Professional
Added to YB: 2025-12-19
Pitch date: 2025-09-30
APH [neutral]
Amphenol Corporation
+5.26%
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
$158.1B
Pitch Price
$123.18
Price Target
N/A
Dividend
0.77%
EV/EBITDA
26.10
P/E
43.04
EV/Sales
7.74
Sector
Electronic Equipment, Instruments and Components
Category
growth
Aoris International Fund Portfolio Holding: Amphenol Corporation
APH (holding update): Leading electronic connector/sensor provider with data centers driving ~1/3 of revenue. Strongest portfolio gainer +23% in Q3, adding 1.6% to returns. Strong data center demand expected to continue. Portfolio manager confident in 8-12% annual target returns.
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