Added to YB: 2025-07-29
Pitch date: 2025-07-26
APH [neutral]
Amphenol Corporation
+22.82%
current return
Author Info
No bio for this author
Company Info
Amphenol Corporation, together with its subsidiaries, designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally.
Market Cap
$170.6B
Pitch Price
$105.56
Price Target
N/A
Dividend
0.72%
EV/EBITDA
28.12
P/E
46.45
EV/Sales
8.34
Sector
Electronic Equipment, Instruments and Components
Category
growth
Amphenol Q2:2025 Earnings
APH (earnings update): Record Q2'25 with 41% organic growth & 133% IT datacom surge (2/3 from AI). All markets growing, industrial up 12% organically after 7 declining quarters. Raised incremental margin target from 25% to 30% on higher-tech products. ROIC 16%, FCF $1.12B (103% conversion). Management confident in AI wins despite sequential 'lumpiness' risk.