Professional
Added to YB: 2024-07-30
Pitch date: 2024-06-30
APH [bullish]
Amphenol Corporation
+93.8%
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
$170.6B
Pitch Price
$66.90
Price Target
N/A
Dividend
0.72%
EV/EBITDA
28.12
P/E
46.45
EV/Sales
8.34
Sector
Electronic Equipment, Instruments and Components
Category
growth
Aristotle Core Equity New Position: Amphenol Corporation
APH: Connector/sensor maker w/ $235B market. Double-digit growth from AI data centers. Diverse end-markets (<25% each). Strong FCF fuels M&A. 3 segments: Harsh Environment, Communications, Interconnect/Sensor Systems. Benefits from cloud/hyperscaler spending on new AI-enabled data center architectures.
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