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Side-by-side financial comparison of Amphenol (APH) and PulteGroup (PHM). Click either name above to swap in a different company.
Amphenol is the larger business by last-quarter revenue ($7.6B vs $3.4B, roughly 2.2× PulteGroup). Amphenol runs the higher net margin — 12.4% vs 10.2%, a 2.2% gap on every dollar of revenue. On growth, Amphenol posted the faster year-over-year revenue change (58.4% vs -12.4%). Over the past eight quarters, Amphenol's revenue compounded faster (45.3% CAGR vs -13.9%).
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.
PulteGroup, Inc. is an American residential home-construction company based in Atlanta, Georgia, United States. As of 2023, the company is the third-largest home-construction company in the United States based on the number of homes closed. In total, the company has built over 775,000 homes.
APH vs PHM — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $7.6B | $3.4B |
| Net Profit | $943.3M | $347.0M |
| Gross Margin | 36.7% | — |
| Operating Margin | 24.0% | — |
| Net Margin | 12.4% | 10.2% |
| Revenue YoY | 58.4% | -12.4% |
| Net Profit YoY | 26.8% | — |
| EPS (diluted) | $0.72 | — |
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 | $3.4B | ||
| Q4 25 | $6.4B | $4.6B | ||
| Q3 25 | $6.2B | $4.4B | ||
| Q2 25 | $5.7B | $4.4B | ||
| Q1 25 | $4.8B | $3.9B | ||
| Q4 24 | $4.3B | $4.9B | ||
| Q3 24 | $4.0B | $4.5B | ||
| Q2 24 | $3.6B | $4.6B |
| Q1 26 | $943.3M | $347.0M | ||
| Q4 25 | $1.2B | $501.6M | ||
| Q3 25 | $1.2B | $585.8M | ||
| Q2 25 | $1.1B | $608.5M | ||
| Q1 25 | $737.8M | $522.8M | ||
| Q4 24 | $746.1M | $913.2M | ||
| Q3 24 | $604.4M | $697.9M | ||
| Q2 24 | $524.8M | $809.1M |
| Q1 26 | 36.7% | — | ||
| Q4 25 | 38.2% | — | ||
| Q3 25 | 38.1% | 27.8% | ||
| Q2 25 | 36.3% | 28.6% | ||
| Q1 25 | 34.2% | 28.8% | ||
| Q4 24 | 34.3% | — | ||
| Q3 24 | 33.6% | 30.4% | ||
| Q2 24 | 33.6% | 31.4% |
| Q1 26 | 24.0% | — | ||
| Q4 25 | 26.8% | — | ||
| Q3 25 | 27.5% | — | ||
| Q2 25 | 25.1% | — | ||
| Q1 25 | 21.3% | — | ||
| Q4 24 | 22.1% | — | ||
| Q3 24 | 20.3% | — | ||
| Q2 24 | 19.4% | — |
| Q1 26 | 12.4% | 10.2% | ||
| Q4 25 | 18.6% | 10.9% | ||
| Q3 25 | 20.1% | 13.3% | ||
| Q2 25 | 19.3% | 13.8% | ||
| Q1 25 | 15.3% | 13.4% | ||
| Q4 24 | 17.3% | 18.6% | ||
| Q3 24 | 15.0% | 15.6% | ||
| Q2 24 | 14.5% | 17.6% |
| Q1 26 | $0.72 | — | ||
| Q4 25 | $0.93 | $2.56 | ||
| Q3 25 | $0.97 | $2.96 | ||
| Q2 25 | $0.86 | $3.03 | ||
| Q1 25 | $0.58 | $2.57 | ||
| Q4 24 | $0.16 | $4.41 | ||
| Q3 24 | $0.48 | $3.35 | ||
| Q2 24 | $0.41 | $3.83 |
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 | $1.8B |
| Total DebtLower is stronger | $18.7B | — |
| Stockholders' EquityBook value | $14.1B | $13.0B |
| Total Assets | $42.1B | $5.2B |
| Debt / EquityLower = less leverage | 1.33× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $4.6B | $1.8B | ||
| Q4 25 | $11.4B | $2.0B | ||
| Q3 25 | $3.9B | $1.5B | ||
| Q2 25 | $3.2B | $1.2B | ||
| Q1 25 | $1.7B | $1.2B | ||
| Q4 24 | $3.3B | $1.6B | ||
| Q3 24 | $1.6B | $1.4B | ||
| Q2 24 | $1.3B | $1.4B |
| Q1 26 | $18.7B | — | ||
| Q4 25 | $14.6B | $43.9M | ||
| Q3 25 | $7.1B | — | ||
| Q2 25 | $7.1B | — | ||
| Q1 25 | $6.8B | — | ||
| Q4 24 | $6.5B | $31.1M | ||
| Q3 24 | $5.1B | — | ||
| Q2 24 | $5.0B | — |
| Q1 26 | $14.1B | $13.0B | ||
| Q4 25 | $13.4B | $13.0B | ||
| Q3 25 | $12.5B | $12.8B | ||
| Q2 25 | $11.5B | $12.6B | ||
| Q1 25 | $10.3B | $12.3B | ||
| Q4 24 | $9.8B | $12.1B | ||
| Q3 24 | $9.5B | $11.6B | ||
| Q2 24 | $9.0B | $11.2B |
| Q1 26 | $42.1B | $5.2B | ||
| Q4 25 | $36.2B | $18.0B | ||
| Q3 25 | $27.1B | $17.9B | ||
| Q2 25 | $25.7B | $17.6B | ||
| Q1 25 | $22.9B | $17.3B | ||
| Q4 24 | $21.4B | $17.4B | ||
| Q3 24 | $19.6B | $17.0B | ||
| Q2 24 | $18.6B | $16.5B |
| Q1 26 | 1.33× | — | ||
| Q4 25 | 1.09× | 0.00× | ||
| Q3 25 | 0.57× | — | ||
| Q2 25 | 0.62× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.66× | 0.00× | ||
| Q3 24 | 0.54× | — | ||
| Q2 24 | 0.56× | — |
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 | $159.8M |
| Free Cash FlowOCF − Capex | $831.2M | — |
| FCF MarginFCF / Revenue | 10.9% | — |
| Capex IntensityCapex / Revenue | 3.8% | 0.7% |
| Cash ConversionOCF / Net Profit | 1.19× | 0.46× |
| TTM Free Cash FlowTrailing 4 quarters | $4.6B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.1B | $159.8M | ||
| Q4 25 | $1.7B | $771.1M | ||
| Q3 25 | $1.5B | $678.4M | ||
| Q2 25 | $1.4B | $287.5M | ||
| Q1 25 | $764.9M | $134.2M | ||
| Q4 24 | $847.1M | $567.6M | ||
| Q3 24 | $704.0M | $455.9M | ||
| Q2 24 | $664.1M | $417.5M |
| Q1 26 | $831.2M | — | ||
| Q4 25 | $1.5B | $739.8M | ||
| Q3 25 | $1.2B | $651.1M | ||
| Q2 25 | $1.1B | $253.0M | ||
| Q1 25 | $576.3M | $104.6M | ||
| Q4 24 | $647.3M | $543.1M | ||
| Q3 24 | $474.0M | $417.2M | ||
| Q2 24 | $522.8M | $386.2M |
| Q1 26 | 10.9% | — | ||
| Q4 25 | 22.8% | 16.0% | ||
| Q3 25 | 19.6% | 14.8% | ||
| Q2 25 | 19.8% | 5.7% | ||
| Q1 25 | 12.0% | 2.7% | ||
| Q4 24 | 15.0% | 11.0% | ||
| Q3 24 | 11.7% | 9.3% | ||
| Q2 24 | 14.5% | 8.4% |
| Q1 26 | 3.8% | 0.7% | ||
| Q4 25 | 3.9% | 0.7% | ||
| Q3 25 | 4.2% | 0.6% | ||
| Q2 25 | 5.3% | 0.8% | ||
| Q1 25 | 3.9% | 0.8% | ||
| Q4 24 | 4.6% | 0.5% | ||
| Q3 24 | 5.7% | 0.9% | ||
| Q2 24 | 3.9% | 0.7% |
| Q1 26 | 1.19× | 0.46× | ||
| Q4 25 | 1.44× | 1.54× | ||
| Q3 25 | 1.18× | 1.16× | ||
| Q2 25 | 1.30× | 0.47× | ||
| Q1 25 | 1.04× | 0.26× | ||
| Q4 24 | 1.14× | 0.62× | ||
| Q3 24 | 1.16× | 0.65× | ||
| Q2 24 | 1.27× | 0.52× |
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% |
PHM
| Home sale revenues | $3.3B | 97% |
| Financial Services | $71.7M | 2% |
| Land sale and other revenues | $29.3M | 1% |
