Professional
Added to YB: 2026-05-22
Pitch date: 2026-05-04
APH [bullish]
Amphenol Corporation
-12.96%
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
$146.6B
Pitch Price
$143.45
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
34.29
EV/Sales
N/A
Sector
Electronic Equipment, Instruments and Components
Category
growth
Baron Durable Advantage Fund Added On Position: Amphenol Corporation
APH (added to position): Leading high-tech interconnect/sensor provider benefiting from AI datacenter buildout via high-speed copper dominance. IT datacom segment at ~$10B rev run rate. Jan 2026 $10.5B CommScope CCS acquisition adds fiber optics, making APH total solution provider for datacenter connectivity.
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