Added to YB: 2025-09-12
Pitch date: 2025-06-30
APH [neutral]
Amphenol Corporation
+31.26%
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
$98.46
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
Renaissance Investment Management Large Cap Growth Strategy Portfolio Holding: Amphenol Corporation
APH (holding update): Strong momentum in AI and data center connector products driving performance. Recent Andrew acquisition more accretive to earnings than expected, creating potential for future positive earnings revisions given management's strong track record executing large acquisitions.
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