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APH vs TEL
Which Stock Would AI Choose? Amphenol Corporation (APH) vs. TE Connectivity (TEL) Stock Comparison
Key Takeaways
- APH reported record Q1 2026 sales of $7.6 billion, up 58% year-over-year, driven by AI data center demand and the CommScope acquisition, outperforming TEL's Q2 fiscal 2026 sales growth of 15%.
- APH shows stronger year-to-date relative performance with positive returns around 5-6%, while TEL lags with declines of about 8-13% year-to-date.
- Both stocks benefit from sector exposure in interconnects and sensors for AI, electrification, and defense, but APH exhibits higher organic growth at 33% versus TEL's 7%.
- Analyst sentiment favors APH with price targets implying 27% upside, reflecting robust earnings momentum and AI catalysts.
- Risk factors include supply chain disruptions and integration challenges for APH's recent acquisitions, while TEL faces geopolitical pressures on raw materials.
Introduction
Amphenol Corporation (APH) and TE Connectivity (TEL) are leading providers of interconnect solutions, sensors, and electronic components essential for AI data centers, automotive electrification, aerospace, and industrial applications. This stock comparison evaluates their recent performance, growth drivers, and market positioning amid rising demand for high-speed connectivity and power management technologies. Traders seeking momentum in tech-enabled industrials and investors focused on long-term secular trends in AI infrastructure and electrification will find insights into relative strengths, valuation trade-offs, and sector risks in the current market environment.
APH Overview and Recent Performance
Amphenol Corporation (APH) designs, manufactures, and markets electrical, electronic, and fiber optic connectors, operating through segments like Communications Solutions, Harsh Environment Solutions, and Interconnect and Sensor Systems. In recent market activity, APH delivered record Q1 2026 results with sales of $7.6 billion, up 58% year-over-year (33% organically), fueled by surging IT datacom demand tied to AI infrastructure. Adjusted diluted EPS rose 68% to $1.06, beating estimates, with orders at $9.4 billion yielding a book-to-bill ratio (a measure of orders versus sales) of 1.24:1. The $10.5 billion acquisition of CommScope's Connectivity and Cable Solutions (CCS) business boosted fiber optic capabilities, contributing to segment growth. Q2 guidance projects sales of $8.1-$8.2 billion and EPS of $1.14-$1.16. Sentiment has been positive on analyst upgrades and AI exposure, though recent pullbacks reflect profit-taking and debt issuance concerns. Year-to-date, APH has outperformed broader indices with gains around 5-6%.
TEL Overview and Recent Performance
TE Connectivity (TEL), a global industrial technology company, provides connectivity and sensor solutions across Transportation Solutions and Industrial Solutions segments, serving automotive, energy, and data networks. Recent performance featured fiscal Q2 2026 net sales of $4.74 billion, up 15% (7% organically), with adjusted EPS of $2.73, up 24% and beating expectations. Record orders of $5.3 billion reflected strength in digital data networks and energy, with AI revenue outlook raised toward $2.4 billion for fiscal 2026. Operating margin expanded to 22%, supported by productivity and pricing actions. Free cash flow hit $1.3 billion year-to-date, enabling $1.2 billion in shareholder returns and a 10% dividend hike. Q3 guidance anticipates $5.0 billion in sales and $2.44 EPS. Shares faced pressure from supply chain risks tied to Middle East tensions and raw material costs, contributing to year-to-date declines of 8-13%, despite one-year gains near 40%.
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Head-to-Head Comparison
Amphenol (APH) and TE Connectivity (TEL) share business models centered on interconnects and sensors but differ in emphasis: APH leans into communications (47% organic growth in datacom) and harsh environments like defense/aerospace, while TEL prioritizes transportation (e.g., EVs, ADAS) and industrials like energy grids. Growth drivers favor APH's AI catalysts and acquisitions (e.g., CCS adding $4.1 billion revenue), versus TEL's steady AI data networks expansion to $2.4 billion. Recent momentum shows APH with superior YTD gains (5-6%) and 82% one-year returns, outpacing TEL's 40% annual but negative YTD. Risks for APH include CCS integration and higher debt (1.18 debt-to-equity); TEL offers lower leverage (better cash flow coverage) but faces geopolitical supply disruptions. Sector exposure overlaps in AI/electrification, yet APH commands premium valuation (P/E ~40x) on faster growth, while TEL (~21x) appeals for value and dividends (1.4% yield).
Tickeron AI Verdict
Tickeron’s AI currently favors APH based on superior trend consistency in recent quarters, with 33% organic growth, a strong 1.24:1 book-to-bill, and accelerating AI datacom catalysts positioning it ahead in high-growth interconnect demand. APH's relative stability post-earnings beats and analyst upside (~27%) outweigh TEL's solid orders and margins, though TEL provides balance via lower valuation and transportation diversification. Probabilistic edge tilts to APH for momentum traders in the current AI-fueled 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 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 TEL 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 whileTEL’s FA Score has 2 green FA rating(s).
- APH’s FA Score: 2 green, 3 red.
- TEL’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 TEL’s TA Score has 3 bullish TA indicator(s).
- APH’s TA Score: 5 bullish, 5 bearish.
- TEL’s TA Score: 3 bullish, 7 bearish.
Price Growth
APH (@Electronic Components) experienced а -2.37% price change this week, while TEL (@Electronic Components) price change was -0.53% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was -0.71%. For the same industry, the average monthly price growth was +7.43%, and the average quarterly price growth was +41.47%.
Reported Earning Dates
APH is expected to report earnings on Jul 29, 2026.
TEL is expected to report earnings on Jul 29, 2026.
Industries' Descriptions
@Electronic Components (-0.71% 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 | TEL | APH / TEL | |
| Capitalization | 154B | 59.9B | 257% |
| EBITDA | 7.96B | 4.73B | 168% |
| Gain YTD | -7.320 | -9.569 | 76% |
| P/E Ratio | 35.92 | 20.95 | 171% |
| Revenue | 25.9B | 18.7B | 139% |
| Total Cash | 4.58B | 1.11B | 413% |
| Total Debt | 18.7B | 5.66B | 331% |
APH | TEL | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 61 Fair valued | 29 Undervalued | |
PROFIT vs RISK RATING 1..100 | 24 | 31 | |
SMR RATING 1..100 | 25 | 42 | |
PRICE GROWTH RATING 1..100 | 60 | 61 | |
P/E GROWTH RATING 1..100 | 64 | 88 | |
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.
TEL's Valuation (29) in the Electronic Components industry is in the same range as APH (61). This means that TEL’s stock grew similarly to APH’s over the last 12 months.
APH's Profit vs Risk Rating (24) in the Electronic Components industry is in the same range as TEL (31). This means that APH’s stock grew similarly to TEL’s over the last 12 months.
APH's SMR Rating (25) in the Electronic Components industry is in the same range as TEL (42). This means that APH’s stock grew similarly to TEL’s over the last 12 months.
APH's Price Growth Rating (60) in the Electronic Components industry is in the same range as TEL (61). This means that APH’s stock grew similarly to TEL’s over the last 12 months.
APH's P/E Growth Rating (64) in the Electronic Components industry is in the same range as TEL (88). This means that APH’s stock grew similarly to TEL’s over the last 12 months.
| APH | TEL | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 58% | 4 days ago 59% |
| Stochastic ODDS (%) | 4 days ago 65% | 4 days ago 62% |
| Momentum ODDS (%) | 4 days ago 69% | 4 days ago 53% |
| MACD ODDS (%) | 4 days ago 52% | 4 days ago 58% |
| TrendWeek ODDS (%) | 4 days ago 54% | 4 days ago 50% |
| TrendMonth ODDS (%) | 4 days ago 65% | 4 days ago 53% |
| Advances ODDS (%) | 29 days ago 67% | 13 days ago 60% |
| Declines ODDS (%) | 8 days ago 51% | 4 days ago 53% |
| BollingerBands ODDS (%) | 4 days ago 81% | N/A |
| Aroon ODDS (%) | 4 days ago 69% | 4 days ago 54% |
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TEL and
Correlation & Price change
A.I.dvisor indicates that over the last year, TEL has been closely correlated with APH. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is a high statistical probability that if TEL jumps, then APH could also see price increases.