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APH vs BHE
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.
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 | BHE | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 21 | 45 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 68 Overvalued | 47 Fair valued | |
PROFIT vs RISK RATING 1..100 | 10 | 18 | |
SMR RATING 1..100 | 27 | 83 | |
PRICE GROWTH RATING 1..100 | 37 | 36 | |
P/E GROWTH RATING 1..100 | 55 | 12 | |
SEASONALITY SCORE 1..100 | 85 | 75 |
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 (18). 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.
BHE's Price Growth Rating (36) in the Electronic Components industry is in the same range as APH (37). This means that BHE’s stock grew similarly to APH’s over the last 12 months.
BHE's P/E Growth Rating (12) in the Electronic Components industry is somewhat better than the same rating for APH (55). This means that BHE’s stock grew somewhat faster than APH’s over the last 12 months.
| APH | BHE | |
|---|---|---|
| RSI ODDS (%) | N/A | 2 days ago 61% |
| Stochastic ODDS (%) | 2 days ago 59% | 2 days ago 65% |
| Momentum ODDS (%) | 2 days ago 59% | 2 days ago 75% |
| MACD ODDS (%) | 2 days ago 64% | 2 days ago 78% |
| TrendWeek ODDS (%) | 2 days ago 70% | 2 days ago 67% |
| TrendMonth ODDS (%) | 2 days ago 71% | 2 days ago 66% |
| Advances ODDS (%) | 5 days ago 70% | 4 days ago 66% |
| Declines ODDS (%) | 3 days ago 56% | N/A |
| BollingerBands ODDS (%) | 2 days ago 48% | 2 days ago 57% |
| Aroon ODDS (%) | 2 days ago 76% | 2 days ago 62% |
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 2 green FA rating(s).
- APH’s FA Score: 2 green, 3 red.
- BHE’s FA Score: 2 green, 3 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 6 bullish TA indicator(s).
- APH’s TA Score: 6 bullish, 3 bearish.
- BHE’s TA Score: 6 bullish, 3 bearish.
Price Growth
APH (@Electronic Components) experienced а +3.12% price change this week, while BHE (@Electronic Components) price change was +3.22% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was +2.61%. For the same industry, the average monthly price growth was +10.51%, and the average quarterly price growth was +25.85%.
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 (+2.61% 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 loosely correlated with TEL. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if APH jumps, then TEL could also see price increases.
| Ticker / NAME | Correlation To APH | 1D Price Change % | ||
|---|---|---|---|---|
| APH | 100% | +1.63% | ||
| TEL - APH | 65% Loosely correlated | +3.16% | ||
| BELFA - APH | 53% Loosely correlated | +3.04% | ||
| BELFB - APH | 53% Loosely correlated | +3.26% | ||
| CLS - APH | 51% Loosely correlated | +3.23% | ||
| BHE - APH | 50% Loosely correlated | +2.06% | ||
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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.
| Ticker / NAME | Correlation To BHE | 1D Price Change % | ||
|---|---|---|---|---|
| BHE | 100% | +2.06% | ||
| PLXS - BHE | 78% Closely correlated | +3.57% | ||
| LFUS - BHE | 74% Closely correlated | +2.79% | ||
| TTMI - BHE | 73% Closely correlated | +2.98% | ||
| CTS - BHE | 70% Closely correlated | +1.91% | ||
| FLEX - BHE | 68% Closely correlated | +2.54% | ||
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