Amphenol vs CrowdStrike
This page compares Amphenol and CrowdStrike, examining business models, financial performance and market context in a neutral, accessible way. It presents context for readers seeking a clear, non-technical overview of both companies. Educational content, not financial advice.
This page compares Amphenol and CrowdStrike, examining business models, financial performance and market context in a neutral, accessible way. It presents context for readers seeking a clear, non-tech...
Why It's Moving
CrowdStrike Shares Climb After Earnings Beat Signals Robust Cloud Security Demand
- Q4 EPS hit $0.96, topping the $0.94 consensus by $0.02, while revenue jumped 21.8% year-over-year to $1.23 billion.
- Management issued upbeat FY2026 EPS guidance of $3.70–$3.72 and Q4 at $1.09–$1.11, underscoring sustained momentum in cybersecurity services.
- Stock rose 1.8% to $453.77 on lighter volume, reflecting market approval even as it trades under 50- and 200-day averages.
CrowdStrike Shares Climb After Earnings Beat Signals Robust Cloud Security Demand
- Q4 EPS hit $0.96, topping the $0.94 consensus by $0.02, while revenue jumped 21.8% year-over-year to $1.23 billion.
- Management issued upbeat FY2026 EPS guidance of $3.70–$3.72 and Q4 at $1.09–$1.11, underscoring sustained momentum in cybersecurity services.
- Stock rose 1.8% to $453.77 on lighter volume, reflecting market approval even as it trades under 50- and 200-day averages.
Investment Analysis
Amphenol
APH
Pros
- Amphenol holds a leading position in electronic connectors and sensor systems, benefiting from secular growth in automotive electrification, industrial automation, and global communications infrastructure.
- The company has delivered exceptional recent financial performance, with third-quarter 2025 revenue and earnings both significantly exceeding analyst expectations, driving strong investor confidence.
- Amphenol demonstrates consistent execution, having beaten earnings estimates in each of the past four quarters, while analysts project double-digit annual EPS and revenue growth ahead.
Considerations
- Valuation appears stretched after a rapid share price surge, with some models suggesting the stock may be overvalued relative to fundamental cash flow projections.
- The dividend yield remains modest compared to broader industrials, reflecting a focus on reinvesting for growth rather than returning capital to shareholders.
- Rising debt-to-assets ratio and increasing share count warrant monitoring, as these could pressure future financial flexibility and per-share metrics if trends persist.
CrowdStrike
CRWD
Pros
- CrowdStrike is a clear leader in cloud-native cybersecurity, with a unified platform well positioned to capitalise on the global shift toward cloud-delivered endpoint protection and identity security.
- The company operates in the high-growth software infrastructure sector, with strong recurring revenue and a large addressable market as cyber threats and regulatory demands intensify globally.
- CrowdStrike maintains robust liquidity and balance sheet health, with a quick ratio above 1.6, supporting continued investment in innovation and potential strategic acquisitions.
Considerations
- Valuation multiples are exceptionally high across price-to-sales, price-to-book, and normalized price-to-earnings measures, raising questions about sustainability if growth rates moderate.
- CrowdStrike recently reported negative interest coverage, indicating current earnings do not cover interest expenses, which may concern investors focused on financial stability.
- The company faces intense competition from both established technology giants and specialised cybersecurity firms, potentially pressuring pricing power and market share over time.
Related Market Insights
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CrowdStrike (CRWD) Next Earnings Date
CrowdStrike's (CRWD) next earnings date is estimated for March 3, 2026. This report will cover the Q4 fiscal 2026 results, ending January 31, 2026, consistent with the company's historical late-February to early-March reporting pattern for its January quarter-end. The date remains an estimate, as CrowdStrike has not yet officially confirmed it.
CrowdStrike (CRWD) Next Earnings Date
CrowdStrike's (CRWD) next earnings date is estimated for March 3, 2026. This report will cover the Q4 fiscal 2026 results, ending January 31, 2026, consistent with the company's historical late-February to early-March reporting pattern for its January quarter-end. The date remains an estimate, as CrowdStrike has not yet officially confirmed it.
Which Baskets Do They Appear In?
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Which Baskets Do They Appear In?
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