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APH vs CLS
Which Stock Would AI Choose? Amphenol Corporation (APH) vs. Celestica Inc. (CLS) Stock Comparison
Key Takeaways
- Amphenol (APH) delivered record full-year 2025 revenue of $23.1 billion with a 26.2% adjusted operating margin, reflecting exceptional diversification across multiple end markets and a highly successful acquisition strategy.
- Celestica (CLS) posted $12.4 billion in 2025 revenue with 28% year-over-year growth, powered by surging demand for AI-related data center infrastructure and networking hardware.
- Both stocks have significantly outperformed broader technology benchmarks, but their growth drivers, margin profiles, and risk exposures differ materially.
- APH offers wider diversification and superior profitability, while CLS offers more concentrated exposure to hyperscale AI infrastructure spending with higher revenue growth rates.
- Customer concentration risk is notably higher for CLS, where three customers represented approximately 63% of total revenue in the most recent quarter, versus APH's broadly distributed customer base.
- Tickeron's AI-driven analytical tools provide a data-backed perspective on which stock currently exhibits stronger trend consistency and relative positioning.
Introduction
Investors seeking exposure to the electronics and data infrastructure supply chain frequently encounter two compelling names: Amphenol Corporation and Celestica Inc. Though both companies operate within the broader technology hardware ecosystem, they serve different functions and address distinct market dynamics. APH is a diversified interconnect and sensor giant with a decades-long track record of compounding growth through organic innovation and acquisitions. CLS, meanwhile, has emerged as a leading manufacturing partner for hyperscale data center customers, riding the accelerating wave of AI (Artificial Intelligence) infrastructure investment. This comparison examines how these two stocks stack up across business models, recent performance, growth drivers, and risk profiles to help traders and investors assess their relative market positioning.
APH Overview and Recent Performance
Amphenol Corporation is one of the world's largest designers and manufacturers of electrical, electronic, and fiber optic connectors, interconnect systems, antennas, and sensors. The company operates across a broad range of end markets including automotive, commercial aerospace, communications networks, defense, industrial, information technology and data communications, and mobile devices. In recent market activity, APH has demonstrated remarkable financial momentum. For full-year 2025, the company reported record sales of $23.1 billion, a 52% increase in U.S. dollars and 38% organically, alongside GAAP (Generally Accepted Accounting Principles) diluted EPS (Earnings Per Share) of $3.34 — up 74% from the prior year. Adjusted operating margin reached 26.2% for the year and hit 27.5% in the fourth quarter, underscoring exceptional operational efficiency. The company completed five acquisitions in 2025, including Trexon and Rochester Sensors, and closed its acquisition of CommScope's CCS (Connectivity and Cable Solutions) business in January 2026 — a deal expected to contribute approximately $4.1 billion in 2026 sales. Amphenol also returned nearly $1.5 billion to shareholders through dividends and share repurchases during the year. The company's Q1 2026 guidance projects sales between $6.90 billion and $7.00 billion, signaling continued robust demand across its diversified end markets.
CLS Overview and Recent Performance
Celestica Inc. is a global leader in design, manufacturing, hardware platform, and supply chain solutions, with an increasingly strategic focus on data center infrastructure and advanced technology. The company operates through two segments: Connectivity & Cloud Solutions (CCS) — which includes communications and enterprise markets — and Advanced Technology Solutions (ATS), covering aerospace and defense, industrial, health tech, and capital equipment. In recent weeks, CLS has captured significant market attention with its extraordinary growth trajectory. For full-year 2025, Celestica reported revenue of $12.4 billion, up 28% year-over-year, with adjusted EPS of $6.05 — a 56% increase. Its CCS segment was the standout performer, with Q4 revenue surging 64% to $2.86 billion, driven by robust demand for 400G and 800G network switches and the ramping of a next-generation AI/ML (Machine Learning) compute program with a major hyperscaler customer. Celestica is also the preferred manufacturing partner for Google's Tensor Processing Unit (TPU) systems and has announced a $1 billion capital investment plan for 2026 to expand global manufacturing capacity to support multi-year AI infrastructure demand. The company raised its 2026 revenue outlook to $17.0 billion with adjusted EPS guidance of $8.75, reflecting strong confidence in sustained growth. However, the ATS segment has faced headwinds, with revenue declining 1% year-over-year amid softness in capital equipment and portfolio reshaping in aerospace and defense.
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Head-to-Head Comparison
While both APH and CLS are benefiting from the rapid expansion of digital infrastructure, their business models present contrasting risk-reward profiles. Amphenol operates a highly diversified portfolio spanning automotive, defense, aerospace, industrial, and IT datacom markets, which provides natural insulation against sector-specific downturns. Its adjusted operating margin of approximately 26-27% far exceeds Celestica's 7.5-7.7%, reflecting a higher-value-add product mix and significant pricing power. Amphenol's acquisition engine — completing five deals in 2025 alone — has been a reliable compounding mechanism for decades.
Celestica, by contrast, is far more concentrated. The CCS segment now dominates its revenue mix, and three customers accounted for roughly 63% of total revenue in Q4 2025. This concentration amplifies both upside potential from AI infrastructure spending and downside risk if hyperscaler capital expenditure (capex) cycles slow. On the growth front, Celestica's projected 37% revenue increase for 2026 outpaces Amphenol's guided growth rate meaningfully, making CLS a higher-beta (higher volatility relative to the market) play on the AI buildout narrative. Amphenol offers slower but steadier compounding with wider margins and greater end-market resilience.
Tickeron AI Verdict
Based on observable factors including trend consistency, margin stability, diversification, and risk exposure, Tickeron's AI analytical framework would likely express a measured preference for APH in the current environment. Amphenol's combination of record profitability metrics, a 52% revenue growth rate that rivals many pure-growth names, and a diversified customer base spanning multiple secular growth themes — from defense electronics to IT datacom — presents a highly stable yet still expanding growth profile. Celestica's AI-driven growth narrative is undeniably powerful, and its raised 2026 guidance reflects genuine demand momentum. However, the elevated customer concentration and lower operating margins introduce a wider range of potential outcomes that a probabilistic AI model would weigh carefully. Both stocks merit attention, but APH's blend of growth, profitability, and resilience appears more favorably aligned with AI-evaluated metrics of trend consistency and risk-adjusted positioning as market conditions evolve through mid-2026.
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 Hold and CLS is a StrongBuy.
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 undervalued. 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 whileCLS’s FA Score has 2 green FA rating(s).
- APH’s FA Score: 2 green, 3 red.
- CLS’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 3 TA indicator(s) are bullish while CLS’s TA Score has 4 bullish TA indicator(s).
- APH’s TA Score: 3 bullish, 5 bearish.
- CLS’s TA Score: 4 bullish, 6 bearish.
Price Growth
APH (@Electronic Components) experienced а -0.35% price change this week, while CLS (@Electronic Components) price change was -1.58% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was +0.22%. For the same industry, the average monthly price growth was -11.10%, and the average quarterly price growth was +16.16%.
Reported Earning Dates
APH is expected to report earnings on Jul 29, 2026.
CLS is expected to report earnings on Jul 27, 2026.
Industries' Descriptions
@Electronic Components (+0.22% 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.
| APH | CLS | APH / CLS | |
| Capitalization | 194B | 38.9B | 499% |
| EBITDA | 7.96B | 1.36B | 585% |
| Gain YTD | 17.183 | 14.878 | 115% |
| P/E Ratio | 45.35 | 41.16 | 110% |
| Revenue | 25.9B | 13.8B | 188% |
| Total Cash | N/A | 378M | - |
| Total Debt | 18.7B | 772M | 2,422% |
APH | CLS | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 75 | 67 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 70 Overvalued | 72 Overvalued | |
PROFIT vs RISK RATING 1..100 | 14 | 25 | |
SMR RATING 1..100 | 26 | 19 | |
PRICE GROWTH RATING 1..100 | 52 | 58 | |
P/E GROWTH RATING 1..100 | 60 | 60 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
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.
APH's Valuation (70) in the Electronic Components industry is in the same range as CLS (72). This means that APH’s stock grew similarly to CLS’s over the last 12 months.
APH's Profit vs Risk Rating (14) in the Electronic Components industry is in the same range as CLS (25). This means that APH’s stock grew similarly to CLS’s over the last 12 months.
CLS's SMR Rating (19) in the Electronic Components industry is in the same range as APH (26). This means that CLS’s stock grew similarly to APH’s over the last 12 months.
APH's Price Growth Rating (52) in the Electronic Components industry is in the same range as CLS (58). This means that APH’s stock grew similarly to CLS’s over the last 12 months.
APH's P/E Growth Rating (60) in the Electronic Components industry is in the same range as CLS (60). This means that APH’s stock grew similarly to CLS’s over the last 12 months.
| APH | CLS | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 56% | 1 day ago 84% |
| Stochastic ODDS (%) | 1 day ago 66% | 1 day ago 85% |
| Momentum ODDS (%) | 1 day ago 70% | 1 day ago 68% |
| MACD ODDS (%) | 1 day ago 58% | 1 day ago 60% |
| TrendWeek ODDS (%) | 1 day ago 56% | 1 day ago 69% |
| TrendMonth ODDS (%) | 1 day ago 65% | 1 day ago 70% |
| Advances ODDS (%) | 23 days ago 69% | 1 day ago 84% |
| Declines ODDS (%) | 3 days ago 53% | 6 days ago 71% |
| BollingerBands ODDS (%) | 1 day ago 47% | 1 day ago 80% |
| Aroon ODDS (%) | 1 day ago 70% | 1 day ago 70% |
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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 63% 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% | +4.85% | ||
| TEL - APH | 63% Loosely correlated | +2.89% | ||
| CLS - APH | 48% Loosely correlated | +10.49% | ||
| BELFA - APH | 46% Loosely correlated | +4.37% | ||
| BELFB - APH | 46% Loosely correlated | +5.79% | ||
| FN - APH | 44% Loosely correlated | +6.69% | ||
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CLS and
Correlation & Price change
A.I.dvisor indicates that over the last year, CLS has been closely correlated with FN. These tickers have moved in lockstep 67% of the time. This A.I.-generated data suggests there is a high statistical probability that if CLS jumps, then FN could also see price increases.
| Ticker / NAME | Correlation To CLS | 1D Price Change % | ||
|---|---|---|---|---|
| CLS | 100% | +10.49% | ||
| FN - CLS | 67% Closely correlated | +6.69% | ||
| TTMI - CLS | 65% Loosely correlated | +10.27% | ||
| GLW - CLS | 57% Loosely correlated | +6.08% | ||
| FLEX - CLS | 53% Loosely correlated | +6.24% | ||
| BHE - CLS | 51% Loosely correlated | +5.01% | ||
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