Added to YB: 2026-07-10
Pitch date: 2026-06-30
APH [neutral]
Amphenol Corporation
-6.83%
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
$195.1B
Pitch Price
$174.14
Price Target
N/A
Dividend
0.63%
EV/EBITDA
25.01
P/E
45.63
EV/Sales
8.08
Sector
Electronic Equipment, Instruments and Components
Category
growth
Brasada CM Brasada Private Accounts Portfolio Holding: Amphenol Corporation
APH (holding update): One of world's largest connector/sensor/interconnect makers; ~500k custom SKUs, mission-critical, high switching costs, 8 diversified end markets (<25% each). AI supercycle: high-speed AI servers use 50-100x more connector content. Growth flywheel from electrification/digitization + countercyclical M&A in fragmented market.
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