Amphenol vs Verizon
This page compares Amphenol Corporation and Verizon Communications Inc., examining their business models, financial performance, and the market context in which they operate. It presents neutral, accessible information to help readers understand each company’s approach and position within its industry. Educational content, not financial advice.
This page compares Amphenol Corporation and Verizon Communications Inc., examining their business models, financial performance, and the market context in which they operate. It presents neutral, acce...
Why It's Moving
Verizon Seals $20B Frontier Deal, Supercharging Fiber Ambitions Amid Telecom Rally
- Acquisition completion hands Verizon instant scale in fiber, targeting 40 million passings by 2028 and billions in Frontier synergies to boost margins.
- New leadership and price-lock promotions reversed subscriber losses, with 44,000 net phone adds signaling renewed customer loyalty.
- Strategic 5G partnerships and fixed wireless growth project 8-9 million FWA subscribers by 2028, tapping high-margin demand without heavy installs.
Verizon Seals $20B Frontier Deal, Supercharging Fiber Ambitions Amid Telecom Rally
- Acquisition completion hands Verizon instant scale in fiber, targeting 40 million passings by 2028 and billions in Frontier synergies to boost margins.
- New leadership and price-lock promotions reversed subscriber losses, with 44,000 net phone adds signaling renewed customer loyalty.
- Strategic 5G partnerships and fixed wireless growth project 8-9 million FWA subscribers by 2028, tapping high-margin demand without heavy installs.
Investment Analysis
Amphenol
APH
Pros
- Amphenol reported strong Q3 2025 results with EPS and revenue significantly exceeding expectations, indicating robust operational performance.
- The company benefits from diverse exposure across harsh environment, communications, and interconnect systems markets, supporting multiple growth drivers.
- Analysts forecast substantial future growth with expected annual EPS growth around 18.7% and revenue growth near 14.4%, reflecting strong earnings potential.
Considerations
- Amphenol’s valuation is high with a P/E ratio around 46-47, suggesting the stock may be trading well above fair value and possibly overvalued.
- The firm’s dividend yield is low at approximately 0.7%, offering limited income return relative to some other industrial stocks.
- Increasing share count and a rising debt-to-assets ratio highlight potential capital structure risks that require monitoring.
Verizon
VZ
Pros
- Verizon has a giant scale with a significant presence in the U.S. telecommunications market including strong wireless and fiber networks.
- The company has stable and substantial cash flow generation supporting dividends and ongoing network investments.
- Verizon’s strategic focus on 5G network expansion and digital services positions it well for growth in the telecommunications sector.
Considerations
- Verizon faces ongoing pressure on wireless service revenues from competitive pricing and market saturation.
- Regulatory challenges and heavy capital expenditure requirements for network upgrades could weigh on profitability.
- The company’s dividend yield may be under pressure if cash flows are diverted to debt reduction or aggressive network spending.
Related Market Insights
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Related Market Insights
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Verizon (VZ) Next Earnings Date
Verizon Communications (VZ) is scheduled to report its next earnings on Friday, January 30, 2026, before the market opens, with the conference call at 8:00 AM ET. This release will cover the fourth quarter of 2025, ending December 2025. The date aligns with Verizon's official investor calendar and consensus analyst expectations.
Verizon (VZ) Next Earnings Date
Verizon Communications (VZ) is scheduled to report its next earnings on Friday, January 30, 2026, before the market opens, with the conference call at 8:00 AM ET. This release will cover the fourth quarter of 2025, ending December 2025. The date aligns with Verizon's official investor calendar and consensus analyst expectations.
Which Baskets Do They Appear In?
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Which Baskets Do They Appear In?
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