Professional
Added to YB: 2026-07-07
Pitch date: 2026-03-31
APH [bullish]
Amphenol Corporation
+31.43%
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
$202.5B
Pitch Price
$126.92
Price Target
N/A
Dividend
0.61%
EV/EBITDA
25.89
P/E
47.35
EV/Sales
8.37
Sector
Electronic Equipment, Instruments and Components
Category
growth
Baron Fifth Avenue Growth Fund New Position: Amphenol Corporation
APH (new position): Diversified interconnect/sensor/antenna leader. IT Datacom now ~40% of sales, scaled from <$3B to $10B run-rate in 2yrs on AI server buildout. 2025 organic growth 10% despite weak industrial; margins at all-time highs. Closed $10.5B CommScope optical deal at 12x EBITDA. Stock penalized on copper-to-optical fears, seen as overdone—strong entry given innovation track record & decentralized culture under long-time CEO Norwhitt.
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