Amphenol vs KLA
This page compares Amphenol and KLA-Tencor Corporation, examining their business models, financial performance, and market context. It provides a neutral overview of how each company operates, earns revenue, and the environments in which it competes. The aim is to inform readers without offering investment advice. Educational content, not financial advice.
This page compares Amphenol and KLA-Tencor Corporation, examining their business models, financial performance, and market context. It provides a neutral overview of how each company operates, earns r...
Why It's Moving
KLA Stock Surges on AI Infrastructure Tailwinds Keeping Semiconductor Equipment in the Spotlight.
- Stock rocketed from $1,182 on October 24, 2025, to $1,512 by January 23, 2026, reflecting 87.7% gains since early 2025 on AI-driven momentum.
- AI infrastructure demand positions KLA and peers at the top for 2026, as highlighted in recent sector research reports.
- Upcoming earnings growth of 1.58% to $32.09 per share underscores confidence in the company's role in high-tech chip manufacturing.
KLA Stock Surges on AI Infrastructure Tailwinds Keeping Semiconductor Equipment in the Spotlight.
- Stock rocketed from $1,182 on October 24, 2025, to $1,512 by January 23, 2026, reflecting 87.7% gains since early 2025 on AI-driven momentum.
- AI infrastructure demand positions KLA and peers at the top for 2026, as highlighted in recent sector research reports.
- Upcoming earnings growth of 1.58% to $32.09 per share underscores confidence in the company's role in high-tech chip manufacturing.
Investment Analysis
Amphenol
APH
Pros
- Amphenol holds the second-largest global market share in connectors, indicating strong market position and broad customer base.
- The company has reported strong revenue growth, with third-quarter 2025 revenues expected to increase 34-36% year over year.
- Amphenol has consistently beaten earnings estimates in recent quarters, showing operational strength and earnings momentum.
Considerations
- Its price-to-earnings ratio remains high around 46, and discounted cash flow analyses suggest the stock may be overvalued by roughly 35-44%.
- The stock’s valuation scores are low, reflecting market concerns about limited value despite strong recent share price appreciation.
- Volatility is relatively high with a beta of 1.18, exposing investors to above-average market risk.
KLA
KLAC
Pros
- KLA is a leader in semiconductor process control and inspection equipment, with diversified product offerings including metrology and defect inspection systems.
- The company operates across several high-growth segments including semiconductor, PCB, and display market quality control, supporting revenue resilience.
- KLA has a substantial market capitalization around $158 billion, reflecting strong investor confidence and liquidity.
Considerations
- KLA’s exposure to the cyclical semiconductor industry subjects it to demand fluctuations influenced by macroeconomic and supply chain factors.
- Competitive pressures in semiconductor equipment markets remain intense, potentially impacting pricing power and margins.
- The company’s valuation multiples imply limited upside according to recent analyst consensus, reflecting cautious growth expectations.
Related Market Insights
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Related Market Insights
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KLA (KLAC) Next Earnings Date
KLA Corporation's next earnings date is Thursday, January 29, 2026, at 2:00 p.m. PT, following market close. This report will cover the second quarter of fiscal year 2026, ending approximately December 2025. Results and supplemental materials, including a shareholder letter, will be released that day on the company's Investor Relations site.
KLA (KLAC) Next Earnings Date
KLA Corporation's next earnings date is Thursday, January 29, 2026, at 2:00 p.m. PT, following market close. This report will cover the second quarter of fiscal year 2026, ending approximately December 2025. Results and supplemental materials, including a shareholder letter, will be released that day on the company's Investor Relations site.
Which Baskets Do They Appear In?
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Which Baskets Do They Appear In?
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