Wallingford, Connecticut-based Amphenol Corporation (APH) designs, manufactures, and markets electronics and fiber optic connectors in the U.S., China, and internationally. With a market cap of $133.7 billion, Amphenol operates through Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems segments.

The electronic components manufacturer has significantly outperformed the broader market over the past year. Over the past 52 weeks, APH rallied 80.8% outpacing the S&P 500 Index’s ($SPX) 21.9% returns. In 2025, APH is up 56.3% outpacing SPX’s 7.8% gains on a YTD basis.

Zooming in further, APH has also outperformed the S&P 500 Technology Sector SPDR’s (XLK) 33.4% returns over the past 52 weeks and 13.2% gains on a YTD basis.

Despite delivering impressive growth figures, Amphenol’s stock prices dipped 1.1% following the release of its Q2 results on Jul. 23. Driven by strong organic growth across its end markets including exceptional organic growth in the IT datacom market along with contribution from acquisitions, the company’s overall topline for the quarter soared 56.5% year-over-year to $5.7 billion, surpassing the Street’s expectations.

Furthermore, the company’s adjusted EPS skyrocketed 84.1% year-over-year to $0.81, beating the consensus estimates by 22.7%. Following the initial dip, APH stock prices soared 3.7% in the subsequent trading session.

For the full fiscal 2025, ending in December, analysts expect APH to deliver an adjusted EPS of $2.98, up 57.7% year-over-year. Furthermore, the company has a robust earnings surprise history. It has surpassed the Street’s bottom-line estimates in each of the past four quarters.

The stock has a consensus “Strong Buy” rating overall. Of the 16 analysts covering the stock, opinions include 12 “Strong Buys” and four “Holds.”

This configuration has remained stable in recent months.

On Aug. 5, BofA Securities analyst Wamsi Mohan maintained a “Neutral” rating on APH and raised the price target from $110 to $120.

APH’s mean price target of $114 represents a modest 5% premium. Meanwhile, the street-high target of $126 suggests a 16.1% upside potential.