Amphenol (APH)

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We are raising our outdated price target from $85 to $110 on the shares of Amphenol (APH; $92.96; O/P) given our increased confidence in our above consensus forecasts (see table) after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

Amphenol (APH; $74.98; E/W) reported Q4 non-GAAP EPS of $0.55, which beat our consensus matching $0.50 led by better than expected sales ($4,318mm vs. our $4,020mm and the Street’s $4,061mm). As per the table below,…

We assume the shares of Amphenol (APH; $69.86; E/W) continue to trade within the range we have seen from the stock for the past 10 months or so after the company offers up its Q4…

We are again bumping up our 2024/2025E EPS for Amphenol (APH; $68.47; E/W) from $1.77/$1.97 to $1.84/$2.07, mainly for a healthy Q3 EPS beat ($0.50 vs. our consensus matching $0.45), which was led again by…

Amphenol (APH; $66.85; E/W) reported Q3 non-GAAP EPS of $0.50, which beat our consensus matching $0.45 led by better than expected sales ($4,039mm vs. our $3,800mm and the Street’s $3,807mm). As per the table below,…