Amphenol (APH)

We reiterate our Outperform, bump up our target from $145 to $150, on the shares of Amphenol (APH; $128.93) as we raise our 2025/2026E EPS from $3.02/$3.42 to $3.28/$3.75 (+74% and +15% YoY). This is all…

Amphenol (APH; $124.44; O/P) reported Q3 non-GAAP EPS of $0.93, which was well ahead of our $0.78 and the Street’s $0.79 led by much better-than-expected sales ($6,194mm vs. our $5,475mm and the Street’s $5,529mm). As…

We reiterate our Outperform and $145 target on the shares of Amphenol (APH; $127.36) ahead of its Q3 results and guidance scheduled for Wednesday (10/22 before market). Most importantly, we see the main drivers behind…

We reiterate our Outperform and raise our target from $130 to $145 on the shares of Amphenol (APH; $119.47) after hosting an investor meeting earlier this week at its headquarters in Wallingford, CT with CEO…

This morning, Amphenol (APH; $110.56; O/P) announced its latest in a series of acquisitions that have leaned towards being larger on average in scale while adding capabilities and industry brands aimed at a specific served…

This morning, Amphenol (APH; $108.21; O/P) announced a “blockbuster” agreement to acquire CommScope’s (COMM; $14.70; E/W) Connectivity and Cable Solutions (CCS) business for $10.5B in cash, which it plans to fund through cash on hand…

We raise our 2025/2026E EPS from $2.70/$3.00 to $3.02/$3.42 for Amphenol (APH; $100.71; O/P) and reiterate our Outperform on the shares after both the company’s Q2 results and Q3E guidance came in much better than…

Amphenol (APH; $101.78; O/P) reported Q2 non-GAAP EPS of $0.81, which comfortably exceeded our $0.66 and the Street’s $0.67 led by much better-than-expected sales ($5,650mm vs. our $5,000mm and the Street’s $5,039mm). In addition, and…

The shares of Amphenol (APH; $100.55; O/P) have now rallied another 41% since the company reported Q1 results on 4/23 to 34X our 2026E EPS with its Q2 results and guidance set for next Wednesday…

We are raising our outdated price target from $85 to $110 on the shares of Amphenol (APH; $92.96; O/P) given our increased confidence in our above consensus forecasts (see table) after some incrementally positive data…

We are raising our rating from Equal-Weight to Outperform and establishing a target of $85 on the shares of Amphenol (APH; $71.15) after the company produced an especially strong “beat and raise”. We think APH’s…

Amphenol (APH; $65.75; E/W) reported Q1 non-GAAP EPS of $0.63, which handily beat our $0.51 estimate and the Street’s $0.52 led by much better-than-expected sales ($4,811mm vs. our $4,300mm and the Street’s $4,297mm). As per…

The shares of Amphenol (APH; $64.13; E/W) are “only” down 6% in the 5+ trading days since the U.S. announced a first version of new import tariffs, simplified on Wednesday to a 90-day pause for…

We are raising 2025/2026E EPS for Amphenol (APH; $70.29; E/W) from $2.20/$2.40 to $2.26/$2.50 after management announced it completed this previously disclosed acquisition, for $2.1B in cash, of CommScope’s (COMM; $4.99; E/W) Outdoor Wireless Networks…

We raise our 2025E EPS for Amphenol (APH; $77.84; E/W) from $2.07 to $2.20 (+17% YoY vs. +25% in 2024) after the company again produced some healthy Q4 EPS upside with Q1E EPS guidance that…