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APH vs JBL
Which Stock Would AI Choose? Amphenol Corporation (APH) vs. Jabil Inc. (JBL) Stock Comparison
Key Takeaways
- Amphenol Corporation (APH) boasts a larger market cap of approximately $173 billion and TTM revenue of $25.9 billion, driven by record Q1 2026 sales of $7.6 billion (up 58% YoY).
- Jabil Inc. (JBL) shows stronger recent momentum with shares up 48% YTD and 125% over one year, compared to APH's 1% YTD and 72% annually.
- Both stocks benefit from AI and data center demand; APH forecasts Q2 sales of $8.1-8.2 billion, while JBL raised FY2026 revenue outlook to $34 billion.
- Valuations reflect growth: APH trades at 40.5 trailing P/E (forward 28.4), JBL at 45.5 trailing P/E.
- Tickeron's Trending AI Robots include strategies trading both tickers in space components and AI infrastructure, with annualized returns up to 86% and win rates around 57%.
- Analysts see upside: APH average target $182 (33% potential), JBL $311 (recent raises to $354).
Introduction
Amphenol Corporation (APH) and Jabil Inc. (JBL) operate in the electronics and interconnect sectors, benefiting from surging demand in AI data centers, communications, and industrial applications. This stock comparison analyzes their business models, recent performance, and market positioning amid broader technology growth. Traders seeking exposure to AI infrastructure and manufacturers eyeing relative performance in volatile markets will find value in understanding contrasts in scale, momentum, and growth drivers. Both have shown resilience, but differing trajectories highlight trade-offs in stability versus upside potential.
APH Overview and Recent Performance
Amphenol Corporation (APH) designs, manufactures, and markets electrical, electronic, and fiber optic connectors, antennas, sensors, and cables. Operating through segments like Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems, it serves automotive, aerospace, defense, IT datacom, and mobile markets.
In recent market activity, APH reported record Q1 2026 sales of $7.6 billion, up 58% YoY (33% organically), with adjusted EPS of $1.06 beating estimates. Orders hit $9.4 billion (book-to-bill 1.24x), fueled by AI datacom demand. The company priced €1.1 billion in senior notes and raised Q2 guidance to $8.1-8.2 billion sales. Shares traded around $137, down in recent sessions amid broader pullbacks, but up 72% over the past year. Analyst upgrades, like Barclays' overweight with $180 target, reflect positive sentiment from earnings momentum and AI catalysts.
JBL Overview and Recent Performance
Jabil Inc. (JBL) provides engineering, manufacturing, and supply chain solutions across regulated industries, intelligent infrastructure, and connected living. It designs electronic hardware, PCBA (printed circuit board assembly), enclosures, and systems for 5G, cloud, automotive, healthcare, and digital commerce.
Recent weeks saw JBL shares hit 52-week highs near $350, up 27% monthly, driven by AI partnerships like the Sivers Semiconductors 1.6T transceiver for data centers. Q2 FY2026 revenue reached $8.3 billion, with core margins at 5.3%; FY2026 outlook raised to $34 billion, targeting $13.1 billion in AI-related sales. Shares around $337 reflect 48% YTD gains versus broader indices. Analyst enthusiasm, including BofA's buy with $354 target, stems from infrastructure growth and earnings beats, though volatility persists in high-momentum trading.
Trending AI Robots
Tickeron’s Trending AI Robots page features a curated selection of over 25 top-performing AI trading bots chosen from 351 total bots that trade thousands of tickers across stocks, ETFs, and crypto. These bots excel in current market conditions like volatility in AI, semiconductors, and industrials, using strategies such as momentum, sector rotation, and corridor TP/SL exits. Performance stats include annualized returns from 23% to 169%, win rates of 51-88%, and profit factors up to 11.7. Examples cover semis (e.g., +83% return, 68% win rate), industrials (+93%, 67% win rate), and space components including APH and JBL (+56% return, 58% win rate). With diverse styles, timeframes from minutes to days, and focus on growth sectors, they offer traders data-driven edges. Explore Tickeron’s Trending AI Robots to identify suitable options for today’s environment.
Head-to-Head Comparison
APH and JBL both leverage AI-driven demand but differ in scale and focus. APH's connector-centric model ($173B market cap, $25.9B TTM revenue) provides diversified exposure to datacom (30%+ margins in Q1) and harsh environments, with lower debt leverage (net debt/EBITDA implied stability). Growth drivers include organic expansion and acquisitions like CommScope CCS for fiber optics.
JBL ($36B market cap, $32.7B TTM revenue) emphasizes end-to-end manufacturing services, with higher AI exposure via cloud servers and transceivers. Recent momentum outpaces APH (YTD +48% vs. +1%), but elevated P/E (45 vs. 40) signals richer valuation amid supply chain risks.
Sector overlap in electronics yields similar catalysts, yet APH offers stability (PEG 1.21, higher ROIC), while JBL trades higher volatility for growth. Sentiment favors both on AI tailwinds, but APH's book-to-bill edge contrasts JBL's revenue acceleration.
Tickeron AI Verdict
Tickeron’s AI currently favors JBL for its superior trend consistency and relative momentum in recent market activity, evidenced by 27% monthly gains and inclusion in high-return AI bots (up to 86% annualized in infrastructure strategies). JBL's raised FY2026 guidance and AI partnerships position it strongly amid volatility, though APH trails with stability from record orders. Probabilistic edge leans to JBL (60-70% confidence) on catalysts like data center expansion.
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 JBL 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 whileJBL’s FA Score has 4 green FA rating(s).
- APH’s FA Score: 2 green, 3 red.
- JBL’s FA Score: 4 green, 1 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 JBL’s TA Score has 2 bullish TA indicator(s).
- APH’s TA Score: 5 bullish, 5 bearish.
- JBL’s TA Score: 2 bullish, 6 bearish.
Price Growth
APH (@Electronic Components) experienced а -2.37% price change this week, while JBL (@Electronic Components) price change was -4.29% 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.
JBL is expected to report earnings on Jun 18, 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 | JBL | APH / JBL | |
| Capitalization | 154B | 35.9B | 429% |
| EBITDA | 7.96B | 1.99B | 400% |
| Gain YTD | -7.320 | 49.111 | -15% |
| P/E Ratio | 35.92 | 45.80 | 78% |
| Revenue | 25.9B | 32.7B | 79% |
| Total Cash | 4.58B | 1.06B | 432% |
| Total Debt | 18.7B | 4.39B | 426% |
APH | JBL | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 69 | 94 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 61 Fair valued | 74 Overvalued | |
PROFIT vs RISK RATING 1..100 | 24 | 4 | |
SMR RATING 1..100 | 25 | 18 | |
PRICE GROWTH RATING 1..100 | 60 | 10 | |
P/E GROWTH RATING 1..100 | 64 | 28 | |
SEASONALITY SCORE 1..100 | 50 | n/a |
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 (61) in the Electronic Components industry is in the same range as JBL (74). This means that APH’s stock grew similarly to JBL’s over the last 12 months.
JBL's Profit vs Risk Rating (4) in the Electronic Components industry is in the same range as APH (24). This means that JBL’s stock grew similarly to APH’s over the last 12 months.
JBL's SMR Rating (18) in the Electronic Components industry is in the same range as APH (25). This means that JBL’s stock grew similarly to APH’s over the last 12 months.
JBL's Price Growth Rating (10) in the Electronic Components industry is somewhat better than the same rating for APH (60). This means that JBL’s stock grew somewhat faster than APH’s over the last 12 months.
JBL's P/E Growth Rating (28) in the Electronic Components industry is somewhat better than the same rating for APH (64). This means that JBL’s stock grew somewhat faster than APH’s over the last 12 months.
| APH | JBL | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 58% | 3 days ago 65% |
| Stochastic ODDS (%) | 3 days ago 65% | 3 days ago 64% |
| Momentum ODDS (%) | 3 days ago 69% | 3 days ago 66% |
| MACD ODDS (%) | 3 days ago 52% | 3 days ago 56% |
| TrendWeek ODDS (%) | 3 days ago 54% | 3 days ago 62% |
| TrendMonth ODDS (%) | 3 days ago 65% | 3 days ago 74% |
| Advances ODDS (%) | 28 days ago 67% | 7 days ago 75% |
| Declines ODDS (%) | 7 days ago 51% | 3 days ago 65% |
| BollingerBands ODDS (%) | 3 days ago 81% | 3 days ago 58% |
| Aroon ODDS (%) | 3 days ago 69% | 3 days ago 75% |
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| MHF | 6.99 | 0.02 | +0.36% |
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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 64% 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.
JBL and
Correlation & Price change
A.I.dvisor indicates that over the last year, JBL has been closely correlated with FLEX. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if JBL jumps, then FLEX could also see price increases.
| Ticker / NAME | Correlation To JBL | 1D Price Change % | ||
|---|---|---|---|---|
| JBL | 100% | -4.08% | ||
| FLEX - JBL | 74% Closely correlated | -4.00% | ||
| FN - JBL | 66% Loosely correlated | -3.27% | ||
| BHE - JBL | 64% Loosely correlated | -2.40% | ||
| CLS - JBL | 63% Loosely correlated | -6.04% | ||
| TTMI - JBL | 62% Loosely correlated | -2.63% | ||
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