APH vs. TDY: Amphenol vs. Teledyne Stock Comparison
How do Amphenol (APH) and Teledyne (TDY) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Amphenol (APH) and Teledyne (TDY) both belong to the Electronic Equipment, Instruments & Components industry, though APH is classified under Electronic Components while TDY falls under Electronic Equipment & Instruments.
| Profile Item | APH | TDY |
|---|---|---|
| Name | Amphenol Corp. Class A Common Stock | Teledyne Technologies Incorporated |
| Country/Region | United States | United States |
| GICS Sector | Information Technology | Information Technology |
| GICS Industry Group | Technology Hardware & Equipment | Technology Hardware & Equipment |
| GICS Industry | Electronic Equipment, Instruments & Components | Electronic Equipment, Instruments & Components |
| GICS Sub-Industry | Electronic Components | Electronic Equipment & Instruments |
| Market Capitalization | 184.18 billion USD | 28.68 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | November 8, 1991 | November 23, 1999 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | APH | TDY |
|---|---|---|
| Total Return (1Y) | 15.56% | 25.47% |
| Total Return (3Y, Annualized) | 56.62% | 19.59% |
| Total Return (5Y, Annualized) | 32.33% | 7.96% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
Amphenol (APH) is heavily traded at around 12.40M shares per day, whereas Teledyne (TDY) sees a more moderate 304.37K — larger orders in the latter may require more patience and tighter control over order sizing.
| Metric | APH | TDY |
|---|---|---|
| Volatility (1Y, Annualized) | 48.51% | 27.63% |
| Beta (5Y) | 1.27 | 0.88 |
| Max Drawdown (5Y) | -28.73% | -32.24% |
| Avg. Volume (3M) | 12.40M | 304.37K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | APH | TDY |
|---|---|---|
| Sharpe Ratio (1Y) | 0.23 | 0.77 |
| Sortino Ratio (1Y) | 0.32 | 1.19 |
Profitability
ROE (TTM)
Amphenol (APH) at 40.08% sits in the top ROE quartile, while Teledyne (TDY) at 9.47% is closer to the peer norm — stronger capital efficiency for APH.
APH
Technology Hardware & Equipment industry group
40.08%
- Max
- 42.47%
- APH
- 40.08%
- Q3
- 19.13%
- Median
- 11.00%
- Q1
- 1.63%
- Min
- -20.62%
TDY
Technology Hardware & Equipment industry group
9.47%
- Max
- 42.47%
- Q3
- 19.13%
- Median
- 11.00%
- TDY
- 9.47%
- Q1
- 1.63%
- Min
- -20.62%
Net Margin (TTM)
For every dollar of sales, both Amphenol (APH) at 17.95% and Teledyne (TDY) at 15.75% retain more as net profit than most peers, landing in the top net margin quartile of their industries.
APH
Technology Hardware & Equipment industry group
17.95%
- Max
- 27.60%
- APH
- 17.95%
- Q3
- 11.66%
- Median
- 4.08%
- Q1
- 0.00%
- Min
- -11.02%
TDY
Technology Hardware & Equipment industry group
15.75%
- Max
- 27.60%
- TDY
- 15.75%
- Q3
- 11.66%
- Median
- 4.08%
- Q1
- 0.00%
- Min
- -11.02%
Operating Margin (TTM)
Both Amphenol (APH) at 29.68% and Teledyne (TDY) at 20.76% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.
APH
Technology Hardware & Equipment industry group
29.68%
- Max
- 36.27%
- APH
- 29.68%
- Q3
- 18.36%
- Median
- 8.84%
- Q1
- 1.46%
- Min
- -21.39%
TDY
Technology Hardware & Equipment industry group
20.76%
- Max
- 36.27%
- TDY
- 20.76%
- Q3
- 18.36%
- Median
- 8.84%
- Q1
- 1.46%
- Min
- -21.39%
Profitability Metrics
| Metric | APH | TDY |
|---|---|---|
| ROE (TTM) | 40.08% | 9.47% |
| ROA (TTM) | 16.00% | 5.31% |
| Net Margin (TTM) | 17.95% | 15.75% |
| Operating Margin (TTM) | 29.68% | 20.76% |
| Gross Margin (TTM) | 39.21% | 43.60% |
Growth
Revenue Growth
Amphenol (APH) at 51.71% sits in the top revenue growth quartile, while Teledyne (TDY) at 7.86% is closer to the peer norm — faster top-line expansion for APH.
EPS Growth
Amphenol (APH) at 73.96% sits in the top EPS growth quartile, while Teledyne (TDY) at 9.70% is closer to the peer norm — faster per-share earnings growth for APH.
Growth Metrics
| Metric | APH | TDY |
|---|---|---|
| Revenue Growth (YoY) | 51.71% | 7.86% |
| Revenue Growth (3Y CAGR) | 22.31% | 3.86% |
| EPS Growth (YoY) | 73.96% | 9.70% |
| EPS Growth (3Y CAGR) | 29.72% | 4.53% |
Financial Strength
Current Ratio (MRQ)
Both Amphenol (APH) at 1.94 and Teledyne (TDY) at 2.31 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.
APH
Technology Hardware & Equipment industry group
1.94
- Max
- 5.34
- Q3
- 3.02
- Median
- 1.95
- APH
- 1.94
- Q1
- 1.32
- Min
- 0.17
TDY
Technology Hardware & Equipment industry group
2.31
- Max
- 5.34
- Q3
- 3.02
- TDY
- 2.31
- Median
- 1.95
- Q1
- 1.32
- Min
- 0.17
Debt / Equity (MRQ)
Teledyne (TDY) at 0.18 carries an industry-typical debt-to-equity mix, while Amphenol (APH) at 1.03 uses more debt funding than most peers.
APH
Technology Hardware & Equipment industry group
1.03
- Max
- 1.76
- APH
- 1.03
- Q3
- 0.78
- Median
- 0.24
- Q1
- 0.04
- Min
- 0.01
TDY
Technology Hardware & Equipment industry group
0.18
- Max
- 1.76
- Q3
- 0.78
- Median
- 0.24
- TDY
- 0.18
- Q1
- 0.04
- Min
- 0.01
Financial Strength Metrics
| Metric | APH | TDY |
|---|---|---|
| Current Ratio (MRQ) | 1.94 | 2.31 |
| Debt / Equity (MRQ) | 1.03 | 0.18 |
| Net Debt / EBITDA | 1.15 | 0.88 |
Dividends
Dividend Yield (TTM)
Teledyne (TDY) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Amphenol (APH) reports a yield of 0.70%, ranking against industry peers normally.
APH
Technology Hardware & Equipment industry group
0.70%
- Max
- 0.73%
- APH
- 0.70%
- Q3
- 0.31%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
TDY
Technology Hardware & Equipment industry group
0.00%
- Max
- 0.73%
- Q3
- 0.31%
- TDY
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Teledyne (TDY) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Amphenol (APH) reports a payout of 21.74%, ranking against industry peers normally.
APH
Technology Hardware & Equipment industry group
21.74%
- Max
- 32.27%
- APH
- 21.74%
- Q3
- 14.48%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
TDY
Technology Hardware & Equipment industry group
0.00%
- Max
- 32.27%
- Q3
- 14.48%
- TDY
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | APH | TDY |
|---|---|---|
| Dividend Yield (TTM) | 0.70% | 0.00% |
| Dividend Payout Ratio (TTM) | 21.74% | 0.00% |
Valuation
P/E Ratio (TTM)
Both Amphenol (APH) at 32.43 and Teledyne (TDY) at 28.32 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
APH
Technology Hardware & Equipment industry group
32.43
- Max
- 69.48
- Q3
- 41.02
- APH
- 32.43
- Median
- 26.39
- Q1
- 19.36
- Min
- 6.07
TDY
Technology Hardware & Equipment industry group
28.32
- Max
- 69.48
- Q3
- 41.02
- TDY
- 28.32
- Median
- 26.39
- Q1
- 19.36
- Min
- 6.07
P/S Ratio (TTM)
On P/S ratio, both Amphenol (APH) at 5.57 and Teledyne (TDY) at 4.40 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
APH
Technology Hardware & Equipment industry group
5.57
- Max
- 11.30
- Q3
- 5.82
- APH
- 5.57
- Median
- 2.56
- Q1
- 1.05
- Min
- 0.00
TDY
Technology Hardware & Equipment industry group
4.40
- Max
- 11.30
- Q3
- 5.82
- TDY
- 4.40
- Median
- 2.56
- Q1
- 1.05
- Min
- 0.00
P/B Ratio (MRQ)
Teledyne (TDY) at 2.57 is valued about in line with its industry on P/B ratio, while Amphenol (APH) at 10.75 carries an above-peer premium to book — APH is pricier on assets.
APH
Technology Hardware & Equipment industry group
10.75
- APH
- 10.75
- Max
- 10.75
- Q3
- 5.52
- Median
- 3.17
- Q1
- 1.79
- Min
- 0.33
TDY
Technology Hardware & Equipment industry group
2.57
- Max
- 10.75
- Q3
- 5.52
- Median
- 3.17
- TDY
- 2.57
- Q1
- 1.79
- Min
- 0.33
Valuation Metrics
| Metric | APH | TDY |
|---|---|---|
| P/E Ratio (TTM) | 32.43 | 28.32 |
| P/S Ratio (TTM) | 5.57 | 4.40 |
| P/B Ratio (MRQ) | 10.75 | 2.57 |
| Free Cash Flow Yield (TTM) | 2.33% | 3.33% |