Professional
Added to YB: 2025-10-10
Pitch date: 2025-09-30
APH [neutral]
Amphenol Corporation
+5.25%
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
$123.18
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
Mar Vista US Quality Portfolio Holding: Amphenol Corporation
APH (holding update): Strong Q2 results, upbeat Q3 outlook. AI revenue growth from NVIDIA Blackwell NVL platform design wins ramping H2 2025. Diversified portfolio across connectivity/intelligence secular trends. Entrepreneurial culture, disciplined capital allocation, leading market position driving share gains with best-in-class margins & ROIC.
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