Amphenol vs Texas Instruments
This page compares Amphenol Corporation and Texas Instruments Inc., examining their business models, financial performance, and market context in a neutral, accessible way. It discusses how each company operates, competes, and adapts to industry trends, without offering advice or recommendations. Educational content, not financial advice.
This page compares Amphenol Corporation and Texas Instruments Inc., examining their business models, financial performance, and market context in a neutral, accessible way. It discusses how each compa...
Why It's Moving
Texas Instruments gears up for 2026 harvest with fresh auto chips and steady dividend as earnings loom.
- Launched TDA5 automotive SoCs in early January to boost vehicle safety and semi-autonomous driving, tapping into rising EV and assisted-driving demand.
- Declared Q1 2026 dividend at $1.42 per share, underscoring commitment to shareholder returns amid capex cycle wind-down.
- New 300mm wafer capacity online, potentially lifting margins as analog demand stabilizes and rivals face supply hiccups.
Texas Instruments gears up for 2026 harvest with fresh auto chips and steady dividend as earnings loom.
- Launched TDA5 automotive SoCs in early January to boost vehicle safety and semi-autonomous driving, tapping into rising EV and assisted-driving demand.
- Declared Q1 2026 dividend at $1.42 per share, underscoring commitment to shareholder returns amid capex cycle wind-down.
- New 300mm wafer capacity online, potentially lifting margins as analog demand stabilizes and rivals face supply hiccups.
Investment Analysis
Amphenol
APH
Pros
- Amphenol has demonstrated strong recent financial performance, with Q3 2025 revenue of $6.2 billion, surpassing expectations by over 12%.
- The company commands a substantial market capitalization around $172 billion and enjoys a robust overall financial health rating.
- It benefits from diversified growth drivers in sectors such as automotive electrification, industrial automation, and communication infrastructure with expected EPS growth of about 18.7% annually.
Considerations
- Despite strong growth, Amphenol's valuation appears high, with a price-to-earnings ratio near 47.5 and indications of being overvalued by 34-44% in discounted cash flow analyses.
- The company has a relatively low dividend yield of approximately 0.72%, reflecting its growth stock status but limiting income for dividend-focused investors.
- Increasing share count and rising debt-to-assets ratio may present execution and financial leverage risks despite good cash flow.
Pros
- Texas Instruments is a leading semiconductor manufacturer with a strong presence in analog and embedded processing markets offering stability across cycles.
- The company has reliable profitability metrics with consistent free cash flow generation supporting shareholder returns and investments.
- TI benefits from broad exposure to diversification across industrial, automotive, and personal electronics sectors that drive steady demand.
Considerations
- Texas Instruments faces cyclical risks inherent to semiconductor markets, which may impact demand and profitability during global economic slowdowns.
- The company’s growth rate is generally moderate compared to high-growth peers in the semiconductor space, potentially limiting upside.
- Increasing global geopolitical tensions and supply chain challenges pose risks to operational continuity and cost structures.
Related Market Insights
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Related Market Insights
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Texas Instruments (TXN) Next Earnings Date
Texas Instruments (TXN) is scheduled to report its next earnings on January 27, 2026, after market close. This release will cover the fourth quarter of 2025 (Q4 2025). Investors should monitor for analyst expectations around EPS of approximately $1.29-$1.31 and revenue near $4.4 billion.
Texas Instruments (TXN) Next Earnings Date
Texas Instruments (TXN) is scheduled to report its next earnings on January 27, 2026, after market close. This release will cover the fourth quarter of 2025 (Q4 2025). Investors should monitor for analyst expectations around EPS of approximately $1.29-$1.31 and revenue near $4.4 billion.
Which Baskets Do They Appear In?
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Which Baskets Do They Appear In?
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