Stock Analysis on Net

Amphenol Corp. (NYSE:APH)

This company has been moved to the archive! The financial data has not been updated since April 26, 2024.

Analysis of Long-term (Investment) Activity Ratios
Quarterly Data

Microsoft Excel

Long-term Activity Ratios (Summary)

Amphenol Corp., long-term (investment) activity ratios (quarterly data)

Microsoft Excel
Mar 31, 2024 Dec 31, 2023 Sep 30, 2023 Jun 30, 2023 Mar 31, 2023 Dec 31, 2022 Sep 30, 2022 Jun 30, 2022 Mar 31, 2022 Dec 31, 2021 Sep 30, 2021 Jun 30, 2021 Mar 31, 2021 Dec 31, 2020 Sep 30, 2020 Jun 30, 2020 Mar 31, 2020 Dec 31, 2019 Sep 30, 2019 Jun 30, 2019 Mar 31, 2019
Net fixed asset turnover 9.79 9.55 10.00 9.98 10.17 10.48 10.64 10.33 9.75 9.25 8.74 8.36 8.47 8.15 8.03 8.09 8.27 8.23
Total asset turnover 0.77 0.76 0.79 0.82 0.82 0.82 0.82 0.80 0.77 0.74 0.69 0.67 0.69 0.70 0.71 0.72 0.67 0.76
Equity turnover 1.48 1.50 1.59 1.67 1.73 1.80 1.89 1.85 1.78 1.73 1.73 1.71 1.67 1.60 1.65 1.71 1.85 1.82

Based on: 10-Q (reporting date: 2024-03-31), 10-K (reporting date: 2023-12-31), 10-Q (reporting date: 2023-09-30), 10-Q (reporting date: 2023-06-30), 10-Q (reporting date: 2023-03-31), 10-K (reporting date: 2022-12-31), 10-Q (reporting date: 2022-09-30), 10-Q (reporting date: 2022-06-30), 10-Q (reporting date: 2022-03-31), 10-K (reporting date: 2021-12-31), 10-Q (reporting date: 2021-09-30), 10-Q (reporting date: 2021-06-30), 10-Q (reporting date: 2021-03-31), 10-K (reporting date: 2020-12-31), 10-Q (reporting date: 2020-09-30), 10-Q (reporting date: 2020-06-30), 10-Q (reporting date: 2020-03-31), 10-K (reporting date: 2019-12-31), 10-Q (reporting date: 2019-09-30), 10-Q (reporting date: 2019-06-30), 10-Q (reporting date: 2019-03-31).

Long-term activity ratio Description The company
Net fixed asset turnover An activity ratio calculated as total revenue divided by net fixed assets. Amphenol Corp. net fixed asset turnover ratio deteriorated from Q3 2023 to Q4 2023 but then improved from Q4 2023 to Q1 2024 not reaching Q3 2023 level.
Total asset turnover An activity ratio calculated as total revenue divided by total assets. Amphenol Corp. total asset turnover ratio deteriorated from Q3 2023 to Q4 2023 but then slightly improved from Q4 2023 to Q1 2024.
Equity turnover An activity ratio calculated as total revenue divided by shareholders’ equity. Amphenol Corp. equity turnover ratio deteriorated from Q3 2023 to Q4 2023 and from Q4 2023 to Q1 2024.

Net Fixed Asset Turnover

Amphenol Corp., net fixed asset turnover calculation (quarterly data)

Microsoft Excel
Mar 31, 2024 Dec 31, 2023 Sep 30, 2023 Jun 30, 2023 Mar 31, 2023 Dec 31, 2022 Sep 30, 2022 Jun 30, 2022 Mar 31, 2022 Dec 31, 2021 Sep 30, 2021 Jun 30, 2021 Mar 31, 2021 Dec 31, 2020 Sep 30, 2020 Jun 30, 2020 Mar 31, 2020 Dec 31, 2019 Sep 30, 2019 Jun 30, 2019 Mar 31, 2019
Selected Financial Data (US$ in thousands)
Net sales 3,256,300 3,327,600 3,199,200 3,053,900 2,974,000 3,239,100 3,295,200 3,136,800 2,951,900 3,026,800 2,818,500 2,653,900 2,377,100 2,426,000 2,323,400 1,987,500 1,862,000 2,151,000 2,100,600 2,015,300 1,958,500
Property, plant and equipment, less accumulated depreciation 1,311,600 1,314,700 1,246,600 1,258,900 1,243,500 1,204,300 1,166,900 1,155,100 1,175,000 1,175,300 1,175,400 1,169,300 1,076,200 1,054,600 1,036,900 1,001,700 982,400 999,000 965,200 970,000 932,000
Long-term Activity Ratio
Net fixed asset turnover1 9.79 9.55 10.00 9.98 10.17 10.48 10.64 10.33 9.75 9.25 8.74 8.36 8.47 8.15 8.03 8.09 8.27 8.23
Benchmarks
Net Fixed Asset Turnover, Competitors2
Apple Inc. 8.83 8.77 8.82 8.87 9.02 9.36 9.61 9.82 9.64 9.28 8.99 8.61 7.75 7.47 7.67 7.47 7.23 6.96 6.88 6.67 6.61
Arista Networks Inc. 62.08 57.69 54.54 51.74 49.98 46.11 40.75 38.14 36.13 37.49 36.78 81.23 75.84 71.90 68.00 64.39 61.85 61.38
Cisco Systems Inc. 28.96 27.34 26.82 27.07 26.52 25.82 25.21 24.09 22.69 21.31 20.64 20.13 19.93 20.10 19.95 19.67 19.48 18.61
Super Micro Computer Inc. 25.34 24.54 22.67 22.98 20.69 18.17 16.40 14.88 13.47 12.95 12.74 12.77 13.65 14.28 14.31 14.82 15.67 16.88

Based on: 10-Q (reporting date: 2024-03-31), 10-K (reporting date: 2023-12-31), 10-Q (reporting date: 2023-09-30), 10-Q (reporting date: 2023-06-30), 10-Q (reporting date: 2023-03-31), 10-K (reporting date: 2022-12-31), 10-Q (reporting date: 2022-09-30), 10-Q (reporting date: 2022-06-30), 10-Q (reporting date: 2022-03-31), 10-K (reporting date: 2021-12-31), 10-Q (reporting date: 2021-09-30), 10-Q (reporting date: 2021-06-30), 10-Q (reporting date: 2021-03-31), 10-K (reporting date: 2020-12-31), 10-Q (reporting date: 2020-09-30), 10-Q (reporting date: 2020-06-30), 10-Q (reporting date: 2020-03-31), 10-K (reporting date: 2019-12-31), 10-Q (reporting date: 2019-09-30), 10-Q (reporting date: 2019-06-30), 10-Q (reporting date: 2019-03-31).

1 Q1 2024 Calculation
Net fixed asset turnover = (Net salesQ1 2024 + Net salesQ4 2023 + Net salesQ3 2023 + Net salesQ2 2023) ÷ Property, plant and equipment, less accumulated depreciation
= (3,256,300 + 3,327,600 + 3,199,200 + 3,053,900) ÷ 1,311,600 = 9.79

2 Click competitor name to see calculations.

Long-term activity ratio Description The company
Net fixed asset turnover An activity ratio calculated as total revenue divided by net fixed assets. Amphenol Corp. net fixed asset turnover ratio deteriorated from Q3 2023 to Q4 2023 but then improved from Q4 2023 to Q1 2024 not reaching Q3 2023 level.

Total Asset Turnover

Amphenol Corp., total asset turnover calculation (quarterly data)

Microsoft Excel
Mar 31, 2024 Dec 31, 2023 Sep 30, 2023 Jun 30, 2023 Mar 31, 2023 Dec 31, 2022 Sep 30, 2022 Jun 30, 2022 Mar 31, 2022 Dec 31, 2021 Sep 30, 2021 Jun 30, 2021 Mar 31, 2021 Dec 31, 2020 Sep 30, 2020 Jun 30, 2020 Mar 31, 2020 Dec 31, 2019 Sep 30, 2019 Jun 30, 2019 Mar 31, 2019
Selected Financial Data (US$ in thousands)
Net sales 3,256,300 3,327,600 3,199,200 3,053,900 2,974,000 3,239,100 3,295,200 3,136,800 2,951,900 3,026,800 2,818,500 2,653,900 2,377,100 2,426,000 2,323,400 1,987,500 1,862,000 2,151,000 2,100,600 2,015,300 1,958,500
Total assets 16,722,500 16,526,400 15,759,000 15,237,900 15,381,500 15,326,200 15,097,900 14,986,100 14,873,600 14,678,400 14,926,100 14,559,100 13,133,500 12,327,300 11,753,900 11,203,900 12,077,700 10,815,500 10,683,600 10,634,000 10,208,100
Long-term Activity Ratio
Total asset turnover1 0.77 0.76 0.79 0.82 0.82 0.82 0.82 0.80 0.77 0.74 0.69 0.67 0.69 0.70 0.71 0.72 0.67 0.76
Benchmarks
Total Asset Turnover, Competitors2
Apple Inc. 1.09 1.09 1.15 1.16 1.12 1.12 1.15 1.10 0.99 1.04 1.05 0.97 0.83 0.85 0.86 0.84 0.79 0.77 0.80 0.76 0.70
Arista Networks Inc. 0.58 0.59 0.62 0.64 0.64 0.65 0.64 0.60 0.52 0.51 0.51 0.50 0.50 0.49 0.50 0.52 0.57 0.58
Cisco Systems Inc. 0.59 0.56 0.56 0.55 0.56 0.55 0.56 0.55 0.53 0.51 0.52 0.50 0.51 0.52 0.55 0.57 0.56 0.53
Super Micro Computer Inc. 1.80 1.94 2.06 2.16 1.82 1.62 1.51 1.56 1.58 1.59 1.69 1.72 1.82 1.74 1.68 1.81 1.96 2.08

Based on: 10-Q (reporting date: 2024-03-31), 10-K (reporting date: 2023-12-31), 10-Q (reporting date: 2023-09-30), 10-Q (reporting date: 2023-06-30), 10-Q (reporting date: 2023-03-31), 10-K (reporting date: 2022-12-31), 10-Q (reporting date: 2022-09-30), 10-Q (reporting date: 2022-06-30), 10-Q (reporting date: 2022-03-31), 10-K (reporting date: 2021-12-31), 10-Q (reporting date: 2021-09-30), 10-Q (reporting date: 2021-06-30), 10-Q (reporting date: 2021-03-31), 10-K (reporting date: 2020-12-31), 10-Q (reporting date: 2020-09-30), 10-Q (reporting date: 2020-06-30), 10-Q (reporting date: 2020-03-31), 10-K (reporting date: 2019-12-31), 10-Q (reporting date: 2019-09-30), 10-Q (reporting date: 2019-06-30), 10-Q (reporting date: 2019-03-31).

1 Q1 2024 Calculation
Total asset turnover = (Net salesQ1 2024 + Net salesQ4 2023 + Net salesQ3 2023 + Net salesQ2 2023) ÷ Total assets
= (3,256,300 + 3,327,600 + 3,199,200 + 3,053,900) ÷ 16,722,500 = 0.77

2 Click competitor name to see calculations.

Long-term activity ratio Description The company
Total asset turnover An activity ratio calculated as total revenue divided by total assets. Amphenol Corp. total asset turnover ratio deteriorated from Q3 2023 to Q4 2023 but then slightly improved from Q4 2023 to Q1 2024.

Equity Turnover

Amphenol Corp., equity turnover calculation (quarterly data)

Microsoft Excel
Mar 31, 2024 Dec 31, 2023 Sep 30, 2023 Jun 30, 2023 Mar 31, 2023 Dec 31, 2022 Sep 30, 2022 Jun 30, 2022 Mar 31, 2022 Dec 31, 2021 Sep 30, 2021 Jun 30, 2021 Mar 31, 2021 Dec 31, 2020 Sep 30, 2020 Jun 30, 2020 Mar 31, 2020 Dec 31, 2019 Sep 30, 2019 Jun 30, 2019 Mar 31, 2019
Selected Financial Data (US$ in thousands)
Net sales 3,256,300 3,327,600 3,199,200 3,053,900 2,974,000 3,239,100 3,295,200 3,136,800 2,951,900 3,026,800 2,818,500 2,653,900 2,377,100 2,426,000 2,323,400 1,987,500 1,862,000 2,151,000 2,100,600 2,015,300 1,958,500
Stockholders’ equity attributable to Amphenol Corporation 8,681,500 8,346,500 7,856,800 7,513,700 7,308,100 7,015,600 6,570,900 6,464,300 6,426,100 6,302,000 5,945,900 5,715,500 5,461,000 5,384,900 5,040,200 4,738,600 4,385,800 4,530,300 4,155,300 4,148,300 4,123,100
Long-term Activity Ratio
Equity turnover1 1.48 1.50 1.59 1.67 1.73 1.80 1.89 1.85 1.78 1.73 1.73 1.71 1.67 1.60 1.65 1.71 1.85 1.82
Benchmarks
Equity Turnover, Competitors2
Apple Inc. 5.21 6.17 6.37 6.20 6.83 7.78 6.67 5.73 5.26 5.80 5.40 4.70 4.44 4.20 3.79 3.42 2.99 2.88 2.69 2.44 2.22
Arista Networks Inc. 0.77 0.81 0.86 0.90 0.91 0.90 0.90 0.87 0.76 0.74 0.72 0.71 0.71 0.70 0.72 0.75 0.82 0.83
Cisco Systems Inc. 1.28 1.29 1.30 1.28 1.30 1.30 1.28 1.31 1.19 1.21 1.21 1.23 1.26 1.30 1.42 1.45 1.51 1.55
Super Micro Computer Inc. 3.41 3.61 3.72 3.65 3.70 3.64 3.63 3.51 3.38 3.25 3.21 3.06 3.08 3.13 3.18 3.26 3.43 3.72

Based on: 10-Q (reporting date: 2024-03-31), 10-K (reporting date: 2023-12-31), 10-Q (reporting date: 2023-09-30), 10-Q (reporting date: 2023-06-30), 10-Q (reporting date: 2023-03-31), 10-K (reporting date: 2022-12-31), 10-Q (reporting date: 2022-09-30), 10-Q (reporting date: 2022-06-30), 10-Q (reporting date: 2022-03-31), 10-K (reporting date: 2021-12-31), 10-Q (reporting date: 2021-09-30), 10-Q (reporting date: 2021-06-30), 10-Q (reporting date: 2021-03-31), 10-K (reporting date: 2020-12-31), 10-Q (reporting date: 2020-09-30), 10-Q (reporting date: 2020-06-30), 10-Q (reporting date: 2020-03-31), 10-K (reporting date: 2019-12-31), 10-Q (reporting date: 2019-09-30), 10-Q (reporting date: 2019-06-30), 10-Q (reporting date: 2019-03-31).

1 Q1 2024 Calculation
Equity turnover = (Net salesQ1 2024 + Net salesQ4 2023 + Net salesQ3 2023 + Net salesQ2 2023) ÷ Stockholders’ equity attributable to Amphenol Corporation
= (3,256,300 + 3,327,600 + 3,199,200 + 3,053,900) ÷ 8,681,500 = 1.48

2 Click competitor name to see calculations.

Long-term activity ratio Description The company
Equity turnover An activity ratio calculated as total revenue divided by shareholders’ equity. Amphenol Corp. equity turnover ratio deteriorated from Q3 2023 to Q4 2023 and from Q4 2023 to Q1 2024.