APH
Price
$150.54
Change
-$0.66 (-0.44%)
Updated
Jul 20, 04:59 PM (EDT)
Capitalization
186.01B
9 days until earnings call
Intraday BUY SELL Signals
CLS
Price
$309.45
Change
+$8.11 (+2.69%)
Updated
Jul 20, 02:15 PM (EDT)
Capitalization
34.16B
7 days until earnings call
Intraday BUY SELL Signals
TEL
Price
$204.41
Change
+$1.10 (+0.54%)
Updated
Jul 20, 02:30 PM (EDT)
Capitalization
59.35B
2 days until earnings call
Intraday BUY SELL Signals
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APH or CLS or TEL

APH vs CLS vs TEL Comparison Chart in %
View a ticker or compare two or three
Jul 19, 2026

Which Stock Would AI Choose? Amphenol Corporation (APH) vs. Celestica Inc. (CLS) vs. TE Connectivity plc (TEL) Stock Comparison

Key Takeaways

  • All three companies are major beneficiaries of the artificial intelligence (AI) infrastructure buildout, yet they occupy distinct positions within the electronics and connectivity value chain.
  • APH delivered the highest revenue growth rate among the three in its most recent quarterly report, with sales surging 57% year-over-year, driven by exceptional demand in IT datacom markets.
  • CLS raised its full-year guidance across all major metrics and posted record adjusted operating margins, reflecting strong execution in its Connectivity & Cloud Solutions (CCS) segment.
  • TEL demonstrated the most balanced diversification across end markets, with its Industrial segment growing 30% while maintaining a record adjusted operating margin of nearly 20%.
  • Risk profiles vary significantly: CLS carries higher customer concentration risk tied to hyperscale cloud providers, while APH and TEL benefit from broader diversification across industries and geographies.
  • Valuation sensitivity and margin structures differ substantially — APH commands the highest operating margins (above 25%), while CLS operates at lower but rapidly improving margin levels (7.4%).

Introduction

The accelerating adoption of artificial intelligence has reshaped the competitive landscape for electronics and connectivity companies, creating a powerful tailwind for firms that supply the physical infrastructure behind data centers, networking equipment, and high-speed interconnects. APH, CLS, and TEL each play a critical — yet distinct — role in this ecosystem. This comparison examines how these three publicly traded companies stack up across business models, recent financial performance, growth drivers, and risk factors. For traders and investors evaluating exposure to the electronics supply chain and AI-related infrastructure, understanding the relative positioning of these stocks is essential in a market environment increasingly defined by technological transformation.

APH Overview and Recent Performance

Amphenol Corporation is one of the world's largest designers and manufacturers of electrical, electronic, and fiber optic connectors, cables, and sensor systems. The company serves a broad array of end markets including IT datacom, automotive, aerospace, defense, industrial, and mobile devices. In recent quarters, APH has posted exceptional financial results, with its most recent quarterly report revealing record sales and record adjusted diluted earnings per share (EPS) — both significantly exceeding the high end of management's guidance. Revenue growth was propelled by strong organic expansion across all end markets, with IT datacom standing out as a particularly powerful driver. Approximately two-thirds of the company's year-over-year IT datacom revenue growth has been attributed to AI-related applications. In recent weeks, APH completed the acquisition of Narda-MITEQ, a provider of active radio frequency (RF) and microwave components for defense markets, further diversifying its portfolio. With an adjusted operating margin that reached a record 25.6%, APH continues to demonstrate exceptional profitability and cash flow generation, supported by volume leverage and disciplined cost management. The company has also maintained an active capital return program, repurchasing shares and paying dividends.

CLS Overview and Recent Performance

Celestica Inc. is a global leader in electronics manufacturing services (EMS), providing design, manufacturing, hardware platform, and supply chain solutions for original equipment manufacturers (OEMs) and cloud providers. The company operates through two segments: Advanced Technology Solutions (ATS), which covers aerospace and defense, industrial, HealthTech, and capital equipment; and Connectivity & Cloud Solutions (CCS), which serves the communications and enterprise end markets. In recent months, CLS has delivered standout results, with revenue growing 21% year-over-year and adjusted EPS surging 54%, both exceeding the high end of guidance. The CCS segment was the primary growth engine, with Hardware Platform Solutions (HPS) revenue up 82%, fueled by robust demand for data center hardware — particularly networking switches designed for AI and machine learning workloads. Management raised the full-year outlook across all major metrics, reflecting strengthening demand and improved execution. A key development was the achievement of a record adjusted operating margin of 7.4%, driven by operating leverage and a favorable product mix. CLS has also been actively repurchasing shares. However, investors should note that customer concentration remains a key risk, as the largest hyperscale cloud providers account for a significant portion of revenue momentum.

TEL Overview and Recent Performance

TE Connectivity plc is a global industrial technology company that designs and manufactures connectivity and sensor solutions for a wide range of industries. The company reports through two segments: Transportation Solutions, which includes automotive, commercial transportation, and sensors; and Industrial Solutions, covering digital data networks, automation and connected living, energy, aerospace, defense and marine, and medical. In its most recent fiscal quarter, TEL delivered record net sales of $4.53 billion, representing 14% reported growth and 9% organic growth year-over-year. Adjusted EPS reached a record $2.27, up 19%, and the adjusted operating margin hit a new high of 19.9%. The Industrial segment was the standout performer, posting 30% growth, with Digital Data Networks surging 84% on strong AI-related demand. The Energy business also grew 70%, supported in part by the recently completed $2.3 billion acquisition of Richards Manufacturing, which strengthened TEL's position in the North American utility market. AI-related revenues are expected to exceed $800 million for the full fiscal year, more than doubling from the prior year. The Transportation segment delivered more modest growth, with strength in Asia offsetting weakness in Western markets. TEL also generated record quarterly free cash flow of approximately $1 billion, underscoring the quality of its earnings.

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Head-to-Head Comparison

Although APH, CLS, and TEL all operate in the broader connectivity and electronics ecosystem, their business models create meaningfully different risk-and-reward profiles. APH functions primarily as a components manufacturer, selling connectors, cables, and sensors to a highly diversified customer base. Its 25%-plus operating margins reflect pricing power, scale, and a disciplined acquisition strategy. CLS, by contrast, is an EMS provider — a lower-margin but higher-revenue-throughput model where profitability depends on operational efficiency and volume leverage. CLS's 7.4% adjusted operating margin, while a company record, sits well below APH and TEL, but its growth trajectory has been steeper in percentage terms from a smaller base.

TEL occupies a middle ground: it produces connectors and sensors like APH, but with a heavier tilt toward transportation end markets, including automotive and commercial vehicles. Its Industrial segment, however, has become the primary growth engine, particularly through AI-driven digital data networks. In terms of growth rates, APH has led the group with 57% total revenue growth and 41% organic growth, though acquisitions contributed meaningfully. CLS and TEL achieved 21% and 14% revenue growth respectively, with CLS raising guidance and TEL delivering record margins. On valuation sensitivity, CLS carries notable customer concentration risk — a few hyperscale cloud providers drive a large share of CCS revenue. APH and TEL benefit from broader diversification, though APH's IT datacom exposure has now grown to roughly 36% of total sales, creating its own form of concentration. From a market sentiment standpoint, all three have benefited from the AI investment cycle, but each faces distinct macro risks: APH and TEL are exposed to global automotive and industrial cycles, while CLS is more sensitive to cloud capital expenditure (capex) trends.

Tickeron AI Verdict

Based on observable factors — including trend consistency, margin stability, diversification, and current catalysts — Tickeron's AI would likely favor APH among the three stocks for its combination of exceptional organic growth, record-setting profitability, and relatively balanced end-market exposure. APH's 41% organic growth rate, 25.6% operating margin, and strong free cash flow generation suggest a business firing on multiple cylinders simultaneously, with AI-driven IT datacom demand complemented by steady contributions from defense, industrial, and automotive segments. That said, TEL presents a compelling case for investors who prioritize free cash flow generation and balanced diversification, particularly given its record quarterly free cash flow of roughly $1 billion and its expanding AI revenue stream. CLS offers the most aggressive growth narrative, especially within AI networking hardware, but its higher customer concentration and lower margin profile introduce greater variability. In probabilistic terms, APH currently exhibits the most consistent alignment of strong momentum, operational excellence, and manageable risk — qualities that quantitative AI models tend to reward in stock selection processes.

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.

Disclaimers and Limitations

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COMPARISON
Comparison
Jul 20, 2026
Stock price -- (APH: $151.20CLS: $301.34TEL: $203.31)
Brand notoriety: APH, CLS and TEL are all not notable
The three companies represent the Electronic Components industry
Current volume relative to the 65-day Moving Average: APH: 72%, CLS: 106%, TEL: 98%
Market capitalization -- APH: $186.01B, CLS: $34.16B, TEL: $59.35B
$APH is valued at $186.01B, while CLS has a market capitalization of $34.16B, and TEL's market capitalization is $59.35B. The market cap for tickers in this @Electronic Components ranges from $186.01B to $0. The average market capitalization across the @Electronic Components industry is $12.74B.

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 whileCLS’s FA Score has 2 green FA rating(s), and TEL’s FA Score reflects 1 green FA rating(s).

  • APH’s FA Score: 2 green, 3 red.
  • CLS’s FA Score: 2 green, 3 red.
  • TEL’s FA Score: 1 green, 4 red.
According to our system of comparison, APH and TEL are a better buy in the long-term than CLS.

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 CLS’s TA Score has 4 bullish TA indicator(s), and TEL’s TA Score reflects 3 bullish TA indicator(s).

  • APH’s TA Score: 3 bullish, 5 bearish.
  • CLS’s TA Score: 4 bullish, 6 bearish.
  • TEL’s TA Score: 3 bullish, 4 bearish.
According to our system of comparison, TEL is a better buy in the short-term than APH, which in turn is a better option than CLS.

Price Growth

APH (@Electronic Components) experienced а -4.94% price change this week, while CLS (@Electronic Components) price change was -16.26% , and TEL (@Electronic Components) price fluctuated +1.47% for the same time period.

The average weekly price growth across all stocks in the @Electronic Components industry was -2.31%. For the same industry, the average monthly price growth was -14.61%, and the average quarterly price growth was +9.78%.

Reported Earning Dates

APH is expected to report earnings on Jul 29, 2026.

CLS is expected to report earnings on Jul 27, 2026.

TEL is expected to report earnings on Jul 22, 2026.

Industries' Descriptions

@Electronic Components (-2.31% 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.

SUMMARIES
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FUNDAMENTALS
Fundamentals
APH($186B) has a higher market cap than TEL($59.3B) and CLS($34.2B). APH has higher P/E ratio than CLS and TEL: APH (43.45) vs CLS (36.53) and TEL (20.77). APH YTD gains are higher at: 12.274 vs. CLS (1.938) and TEL (-10.017). APH has higher annual earnings (EBITDA): 7.96B vs. TEL (4.73B) and CLS (1.36B). CLS has less debt than TEL and APH: CLS (772M) vs TEL (5.66B) and APH (18.7B). APH has higher revenues than TEL and CLS: APH (25.9B) vs TEL (18.7B) and CLS (13.8B).
APHCLSTEL
Capitalization186B34.2B59.3B
EBITDA7.96B1.36B4.73B
Gain YTD12.2741.938-10.017
P/E Ratio43.4536.5320.77
Revenue25.9B13.8B18.7B
Total CashN/A378M1.11B
Total Debt18.7B772M5.66B
FUNDAMENTALS RATINGS
APH vs CLS vs TEL: Fundamental Ratings
APH
CLS
TEL
OUTLOOK RATING
1..100
505050
VALUATION
overvalued / fair valued / undervalued
1..100
70
Overvalued
69
Overvalued
38
Fair valued
PROFIT vs RISK RATING
1..100
152931
SMR RATING
1..100
261942
PRICE GROWTH RATING
1..100
506060
P/E GROWTH RATING
1..100
647393
SEASONALITY SCORE
1..100
505050

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 CLS (69) and is in the same range as APH (70). This means that TEL's stock grew similarly to CLS’s and similarly to APH’s over the last 12 months.

APH's Profit vs Risk Rating (15) in the Electronic Components industry is in the same range as CLS (29) and is in the same range as TEL (31). This means that APH's stock grew similarly to CLS’s and similarly to TEL’s over the last 12 months.

CLS's SMR Rating (19) in the Electronic Components industry is in the same range as APH (26) and is in the same range as TEL (42). This means that CLS's stock grew similarly to APH’s and similarly to TEL’s over the last 12 months.

APH's Price Growth Rating (50) in the Electronic Components industry is in the same range as CLS (60) and is in the same range as TEL (60). This means that APH's stock grew similarly to CLS’s and 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 CLS (73) and is in the same range as TEL (93). This means that APH's stock grew similarly to CLS’s and similarly to TEL’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
APHCLSTEL
RSI
ODDS (%)
Bearish Trend 4 days ago
57%
Bullish Trend 4 days ago
90%
N/A
Stochastic
ODDS (%)
Bullish Trend 4 days ago
68%
Bullish Trend 4 days ago
81%
Bearish Trend 4 days ago
50%
Momentum
ODDS (%)
Bearish Trend 4 days ago
63%
Bearish Trend 4 days ago
76%
Bullish Trend 4 days ago
63%
MACD
ODDS (%)
Bearish Trend 4 days ago
56%
Bearish Trend 4 days ago
67%
Bullish Trend 4 days ago
60%
TrendWeek
ODDS (%)
Bearish Trend 4 days ago
56%
Bearish Trend 4 days ago
69%
Bullish Trend 4 days ago
57%
TrendMonth
ODDS (%)
Bearish Trend 4 days ago
65%
Bearish Trend 4 days ago
70%
Bearish Trend 4 days ago
54%
Advances
ODDS (%)
Bullish Trend 21 days ago
69%
Bullish Trend 21 days ago
85%
Bullish Trend 4 days ago
60%
Declines
ODDS (%)
Bearish Trend 4 days ago
53%
Bearish Trend 4 days ago
71%
Bearish Trend 13 days ago
54%
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
47%
Bullish Trend 4 days ago
83%
N/A
Aroon
ODDS (%)
Bullish Trend 4 days ago
71%
Bearish Trend 4 days ago
66%
Bearish Trend 4 days ago
44%
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APH
Daily Signal:
Gain/Loss:
CLS
Daily Signal:
Gain/Loss:
TEL
Daily Signal:
Gain/Loss:
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CLS and

Correlation & Price change

A.I.dvisor indicates that over the last year, CLS has been closely correlated with FN. These tickers have moved in lockstep 67% of the time. This A.I.-generated data suggests there is a high statistical probability that if CLS jumps, then FN could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CLS
1D Price
Change %
CLS100%
-0.83%
FN - CLS
67%
Closely correlated
+3.95%
TTMI - CLS
65%
Loosely correlated
+1.43%
GLW - CLS
57%
Loosely correlated
-2.39%
FLEX - CLS
53%
Loosely correlated
-1.54%
BHE - CLS
51%
Loosely correlated
+1.36%
More

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.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TEL
1D Price
Change %
TEL100%
+0.37%
APH - TEL
66%
Closely correlated
-1.27%
KN - TEL
53%
Loosely correlated
-0.73%
BHE - TEL
48%
Loosely correlated
+1.36%
FLEX - TEL
47%
Loosely correlated
-1.54%
CTS - TEL
45%
Loosely correlated
-0.13%
More