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AmphenolAPH

Data centers · NYSE · USA

$85.32
Down 2.5% todayClose

Up 31.2% this year and +4.2% since June 26, behind the AI sector at +7.5%. Amphenol supplies 1 mapped company.

Market cap
$214B
This year
+31.2%
1 year
+43.6%
P/E
41.6
P/S
7.4
P/B
13.8

Price vs the AI sector

since Jun 26APHAI sector, equal weight
Amphenol (APH) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. APH: +4.2% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−10%−5%0%+5%+10%Jun 26AugSepOct 8APH +4.2%Sector +7.5% Amphenol (APH) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. APH: +4.2% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−10%0%+10%Jun 26AugSepOct 8APH+4.2%Sector+7.5%

Supply chain

1 customer
SUPPLIERS →→ CUSTOMERSNone mappedNvidia (NVDA)NVDANvidia−2.9%APHAmphenol

Customers 1

Open the full chain →

About Amphenol

Interconnect hardware: connectors and cable, plus a sensor business. The high-speed parts end up in AI servers and data center gear.

Theme exposure

Interconnect & connectorsData center interconnectHigh-speed connectorsAI server hardware

Products

  • High-speed connectors
  • Cables & interconnect
  • Sensors

Competitors

  • TE Connectivity
  • Molex
  • Aptiv

Risks

  • Cyclical end markets
  • Acquisition integration

Same segment: Data centers

Servers, networking, optics and data center capacity that tie AI infrastructure together. Segment 4 of 8 in the AI & digital infrastructure value chain.

CiscoCSCO−2.1%Dell TechnologiesDELL−0.8%Arista NetworksANET−2.3%EquinixEQIX−2.0%HPEHPE−1.5%Digital RealtyDLR−2.4%CoherentCOHR−9.6%CienaCIEN−4.6%

Compare APH

Side by side with the largest companies in the same segment.

APH vs CSCOAPH vs DELLAPH vs ANETAPH vs EQIXAPH vs HPEAPH vs DLR

See where Amphenol sits in the full AI & digital infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.

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