Added to YB: 2026-03-06
Pitch date: 2026-03-05
APH [neutral]
Amphenol Corporation
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
$159.3B
Pitch Price
N/A
Price Target
N/A
Dividend
0.77%
EV/EBITDA
22.87
P/E
38.80
EV/Sales
7.10
Sector
Electronic Equipment, Instruments and Components
Category
growth
3 untalked compounders on my radar - Amphenol Corporation
APH (overview): Serial acquirer w/ 3 units: Harsh Environment (aerospace/defense), Communication Solutions (data centers/IT), Interconnect & Sensor (EVs/industrials). Communication unit skyrocketing on AI tailwinds—IT Datacom organic growth 110-120% in 2025, key NVIDIA Blackwell supplier. CommScope acq adds $4.1B annual rev, CIT/Trexon/Rochester expand defense/sensing. Defense +40% on global spending, EV connector density driving auto growth. 22% 3yr rev CAGR, 50% projected next yr. Reverse DCF: 15% IRR needs 23% 5yr rev growth at 26x exit, 19% FCF margin.
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