Professional
Added to YB: 2026-06-12
Pitch date: 2026-05-16
APH [bullish]
Amphenol Corporation
+21.57%
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
N/A
Pitch Price
$125.41
Price Target
N/A
Dividend
N/A
EV/EBITDA
24.34
P/E
44.32
EV/Sales
7.87
Sector
Electronic Equipment, Instruments and Components
Category
growth
Aristotle Large Cap Growth New Position: Amphenol Corporation
APH (new position): Leading interconnect/connector/sensor maker; ~$250B TAM. Diversified across IT/data comms (largest), industrial, auto, defense, aerospace. Bull case: AI data center interconnect boom, electrification, defense modernization, proven M&A, industry-leading margins & FCF. Premium valuation justified on secular tailwinds + margin expansion.
Read full article (2 min)