Head to Head

APH vs TDG: which is the better buy in 2026?

On Alexandria's Compass, Amphenol Corporation has the edge with a 96/100 score versus 92/100 for TDG. Here is how they stack up, factor by factor.

Amphenol Corporation

NYSE:APH

Edge
96/100 Compass
True NorthAccumulate$216.9B

The connector company nobody calls sexy is quietly becoming the AI datacenter's most indispensable supplier outside of Nvidia.

Full APH analysis

TransDigm Group

NYSE:TDG

92/100 Compass
True NorthAccumulate$73.2B

The best toll booth in aerospace sits near its 52-week low while aftermarket demand is accelerating into a multi-year upcycle.

Full TDG analysis

Factor by factor

FactorAPHTDG
Revenue Growth9835
Profitability6685
Valuation3562
Momentum8843
Theme Purity7797
Moat6063
Catalysts8279
Market Position6056

Get head-to-heads like this, free

Join the Alexandria e-letter for Compass verdicts, earnings intelligence, and the contrarian calls the crowd misses. Twice a week, no noise.

Free forever. Unsubscribe anytime. We never share your email.

Frequently asked questions

Is APH or TDG the better buy in 2026?

By Compass Score, Amphenol Corporation (NYSE:APH) edges it at 96/100 versus 92/100 for TDG. Both scores update weekly and reflect a contrarian, forward-looking read, not a recommendation.

How does Alexandria compare APH and TDG?

Each company is scored 1-100 on eight factors: revenue growth, profitability, valuation, momentum, theme purity, moat, catalysts, and market position. The Compass Score is the composite, and the comparison below shows where each name wins factor by factor.

Compass Scores are proprietary editorial research from publicly available data, not investment advice or a recommendation regarding any security. Rankings update weekly.