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APH vs FN
Which Stock Would AI Choose? Amphenol Corporation (APH) vs. Fabrinet (FN) Stock Comparison
Key Takeaways
- APH reported record Q1 2026 sales of $7.6 billion, up 58% year-over-year, driven by AI demand, with analysts forecasting 27.72% upside.
- FN delivered Q3 fiscal 2026 revenue of $1.21 billion, up 39% year-over-year, fueled by telecom and high-performance computing growth, though shares dipped post-earnings.
- Year-to-date, FN outperforms with +45% gains versus APH's +1.35%, reflecting FN's sharper AI exposure.
- Both stocks benefit from AI infrastructure trends, but APH offers greater scale (market cap $168B vs. $24B) and diversification across sectors.
- Analyst targets suggest upside: APH at $182 (33% potential), FN at $749 (13% potential).
- Recent volatility shows FN with higher beta-like momentum, while APH demonstrates stability amid earnings beats.
Introduction
This stock comparison examines Amphenol Corporation (APH), a leading designer and manufacturer of electrical, electronic, and fiber optic connectors, and Fabrinet (FN), a provider of precision optical, electro-mechanical, and electronic manufacturing services. Both companies operate in the electronics components sector, capitalizing on surging demand for AI infrastructure, data centers, and telecommunications. Traders seeking momentum in high-growth tech plays and investors eyeing relative performance in interconnect and manufacturing will find value in analyzing their recent trajectories, growth drivers, and market positioning amid evolving sector dynamics.
APH Overview and Recent Performance
Amphenol Corporation (APH) designs, manufactures, and markets interconnect products including connectors, antennas, sensors, and specialty cables across harsh environment, communications, and interconnect segments. Serving industries like defense, automotive, IT data communications, and mobile networks, APH benefits from broad exposure.
In recent market activity, APH stock traded around $137, within a 52-week range of $79-$167, reflecting volatility tied to broader tech sentiment. Year-to-date gains stand at about 1.35%, with one-year returns near 72%, supported by record Q1 2026 sales of $7.6 billion (up 58% year-over-year) and adjusted EPS of $1.06, beating estimates. Strong AI and data communications demand drove organic growth of 33%, with a book-to-bill ratio of 1.24:1 signaling backlog strength. The company priced €1.1 billion in senior notes for strategic flexibility, while surging earnings estimates and analyst upgrades (average target $182) have bolstered sentiment, despite recent pullbacks from peaks.
FN Overview and Recent Performance
Fabrinet (FN) specializes in advanced optical packaging and precision manufacturing services for optical communication components, automotive, industrial lasers, medical devices, and sensors, primarily in North America, Asia-Pacific, and Europe. Optical communications dominate its revenue mix at around 73%.
Recently, FN shares hovered near $660, in a 52-week range of $200-$735, underscoring explosive growth. Year-to-date performance reached +45%, with one-year gains exceeding 199%, outpacing the S&P 500. Q3 fiscal 2026 revenue hit a record $1.21 billion (up 39% year-over-year), with non-GAAP EPS of $3.72 topping estimates; telecom data center interconnect revenue surged over 90%, and high-performance computing contributed $107 million amid AI buildouts. Despite beats, shares fell post-earnings due to guidance scrutiny, though expansions in Thailand capacity and investments in co-packaged optics signal long-term catalysts. Analysts maintain a moderate buy with targets around $749.
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Head-to-Head Comparison
APH and FN both thrive on AI-driven demand for interconnects and optics, but diverge in business models: APH's in-house design and diversified end-markets (defense, auto, IT) contrast FN's contract manufacturing focus on optical comms (73% revenue). Growth drivers favor FN's hyperscaler exposure, with 90%+ data center interconnect surges versus APH's 33% organic sales growth.
Recent momentum tilts to FN (YTD +45% vs. APH +1%), yet APH's scale ($168B market cap, P/E 39) offers stability over FN's ($24B cap, P/E 57). Risk factors include FN's customer concentration and supply constraints versus APH's higher debt/equity (133%) post-notes issuance. Sector exposure overlaps in electronics but APH spans harsher environments, reducing cyclicality. Market sentiment leans bullish for both, with APH's earnings revisions signaling steadier upside amid FN's post-earnings volatility.
Tickeron AI Verdict
Tickeron’s AI currently favors APH for its superior trend consistency, larger scale, diversified catalysts like AI datacom and acquisitions, and elevated analyst upside (27%+). While FN shows stronger short-term momentum from optical ramps, APH's stability and backlog position it probabilistically better in fluctuating markets, though both warrant monitoring for AI infrastructure shifts.
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 Disclaimers and Limitations.
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 FN is a Hold.
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 whileFN’s FA Score has 2 green FA rating(s).
- APH’s FA Score: 2 green, 3 red.
- FN’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 5 TA indicator(s) are bullish while FN’s TA Score has 4 bullish TA indicator(s).
- APH’s TA Score: 5 bullish, 5 bearish.
- FN’s TA Score: 4 bullish, 4 bearish.
Price Growth
APH (@Electronic Components) experienced а -2.37% price change this week, while FN (@Electronic Components) price change was +16.22% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was +2.49%. For the same industry, the average monthly price growth was +10.72%, and the average quarterly price growth was +38.03%.
Reported Earning Dates
APH is expected to report earnings on Jul 29, 2026.
FN is expected to report earnings on Aug 24, 2026.
Industries' Descriptions
@Electronic Components (+2.49% 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 | FN | APH / FN | |
| Capitalization | 154B | 25.9B | 595% |
| EBITDA | 7.96B | 510M | 1,560% |
| Gain YTD | -7.320 | 58.593 | -12% |
| P/E Ratio | 35.92 | 62.03 | 58% |
| Revenue | 25.9B | 4.24B | 612% |
| Total Cash | 4.58B | 945M | 485% |
| Total Debt | 18.7B | 4.43M | 422,599% |
APH | FN | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 65 | 73 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 60 Fair valued | 72 Overvalued | |
PROFIT vs RISK RATING 1..100 | 24 | 4 | |
SMR RATING 1..100 | 25 | 45 | |
PRICE GROWTH RATING 1..100 | 59 | 36 | |
P/E GROWTH RATING 1..100 | 64 | 7 | |
SEASONALITY SCORE 1..100 | 50 | 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 (60) in the Electronic Components industry is in the same range as FN (72). This means that APH’s stock grew similarly to FN’s over the last 12 months.
FN's Profit vs Risk Rating (4) in the Electronic Components industry is in the same range as APH (24). This means that FN’s stock grew similarly to APH’s over the last 12 months.
APH's SMR Rating (25) in the Electronic Components industry is in the same range as FN (45). This means that APH’s stock grew similarly to FN’s over the last 12 months.
FN's Price Growth Rating (36) in the Electronic Components industry is in the same range as APH (59). This means that FN’s stock grew similarly to APH’s over the last 12 months.
FN's P/E Growth Rating (7) in the Electronic Components industry is somewhat better than the same rating for APH (64). This means that FN’s stock grew somewhat faster than APH’s over the last 12 months.
| APH | FN | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 58% | 2 days ago 60% |
| Stochastic ODDS (%) | 2 days ago 65% | 2 days ago 77% |
| Momentum ODDS (%) | 2 days ago 69% | 2 days ago 84% |
| MACD ODDS (%) | 2 days ago 52% | 2 days ago 82% |
| TrendWeek ODDS (%) | 2 days ago 54% | 2 days ago 79% |
| TrendMonth ODDS (%) | 2 days ago 65% | 2 days ago 81% |
| Advances ODDS (%) | 27 days ago 67% | 3 days ago 81% |
| Declines ODDS (%) | 6 days ago 51% | 9 days ago 66% |
| BollingerBands ODDS (%) | 2 days ago 81% | 2 days ago 76% |
| Aroon ODDS (%) | 2 days ago 69% | 2 days ago 85% |
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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.
FN and
Correlation & Price change
A.I.dvisor indicates that over the last year, FN has been closely correlated with CLS. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if FN jumps, then CLS could also see price increases.