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APH vs BHE
Which Stock Would AI Choose? Amphenol Corporation (APH) vs. Benchmark Electronics (BHE) Stock Comparison
Key Takeaways
- APH (Amphenol) and BHE (Benchmark Electronics) both benefit from artificial intelligence (AI) infrastructure spending, but they occupy very different positions in the electronics supply chain.
- Amphenol is a large-cap interconnect and connector leader with record orders and a premium valuation, while Benchmark is a mid-cap manufacturing partner delivering record revenue guidance on a much smaller base.
- Relative performance has diverged, with APH showing broader momentum and BHE exhibiting sharper single-session swings tied to earnings and guidance.
- Investors focused on scale and trend consistency may gravitate toward APH, while those seeking a smaller, higher-growth-value story may weigh BHE.
- You can track the latest developments on each name by visiting the APH Major News and APH Today's Price Move pages, as well as the BHE Major News and BHE Today's Price Move pages.
- For automated, data-driven market perspectives, explore Trending AI Robots.
Introduction
This stock comparison examines two publicly traded electronics companies whose fortunes are increasingly tied to the same powerful theme: artificial intelligence (AI) infrastructure. APH, or Amphenol Corporation, is a large-scale manufacturer of electrical, electronic, and fiber optic connectors that sits at the center of AI data center buildouts. BHE, or Benchmark Electronics, is an electronics manufacturing services (EMS) provider that helps original equipment manufacturers (OEMs) design, engineer, and produce complex products. Comparing them offers useful context for investors weighing scale, margin quality, valuation, and exposure to the same industry tailwind across two very different market capitalizations and business models.
APH Overview and Recent Performance
Amphenol is a diversified interconnect and sensor supplier serving IT datacom, defense, industrial, commercial aerospace, and automotive markets. Recent market activity has been dominated by accelerating demand for its high-speed copper, fiber optic, and power interconnect products used in AI servers and networking. In its most recent quarters, the company reported record sales and orders, with a book-to-bill ratio above 1.2—meaning new orders exceeded billed sales—supported by a January 2026 acquisition of CommScope's Connectivity and Cable Solutions business. That deal broadened Amphenol's optical and copper portfolio and lifted revenue scale, though it also added debt and acquisition-related costs. Adjusted operating margins have expanded meaningfully year over year on volume leverage, and analyst sentiment remains broadly positive, though the stock's forward price-to-earnings (P/E) multiple sits above its sector, keeping valuation in focus.
BHE Overview and Recent Performance
Benchmark Electronics operates as a behind-the-scenes manufacturing and engineering partner across advanced computing and communications, semiconductor capital equipment, industrial, medical, and aerospace and defense sectors. Recent market activity has reflected an improving but still uneven trajectory. The company reported second-quarter revenue up roughly 18% year over year, led by a more than 70% increase in advanced computing and communications, and raised its full-year 2026 revenue outlook to a record of about $3 billion. Semiconductor capital equipment remains its largest segment at roughly 30% of the business. While gross margins have stayed above 10% and operating margins have ticked higher, Benchmark's profitability is structurally thinner than Amphenol's, and aerospace and defense has faced program-timing softness. The stock has shown notable single-session moves around earnings, with analysts maintaining a consensus Buy rating and price targets implying meaningful upside.
Trending AI Robots
Tickeron maintains a large library of hundreds of AI trading bots that monitor thousands of different tickers, each using distinct trading styles, strategies, timeframes, performance statistics, and sets of securities. Because not every bot is suited to every market environment, Tickeron curates only the most relevant and best-performing strategies into its Trending AI Robots section, helping traders identify automated approaches that align with current conditions. Whether you are comparing names like APH and BHE or scanning the broader market, exploring these curated robots can provide a data-driven complement to your own research.
Head-to-Head Comparison
The clearest contrast between APH and BHE is scale and margin quality. Amphenol operates with adjusted operating margins near 30% and a market capitalization in the hundreds of billions, driven by a proprietary product portfolio and direct AI datacom exposure. Benchmark, by comparison, is a mid-cap EMS provider with operating margins in the low-to-mid single digits, reflecting the lower-margin, asset-based nature of contract manufacturing. Growth drivers also differ: Amphenol's momentum is concentrated in IT datacom interconnect demand, while Benchmark's is more diversified across semiconductor equipment, medical, and private AI infrastructure programs. Risk profiles diverge as well—Amphenol carries elevated leverage from its recent acquisition and a premium valuation, whereas Benchmark faces thinner margins, program timing lumpiness, and supply-chain lead-time pressures. In terms of market sentiment, both carry positive analyst ratings, but Amphenol offers a more established trend, while Benchmark presents a higher-growth, smaller-cap narrative with greater volatility.
Tickeron AI Verdict
Based on observable factors such as trend consistency, stability, catalysts, and relative market positioning, Tickeron's AI would likely favor APH at present. Amphenol combines record orders, a positive book-to-bill ratio, expanding operating margins, and broad analyst support into a steadier, more persistent uptrend than Benchmark's more volatile, earnings-driven moves. That said, this is a probabilistic assessment rather than a definitive call: Benchmark's faster revenue growth, record 2026 guidance, and lower valuation could appeal under momentum or value-oriented conditions. The most suitable choice ultimately depends on each investor's timeframe, risk tolerance, and specific objectives.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is APH is a StrongBuy and BHE is a Buy.
APH's RSI Oscillator climbs out of oversold territory
The RSI Indicator for APH moved out of oversold territory on October 26, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 13 similar instances when the indicator left oversold territory. In 11 of the 13 cases the stock moved higher. This puts the odds of a move higher at 85%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 33 of 54 cases where APH's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 61%.
The Moving Average Convergence Divergence (MACD) for APH just turned positive on November 10, 2026. Looking at past instances where APH's MACD turned positive, the stock continued to rise in 36 of 51 cases over the following month. The odds of a continued upward trend are 71%.
Following a +12.66% 3-day Advance, the price is estimated to grow further. Considering data from situations where APH advanced for three days, in 239 of 347 cases, the price rose further within the following month. The odds of a continued upward trend are 69%.
APH may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on November 11, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on APH as a result. In 49 of 83 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 59%.
APH moved below its 50-day moving average on November 04, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for APH crossed bearishly below the 50-day moving average on October 22, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 12 of 17 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 71%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where APH declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 56%.
The Aroon Indicator for APH entered a downward trend on November 11, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is 11 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 73, placing this stock better than average.
The Tickeron SMR rating for this company is 27 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 52 (best 1 - 100 worst), indicating steady price growth. APH’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of 77 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: APH's P/B Ratio (11.873) is very high in comparison to the industry average of (3.856). P/E Ratio (35.519) is within average values for comparable stocks, (6.228). Projected Growth (PEG Ratio) (0.968) is also within normal values, averaging (0.930). Dividend Yield (0.007) settles around the average of (0.021) among similar stocks. P/S Ratio (6.859) is also within normal values, averaging (4.422).
The Tickeron PE Growth Rating for this company is 77 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
BHE in upward trend: price may jump up because it broke its lower Bollinger Band on November 05, 2026
BHE may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In 35 of 43 cases where BHE's price broke its lower Bollinger Band, its price rose further in the following month. The odds of a continued upward trend are 81%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Indicator points to a transition from a downward trend to an upward trend -- in cases where BHE's RSI Indicator exited the oversold zone, 18 of 23 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 78%.
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 37 of 49 cases where BHE's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 76%.
Following a +2.62% 3-day Advance, the price is estimated to grow further. Considering data from situations where BHE advanced for three days, in 228 of 337 cases, the price rose further within the following month. The odds of a continued upward trend are 68%.
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on November 04, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on BHE as a result. In 58 of 89 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 65%.
The Moving Average Convergence Divergence Histogram (MACD) for BHE turned negative on October 09, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 53 similar instances when the indicator turned negative. In 33 of the 53 cases the stock turned lower in the days that followed. This puts the odds of success at 62%.
BHE moved below its 50-day moving average on October 14, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for BHE crossed bearishly below the 50-day moving average on October 20, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 7 of 16 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 44%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where BHE declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 59%.
The Aroon Indicator for BHE entered a downward trend on November 11, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is 42 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 73, placing this stock slightly better than average.
The Tickeron PE Growth Rating for this company is 56 (best 1 - 100 worst), pointing to average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 59 (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (1.944) is normal, around the industry mean (3.856). P/E Ratio (40.811) is within average values for comparable stocks, (6.228). BHE's Projected Growth (PEG Ratio) (0.010) is slightly lower than the industry average of (0.930). Dividend Yield (0.011) settles around the average of (0.021) among similar stocks. P/S Ratio (0.950) is also within normal values, averaging (4.422).
The Tickeron Price Growth Rating for this company is 63 (best 1 - 100 worst), indicating steady price growth. BHE’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is 83 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
APH | BHE | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 20 | 20 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 77 Overvalued | 59 Fair valued | |
PROFIT vs RISK RATING 1..100 | 11 | 42 | |
SMR RATING 1..100 | 27 | 83 | |
PRICE GROWTH RATING 1..100 | 52 | 63 | |
P/E GROWTH RATING 1..100 | 77 | 56 | |
SEASONALITY SCORE 1..100 | 50 | 5 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
BHE's Valuation (59) in the Electronic Components industry is in the same range as APH (77). This means that BHE’s stock grew similarly to APH’s over the last 12 months.
APH's Profit vs Risk Rating (11) in the Electronic Components industry is in the same range as BHE (42). This means that APH’s stock grew similarly to BHE’s over the last 12 months.
APH's SMR Rating (27) in the Electronic Components industry is somewhat better than the same rating for BHE (83). This means that APH’s stock grew somewhat faster than BHE’s over the last 12 months.
APH's Price Growth Rating (52) in the Electronic Components industry is in the same range as BHE (63). This means that APH’s stock grew similarly to BHE’s over the last 12 months.
BHE's P/E Growth Rating (56) in the Electronic Components industry is in the same range as APH (77). This means that BHE’s stock grew similarly to APH’s over the last 12 months.
| APH | BHE | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 85% | 1 day ago 78% |
| Stochastic ODDS (%) | 1 day ago 61% | 1 day ago 76% |
| Momentum ODDS (%) | 1 day ago 59% | 1 day ago 65% |
| MACD ODDS (%) | 1 day ago 71% | 2 days ago 62% |
| TrendWeek ODDS (%) | 1 day ago 70% | 1 day ago 62% |
| TrendMonth ODDS (%) | 1 day ago 66% | 1 day ago 60% |
| Advances ODDS (%) | 3 days ago 69% | 1 day ago 68% |
| Declines ODDS (%) | 1 day ago 56% | 7 days ago 59% |
| BollingerBands ODDS (%) | 1 day ago 71% | 1 day ago 81% |
| Aroon ODDS (%) | 1 day ago 67% | 1 day ago 47% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
APH’s FA Score shows that 2 FA rating(s) are green while BHE’s FA Score has 0 green FA rating(s).
- APH’s FA Score: 2 green, 3 red.
- BHE’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
APH’s TA Score shows that 6 TA indicator(s) are bullish while BHE’s TA Score has 4 bullish TA indicator(s).
- APH’s TA Score: 6 bullish, 4 bearish.
- BHE’s TA Score: 4 bullish, 6 bearish.
Price Growth
APH (@Electronic Components) experienced а +0.38% price change this week, while BHE (@Electronic Components) price change was -10.28% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was +4.31%. For the same industry, the average monthly price growth was -12.00%, and the average quarterly price growth was -18.34%.
Reported Earning Dates
APH is expected to report earnings on Jan 27, 2027.
BHE is expected to report earnings on Feb 03, 2027.
Industries' Descriptions
@Electronic Components (+4.31% weekly)The Electronic Components industry produces electronic equipment for industries and consumer electronics products, such as mobile devices, televisions, and circuit boards. TE Connectivity Ltd, for example, is a company that designs and manufactures connectivity and sensor products for harsh environments in various industries, such as automotive, industrial equipment, aerospace, and oil & gas. Another major player, Corning Inc., makes advanced optics including end-to-end fiber and wireless solutions for communications networks along with various other technologies catering to industrial and scientific applications.
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APH and
Correlation & Price change
A.I.dvisor indicates that over the last year, APH has been closely correlated with TEL. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is a high statistical probability that if APH jumps, then TEL could also see price increases.
| Ticker / NAME | Correlation To APH | 1D Price Change % | ||
|---|---|---|---|---|
| APH | 100% | -0.80% | ||
| TEL - APH | 66% Closely correlated | +0.76% | ||
| BELFB - APH | 58% Loosely correlated | +3.36% | ||
| BELFA - APH | 58% Loosely correlated | +2.57% | ||
| BHE - APH | 58% Loosely correlated | +2.11% | ||
| CLS - APH | 56% Loosely correlated | +8.50% | ||
More | ||||
BHE and
Correlation & Price change
A.I.dvisor indicates that over the last year, BHE has been closely correlated with PLXS. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if BHE jumps, then PLXS could also see price increases.
| Ticker / NAME | Correlation To BHE | 1D Price Change % | ||
|---|---|---|---|---|
| BHE | 100% | +2.11% | ||
| PLXS - BHE | 78% Closely correlated | +3.28% | ||
| VSH - BHE | 74% Closely correlated | +8.77% | ||
| LFUS - BHE | 74% Closely correlated | +3.74% | ||
| TTMI - BHE | 73% Closely correlated | +8.96% | ||
| ROG - BHE | 72% Closely correlated | +2.03% | ||
More | ||||
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| VSOL | 11.07 | 0.23 | +2.10% |
| VanEck Solana ETF (VSOL) | |||
| IBIC | 25.68 | N/A | N/A |
| iShares iBonds Oct 2026 Term TIPS ETF (IBIC) | |||
| USMD | 27.31 | N/A | N/A |
| Corevalues America First Technology ETF | |||
| UTEN | 41.44 | -0.03 | -0.08% |
| US Treasury 10 Year Note ETF (UTEN) | |||
| PTA | 17.04 | -0.06 | -0.35% |
| Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund | |||