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APH or BHE or TTMI
Which Stock Would AI Choose? Amphenol Corporation (APH) vs. Benchmark Electronics, Inc. (BHE) vs. TTM Technologies, Inc. (TTMI) Stock Comparison
Key Takeaways
- APH reported record second-quarter 2026 sales of $8.8 billion, up 55% year over year, fueled by strong IT datacom demand tied to artificial intelligence infrastructure.
- BHE delivered second-quarter results above expectations and raised full-year revenue guidance, highlighting opportunities in electronics manufacturing services amid AI-related programs.
- TTMI achieved its first $1 billion quarterly sales milestone in the second quarter, with data center and networking revenue surging 91% year over year on AI-driven demand.
- All three companies operate in the electronic components and manufacturing services space, with varying degrees of exposure to artificial intelligence supply chains and differing scales of operations.
- Recent market activity shows APH consolidating after a 2-for-1 stock split, while BHE and TTMI have experienced volatility amid broader sector rotations.
- Relative positioning reflects trade-offs between established scale and margins at APH versus higher-growth but smaller manufacturing-focused profiles at BHE and TTMI.
Introduction
Amphenol Corporation (APH), Benchmark Electronics, Inc. (BHE), and TTM Technologies, Inc. (TTMI) represent distinct points along the electronics value chain, from interconnect components to printed circuit board manufacturing and assembly services. Investors and traders focused on technology hardware, supply-chain exposure to artificial intelligence infrastructure, and relative performance within the broader information technology sector may find this comparison useful for assessing positioning, momentum, and risk profiles in the current environment.
APH Overview and Recent Performance
Amphenol Corporation designs and manufactures a wide range of interconnect products, including connectors, cables, and sensors used across communications, industrial, automotive, aerospace, and defense markets. In recent weeks, the stock has processed a 2-for-1 split completed on September 3, 2026, alongside a quarterly dividend declaration. Performance has been supported by robust second-quarter results that highlighted record orders and significant growth in IT datacom sales tied to artificial intelligence applications. Market sentiment reflects ongoing strength in underlying demand, tempered by post-split consolidation and valuation considerations relative to peers.
BHE Overview and Recent Performance
Benchmark Electronics, Inc. provides engineering, manufacturing, and supply-chain management services for complex electronic products, serving customers in industrial, medical, aerospace, defense, and communications sectors. Recent market activity includes second-quarter results that exceeded consensus estimates and prompted an upward revision to full-year revenue guidance. The shares have shown resilience amid sector volatility, with investor attention centered on the company’s expanding role in electronics manufacturing services and its positioning for potential artificial intelligence-related programs.
TTMI Overview and Recent Performance
TTM Technologies, Inc. specializes in the production of printed circuit boards, backplanes, and radio-frequency components, with significant exposure to aerospace and defense as well as data center and networking end markets. In recent weeks, the company has highlighted progress with its N+M interconnect technology, which is ramping to support artificial intelligence data-center infrastructure. Second-quarter results marked the first time quarterly sales exceeded $1 billion, driven by a 91% year-over-year increase in data center and networking revenue, contributing to positive sentiment and raised full-year guidance.
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Head-to-Head Comparison
Business models differ markedly: APH operates at larger scale with higher operating margins and broad end-market diversification, while BHE and TTMI focus more narrowly on manufacturing services and printed circuit board production, respectively. Growth drivers center on artificial intelligence infrastructure for all three, though TTMI and BHE exhibit higher percentage exposure through data-center and electronics-assembly programs. Recent momentum has favored APH on absolute earnings scale and order visibility, whereas TTMI has posted outsized revenue growth rates. Risk factors include valuation sensitivity for the larger APH and execution or customer-concentration risks for the smaller manufacturers. Sector exposure remains concentrated in technology hardware, with varying sensitivity to capital-expenditure cycles in artificial intelligence and defense spending.
Tickeron AI Verdict
Based on observable factors such as trend consistency in orders, earnings stability, and breadth of artificial intelligence-related catalysts, Tickeron’s AI models currently assign a probabilistic edge to APH for relative positioning in the near term. The company’s larger scale, higher margins, and demonstrated ability to exceed guidance amid strong demand provide a buffer compared with the more concentrated manufacturing profiles of BHE and TTMI. This assessment reflects current data patterns rather than a guarantee of future outcomes.
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.
APH | BHE | TTMI | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 22 | 91 | 89 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 68 Overvalued | 47 Fair valued | 61 Fair valued | |
PROFIT vs RISK RATING 1..100 | 10 | 22 | 51 | |
SMR RATING 1..100 | 27 | 83 | 60 | |
PRICE GROWTH RATING 1..100 | 31 | 38 | 50 | |
P/E GROWTH RATING 1..100 | 56 | 11 | 56 | |
SEASONALITY SCORE 1..100 | 90 | 85 | 46 |
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.
BHE's Valuation (47) in the Electronic Components industry is in the same range as TTMI (61) and is in the same range as APH (68). This means that BHE's stock grew similarly to TTMI’s and similarly to APH’s over the last 12 months.
APH's Profit vs Risk Rating (10) in the Electronic Components industry is in the same range as BHE (22) and is somewhat better than the same rating for TTMI (51). This means that APH's stock grew similarly to BHE’s and somewhat faster than TTMI’s over the last 12 months.
APH's SMR Rating (27) in the Electronic Components industry is somewhat better than the same rating for TTMI (60) and is somewhat better than the same rating for BHE (83). This means that APH's stock grew somewhat faster than TTMI’s and somewhat faster than BHE’s over the last 12 months.
APH's Price Growth Rating (31) in the Electronic Components industry is in the same range as BHE (38) and is in the same range as TTMI (50). This means that APH's stock grew similarly to BHE’s and similarly to TTMI’s over the last 12 months.
BHE's P/E Growth Rating (11) in the Electronic Components industry is somewhat better than the same rating for APH (56) and is somewhat better than the same rating for TTMI (56). This means that BHE's stock grew somewhat faster than APH’s and somewhat faster than TTMI’s over the last 12 months.
| APH | BHE | TTMI | |
|---|---|---|---|
| RSI ODDS (%) | 1 day ago 50% | 1 day ago 54% | N/A |
| Stochastic ODDS (%) | 1 day ago 56% | 1 day ago 71% | 1 day ago 76% |
| Momentum ODDS (%) | 1 day ago 60% | 1 day ago 67% | 1 day ago 68% |
| MACD ODDS (%) | 1 day ago 68% | 1 day ago 59% | 1 day ago 67% |
| TrendWeek ODDS (%) | 1 day ago 58% | 1 day ago 62% | 1 day ago 68% |
| TrendMonth ODDS (%) | 1 day ago 71% | 1 day ago 66% | 1 day ago 68% |
| Advances ODDS (%) | 8 days ago 70% | 12 days ago 66% | 9 days ago 79% |
| Declines ODDS (%) | 1 day ago 56% | 1 day ago 59% | 6 days ago 68% |
| BollingerBands ODDS (%) | 1 day ago 60% | 1 day ago 70% | 1 day ago 78% |
| Aroon ODDS (%) | 1 day ago 73% | 1 day ago 62% | 1 day ago 78% |
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 3 FA rating(s) are green while BHE’s FA Score has 2 green FA rating(s), and TTMI’s FA Score reflects 0 green FA rating(s).
- APH’s FA Score: 3 green, 2 red.
- BHE’s FA Score: 2 green, 3 red.
- TTMI’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 6 TA indicator(s) are bullish while BHE’s TA Score has 5 bullish TA indicator(s), and TTMI’s TA Score reflects 5 bullish TA indicator(s).
- APH’s TA Score: 6 bullish, 4 bearish.
- BHE’s TA Score: 5 bullish, 5 bearish.
- TTMI’s TA Score: 5 bullish, 5 bearish.
Price Growth
APH (@Electronic Components) experienced а -3.08% price change this week, while BHE (@Electronic Components) price change was -8.39% , and TTMI (@Electronic Components) price fluctuated -12.52% for the same time period.
The average weekly price growth across all stocks in the @Electronic Components industry was -7.03%. For the same industry, the average monthly price growth was -1.81%, and the average quarterly price growth was +2.17%.
Reported Earning Dates
APH is expected to report earnings on Oct 28, 2026.
BHE is expected to report earnings on Oct 28, 2026.
TTMI is expected to report earnings on Nov 04, 2026.
Industries' Descriptions
@Electronic Components (-7.03% 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.
| Ticker / NAME | Correlation To APH | 1D Price Change % | ||
|---|---|---|---|---|
| APH | 100% | -0.35% | ||
| TEL - APH | 65% Loosely correlated | -0.63% | ||
| BELFA - APH | 53% Loosely correlated | -0.48% | ||
| BELFB - APH | 53% Loosely correlated | -1.32% | ||
| CLS - APH | 52% Loosely correlated | +2.86% | ||
| BHE - APH | 51% Loosely correlated | -0.74% | ||
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BHE and
Correlation & Price change
A.I.dvisor indicates that over the last year, BHE has been closely correlated with PLXS. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if BHE jumps, then PLXS could also see price increases.
| Ticker / NAME | Correlation To BHE | 1D Price Change % | ||
|---|---|---|---|---|
| BHE | 100% | -0.74% | ||
| PLXS - BHE | 78% Closely correlated | +0.48% | ||
| LFUS - BHE | 74% Closely correlated | +0.29% | ||
| TTMI - BHE | 73% Closely correlated | +5.23% | ||
| CTS - BHE | 70% Closely correlated | +0.28% | ||
| FLEX - BHE | 68% Closely correlated | -5.42% | ||
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TTMI and
Correlation & Price change
A.I.dvisor indicates that over the last year, TTMI has been closely correlated with BHE. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if TTMI jumps, then BHE could also see price increases.
| Ticker / NAME | Correlation To TTMI | 1D Price Change % | ||
|---|---|---|---|---|
| TTMI | 100% | +5.23% | ||
| BHE - TTMI | 73% Closely correlated | -0.74% | ||
| LFUS - TTMI | 66% Closely correlated | +0.29% | ||
| PLXS - TTMI | 65% Loosely correlated | +0.48% | ||
| GLW - TTMI | 65% Loosely correlated | +0.86% | ||
| BELFA - TTMI | 63% Loosely correlated | -0.48% | ||
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