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APH vs TEL
Which Stock Would AI Choose? Amphenol (APH) vs. TE Connectivity (TEL) Stock Comparison
Key Takeaways
- Amphenol (APH) has delivered stronger year-to-date and one-year returns compared to TE Connectivity (TEL), with YTD performance of approximately 12.3% versus 10.0% for TEL as of mid-July 2026.
- Both companies operate in the electronic components sector, specializing in connectors and sensors, but APH shows greater exposure to communications and data center markets while TEL emphasizes transportation and industrial solutions.
- Recent market activity indicates APH benefiting from upward earnings estimate revisions tied to artificial intelligence demand, whereas TEL reports solid order growth in electrification and AI infrastructure ahead of its fiscal Q3 earnings.
- Valuation metrics differ notably, with APH trading at a higher trailing price-to-earnings ratio reflecting its growth profile, while TEL offers a comparatively lower multiple and dividend yield.
- Relative performance in recent weeks highlights APH's resilience amid broader sector volatility, contrasted with TEL's steady positioning supported by record order backlogs.
- Sector sentiment remains constructive for both, driven by ongoing electrification and connectivity trends, though trade-offs exist in growth pace versus stability.
Introduction
Amphenol (APH) and TE Connectivity (TEL) represent two prominent players in the electronic components industry, each supplying critical connectivity and sensing solutions to high-growth end markets. This comparison examines their business models, recent stock behavior, and market positioning to assist investors evaluating relative opportunities in the sector. Portfolio managers, sector specialists, and traders monitoring technology hardware or industrial electronics may find the analysis particularly relevant for assessing diversification within similar yet differentiated exposures.
Amphenol (APH) Overview and Recent Performance
Amphenol Corporation designs and manufactures electrical, electronic, and fiber optic connectors, serving automotive, aerospace, communications, defense, and industrial markets through segments including Communications Solutions and Harsh Environment Solutions. In recent market activity, the stock has traded around the $151 level, posting a year-to-date return of roughly 12.3% and a one-year return near 49.3% as of mid-July 2026. Performance has been supported by strong demand in artificial intelligence and data center applications, with analysts noting upward revisions to earnings estimates. Broader sentiment reflects the company's positioning in high-speed interconnect products amid expanding digital infrastructure needs.
TE Connectivity (TEL) Overview and Recent Performance
TE Connectivity plc manufactures connectivity and sensor solutions across Transportation Solutions and Industrial Solutions segments, addressing automotive, aerospace, energy, and industrial automation end markets. As of mid-July 2026, the stock closed near $203, delivering a year-to-date return of approximately 10.0% and a one-year return of about 15.6%. Recent performance has been influenced by robust order intake, including record levels in the second fiscal quarter, alongside expectations for continued growth in electrification and artificial intelligence infrastructure. Management commentary highlights resilience in core segments despite external cost pressures.
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Head-to-Head Comparison
Amphenol (APH) and TE Connectivity (TEL) both generate revenue primarily from connectors and related components, yet diverge in market emphasis. APH maintains heavier weighting toward communications and high-speed data applications, benefiting from artificial intelligence-driven tailwinds, while TEL derives substantial exposure from transportation and industrial segments, including automotive electrification. Recent momentum favors APH on a relative basis, with superior multi-period returns, though TEL exhibits steadier order visibility through its backlog. Risk factors include APH’s elevated valuation multiples versus TEL’s more moderate pricing and dividend support. Sector exposure overlaps in electronics supply chains, but sentiment tilts toward growth-oriented names like APH amid current connectivity demand, balanced against TEL’s broader industrial diversification.
Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings momentum, and relative positioning in high-growth areas, Tickeron’s AI would currently assign a higher probability of favorable near-term performance to Amphenol (APH). This assessment reflects stronger recent returns, upward estimate revisions, and alignment with artificial intelligence infrastructure trends, while acknowledging TEL’s solid fundamentals and upcoming earnings as potential stabilizers. The view remains probabilistic and subject to evolving market data.
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 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 0 green FA rating(s).
- APH’s FA Score: 2 green, 3 red.
- TEL’s FA Score: 0 green, 5 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 3 TA indicator(s) are bullish while TEL’s TA Score has 2 bullish TA indicator(s).
- APH’s TA Score: 3 bullish, 5 bearish.
- TEL’s TA Score: 2 bullish, 6 bearish.
Price Growth
APH (@Electronic Components) experienced а +2.80% price change this week, while TEL (@Electronic Components) price change was -1.87% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was -1.31%. For the same industry, the average monthly price growth was -10.92%, and the average quarterly price growth was +10.88%.
Reported Earning Dates
APH is expected to report earnings on Jul 29, 2026.
TEL is expected to report earnings on Nov 04, 2026.
Industries' Descriptions
@Electronic Components (-1.31% 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 | 194B | 57.6B | 337% |
| EBITDA | 7.96B | 4.73B | 168% |
| Gain YTD | 16.900 | -12.017 | -141% |
| P/E Ratio | 45.24 | 19.47 | 232% |
| Revenue | 25.9B | 18.7B | 139% |
| Total Cash | N/A | 1.11B | - |
| Total Debt | 18.7B | 5.66B | 331% |
APH | TEL | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 66 | 11 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 71 Overvalued | 37 Fair valued | |
PROFIT vs RISK RATING 1..100 | 14 | 36 | |
SMR RATING 1..100 | 26 | 42 | |
PRICE GROWTH RATING 1..100 | 47 | 59 | |
P/E GROWTH RATING 1..100 | 34 | 94 | |
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 (37) in the Electronic Components industry is somewhat better than the same rating for APH (71). This means that TEL’s stock grew somewhat faster than APH’s over the last 12 months.
APH's Profit vs Risk Rating (14) in the Electronic Components industry is in the same range as TEL (36). This means that APH’s stock grew similarly to TEL’s over the last 12 months.
APH's SMR Rating (26) 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 (47) in the Electronic Components industry is in the same range as TEL (59). This means that APH’s stock grew similarly to TEL’s over the last 12 months.
APH's P/E Growth Rating (34) in the Electronic Components industry is somewhat better than the same rating for TEL (94). This means that APH’s stock grew somewhat faster than TEL’s over the last 12 months.
| APH | TEL | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 52% | N/A |
| Stochastic ODDS (%) | 2 days ago 66% | 2 days ago 52% |
| Momentum ODDS (%) | 2 days ago 68% | 2 days ago 57% |
| MACD ODDS (%) | 2 days ago 62% | 2 days ago 64% |
| TrendWeek ODDS (%) | 2 days ago 69% | 2 days ago 52% |
| TrendMonth ODDS (%) | 2 days ago 65% | 2 days ago 54% |
| Advances ODDS (%) | 25 days ago 69% | 8 days ago 60% |
| Declines ODDS (%) | 2 days ago 53% | 2 days ago 55% |
| BollingerBands ODDS (%) | 2 days ago 51% | 2 days ago 51% |
| Aroon ODDS (%) | 2 days ago 69% | 2 days ago 49% |
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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 63% 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% | -0.05% | ||
| TEL - APH | 63% Loosely correlated | -0.74% | ||
| CLS - APH | 49% Loosely correlated | -0.22% | ||
| BELFA - APH | 46% Loosely correlated | +1.57% | ||
| BELFB - APH | 46% Loosely correlated | +1.37% | ||
| FN - APH | 44% Loosely correlated | +0.79% | ||
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