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APH vs CLS
Which Stock Would AI Choose? Amphenol Corporation (APH) vs. Celestica Inc. (CLS) Stock Comparison
Key Takeaways
- Amphenol Corporation (APH) and Celestica Inc. (CLS) both operate in the electronics supply chain and have benefited from AI-driven demand for data center infrastructure in recent market activity.
- Over the past year, CLS delivered approximately 130% total return compared to roughly 63% for APH, reflecting stronger momentum in electronics manufacturing services.
- Both companies reported robust first-quarter 2026 results, with APH posting record sales of $7.6 billion and CLS achieving revenue of $4.05 billion and raising its annual outlook.
- Recent weeks showed volatility for both stocks, with APH trading near $158 and CLS near $361 as of early July 2026, amid broader sector rotation and profit-taking from earlier highs.
- Sector exposure differs meaningfully: APH focuses on interconnect components while CLS provides end-to-end manufacturing and supply-chain solutions, creating distinct risk and growth profiles.
- Market sentiment remains constructive for both amid ongoing AI infrastructure buildout, though CLS exhibits higher price volatility.
Introduction
Amphenol Corporation (APH) and Celestica Inc. (CLS) represent two distinct yet interconnected players in the technology hardware ecosystem. Investors and traders focused on the electronics and semiconductor supply chain often compare these names to assess relative exposure to artificial intelligence infrastructure spending, manufacturing scale, and margin dynamics. This analysis examines their business models, recent performance trends, and market positioning to help market participants evaluate trade-offs between component-level specialization and integrated manufacturing services in the current environment.
APH Overview and Recent Performance
Amphenol Corporation (APH) designs and manufactures interconnect products, sensors, and related components used across communications, automotive, industrial, and aerospace markets. In recent weeks, the stock has experienced volatility following a strong multi-year run driven by demand for high-speed data connectivity in AI servers and networking equipment. Year-to-date performance through early July 2026 stood at approximately 17.5%, with one-year returns near 63.5%. First-quarter 2026 results highlighted record revenue and solid order momentum, supported by acquisitions and organic growth in high-technology segments. Sentiment has been influenced by broader technology sector rotation and periodic profit-taking after the stock approached all-time highs near $176 in late June.
CLS Overview and Recent Performance
Celestica Inc. (CLS) provides electronics manufacturing services, design, and supply-chain solutions primarily to original equipment manufacturers in communications, enterprise, and industrial markets. The company has seen accelerated growth tied to AI server and networking production. Through early July 2026, year-to-date returns reached roughly 20-22%, while one-year performance exceeded 130%. First-quarter 2026 revenue rose 53% year-over-year to $4.05 billion, with adjusted earnings per share beating guidance and prompting an upward revision to full-year outlook. Recent market activity featured volatility around the $360 level, with the stock pulling back from June highs above $470 amid sector-wide rotation and anticipation of second-quarter results scheduled for late July.
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Head-to-Head Comparison
Amphenol Corporation (APH) operates primarily as a components supplier with deep expertise in high-speed interconnects, offering relatively stable demand across multiple end markets and lower exposure to assembly-cycle fluctuations. Celestica Inc. (CLS) functions as an electronics manufacturing services provider, delivering greater scale in complex system assembly and supply-chain management, which can amplify revenue growth during periods of surging AI hardware demand but also introduces higher operational leverage and inventory risk. Recent momentum has favored CLS on a one-year basis, while APH has demonstrated more consistent operating margins above 25%. Both names carry sector exposure to technology hardware and AI infrastructure, yet CLS shows greater price volatility and sensitivity to customer concentration in the data-center supply chain. Market sentiment for both remains supported by ongoing capital expenditure by hyperscale operators, with trade-offs centering on margin stability versus growth velocity.
Tickeron AI Verdict
Based on observable factors including stronger recent relative performance, elevated order momentum in AI-related segments, and consistent upward revisions to guidance, Tickeron’s AI models currently assign a higher probabilistic edge to Celestica Inc. (CLS) for near-term trend consistency. Amphenol Corporation (APH) remains well-positioned due to its diversified end markets and margin resilience, yet the data indicate CLS has captured more pronounced momentum in the prevailing market environment.
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 3 FA rating(s) are green whileCLS’s FA Score has 2 green FA rating(s).
- APH’s FA Score: 3 green, 2 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 4 TA indicator(s) are bullish while CLS’s TA Score has 4 bullish TA indicator(s).
- APH’s TA Score: 4 bullish, 5 bearish.
- CLS’s TA Score: 4 bullish, 6 bearish.
Price Growth
APH (@Electronic Components) experienced а -3.36% price change this week, while CLS (@Electronic Components) price change was +7.03% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was -1.55%. For the same industry, the average monthly price growth was -2.09%, and the average quarterly price growth was +26.14%.
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 (-1.55% 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 | 196B | 41.3B | 475% |
| EBITDA | 7.96B | 1.36B | 585% |
| Gain YTD | 18.111 | 21.731 | 83% |
| P/E Ratio | 45.71 | 43.62 | 105% |
| Revenue | 25.9B | 13.8B | 188% |
| Total Cash | N/A | 378M | - |
| Total Debt | 18.7B | 772M | 2,422% |
APH | CLS | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 70 Overvalued | 72 Overvalued | |
PROFIT vs RISK RATING 1..100 | 14 | 15 | |
SMR RATING 1..100 | 26 | 19 | |
PRICE GROWTH RATING 1..100 | 15 | 41 | |
P/E GROWTH RATING 1..100 | 55 | 53 | |
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 (15). 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 (15) in the Electronic Components industry is in the same range as CLS (41). This means that APH’s stock grew similarly to CLS’s over the last 12 months.
CLS's P/E Growth Rating (53) in the Electronic Components industry is in the same range as APH (55). This means that CLS’s stock grew similarly to APH’s over the last 12 months.
| APH | CLS | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 43% | 5 days ago 69% |
| Stochastic ODDS (%) | 3 days ago 62% | 3 days ago 83% |
| Momentum ODDS (%) | 3 days ago 59% | 3 days ago 76% |
| MACD ODDS (%) | 3 days ago 54% | 3 days ago 82% |
| TrendWeek ODDS (%) | 3 days ago 55% | 3 days ago 85% |
| TrendMonth ODDS (%) | 3 days ago 69% | 3 days ago 70% |
| Advances ODDS (%) | 13 days ago 69% | 13 days ago 85% |
| Declines ODDS (%) | 5 days ago 53% | 11 days ago 71% |
| BollingerBands ODDS (%) | 3 days ago 47% | 3 days ago 87% |
| Aroon ODDS (%) | 3 days ago 74% | 3 days ago 66% |
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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.