vs
Side-by-side financial comparison of Amphenol (APH) and Nike, Inc. (NKE). Click either name above to swap in a different company.
Nike, Inc. is the larger business by last-quarter revenue ($12.4B vs $7.6B, roughly 1.6× Amphenol). Amphenol runs the higher net margin — 12.4% vs 6.4%, a 6.0% gap on every dollar of revenue. On growth, Amphenol posted the faster year-over-year revenue change (58.4% vs 0.6%). Amphenol produced more free cash flow last quarter ($831.2M vs $386.0M). Over the past eight quarters, Amphenol's revenue compounded faster (45.3% CAGR vs -0.0%).
Amphenol Corporation is an American producer of electronic and fiber optic connectors, cable and interconnect systems such as coaxial cables. Amphenol is a portmanteau from the corporation's original name, American Phenolic Corp.
Nike often refers to:Nike, Inc., a major American producer of athletic shoes, apparel, and sports equipment Nike (mythology), a Greek goddess who personifies victory
APH vs NKE — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $7.6B | $12.4B |
| Net Profit | $943.3M | $792.0M |
| Gross Margin | 36.7% | 40.6% |
| Operating Margin | 24.0% | — |
| Net Margin | 12.4% | 6.4% |
| Revenue YoY | 58.4% | 0.6% |
| Net Profit YoY | 26.8% | -31.9% |
| EPS (diluted) | $0.72 | $0.53 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $7.6B | — | ||
| Q4 25 | $6.4B | $12.4B | ||
| Q3 25 | $6.2B | $11.7B | ||
| Q2 25 | $5.7B | $11.1B | ||
| Q1 25 | $4.8B | $11.3B | ||
| Q4 24 | $4.3B | $12.4B | ||
| Q3 24 | $4.0B | $11.6B | ||
| Q2 24 | $3.6B | $12.6B |
| Q1 26 | $943.3M | — | ||
| Q4 25 | $1.2B | $792.0M | ||
| Q3 25 | $1.2B | $727.0M | ||
| Q2 25 | $1.1B | $211.0M | ||
| Q1 25 | $737.8M | $794.0M | ||
| Q4 24 | $746.1M | $1.2B | ||
| Q3 24 | $604.4M | $1.1B | ||
| Q2 24 | $524.8M | $1.5B |
| Q1 26 | 36.7% | — | ||
| Q4 25 | 38.2% | 40.6% | ||
| Q3 25 | 38.1% | 42.2% | ||
| Q2 25 | 36.3% | 40.3% | ||
| Q1 25 | 34.2% | 41.5% | ||
| Q4 24 | 34.3% | 43.6% | ||
| Q3 24 | 33.6% | 45.4% | ||
| Q2 24 | 33.6% | 44.7% |
| Q1 26 | 24.0% | — | ||
| Q4 25 | 26.8% | — | ||
| Q3 25 | 27.5% | — | ||
| Q2 25 | 25.1% | 2.9% | ||
| Q1 25 | 21.3% | 7.5% | ||
| Q4 24 | 22.1% | 11.5% | ||
| Q3 24 | 20.3% | 11.3% | ||
| Q2 24 | 19.4% | 13.7% |
| Q1 26 | 12.4% | — | ||
| Q4 25 | 18.6% | 6.4% | ||
| Q3 25 | 20.1% | 6.2% | ||
| Q2 25 | 19.3% | 1.9% | ||
| Q1 25 | 15.3% | 7.0% | ||
| Q4 24 | 17.3% | 9.4% | ||
| Q3 24 | 15.0% | 9.1% | ||
| Q2 24 | 14.5% | 11.9% |
| Q1 26 | $0.72 | — | ||
| Q4 25 | $0.93 | $0.53 | ||
| Q3 25 | $0.97 | $0.49 | ||
| Q2 25 | $0.86 | $0.14 | ||
| Q1 25 | $0.58 | $0.54 | ||
| Q4 24 | $0.16 | $0.78 | ||
| Q3 24 | $0.48 | $0.70 | ||
| Q2 24 | $0.41 | $0.99 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $4.6B | $7.0B |
| Total DebtLower is stronger | $18.7B | — |
| Stockholders' EquityBook value | $14.1B | $14.1B |
| Total Assets | $42.1B | $37.8B |
| Debt / EquityLower = less leverage | 1.33× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $4.6B | — | ||
| Q4 25 | $11.4B | $7.0B | ||
| Q3 25 | $3.9B | $7.0B | ||
| Q2 25 | $3.2B | $7.5B | ||
| Q1 25 | $1.7B | $8.6B | ||
| Q4 24 | $3.3B | $8.0B | ||
| Q3 24 | $1.6B | $8.5B | ||
| Q2 24 | $1.3B | $9.9B |
| Q1 26 | $18.7B | — | ||
| Q4 25 | $14.6B | — | ||
| Q3 25 | $7.1B | — | ||
| Q2 25 | $7.1B | $8.0B | ||
| Q1 25 | $6.8B | — | ||
| Q4 24 | $6.5B | — | ||
| Q3 24 | $5.1B | — | ||
| Q2 24 | $5.0B | $8.9B |
| Q1 26 | $14.1B | — | ||
| Q4 25 | $13.4B | $14.1B | ||
| Q3 25 | $12.5B | $13.5B | ||
| Q2 25 | $11.5B | $13.2B | ||
| Q1 25 | $10.3B | $14.0B | ||
| Q4 24 | $9.8B | $14.0B | ||
| Q3 24 | $9.5B | $13.9B | ||
| Q2 24 | $9.0B | $14.4B |
| Q1 26 | $42.1B | — | ||
| Q4 25 | $36.2B | $37.8B | ||
| Q3 25 | $27.1B | $37.3B | ||
| Q2 25 | $25.7B | $36.6B | ||
| Q1 25 | $22.9B | $37.8B | ||
| Q4 24 | $21.4B | $38.0B | ||
| Q3 24 | $19.6B | $37.9B | ||
| Q2 24 | $18.6B | $38.1B |
| Q1 26 | 1.33× | — | ||
| Q4 25 | 1.09× | — | ||
| Q3 25 | 0.57× | — | ||
| Q2 25 | 0.62× | 0.60× | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.66× | — | ||
| Q3 24 | 0.54× | — | ||
| Q2 24 | 0.56× | 0.62× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $1.1B | $579.0M |
| Free Cash FlowOCF − Capex | $831.2M | $386.0M |
| FCF MarginFCF / Revenue | 10.9% | 3.1% |
| Capex IntensityCapex / Revenue | 3.8% | 1.6% |
| Cash ConversionOCF / Net Profit | 1.19× | 0.73× |
| TTM Free Cash FlowTrailing 4 quarters | $4.6B | $2.5B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.7B | $579.0M | ||
| Q3 25 | $1.5B | $222.0M | ||
| Q2 25 | $1.4B | $463.0M | ||
| Q1 25 | $764.9M | $1.8B | ||
| Q4 24 | $847.1M | $1.0B | ||
| Q3 24 | $704.0M | $394.0M | ||
| Q2 24 | $664.1M | $2.6B |
| Q1 26 | $831.2M | — | ||
| Q4 25 | $1.5B | $386.0M | ||
| Q3 25 | $1.2B | $15.0M | ||
| Q2 25 | $1.1B | $363.0M | ||
| Q1 25 | $576.3M | $1.7B | ||
| Q4 24 | $647.3M | $920.0M | ||
| Q3 24 | $474.0M | $274.0M | ||
| Q2 24 | $522.8M | $2.4B |
| Q1 26 | 10.9% | — | ||
| Q4 25 | 22.8% | 3.1% | ||
| Q3 25 | 19.6% | 0.1% | ||
| Q2 25 | 19.8% | 3.3% | ||
| Q1 25 | 12.0% | 15.2% | ||
| Q4 24 | 15.0% | 7.4% | ||
| Q3 24 | 11.7% | 2.4% | ||
| Q2 24 | 14.5% | 19.1% |
| Q1 26 | 3.8% | — | ||
| Q4 25 | 3.9% | 1.6% | ||
| Q3 25 | 4.2% | 1.8% | ||
| Q2 25 | 5.3% | 0.9% | ||
| Q1 25 | 3.9% | 0.7% | ||
| Q4 24 | 4.6% | 1.0% | ||
| Q3 24 | 5.7% | 1.0% | ||
| Q2 24 | 3.9% | 1.7% |
| Q1 26 | 1.19× | — | ||
| Q4 25 | 1.44× | 0.73× | ||
| Q3 25 | 1.18× | 0.31× | ||
| Q2 25 | 1.30× | 2.19× | ||
| Q1 25 | 1.04× | 2.26× | ||
| Q4 24 | 1.14× | 0.90× | ||
| Q3 24 | 1.16× | 0.37× | ||
| Q2 24 | 1.27× | 1.75× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
APH
| Communications Solutions | $4.5B | 60% |
| Harsh Environment Solutions | $1.7B | 22% |
| Interconnect and Sensor Systems | $1.4B | 18% |
NKE
| Footwear | $7.7B | 62% |
| Apparel | $3.9B | 31% |
| Sporting Equipment | $550.0M | 4% |
| Converse Segment | $300.0M | 2% |
| Sales Channel Other | $9.0M | 0% |
