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APH vs TEL
Which Stock Would AI Choose? Amphenol Corporation (APH) vs. TE Connectivity plc (TEL) Stock Comparison
Key Takeaways
- Amphenol Corporation (APH) has demonstrated stronger recent momentum driven by robust demand in artificial intelligence (AI) and data center applications, while TE Connectivity plc (TEL) has posted solid earnings growth supported by record orders across industrial and transportation segments.
- Over recent weeks, APH has traded near the upper end of its range with multiple analyst price target increases, contrasting with TEL’s more stable but comparatively modest year-to-date performance.
- Both companies operate in the interconnect and sensor space, yet APH shows greater exposure to high-growth communication solutions, whereas TEL maintains broader diversification including automotive and industrial markets.
- Valuation metrics and earnings beats position APH as potentially undervalued relative to growth prospects, while TEL offers a higher dividend yield and consistent order backlog.
- Market sentiment favors APH amid AI infrastructure tailwinds, though TEL’s recent quarterly results highlight resilience with double-digit revenue and earnings per share (EPS) expansion.
- Relative performance over the past year shows APH outperforming TEL, reflecting differing sector positioning and growth trajectories.
Introduction
Amphenol Corporation (APH) and TE Connectivity plc (TEL) are leading manufacturers of electronic connectors, sensors, and interconnect systems that serve overlapping yet distinct end markets including communications, industrial, automotive, and aerospace. This comparison examines their recent stock behavior, business drivers, and relative positioning within the current market environment. Professional investors and active traders focused on technology hardware, supply chain resilience, and earnings momentum may find the analysis useful for assessing portfolio allocation decisions between two established players in the electronics components sector.
APH Overview and Recent Performance
Amphenol Corporation (APH) designs and manufactures a wide range of interconnect products used in high-speed data transmission and power applications. In recent market activity, the stock has benefited from sustained demand in AI-related infrastructure, with analysts highlighting expectations for significant earnings per share (EPS) growth in the upcoming quarter. Multiple firms raised price targets during July 2026, reflecting confidence in the company’s communication solutions segment. The shares have exhibited volatility, closing near $152.67 on July 24, 2026, after fluctuating within a broader upward trend over recent weeks. Sentiment has been supported by strong bookings and positioning in data center markets, though the stock remains sensitive to broader technology sector rotations.
TEL Overview and Recent Performance
TE Connectivity plc (TEL) produces connectivity and sensor solutions across transportation, industrial, and communications markets. Recent performance has been bolstered by a strong third-quarter fiscal 2026 earnings report delivered in late July, featuring 14% revenue growth and approximately 19-22% adjusted EPS growth alongside record orders. The stock closed at $202.94 on July 24, 2026, showing resilience following the results. Over recent weeks, the company has maintained steady momentum supported by order backlogs and operational execution, though year-to-date returns have lagged broader technology indices. Market sentiment reflects appreciation for its diversified end-market exposure and consistent delivery against guidance.
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Head-to-Head Comparison
Amphenol Corporation (APH) and TE Connectivity plc (TEL) share exposure to the electronics interconnect sector but differ in growth emphasis. APH derives a larger portion of revenue from high-speed communications and AI-driven data centers, creating stronger cyclical upside during technology buildouts, while TEL maintains more balanced contributions from industrial and transportation segments that provide relative stability. Recent momentum favors APH through repeated analyst upgrades tied to AI demand, whereas TEL has delivered predictable earnings beats with record order inflows. Risk factors for APH include valuation compression if growth moderates, while TEL faces potential margin pressure from commodity or geopolitical cost increases. Market sentiment currently tilts toward APH’s higher-beta profile amid sector rotation into AI infrastructure, creating a trade-off between growth potential and defensive characteristics.
Tickeron AI Verdict
Based on observable factors such as trend consistency in AI-exposed segments, earnings momentum, and relative positioning within high-growth end markets, Tickeron’s AI would currently assign a modestly higher probability of favorable near-term performance to Amphenol Corporation (APH) over TE Connectivity plc (TEL). This assessment reflects APH’s stronger alignment with prevailing technology infrastructure catalysts and recent analyst sentiment, though both equities remain subject to broader market conditions and sector-specific developments.
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 TEL is a StrongBuy.
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 3 FA rating(s) are green whileTEL’s FA Score has 1 green FA rating(s).
- APH’s FA Score: 3 green, 2 red.
- TEL’s FA Score: 1 green, 4 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 4 TA indicator(s) are bullish while TEL’s TA Score has 5 bullish TA indicator(s).
- APH’s TA Score: 4 bullish, 4 bearish.
- TEL’s TA Score: 5 bullish, 4 bearish.
Price Growth
APH (@Electronic Components) experienced а -2.85% price change this week, while TEL (@Electronic Components) price change was -0.16% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was +2.33%. For the same industry, the average monthly price growth was +3.09%, and the average quarterly price growth was +19.43%.
Reported Earning Dates
APH is expected to report earnings on Oct 28, 2026.
TEL is expected to report earnings on Nov 04, 2026.
Industries' Descriptions
@Electronic Components (+2.33% 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 | 204B | 62.2B | 328% |
| EBITDA | 9.26B | 4.9B | 189% |
| Gain YTD | 23.078 | -4.958 | -466% |
| P/E Ratio | 41.44 | 21.03 | 197% |
| Revenue | 29B | 19.3B | 150% |
| Total Cash | 5.42B | 1.24B | 437% |
| Total Debt | 18.8B | 5.63B | 334% |
APH | TEL | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 72 | 67 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 63 Fair valued | 37 Fair valued | |
PROFIT vs RISK RATING 1..100 | 12 | 30 | |
SMR RATING 1..100 | 26 | 41 | |
PRICE GROWTH RATING 1..100 | 11 | 49 | |
P/E GROWTH RATING 1..100 | 54 | 94 | |
SEASONALITY SCORE 1..100 | 50 | 65 |
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 in the same range as APH (63). This means that TEL’s stock grew similarly to APH’s over the last 12 months.
APH's Profit vs Risk Rating (12) in the Electronic Components industry is in the same range as TEL (30). 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 (41). This means that APH’s stock grew similarly to TEL’s over the last 12 months.
APH's Price Growth Rating (11) in the Electronic Components industry is somewhat better than the same rating for TEL (49). This means that APH’s stock grew somewhat faster than TEL’s over the last 12 months.
APH's P/E Growth Rating (54) 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 (%) | N/A | N/A |
| Stochastic ODDS (%) | 1 day ago 54% | 2 days ago 41% |
| Momentum ODDS (%) | 1 day ago 66% | 2 days ago 60% |
| MACD ODDS (%) | 1 day ago 60% | 2 days ago 64% |
| TrendWeek ODDS (%) | 1 day ago 56% | 2 days ago 52% |
| TrendMonth ODDS (%) | 1 day ago 71% | 2 days ago 56% |
| Advances ODDS (%) | 9 days ago 69% | 9 days ago 60% |
| Declines ODDS (%) | 3 days ago 54% | 11 days ago 55% |
| BollingerBands ODDS (%) | 1 day ago 48% | 2 days ago 49% |
| Aroon ODDS (%) | 1 day ago 72% | 2 days ago 53% |
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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% | -2.48% | ||
| TEL - APH | 63% Loosely correlated | +0.25% | ||
| CLS - APH | 49% Loosely correlated | +2.41% | ||
| TTMI - APH | 48% Loosely correlated | +0.56% | ||
| GLW - APH | 47% Loosely correlated | -5.32% | ||
| BELFA - APH | 46% Loosely correlated | -0.87% | ||
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