Added to YB: 2025-10-30
Pitch date: 2025-10-29
APH [neutral]
Amphenol Corporation
-7.02%
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
$139.00
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
JRo's Notes: Amphenol Q3:2025 Earnings
APH (earnings): Q3 sales +52% (41% organic), adj operating margin +560bps, adj EPS +86% YoY. FCF +156% to 20% margin, 34% ROE. FY2025 guidance: sales +49-50%, EPS +72-74%. Strong pricing power from complex custom interconnects w/ high switching costs across diversified end markets. IT Data Comm +128% driven by AI demand (37% of sales). M&A program accelerating w/ CCS closing Q1 2026.