, and Interconnect and Sensor Systems, which support customers that require reliable connectivity, signal transmission, and ruggedized components. Headquartered in Wallingford, Connecticut, and founded in 1932, Amphenol Corp. is a diversified industrial technology company with a broad presence in global electronics supply chains.
What sector is Amphenol Corporation in?
Amphenol Corporation is classified under Semiconductors. Fabless, foundry, and equipment. A core beneficiary of AI demand.
What are Amphenol Corporation's key financials?
As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 54.2%, Operating margin 29.5%, Net margin 17.7%, ROE 31.8%, Debt-to-equity 1.11x. Definitions and interpretation are available on Stocklore.
What are Amphenol Corporation's main revenue segments?
The largest segment is Communications Solutions, about 61.5% of revenue. Segment totals are cross-checked against total revenue from SEC filings.
Where can I analyze Amphenol Corporation (APH) stock?
On Stocklore you can see APH's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.