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APH vs TEL
Which Stock Would AI Choose? Amphenol Corporation (APH) vs. TE Connectivity Ltd. (TEL) Stock Comparison
Key Takeaways
- Amphenol Corporation (APH) has shown stronger recent revenue growth driven by AI and datacenter demand, with Q2 2026 sales reaching a record $8.8 billion.
- TE Connectivity Ltd. (TEL) delivered solid Q3 fiscal 2026 results with $5.16 billion in sales, up 14% year over year, supported by transportation and industrial segments, plus a pending acquisition.
- APH stock has experienced post-split consolidation in recent weeks, trading near $77-78, while TEL has maintained relative stability around $205 amid modest analyst target increases.
- Both companies operate in the interconnect solutions space but differ in end-market exposure, with APH more heavily weighted toward high-growth communications and TEL toward diversified industrial applications.
- Market sentiment remains constructive for both, though APH benefits from elevated AI-related order momentum and TEL from consistent cash generation and acquisition activity.
- Relative performance highlights trade-offs between APH's higher growth profile and TEL's steadier valuation and dividend characteristics.
Introduction
Amphenol Corporation (APH) and TE Connectivity Ltd. (TEL) represent two leading players in the global market for electrical connectors, sensors, and interconnect systems. Investors and traders focused on the technology hardware sector often compare these stocks due to their overlapping yet distinct exposures to end markets such as data communications, automotive, industrial, aerospace, and defense. This analysis examines recent performance, business drivers, and positioning to assist those evaluating relative opportunities in the current environment.
APH Overview and Recent Performance
Amphenol Corporation (APH) designs and manufactures a broad range of interconnect products serving communications, industrial, automotive, and defense applications. In recent weeks, the stock has consolidated following a 2-for-1 split in early September 2026, with shares trading in the $77-79 range amid broader market activity. The company's Q2 2026 results highlighted robust demand, particularly in IT datacom, where sales surged 89% year over year on accelerated artificial intelligence infrastructure needs. Record orders of $10.7 billion and raised guidance for the third quarter supported positive sentiment, though near-term price action reflected post-split adjustment and general sector rotation.
TEL Overview and Recent Performance
TE Connectivity Ltd. (TEL) provides connectivity and sensor solutions primarily for transportation, industrial, and communications markets. Recent market activity has featured steady performance, with the stock holding near $205 following its fiscal Q3 2026 earnings. The quarter delivered record sales of $5.16 billion, up 14% year over year, alongside adjusted earnings per share growth of 22% and record orders of $5.7 billion. A pending $1.4 billion acquisition of Astrodyne TDI to bolster industrial power solutions and analyst price target increases, including one to $220, contributed to constructive sentiment in recent weeks.
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Head-to-Head Comparison
Both companies compete in the interconnect and sensor industry but pursue differentiated strategies. Amphenol Corporation (APH) maintains greater exposure to high-growth AI and datacenter end markets, which fueled outsized organic growth in recent quarters, while TE Connectivity Ltd. (TEL) emphasizes a balanced portfolio across transportation and industrial solutions with steady order momentum. Valuation metrics show APH trading at a premium multiple consistent with its growth trajectory, whereas TEL offers a comparatively lower price-to-earnings ratio alongside a higher dividend yield. Risk factors include APH's sensitivity to technology spending cycles and TEL's exposure to automotive production volumes. Recent momentum favors APH's AI-driven catalysts, though TEL demonstrates resilience through acquisitions and cash flow generation. Market sentiment reflects these contrasts, with analysts maintaining constructive ratings for both amid sector-wide interest in connectivity solutions.
Tickeron AI Verdict
Based on observable factors such as trend consistency in order growth, stability of recent performance, and positioning relative to AI-driven catalysts, Tickeron’s AI would currently assign a probabilistic edge to Amphenol Corporation (APH). Its stronger recent organic expansion in high-demand segments and elevated book-to-bill ratio provide a measurable advantage in the current environment, though outcomes remain subject to broader market dynamics and execution on guidance.
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 Buy.
APH | TEL | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 86 | 70 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 64 Fair valued | 38 Fair valued | |
PROFIT vs RISK RATING 1..100 | 11 | 34 | |
SMR RATING 1..100 | 27 | 41 | |
PRICE GROWTH RATING 1..100 | 47 | 49 | |
P/E GROWTH RATING 1..100 | 65 | 95 | |
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 (38) in the Electronic Components industry is in the same range as APH (64). This means that TEL’s stock grew similarly to APH’s over the last 12 months.
APH's Profit vs Risk Rating (11) in the Electronic Components industry is in the same range as TEL (34). This means that APH’s stock grew similarly to TEL’s over the last 12 months.
APH's SMR Rating (27) 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 (47) in the Electronic Components industry is in the same range as TEL (49). This means that APH’s stock grew similarly to TEL’s over the last 12 months.
APH's P/E Growth Rating (65) in the Electronic Components industry is in the same range as TEL (95). This means that APH’s stock grew similarly to TEL’s over the last 12 months.
| APH | TEL | |
|---|---|---|
| RSI ODDS (%) | N/A | N/A |
| Stochastic ODDS (%) | 2 days ago 66% | 2 days ago 69% |
| Momentum ODDS (%) | 2 days ago 63% | 2 days ago 66% |
| MACD ODDS (%) | 2 days ago 64% | 2 days ago 60% |
| TrendWeek ODDS (%) | 2 days ago 70% | 2 days ago 58% |
| TrendMonth ODDS (%) | 2 days ago 71% | 2 days ago 55% |
| Advances ODDS (%) | 2 days ago 70% | 2 days ago 61% |
| Declines ODDS (%) | 8 days ago 55% | 9 days ago 53% |
| BollingerBands ODDS (%) | 2 days ago 49% | 2 days ago 60% |
| Aroon ODDS (%) | N/A | 2 days ago 59% |
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 overvalued. 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 while TEL’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 5 TA indicator(s) are bullish while TEL’s TA Score has 6 bullish TA indicator(s).
- APH’s TA Score: 5 bullish, 3 bearish.
- TEL’s TA Score: 6 bullish, 3 bearish.
Price Growth
APH (@Electronic Components) experienced а +6.85% price change this week, while TEL (@Electronic Components) price change was +5.99% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was +7.71%. For the same industry, the average monthly price growth was +4.15%, and the average quarterly price growth was +24.76%.
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 (+7.71% 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.
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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.