Professional
Added to YB: 2026-03-06
Pitch date: 2026-02-06
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
Edgewood Management Portfolio Holding: Amphenol Corporation
APH (holding update): Interconnect/sensor co serving data centers (53% rev, 33% margin), defense/aero (24%, 27%), auto/industrial (22%, 20%). AI servers drive >100% YoY growth in IT Datacom; 100GW DC capacity to 2030 creates large TAM. Portfolio shift to fiber/next-gen via M&A. Industrial AI boosts sensor content 3x per robot. Diversified across secular tailwinds.
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