Amphenol Corporation (APH)
Amphenol makes electronic connectors, cables, and sensors used across communications, industrial, automotive, and defense systems.
Information Technology stock comparison
APH vs FSLR: which business are you actually underwriting?
Compare Amphenol Corporation with First Solar, Inc. using their business models, SEC classifications, fiscal calendars, current primary filings, and the research questions that matter. This is a thesis framework—not a price target or automatic winner.
- Sector
- Information
- Industry
- Different SIC
- Shared themes
- 2
- Updated
- 2026-02-24
APH vs FSLR: quick comparison
| Company fact | APH | FSLR |
|---|---|---|
| Company | Amphenol Corporation | First Solar, Inc. |
| Exchange | NYSE | NASDAQ |
| Headquarters | Not recorded | Not recorded |
| Founded | Not recorded | Not recorded |
| SEC industry | Electronic Connectors | Semiconductors & Related Devices |
| Fiscal year-end | December 31 | December 31 |
| Latest annual filing | 10-K · 2026-02-11 | 10-K · 2026-02-24 |
How the businesses differ
First Solar, Inc. (FSLR)
First Solar manufactures thin-film solar photovoltaic panels for large utility-scale power plants.
The useful starting point is not which ticker has performed better. It is whether the two companies convert the same economic forces into revenue and cash flow in the same way. APH is classified by the SEC as Electronic Connectors, while FSLR is classified as Semiconductors & Related Devices. The different industry codes are a warning against treating sector membership as proof of identical economics.
Which thesis does each company fit?
Use the distinction below to decide which filing deserves deeper work. It is a research routing rule, not a recommendation or prediction.
Study APH when…
- The AI capital-expenditure cycle
- Interest rates and the cost of long-duration growth
- Enterprise IT budgets and cloud migration
- Export controls and the US–China chip race
Study FSLR when…
- The AI capital-expenditure cycle
- Interest rates and the cost of long-duration growth
- Enterprise IT budgets and cloud migration
- Export controls and the US–China chip race
Shared research themes
US marketsTariffs & trade
SEC filing comparison and disclosure evidence
Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable.APH's fiscal year ends December 31, while FSLR's ends December 31. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.
The current verified House Clerk snapshot contains 0matched transaction rows for APHand 0 for FSLR. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
APH primary filings
FSLR primary filings
What this comparison cannot tell you
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
APH vs FSLR FAQs
Are APH and FSLR direct competitors?
Amphenol Corporation and First Solar, Inc. sit in the same Information Technology sector but have different SEC industry classifications. The comparison is most useful for portfolio role and sector exposure, not as a claim that every product competes directly.
Which is better, APH or FSLR?
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
Does this APH vs FSLR comparison include live prices?
No. Yield Theory does not republish unlicensed real-time market data. Use a regulated broker or licensed quote provider for current prices, then use the primary filings here to test the business thesis.
Where does the company information come from?
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-08-10. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-08-10. Independent educational research; not investment advice.
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