APH
Price
$82.71
Change
-$3.18 (-3.70%)
Updated
Oct 14, 04:59 PM (EDT)
Capitalization
208.67B
14 days until earnings call
Intraday BUY SELL Signals
BHE
Price
$74.35
Change
-$4.40 (-5.59%)
Updated
Oct 14, 04:59 PM (EDT)
Capitalization
2.97B
14 days until earnings call
Intraday BUY SELL Signals
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APH vs BHE

APH vs BHE Comparison Chart in %
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A.I.Advisor
Sep 21, 2026

Which Stock Would AI Choose? Amphenol Corporation (APH) vs. Benchmark Electronics, Inc. (BHE) Stock Comparison

Key Takeaways

  • APH has delivered robust revenue growth driven by AI-related demand in IT datacom, with second-quarter 2026 sales rising 55% year-over-year.
  • BHE operates as an electronics manufacturing services provider, offering indirect exposure to AI infrastructure through its customer base in advanced computing and communications.
  • Recent market activity shows APH trading near $77–78 following a 2-for-1 stock split, with analysts maintaining positive ratings amid premium valuation concerns.
  • BHE shares have traded around $75, reflecting a pullback from yearly highs while maintaining a year-to-date gain exceeding 80%.
  • Both companies benefit from broader electronics sector trends, though APH exhibits larger scale, higher margins, and more direct AI catalyst alignment compared to BHE’s contract manufacturing model.
  • Market sentiment favors stability in interconnect solutions over pure manufacturing services amid fluctuating end-market demand.

Introduction

Investors and traders seeking to compare electronic components and manufacturing services stocks often examine APH and BHE for their exposure to technology hardware cycles. Amphenol Corporation designs and manufactures interconnect systems, sensors, and cables serving diverse end markets including data communications and defense. Benchmark Electronics, Inc. provides electronics manufacturing services, engineering, and supply chain solutions primarily for original equipment manufacturers. This comparison appeals to those evaluating relative performance, sector positioning, and momentum within the broader electronics supply chain during periods of AI-driven investment and shifting industrial demand.

APH Overview and Recent Performance

Amphenol Corporation specializes in high-technology interconnect, sensor, antenna, and cable solutions across communications, industrial, automotive, aerospace, and defense markets. In recent weeks, the stock has consolidated following a 2-for-1 split effective in early September 2026, trading in the $77–79 range. Strong second-quarter results highlighted 55% year-over-year sales growth to $8.8 billion, fueled by an 89% surge in IT datacom revenue tied to artificial intelligence infrastructure. Record orders of $10.7 billion produced a book-to-bill ratio of 1.23, supporting analyst optimism despite a premium forward price-to-earnings multiple near 36. Market activity reflects sustained demand for high-speed connectivity amid data center expansions.

BHE Overview and Recent Performance

Benchmark Electronics, Inc. delivers electronics manufacturing services, design engineering, precision machining, and supply chain management for customers in aerospace and defense, medical, industrial, semiconductor capital equipment, and advanced computing sectors. Recent market activity shows shares trading near $75 after a pullback from 52-week highs above $100, though the stock maintains substantial year-to-date gains exceeding 80%. Second-quarter results exceeded expectations with adjusted earnings per share of $0.75, prompting a raised full-year revenue outlook toward $3 billion. The company declared its third-quarter dividend of $0.17 per share, reflecting steady capital return policy amid moderating near-term momentum in certain end markets.

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Head-to-Head Comparison

Amphenol Corporation operates with significantly greater scale, reporting trailing revenue near $23 billion and market capitalization exceeding $190 billion, versus Benchmark Electronics, Inc.’s roughly $2.8 billion in annual revenue and $2.7 billion market cap. APH’s product-centric model emphasizes proprietary interconnect solutions with recurring design-in cycles, while BHE functions as a contract manufacturer reliant on customer programs and capacity utilization. Growth drivers differ markedly: APH benefits directly from hyperscale AI datacenter spending, whereas BHE gains indirect exposure through manufacturing partnerships in computing and communications. Recent momentum favors APH’s double-digit organic growth and elevated margins above 29%, compared with BHE’s more modest profitability and sensitivity to order timing. Risk factors include APH’s higher valuation and acquisition integration, versus BHE’s lower liquidity and potential margin pressure from competitive bidding. Sector exposure overlaps in electronics but diverges in value-chain positioning, with APH holding stronger pricing power and BHE offering leveraged upside to production ramps.

Tickeron AI Verdict

Based on observable factors including trend consistency in AI datacom orders, margin stability, and relative positioning within high-growth segments, Tickeron’s AI models currently assign higher probabilistic favorability to APH over BHE. The larger company’s record backlog and direct alignment with sustained infrastructure investment provide a clearer near-term catalyst profile, though both equities remain subject to broader technology spending fluctuations and macroeconomic influences.

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.

Disclaimers and Limitations

VS
APH vs. BHE commentary
Oct 15, 2026

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 Hold and BHE is a Hold.

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SUMMARIES
A.I.Advisor
a Summary for APH with price predictions
Oct 13, 2026

APH in downward trend: price may decline as a result of having broken its higher Bollinger Band on September 11, 2026

APH broke above its upper Bollinger Band on September 11, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options. The A.I.dvisor looked at 45 similar instances where the stock broke above the upper band. In 27 of the 45 cases the stock fell afterwards. This puts the odds of success at 60%.

Price Prediction Chart

Technical Analysis (Indicators)

Bearish Trend Analysis

The 10-day RSI Indicator for APH moved out of overbought territory on October 07, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 50 similar instances where the indicator moved out of overbought territory. In 25 of the 50 cases, the stock moved lower in the following days. This puts the odds of a move lower at 50%.

The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 38 of 68 cases where APH's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 56%.

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%.

Bullish Trend Analysis

The Momentum Indicator moved above the 0 level on September 22, 2026. You may want to consider a long position or call options on APH as a result. In 50 of 83 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 60%.

The Moving Average Convergence Divergence (MACD) for APH just turned positive on September 22, 2026. Looking at past instances where APH's MACD turned positive, the stock continued to rise in 34 of 50 cases over the following month. The odds of a continued upward trend are 68%.

APH moved above its 50-day moving average on September 21, 2026 date and that indicates a change from a downward trend to an upward trend.

The 10-day moving average for APH crossed bullishly above the 50-day moving average on September 28, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 11 of 16 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 69%.

Following a +1.91% 3-day Advance, the price is estimated to grow further. Considering data from situations where APH advanced for three days, in 250 of 355 cases, the price rose further within the following month. The odds of a continued upward trend are 70%.

The Aroon Indicator entered an Uptrend today. In 233 of 318 cases where APH Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 73%.

Fundamental Analysis (Ratings)

The Tickeron Profit vs. Risk Rating rating for this company is 10 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 66, 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 31 (best 1 - 100 worst), indicating outstanding 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 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 68 (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 (13.477) is slightly higher than the industry average of (5.615). P/E Ratio (42.310) is within average values for comparable stocks, (81.453). Projected Growth (PEG Ratio) (0.968) is also within normal values, averaging (1.658). Dividend Yield (0.006) settles around the average of (0.005) among similar stocks. P/S Ratio (6.859) is also within normal values, averaging (4.796).

The Tickeron Seasonality Score of 95 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.

A.I.Advisor
a Summary for BHE with price predictions
Oct 13, 2026

BHE in downward trend: price may decline as a result of having broken its higher Bollinger Band on September 22, 2026

BHE broke above its upper Bollinger Band on September 22, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options. The A.I.dvisor looked at 40 similar instances where the stock broke above the upper band. In 28 of the 40 cases the stock fell afterwards. This puts the odds of success at 70%.

Price Prediction Chart

Technical Analysis (Indicators)

Bearish Trend Analysis

The 10-day RSI Indicator for BHE moved out of overbought territory on October 07, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 41 similar instances where the indicator moved out of overbought territory. In 22 of the 41 cases, the stock moved lower in the following days. This puts the odds of a move lower at 54%.

The Momentum Indicator moved below the 0 level on October 08, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on BHE as a result. In 60 of 90 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 67%.

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 54 similar instances when the indicator turned negative. In 32 of the 54 cases the stock turned lower in the days that followed. This puts the odds of success at 59%.

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%.

Bullish Trend Analysis

The Stochastic Oscillator demonstrated that the ticker has stayed in the oversold zone for 2 days, which means it's wise to expect a price bounce in the near future.

BHE moved above its 50-day moving average on September 22, 2026 date and that indicates a change from a downward trend to an upward trend.

The 10-day moving average for BHE crossed bullishly above the 50-day moving average on September 25, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 8 of 16 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 50%.

Following a +5.40% 3-day Advance, the price is estimated to grow further. Considering data from situations where BHE advanced for three days, in 219 of 330 cases, the price rose further within the following month. The odds of a continued upward trend are 66%.

The Aroon Indicator entered an Uptrend today. In 156 of 252 cases where BHE Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 62%.

Fundamental Analysis (Ratings)

The Tickeron PE Growth Rating for this company is 11 (best 1 - 100 worst), pointing to outstanding 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 Profit vs. Risk Rating rating for this company is 22 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 66, placing this stock better than average.

The Tickeron Price Growth Rating for this company is 38 (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 Valuation Rating of 47 (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 (2.664) is normal, around the industry mean (5.615). P/E Ratio (56.705) is within average values for comparable stocks, (81.453). Projected Growth (PEG Ratio) (0.010) is also within normal values, averaging (1.658). Dividend Yield (0.008) settles around the average of (0.005) among similar stocks. P/S Ratio (0.950) is also within normal values, averaging (4.796).

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.

The Tickeron Seasonality Score of 85 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.

FUNDAMENTALS RATINGS
APH vs BHE: Fundamental Ratings
APH
BHE
OUTLOOK RATING
1..100
2291
VALUATION
overvalued / fair valued / undervalued
1..100
68
Overvalued
47
Fair valued
PROFIT vs RISK RATING
1..100
1022
SMR RATING
1..100
2783
PRICE GROWTH RATING
1..100
3138
P/E GROWTH RATING
1..100
5611
SEASONALITY SCORE
1..100
9085

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 (47) in the Electronic Components industry is in the same range as APH (68). This means that BHE’s stock grew similarly to APH’s over the last 12 months.

APH's Profit vs Risk Rating (10) in the Electronic Components industry is in the same range as BHE (22). 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 (31) in the Electronic Components industry is in the same range as BHE (38). This means that APH’s stock grew similarly to BHE’s over the last 12 months.

BHE's P/E Growth Rating (11) in the Electronic Components industry is somewhat better than the same rating for APH (56). This means that BHE’s stock grew somewhat faster than APH’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
APHBHE
RSI
ODDS (%)
Bearish Trend 2 days ago
50%
Bearish Trend 2 days ago
54%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
56%
Bullish Trend 2 days ago
71%
Momentum
ODDS (%)
Bullish Trend 2 days ago
60%
Bearish Trend 2 days ago
67%
MACD
ODDS (%)
Bullish Trend 2 days ago
68%
Bearish Trend 2 days ago
59%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
58%
Bearish Trend 2 days ago
62%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
71%
Bullish Trend 2 days ago
66%
Advances
ODDS (%)
Bullish Trend 9 days ago
70%
Bullish Trend 13 days ago
66%
Declines
ODDS (%)
Bearish Trend 2 days ago
56%
Bearish Trend 2 days ago
59%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
60%
Bearish Trend 2 days ago
70%
Aroon
ODDS (%)
Bullish Trend 2 days ago
73%
Bullish Trend 2 days ago
62%
COMPARISON
Comparison
Oct 15, 2026
Stock price -- (APH: $85.89 vs. BHE: $78.75)
Brand notoriety: APH and BHE are both not notable
Both companies represent the Electronic Components industry
Current volume relative to the 65-day Moving Average: APH: 71% vs. BHE: 82%
Market capitalization -- APH: $208.67B vs. BHE: $2.97B
APH [@Electronic Components] is valued at $208.67B. BHE’s [@Electronic Components] market capitalization is $2.97B. The market cap for tickers in the [@Electronic Components] industry ranges from $5.86K to $208.67B. The average market capitalization across the [@Electronic Components] industry is $14.08B.

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 3 FA rating(s) are green while BHE’s FA Score has 2 green FA rating(s).

  • APH’s FA Score: 3 green, 2 red.
  • BHE’s FA Score: 2 green, 3 red.
According to our system of comparison, BHE is a better buy in the long-term than APH.

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 5 bullish TA indicator(s).

  • APH’s TA Score: 6 bullish, 4 bearish.
  • BHE’s TA Score: 5 bullish, 5 bearish.
According to our system of comparison, APH is a better buy in the short-term than BHE.

Price Growth

APH (@Electronic Components) experienced а -3.08% price change this week, while BHE (@Electronic Components) price change was -8.39% for the same time period.

The average weekly price growth across all stocks in the @Electronic Components industry was -8.98%. For the same industry, the average monthly price growth was -1.91%, and the average quarterly price growth was -5.20%.

Reported Earning Dates

APH is expected to report earnings on Oct 28, 2026.

BHE is expected to report earnings on Oct 28, 2026.

Industries' Descriptions

@Electronic Components (-8.98% 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
Daily Signal:
Gain/Loss:
BHE
Daily Signal:
Gain/Loss:
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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.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BHE
1D Price
Change %
BHE100%
-0.74%
PLXS - BHE
78%
Closely correlated
+0.48%
LFUS - BHE
74%
Closely correlated
+0.29%
TTMI - BHE
73%
Closely correlated
+5.23%
CTS - BHE
70%
Closely correlated
+0.28%
FLEX - BHE
68%
Closely correlated
-5.42%
More