Wallingford, Connecticut-based Amphenol Corporation (APH) designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States and internationally. With a market cap of $109.3 billion, the company operates through Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems segments.

Companies worth $10 billion or more are typically referred to as "large-cap stocks." Amphenol fits right into that category, with its market cap exceeding this threshold, reflecting its substantial size and influence in the electrical components industry. With over 125,000 full-time employees, APH benefits from being one of the world’s largest electrical components companies with a wide range of product offerings.

The company touched its all-time high of $91.88 in yesterday’s trading session before slightly pulling back. In the past three months alone, the APH stock has surged 44.5%, outperforming the Dow Jones Industrial Average’s ($DOWI) 1.6% decline during the same time frame.

The stock’s performance looks even more impressive over the longer term. APH stock has soared 39.1% over the past 52 weeks and 32% on a YTD basis, outperforming Dow’s 10.2% gains over the past year and a marginal dip in 2025.

To confirm the bullish trend, APH stock has traded consistently above its 200-day and 50-day moving averages since late April.

Amphenol stock grew 8.2% following the release of its impressive Q1 earnings on Apr. 23. The company’s net sales increased by an impressive 48% year-over-year to $4.8 billion and surpassed the Street’s estimates, mainly driven by excellent organic growth in the IT datacom market as well as robust organic growth in the mobile devices, defense and communications networks markets. Its adjusted operating margin came in at 23.5%, compared to 21% in the previous year’s quarter, and pushed the company’s adjusted operating income to rise 65% from the prior year’s quarter to $1.1 billion. Additionally, APH’s adjusted earnings grew 57.5% year-over-year to $0.63 and surpassed the consensus estimates by 21.2%.

Its rival, TE Connectivity plc (TEL), has lagged behind the stock over the past year, with its shares rising 8.6% over the past year and 13.3% on a YTD basis.

Among the 16 analysts covering the APH stock, the consensus rating is a “Strong Buy.” As of writing, the stock is trading above its mean price target of $89.93.