debt_leverage_profile
0.26x Total Debt / Equity (Conservative)
High
SEC-XBRL
interest_rate_sensitivity
Moderate
Medium
SEC-10K 0001104659-26-013549
geopolitical_supply_exposure
Medium intensity; China's 2025 export-licensing regime on rare earths and NdFeB magnets (layered on its gallium/germanium/antimony controls) is the live chokepoint for motors, actuators, and defense electronics, while the mid-2025 expansion of US Section 232 tariffs to 50% on steel and aluminum repriced the sector's core structural-metal inputs.
Medium
GICS-commodity-overlay-v2
supply_chain_dependency
Moderate
Medium
SEC-10K 0001104659-26-013549
international_expansion_readiness
High
Medium
SEC-10K 0001104659-26-013549
geographic_footprint
International
Medium
SEC-10K 0001104659-26-013549
commodity_exposure_profile
Medium intensity; commodities: steel, aluminum, copper, jet fuel / diesel (refined distillates), rare earth elements & NdFeB magnets, titanium, nickel; geopolitical: China's 2025 export-licensing regime on rare earths and NdFeB magnets (layered on its gallium/germanium/antimony controls) is the live chokepoint for motors, actuators, and defense electronics, while the mid-2025 expansion of US Section 232 tariffs to 50% on steel and aluminum repriced the sector's core structural-metal inputs.
Medium
GICS-commodity-overlay-v2
vendor_lock_dependency_score
Low
Medium
SEC-10K 0001104659-26-013549
business_model_type_primary
manufacturer
Medium
SEC-10K 0001104659-26-013549
business_model_type_secondary
value-added reseller/distributor
Medium
SEC-10K 0001104659-26-013549
switching_cost_profile
High
Medium
SEC-10K 0001104659-26-013549
howey_test_risk_index
Low
Medium
SEC-10K 0001104659-26-013549
regulatory_burden_tier
Medium
Medium
GICS-regulatory-overlay-v1
data_sovereignty_risk
High
Medium
SEC-10K 0001104659-26-013549
antitrust_exposure_flag
No
Medium
SEC-10K 0001104659-26-013549
regulatory_exposure_profile
Medium burden; regimes: FAA, DOT, OSHA, EPA, ITAR, FTC; Export controls and defense procurement rules create contract concentration risk.
Medium
GICS-regulatory-overlay-v1
revenue_model_type
product sales
Medium
SEC-10K 0001104659-26-013549
monetization_vector
unit sales
Medium
SEC-10K 0001104659-26-013549
pricing_architecture
negotiated
Medium
SEC-10K 0001104659-26-013549
pricing_power_rating
Moderate
Medium
SEC-10K 0001104659-26-013549
target_gross_margin_bracket
36.9% Gross Margin (Moderate (20-40%))
High
SEC-XBRL
churn_vulnerability_index
Low
Medium
SEC-10K 0001104659-26-013549
headcount_cost_structure
Sublinear
Medium
SEC-10K 0001104659-26-013549
marginal_cost_of_growth
Sublinear
Medium
SEC-10K 0001104659-26-013549
franchise_compliance_risk
N-A
Medium
SEC-10K 0001104659-26-013549
customer_acquisition_metric
Direct sales force and distributors
Medium
SEC-10K 0001104659-26-013549
network_effect_present
No
Medium
SEC-10K 0001104659-26-013549
asset_efficiency_ratio
15.5% Return on Assets (Excellent)
High
SEC-XBRL
recession_resistance_tier
Mixed
Medium
SEC-10K 0001104659-26-013549
customer_segment_primary
enterprise
Medium
SEC-10K 0001104659-26-013549
customer_segment_secondary
government
Medium
SEC-10K 0001104659-26-013549
characteristic_occupations
["11-0000 Management Occupations", "13-0000 Business and Financial Operations Occupations", "15-0000 Computer and Mathematical Occupations", "17-0000 Architecture and Engineering Occupations", "23-0000 Legal Occupations", "33-0000 Protective Service Occupations", "37-0000 Building and Grounds Cleaning and Maintenance Occupations", "41-0000 Sales and Related Occupations", "43-0000 Office and Administrative Support Occupations", "47-0000 Construction and Extraction Occupations", "49-0000 Installation, Maintenance, and Repair Occupations", "51-0000 Production Occupations", "53-0000 Transportation and Material Moving Occupations"]
High
SOC-2018/GICS-overlay
agent_automatable_labor_share
0.21 (HIL — ~21% of characteristic roles agent-automatable)
Medium
SOC-2018 + agentic-exposure-v2
capital_expenditure_profile
4.3% CapEx / Revenue (Low-CapEx Asset-Light)
High
SEC-XBRL
sec_cik
0000820313
High
SEC-EDGAR
ticker
APH
High
SEC-EDGAR
Filings_Dog_Scope
active_enforcement_matters,antitrust_exposure_flag,business_model_type_primary,business_model_type_secondary,capital_return_posture,channel_inventory_exposure,churn_vulnerability_index,currency_risk_exposure,customer_acquisition_metric,customer_segment_primary,customer_segment_secondary,cyber_framework_alignment,cyber_incident_materiality,cyber_oversight_body,data_sovereignty_risk,employee_headcount,franchise_compliance_risk,geographic_footprint,geopolitical_supply_exposure,headcount_cost_structure,hedging_program_scope,howey_test_risk_index,interest_rate_sensitivity,international_expansion_readiness,key_person_dependency,liquidity_sufficiency_assertion,marginal_cost_of_growth,market_structure,monetization_vector,named_competitors,network_effect_present,pricing_architecture,pricing_power_rating,product_revenue_concentration,purchase_commitment_rigidity,recession_resistance_tier,regulatory_burden_tier,revenue_model_type,seasonality_pattern,supply_chain_dependency,switching_cost_profile,trade_restriction_exposure,vendor_lock_dependency_score
High
SEC-10K 0001104659-26-013549
insider_buys_6m
0
High
SEC-Form4 0001104659-26-092146..0001104659-26-055799
insider_sells_6m
10
High
SEC-Form4 0001104659-26-092146..0001104659-26-055799
insider_net_shares_6m
-1230079
High
SEC-Form4 0001104659-26-092146..0001104659-26-055799
insider_last_transaction_date
2026-08-05
High
SEC-Form4 0001104659-26-092146..0001104659-26-055799
Insider_Dog_Checked
2026-10-03T13:44|activist_13d_count_1y,activist_last_13d_date,blockholder_13g_count_1y,insider_buys_6m,insider_last_transaction_date,insider_net_shares_6m,insider_sells_6m
High
SEC-Form4 registry
employee_headcount
170,000 employees worldwide; approximately 15,000 in U.S.; ~91% outside U.S.
Medium
SEC-10K 0001104659-26-013549
key_person_dependency
Low
Medium
SEC-10K 0001104659-26-013549
named_competitors
Aptiv, Belden, Corning, Foxconn Interconnect Technology, Glenair, HUBER+SUHNER, ICT Luxshare, Jonhon, Molex, Rosenberger, Sensata, TE Connectivity, Yazaki
Medium
SEC-10K 0001104659-26-013549
market_structure
Fragmented
Medium
SEC-10K 0001104659-26-013549
product_revenue_concentration
Communications Solutions = 52% of revenue; Harsh Environment Solutions = 26%; Interconnect and Sensor Systems = 22%
Medium
SEC-10K 0001104659-26-013549
capital_return_posture
Profitable-Reinvesting
Medium
SEC-10K 0001104659-26-013549
trade_restriction_exposure
High; tariffs, export controls, China Entity List restrictions, advanced IC manufacturing prohibitions
Medium
SEC-10K 0001104659-26-013549
seasonality_pattern
Mild; strong in Q4
Medium
SEC-10K 0001104659-26-013549
liquidity_sufficiency_assertion
Affirmed
Medium
SEC-10K 0001104659-26-013549
channel_inventory_exposure
Moderate; sales to distributors 19% of net sales
Medium
SEC-10K 0001104659-26-013549
active_enforcement_matters
Yes; China tax authorities challenging tax positions
Medium
SEC-10K 0001104659-26-013549
purchase_commitment_rigidity
Moderate; $2,083.2 million in purchase obligations, mostly short-term
Medium
SEC-10K 0001104659-26-013549
cyber_incident_materiality
No; not reasonably likely to materially affect currently
Medium
SEC-10K 0001104659-26-013549
cyber_framework_alignment
NIST CSF
Medium
SEC-10K 0001104659-26-013549
cyber_oversight_body
Board with Audit Committee assistance
Medium
SEC-10K 0001104659-26-013549
currency_risk_exposure
High; 65% of sales outside U.S., multiple foreign currencies including EUR
Medium
SEC-10K 0001104659-26-013549
hedging_program_scope
FX forwards on net investments in foreign subsidiaries and foreign currency transaction exposures; treasury locks on interest rate risk; no commodity hedging di
Medium
SEC-10K 0001104659-26-013549
activist_13d_count_1y
0
High
SEC-13D/G registry, subject-verified
blockholder_13g_count_1y
6
High
SEC-13D/G registry, subject-verified
activist_last_13d_date
none in window
High
SEC-13D/G registry, subject-verified