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APHAmphenol

Technology · Electronic Components · NYSE

Employees: 170,000
Headquarters: Wallingford, CT
CEO: Richard Adam Norwitt
Next results: around Jan 27, 2027

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APH and 9 peers, year by year

The 9 Technology companies closest to APH in revenue over the last twelve months. Every number is from the 10-K and links to it in SEC's Inline XBRL viewer.

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Each company's latest fiscal year
Company	Year	Revenue	Sales growth	Gross margin	Operating margin	Net margin	FCF margin	Return on equity	Debt / equity
APH Amphenol	FY2025	$23.1B	+51.7%	36.9%	25.4%	18.5%	19.0%	31.8%	1.16
FLEX Flex Ltd.	FY2026	$27.9B	+8.1%	9.2%	4.9%	3.2%	3.8%	17.1%	0.73
AMAT Applied Materials	FY2025	$28.4B	+4.4%	48.7%	29.2%	24.7%	20.1%	34.3%	0.32
JBL Jabil	FY2026	$36.0B	+20.6%	9.2%	4.7%	2.9%	3.8%	64.6%	2.09
SNDK Sandisk	FY2026	$20.2B	+175%	71.5%	61.2%	56.5%	56.8%	72.7%	0.00
LRCX Lam Research	FY2026	$23.2B	+26.0%	50.5%	35.3%	31.3%	21.1%	58.3%	0.30
ADBE Adobe Inc.	FY2025	$23.8B	+10.5%	89.3%	36.6%	30.0%	41.4%	61.3%	0.53
CDW CDW Corporation	FY2025	$22.4B	+6.8%	21.7%	7.4%	4.8%	4.9%	40.9%	2.16
HPE Hewlett Packard Enterprise	FY2025	$34.3B	+13.8%	-	−1.3%	0.2%	1.8%	0.2%	1.07
QCOM Qualcomm	FY2026	$43.1B	−2.6%	-	20.1%	31.6%	20.1%	44.8%	0.43

Revenuepeer median $27.9B

Sales growthpeer median +10.5%

Gross marginpeer median 48.7%

Operating marginpeer median 20.1%

Net marginpeer median 24.7%

FCF marginpeer median 20.1%

Return on equitypeer median 44.8%

Debt / equitypeer median 0.53

RevenueSales growthGross marginOperating marginNet marginFree cash flowFCF marginReturn on equityDebt / equityEPS (diluted)

Revenue, FY2016 to FY2025

Revenue as reported in the 10-K.

Company	FY2016	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025
APH Dec	$6.3B	$7.0B	$8.2B	$8.2B	$8.6B	$10.9B	$12.6B	$12.6B	$15.2B	$23.1B
FLEX Mar	$24.4B	$23.9B	$25.4B	$26.2B	$24.2B	$24.1B	$24.6B	$28.5B	$26.4B	$25.8B
AMAT Oct	$10.8B	$14.7B	$16.7B	$14.6B	$17.2B	$23.1B	$25.8B	$26.5B	$27.2B	$28.4B
JBL Aug	$18.4B	$19.1B	$22.1B	$25.3B	$27.3B	$29.3B	$33.5B	$34.7B	$28.9B	$29.8B
SNDK Jul	-	-	-	-	-	-	-	$6.1B	$6.7B	$7.4B
LRCX Jun	$5.9B	$8.0B	$11.1B	$9.7B	$10.0B	$14.6B	$17.2B	$17.4B	$14.9B	$18.4B
ADBE Nov	$5.9B	$7.3B	$9.0B	$11.2B	$12.9B	$15.8B	$17.6B	$19.4B	$21.5B	$23.8B
CDW Dec	$14.0B	$15.2B	$16.2B	$18.0B	$18.5B	$20.8B	$23.7B	$21.4B	$21.0B	$22.4B
HPE Oct	$30.3B	$28.9B	$30.9B	$29.1B	$27.0B	$27.8B	$28.5B	$29.1B	$30.1B	$34.3B
QCOM Sep	$23.6B	$22.3B	$22.6B	$24.3B	$23.5B	$33.6B	$44.2B	$35.8B	$39.0B	$44.3B
Peer median	$16.2B	$17.1B	$19.4B	$21.2B	$21.0B	$23.6B	$25.2B	$26.5B	$26.4B	$25.8B

Sales growth, FY2016 to FY2025

Revenue against the fiscal year before.

Company	FY2016	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025
APH Dec	-	+11.5%	+17.0%	+0.3%	+4.5%	+26.5%	+16.1%	−0.5%	+21.3%	+51.7%
FLEX Mar	-	−2.3%	+6.6%	+3.0%	−7.6%	−0.4%	+7.9%	+15.7%	−7.3%	−2.3%
AMAT Oct	+12.1%	+34.3%	+13.7%	−12.6%	+17.8%	+34.1%	+11.8%	+2.8%	+2.5%	+4.4%
JBL Aug	-	+3.9%	+15.9%	+14.4%	+7.8%	+7.4%	+14.3%	+3.7%	−16.8%	+3.2%
SNDK Jul	-	-	-	-	-	-	-	-	+9.5%	+10.4%
LRCX Jun	-	+36.1%	+38.2%	−12.9%	+4.1%	+45.6%	+17.8%	+1.2%	−14.5%	+23.7%
ADBE Nov	+22.1%	+24.7%	+23.7%	+23.7%	+15.2%	+22.7%	+11.5%	+10.2%	+10.8%	+10.5%
CDW Dec	+7.6%	+8.5%	+9.5%	+11.0%	+2.4%	+12.7%	+14.1%	−10.0%	−1.8%	+6.8%
HPE Oct	−2.6%	−4.7%	+6.9%	−5.6%	−7.4%	+3.0%	+2.6%	+2.2%	+3.4%	+13.8%
QCOM Sep	-	−5.4%	+1.6%	+7.4%	−3.1%	+42.6%	+31.7%	−19.0%	+8.8%	+13.7%
Peer median	+9.9%	+6.2%	+11.6%	+5.2%	+3.2%	+17.7%	+12.9%	+2.5%	+2.5%	+10.4%

Gross margin, FY2016 to FY2025

Gross profit / revenue.

Company	FY2016	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025
APH Dec	32.5%	32.9%	32.4%	31.8%	31.0%	31.3%	31.9%	32.5%	33.8%	36.9%
FLEX Mar	6.6%	6.4%	6.3%	5.8%	5.5%	7.0%	7.2%	6.9%	7.1%	8.4%
AMAT Oct	41.7%	45.0%	45.0%	43.7%	44.7%	47.3%	46.5%	46.7%	47.5%	48.7%
JBL Aug	8.3%	8.1%	7.7%	7.6%	7.1%	8.1%	7.9%	8.3%	9.3%	8.9%
SNDK Jul	-	-	-	-	-	-	-	7.1%	16.1%	30.1%
LRCX Jun	44.5%	45.0%	46.6%	45.1%	45.9%	46.5%	45.7%	44.6%	47.3%	48.7%
ADBE Nov	86.0%	86.2%	86.8%	85.0%	86.6%	88.2%	87.7%	87.9%	89.0%	89.3%
CDW Dec	16.7%	16.1%	16.7%	16.9%	17.4%	17.1%	19.7%	21.8%	21.9%	21.7%
HPE Oct	-	-	-	-	-	-	-	-	-	-
QCOM Sep	-	-	-	-	-	-	-	-	-	-
Peer median	29.2%	30.5%	30.8%	30.3%	31.0%	31.8%	32.7%	21.8%	21.9%	30.1%

Operating margin, FY2016 to FY2025

Operating income / revenue.

Company	FY2016	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025
APH Dec	19.2%	20.4%	20.6%	19.7%	19.1%	19.4%	20.5%	20.4%	20.7%	25.4%
FLEX Mar	-	-	-	-	1.7%	3.3%	3.6%	3.6%	3.2%	4.5%
AMAT Oct	19.9%	26.8%	26.9%	22.9%	25.4%	29.9%	30.2%	28.9%	28.9%	29.2%
JBL Aug	2.8%	2.2%	2.5%	2.8%	1.8%	3.6%	4.2%	4.4%	7.0%	4.0%
SNDK Jul	-	-	-	-	-	-	-	−33.4%	−7.0%	−18.7%
LRCX Jun	18.3%	23.7%	29.0%	25.5%	26.6%	30.6%	31.2%	29.7%	28.6%	32.0%
ADBE Nov	25.5%	29.7%	31.5%	29.3%	32.9%	36.8%	34.6%	34.3%	31.3%	36.6%
CDW Dec	5.9%	5.7%	6.1%	6.3%	6.4%	6.8%	7.3%	7.9%	7.9%	7.4%
HPE Oct	12.9%	2.0%	5.6%	4.4%	−1.2%	4.1%	2.7%	7.2%	7.3%	−1.3%
QCOM Sep	27.6%	11.6%	2.7%	31.6%	26.6%	29.2%	35.9%	21.7%	25.8%	27.9%
Peer median	18.3%	11.6%	6.1%	22.9%	15.9%	18.0%	18.8%	7.9%	7.9%	7.4%

Net margin, FY2016 to FY2025

Net income / revenue.

Company	FY2016	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025
APH Dec	13.1%	9.3%	14.7%	14.0%	14.0%	14.6%	15.1%	15.4%	15.9%	18.5%
FLEX Mar	1.8%	1.3%	1.7%	0.4%	0.4%	2.5%	3.8%	2.8%	3.8%	3.2%
AMAT Oct	15.9%	23.9%	18.2%	18.5%	21.0%	25.5%	25.3%	25.9%	26.4%	24.7%
JBL Aug	1.4%	0.7%	0.4%	1.1%	0.2%	2.4%	3.0%	2.4%	4.8%	2.2%
SNDK Jul	-	-	-	-	-	-	-	−35.2%	−10.1%	−22.3%
LRCX Jun	15.5%	21.2%	21.5%	22.7%	22.4%	26.7%	26.7%	25.9%	25.7%	29.1%
ADBE Nov	20.0%	23.2%	28.7%	26.4%	40.9%	30.5%	27.0%	28.0%	25.9%	30.0%
CDW Dec	3.0%	3.4%	4.0%	4.1%	4.3%	4.7%	4.7%	5.2%	5.1%	4.8%
HPE Oct	10.4%	1.2%	6.2%	3.6%	−1.2%	12.3%	3.0%	7.0%	8.6%	0.2%
QCOM Sep	24.2%	11.0%	−22.0%	18.1%	22.1%	26.9%	29.3%	20.2%	26.0%	12.5%
Peer median	13.0%	7.2%	5.1%	11.1%	12.7%	18.9%	15.0%	7.0%	8.6%	4.8%

Free cash flow, FY2016 to FY2025

Cash from operations minus capital spending.

Company	FY2016	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025
APH Dec	$886.8M	$917.6M	$802.1M	$1.2B	$1.3B	$1.2B	$1.8B	$2.2B	$2.1B	$4.4B
FLEX Mar	$625.8M	−$4.3B	−$4.4B	−$3.7B	−$2.0B	−$207.0M	$581.0M	$315.0M	$796.0M	$1.1B
AMAT Oct	$2.3B	$3.4B	$3.2B	$2.8B	$3.4B	$4.8B	$4.6B	$7.6B	$7.5B	$5.7B
JBL Aug	−$8.0M	−$2.2B	−$2.1B	$188.0M	$274.0M	$274.0M	$266.0M	$704.0M	$932.0M	$1.2B
SNDK Jul	-	-	-	-	-	-	-	−$932.0M	−$475.0M	−$120.0M
LRCX Jun	$1.2B	$1.9B	$2.4B	$2.9B	$1.9B	$3.2B	$2.6B	$4.7B	$4.3B	$5.4B
ADBE Nov	$2.0B	$2.7B	$3.8B	$4.0B	$5.3B	$6.9B	$7.4B	$6.9B	$7.9B	$9.9B
CDW Dec	$540.5M	$696.6M	$819.8M	$790.9M	$1.2B	$684.6M	$1.2B	$1.5B	$1.2B	$1.1B
HPE Oct	$1.8B	−$1.8B	$8.0M	$1.1B	−$143.0M	$3.4B	$1.5B	$1.6B	$2.0B	$627.0M
QCOM Sep	$7.1B	$4.3B	$3.1B	$6.4B	$4.4B	$8.6B	$6.8B	$9.8B	$11.2B	$12.8B
Peer median	$1.5B	$1.3B	$1.6B	$2.0B	$1.5B	$3.3B	$2.0B	$1.6B	$2.0B	$1.2B

FCF margin, FY2016 to FY2025

Free cash flow / revenue.

Company	FY2016	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025
APH Dec	14.1%	13.1%	9.8%	14.7%	15.3%	10.8%	14.2%	17.2%	14.1%	19.0%
FLEX Mar	2.6%	−18.2%	−17.4%	−14.1%	−8.2%	−0.9%	2.4%	1.1%	3.0%	4.1%
AMAT Oct	21.4%	23.4%	18.9%	19.2%	19.7%	20.7%	17.9%	28.6%	27.6%	20.1%
JBL Aug	0.0%	−11.4%	−9.7%	0.7%	1.0%	0.9%	0.8%	2.0%	3.2%	3.9%
SNDK Jul	-	-	-	-	-	-	-	−15.3%	−7.1%	−1.6%
LRCX Jun	20.0%	23.4%	21.5%	29.8%	19.1%	22.1%	14.8%	26.8%	28.6%	29.4%
ADBE Nov	34.1%	37.5%	41.7%	36.0%	41.2%	43.6%	42.0%	35.8%	36.6%	41.4%
CDW Dec	3.9%	4.6%	5.0%	4.4%	6.3%	3.3%	5.1%	6.8%	5.5%	4.9%
HPE Oct	5.9%	−6.2%	0.0%	3.9%	−0.5%	12.1%	5.2%	5.5%	6.6%	1.8%
QCOM Sep	30.1%	19.4%	13.8%	26.4%	18.7%	25.8%	15.5%	27.5%	28.6%	28.9%
Peer median	12.9%	12.0%	9.4%	11.8%	12.5%	16.4%	10.0%	6.8%	6.6%	4.9%

Return on equity, FY2016 to FY2025

Net income / shareholders' equity at the year end.

Company	FY2016	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025
APH Dec	22.4%	16.3%	30.0%	25.5%	22.3%	25.2%	27.1%	23.1%	24.8%	31.8%
FLEX Mar	17.3%	12.1%	14.2%	3.1%	3.1%	17.8%	22.7%	14.8%	18.9%	16.8%
AMAT Oct	23.2%	36.5%	44.4%	32.9%	34.2%	48.1%	53.5%	41.9%	37.8%	34.3%
JBL Aug	10.4%	5.5%	4.4%	15.2%	3.0%	32.6%	40.6%	28.5%	79.9%	43.4%
SNDK Jul	-	-	-	-	-	-	-	−18.7%	−6.1%	−17.8%
LRCX Jun	15.5%	24.9%	36.6%	46.9%	43.5%	64.8%	73.4%	54.9%	44.8%	54.3%
ADBE Nov	15.7%	20.0%	27.7%	28.0%	39.7%	32.6%	33.8%	32.9%	39.4%	61.3%
CDW Dec	40.6%	53.1%	65.9%	76.7%	60.8%	140.1%	69.5%	54.1%	45.8%	40.9%
HPE Oct	10.1%	1.5%	9.0%	6.1%	−2.0%	17.2%	4.4%	9.6%	10.4%	0.2%
QCOM Sep	18.0%	8.0%	n/m	89.3%	85.5%	90.9%	71.8%	33.5%	38.6%	26.1%
Peer median	16.5%	16.1%	27.7%	30.5%	36.9%	40.3%	47.1%	32.9%	38.6%	34.3%

Debt / equity, FY2016 to FY2025

Total debt / shareholders' equity at the year end.

Company	FY2016	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025
APH Dec	0.82	0.89	0.89	0.80	0.72	0.76	0.65	0.52	0.70	1.16
FLEX Mar	1.09	1.12	0.98	1.03	1.01	1.11	1.02	0.69	0.61	0.74
AMAT Oct	0.45	0.55	0.78	0.72	0.52	0.45	0.45	0.34	0.37	0.32
JBL Aug	0.85	0.87	1.29	1.32	1.51	1.35	1.17	1.00	1.66	1.91
SNDK Jul	-	-	-	-	-	-	-	-	0.00	0.20
LRCX Jun	0.73	0.39	0.36	0.95	1.12	0.82	0.79	0.60	0.58	0.45
ADBE Nov	0.25	0.22	0.44	0.39	0.31	0.28	0.29	0.22	0.29	0.53
CDW Dec	3.09	3.28	3.29	3.45	3.03	9.72	3.69	2.76	2.48	2.16
HPE Oct	0.50	0.58	0.55	0.79	1.04	0.71	0.65	0.62	0.90	1.07
QCOM Sep	0.37	0.66	n/m	2.84	2.59	1.43	0.78	0.67	0.51	0.70
Peer median	0.62	0.62	0.78	0.99	1.08	0.97	0.78	0.64	0.58	0.70

EPS (diluted), FY2016 to FY2025

Diluted earnings per share, on today's share count after splits.

Company	FY2016	FY2017	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	FY2024	FY2025
APH Dec	$0.33	$0.26	$0.48	$0.47	$0.49	$0.64	$0.77	$0.78	$0.96	$1.67
FLEX Mar	$0.79	$0.59	$0.80	$0.18	$0.17	$1.21	$1.94	$1.72	$2.28	$2.11
AMAT Oct	$1.54	$3.25	$2.96	$2.86	$3.92	$6.40	$7.44	$8.11	$8.61	$8.66
JBL Aug	$1.32	$0.69	$0.49	$1.81	$0.35	$4.58	$6.90	$6.02	$11.17	$5.92
SNDK Jul	-	-	-	-	-	-	-	−$14.78	−$4.63	−$11.32
LRCX Jun	$0.52	$0.92	$1.32	$1.37	$1.51	$2.69	$3.27	$3.32	$2.90	$4.15
ADBE Nov	$2.32	$3.38	$5.20	$6.00	$10.83	$10.02	$10.10	$11.82	$12.36	$16.70
CDW Dec	$2.56	$3.31	$4.19	$4.99	$5.45	$7.04	$8.13	$8.10	$7.97	$8.08
HPE Oct	$1.82	$0.21	$1.23	$0.77	−$0.25	$2.58	$0.66	$1.54	$1.93	−$0.04
QCOM Sep	$3.81	$1.64	−$3.39	$3.59	$4.52	$7.87	$11.37	$6.42	$8.97	$5.01
Peer median	$1.68	$1.28	$1.27	$2.33	$2.71	$5.49	$7.17	$6.02	$7.97	$5.01

Fiscal years are lined up as each company's 10-K names them; the month next to a ticker is when its year ends. Hover a number for the XBRL line items and the filing; click it to open the filing on sec.gov. "n/m" means not meaningful: equity below zero, or a base so close to zero that the ratio says nothing. The peer median leaves out APH and needs at least three peers with the number. P/E, P/S and P/FCF at each year end appear here once the site has daily prices. What the same companies write about AI, tariffs and more →

Work on APH in a spreadsheet: Excel workbook (a sheet per section, ten years by column, charts, links to the filings) · CSV. For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/APH/export.csv") into a cell.