Professional
Added to YB: 2026-09-22
Pitch date: 2026-05-31
APH [bullish]
Amphenol Corporation
+9.97%
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
$191.2B
Pitch Price
$73.25
Price Target
N/A
Dividend
0.64%
EV/EBITDA
21.19
P/E
38.80
EV/Sales
7.06
Sector
Electronic Equipment, Instruments and Components
Category
value
Bell Global Equities Fund New Position: Amphenol Corporation
APH: Amphenol is a dominant connector and interconnect compounder supported by sticky, multi-year platform designs, a fragmented market and a well-established bolt-on acquisition strategy. The May pullback reflected concerns about AI racks shifting from copper to optical networking, but Amphenol is addressing this through an optical-connector standards agreement with 3M and technology leaders. First-quarter sales rose nearly 60% year over year to over US$7.5B and earnings grew almost 70%. Strong Q2 guidance supports ongoing upgrades, and the pullback offers a rare opportunity at a meaningful discount to intrinsic value.
Read full article (1 min)