Advertisement
APH or CLS or TEL
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.
Trending AI Robots
For traders seeking a data-driven edge in navigating stocks like APH, CLS, and TEL, Tickeron's Trending AI Robots page offers a curated selection of AI-powered trading bots designed to adapt to shifting market conditions. Tickeron hosts hundreds of AI trading bots that collectively trade thousands of different tickers across varied strategies, timeframes, and risk profiles. However, only a fraction of these bots earn a spot in the Trending AI Robots section — those that have demonstrated the strongest alignment with current market dynamics. The bots featured on this page employ diverse trading styles, from swing trading and trend following to mean-reversion and breakout strategies, with performance statistics updated regularly for transparency. Whether a trader is focused on short-term momentum or longer-term positioning, exploring the Trending AI Robots can provide actionable insight into which strategies and tickers the platform's AI currently favors.
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.
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.
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.
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.
| APH | CLS | TEL | |
| Capitalization | 186B | 34.2B | 59.3B |
| EBITDA | 7.96B | 1.36B | 4.73B |
| Gain YTD | 12.274 | 1.938 | -10.017 |
| P/E Ratio | 43.45 | 36.53 | 20.77 |
| Revenue | 25.9B | 13.8B | 18.7B |
| Total Cash | N/A | 378M | 1.11B |
| Total Debt | 18.7B | 772M | 5.66B |
APH | CLS | TEL | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 70 Overvalued | 69 Overvalued | 38 Fair valued | |
PROFIT vs RISK RATING 1..100 | 15 | 29 | 31 | |
SMR RATING 1..100 | 26 | 19 | 42 | |
PRICE GROWTH RATING 1..100 | 50 | 60 | 60 | |
P/E GROWTH RATING 1..100 | 64 | 73 | 93 | |
SEASONALITY SCORE 1..100 | 50 | 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 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.
| APH | CLS | TEL | |
|---|---|---|---|
| RSI ODDS (%) | 4 days ago 57% | 4 days ago 90% | N/A |
| Stochastic ODDS (%) | 4 days ago 68% | 4 days ago 81% | 4 days ago 50% |
| Momentum ODDS (%) | 4 days ago 63% | 4 days ago 76% | 4 days ago 63% |
| MACD ODDS (%) | 4 days ago 56% | 4 days ago 67% | 4 days ago 60% |
| TrendWeek ODDS (%) | 4 days ago 56% | 4 days ago 69% | 4 days ago 57% |
| TrendMonth ODDS (%) | 4 days ago 65% | 4 days ago 70% | 4 days ago 54% |
| Advances ODDS (%) | 21 days ago 69% | 21 days ago 85% | 4 days ago 60% |
| Declines ODDS (%) | 4 days ago 53% | 4 days ago 71% | 13 days ago 54% |
| BollingerBands ODDS (%) | 4 days ago 47% | 4 days ago 83% | N/A |
| Aroon ODDS (%) | 4 days ago 71% | 4 days ago 66% | 4 days ago 44% |
Advertisement
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.
| Ticker / NAME | Correlation To CLS | 1D Price Change % | ||
|---|---|---|---|---|
| CLS | 100% | -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.