Amphenol vs Littelfuse
Add, change or remove companies; up to four.
KIRA’s take AI analyst
I put Amphenol and Littelfuse side by side, using each one’s latest annual report. Here is what stands out:
- Amphenol is the larger business, with $23.1B of revenue in fiscal 2025 against $2.4B for Littelfuse, about 9.7 times as much.
- Amphenol grew revenue faster (51.7%, against 8.9%).
- Amphenol kept more of each dollar of sales as operating profit (25.4% operating margin, against 1.6%).
- Amphenol turned more of its sales into free cash flow (19.0% FCF margin, against 15.3%).
- Amphenol earned a higher return on the capital invested in it (29.1%, against 0.7%).
Who comes out ahead
Of the 11 measures where higher (or lower) is clearly better, how many each company leads.
Amphenol
APH
9/11
Revenue growth5-year growthOperating marginNet marginFCF marginReturn on capitalReturn on equityPiotroski F-scoreNet debt / EBITDA
Littelfuse
LFUS
2/11
Gross marginShare count change
Side by side
Best in the row
| Latest fiscal year | APH FY25 | LFUS FY25 |
|---|---|---|
| Size | ||
| Market cap | $97.0B | $9.2B |
| Revenue | $23.1B | $2.4B |
| Free cash flow | $4.4B | $366M |
| Net income | $4.3B | −$71.7M |
| Growth | ||
| Revenue growth | 51.7% | 8.9% |
| 5-year growth | 21.9% | 10.5% |
| Share count change | 1.1% | −0.9% |
| Profitability | ||
| Gross margin | 36.9% | 38.0% |
| Operating margin | 25.4% | 1.6% |
| Net margin | 18.5% | −3.0% |
| FCF margin | 19.0% | 15.3% |
| Return on capital | 29.1% | 0.7% |
| Return on equity | 36.8% | −3.0% |
| Balance sheet | ||
| Net debt | $4.1B | $239M |
| Net debt / EBITDA | 0.6x | 1.4x |
| Dividends and buybacks | $1.5B | $99.6M |
| Valuation & quality | ||
| P/E | 18.9x | — |
| Piotroski F-score | 7 | 6 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.