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APH vs CLS
Which Stock Would AI Choose? Amphenol Corporation (APH) vs. Celestica Inc. (CLS) Stock Comparison
Key Takeaways
- Both APH and CLS operate in the electronic components sector and have benefited from strong demand in AI infrastructure and data centers in recent weeks.
- APH reported record Q2 2026 sales of $8.8 billion, driven by 89% growth in IT datacom, with robust order backlog supporting continued momentum.
- CLS achieved 62% year-over-year revenue growth in Q2 2026, primarily from its Connectivity & Cloud Solutions segment tied to hyperscale data centers.
- APH maintains a larger market capitalization and higher operating margins compared to CLS, reflecting its scale in connectors and sensors.
- Recent market activity shows both stocks experiencing consolidation after strong multi-month gains, with valuations reflecting premium pricing for AI exposure.
- Sector sentiment remains positive amid ongoing investments in artificial intelligence hardware, though relative performance depends on execution and customer concentration risks.
Introduction
Amphenol Corporation (APH) and Celestica Inc. (CLS) represent two prominent players in the electronic components and manufacturing services space, both positioned to capitalize on the expansion of artificial intelligence and data center infrastructure. This comparison examines their business models, recent performance trends, and market positioning to assist experienced investors and traders evaluating relative opportunities within the technology hardware sector. The analysis draws on verifiable financial metrics and developments from the past several weeks to provide a balanced view of their trajectories in the current environment.
APH Overview and Recent Performance
Amphenol Corporation designs and manufactures connectors, cables, and sensors serving communications, industrial, automotive, and defense markets. In recent weeks, the stock has consolidated following a 2-for-1 split and dividend announcement, trading near $77.55 after earlier gains. Q2 2026 results highlighted record net sales of $8.8 billion, up 55% year over year, fueled by 89% growth in IT datacom amid accelerated AI demand. Orders reached $10.7 billion, yielding a book-to-bill ratio of 1.23. Analyst targets from firms such as Citi remain supportive, with the company guiding for continued expansion in the third quarter.
CLS Overview and Recent Performance
Celestica Inc. provides electronics manufacturing services and supply chain solutions, with significant exposure through its Connectivity & Cloud Solutions segment. The stock has experienced volatility in recent weeks after substantial prior appreciation, reflecting pullbacks from yearly highs while maintaining positive year-to-date returns. Q2 2026 revenue rose 62% year over year to $4.70 billion, supported by strong hyperscale data center demand, with adjusted earnings also exceeding expectations. Management raised full-year guidance, and recent executive changes aim to support sustained growth. The company continues to benefit from AI-related production ramps.
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Head-to-Head Comparison
Amphenol Corporation emphasizes proprietary component design with higher gross margins near 39%, while Celestica focuses on contract manufacturing and assembly with lower but scalable margins around 12%. Both derive growth from AI infrastructure, yet APH exhibits broader end-market diversification including defense and industrial, reducing customer concentration relative to CLS. Recent momentum favors APH on absolute scale and order visibility, whereas CLS has delivered sharper percentage revenue gains. Risk factors include premium valuations for both amid potential AI spending fluctuations; APH carries larger absolute debt but stronger cash generation, while CLS offers higher historical return volatility. Market sentiment reflects shared tailwinds from data center investments, with trade-offs centered on margin profile versus growth velocity.
Tickeron AI Verdict
Based on observable factors such as trend consistency in order backlogs, stability of operating margins, and relative positioning within AI supply chains, Tickeron’s AI models currently assign a probabilistic edge to APH for sustained performance in the near term. Its larger scale and diversified revenue streams provide a buffer against segment-specific volatility compared with CLS. Outcomes remain subject to evolving market conditions and execution metrics.
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 CLS is a Buy.
APH | CLS | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 30 | 46 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 68 Overvalued | 69 Overvalued | |
PROFIT vs RISK RATING 1..100 | 9 | 24 | |
SMR RATING 1..100 | 27 | 20 | |
PRICE GROWTH RATING 1..100 | 21 | 42 | |
P/E GROWTH RATING 1..100 | 56 | 77 | |
SEASONALITY SCORE 1..100 | 85 | 85 |
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 (68) in the Electronic Components industry is in the same range as CLS (69). This means that APH’s stock grew similarly to CLS’s over the last 12 months.
APH's Profit vs Risk Rating (9) in the Electronic Components industry is in the same range as CLS (24). This means that APH’s stock grew similarly to CLS’s over the last 12 months.
CLS's SMR Rating (20) in the Electronic Components industry is in the same range as APH (27). This means that CLS’s stock grew similarly to APH’s over the last 12 months.
APH's Price Growth Rating (21) in the Electronic Components industry is in the same range as CLS (42). This means that APH’s stock grew similarly to CLS’s over the last 12 months.
APH's P/E Growth Rating (56) in the Electronic Components industry is in the same range as CLS (77). This means that APH’s stock grew similarly to CLS’s over the last 12 months.
| APH | CLS | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 49% | 3 days ago 71% |
| Stochastic ODDS (%) | 3 days ago 55% | 3 days ago 70% |
| Momentum ODDS (%) | 3 days ago 57% | 3 days ago 80% |
| MACD ODDS (%) | 3 days ago 62% | 3 days ago 80% |
| TrendWeek ODDS (%) | 3 days ago 70% | 3 days ago 72% |
| TrendMonth ODDS (%) | 3 days ago 71% | 3 days ago 84% |
| Advances ODDS (%) | 6 days ago 70% | 10 days ago 84% |
| Declines ODDS (%) | 4 days ago 56% | 4 days ago 74% |
| BollingerBands ODDS (%) | 3 days ago 53% | 3 days ago 70% |
| Aroon ODDS (%) | 3 days ago 73% | 3 days ago 88% |
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 CLS’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 6 TA indicator(s) are bullish while CLS’s TA Score has 5 bullish TA indicator(s).
- APH’s TA Score: 6 bullish, 4 bearish.
- CLS’s TA Score: 5 bullish, 6 bearish.
Price Growth
APH (@Electronic Components) experienced а +0.32% price change this week, while CLS (@Electronic Components) price change was -6.50% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was -5.22%. For the same industry, the average monthly price growth was +1.01%, and the average quarterly price growth was +8.65%.
Reported Earning Dates
APH is expected to report earnings on Oct 28, 2026.
CLS is expected to report earnings on Oct 26, 2026.
Industries' Descriptions
@Electronic Components (-5.22% 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.
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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% | +2.25% | ||
| TEL - APH | 65% Loosely correlated | +1.86% | ||
| BELFA - APH | 53% Loosely correlated | +0.13% | ||
| BELFB - APH | 53% Loosely correlated | +0.82% | ||
| CLS - APH | 52% Loosely correlated | +1.58% | ||
| BHE - APH | 50% Loosely correlated | +0.38% | ||
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CLS and
Correlation & Price change
A.I.dvisor indicates that over the last year, CLS has been loosely correlated with FN. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if CLS jumps, then FN could also see price increases.
| Ticker / NAME | Correlation To CLS | 1D Price Change % | ||
|---|---|---|---|---|
| CLS | 100% | +1.58% | ||
| FN - CLS | 65% Loosely correlated | -0.22% | ||
| TTMI - CLS | 59% Loosely correlated | +2.99% | ||
| BHE - CLS | 57% Loosely correlated | +0.38% | ||
| FLEX - CLS | 55% Loosely correlated | +4.44% | ||
| GLW - CLS | 54% Loosely correlated | +2.52% | ||
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