Professional
Added to YB: 2026-09-17
Pitch date: 2026-06-30
APH [bullish]
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
$193.7B
Pitch Price
N/A
Price Target
N/A
Dividend
0.64%
EV/EBITDA
21.44
P/E
39.30
EV/Sales
7.14
Sector
Electronic Equipment, Instruments and Components
Category
growth
Baron Durable Advantage Fund Added On Portfolio Holding: Amphenol Corporation
APH (added to position): Added to Amphenol as strong execution and broader growth reinforce the long-term thesis despite volatility around copper’s role in future AI chips. First-quarter organic growth was 33%, orders reached a record $9.4 billion and book-to-bill was well above 1.0x; margins are at record highs. The CommScope optical-business acquisition adds optionality if optical adoption accelerates.
Read full article (2 min)