Added to YB: 2026-02-05
Pitch date: 2026-02-03
APH [neutral]
Amphenol Corporation
+2.99%
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
$182.6B
Pitch Price
$146.81
Price Target
N/A
Dividend
0.67%
EV/EBITDA
26.12
P/E
44.48
EV/Sales
8.11
Sector
Electronic Equipment, Instruments and Components
Category
growth
JRo’s Notes: Amphenol Q4:2025 Earnings
APH (earnings): Record 2025 results - 52% sales growth (38% organic), 450bp margin expansion to 26.2%, 77% EPS growth to $3.34, 37% ROE. Completed CommScope acquisition for fiber optic leadership in AI datacenters at high-single-digit EBITDA multiple, immediately accretive +$0.15 EPS in 2026. Debt-to-EBITDA 2x post-deal.
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