Amphenol Corporation Class A (APH)

Amphenol Corp. stock has experienced strong financial performance, including record first quarter 2025 results and record fourth quarter and full year 2024 results. The company completed the acquisitions of LifeSync and CommScope's OWN and DAS businesses in the first quarter of 2025, and acquired Carlisle Interconnect Technologies and Luetze in 2024. Amphenol announced its second quarter 2025 dividend on May 1, 2025, and announced the pricing of both Euro-denominated and USD-denominated senior notes offerings in June 2025. The company released its 2023 Sustainability Report on April 22, 2025. The stock price has shown significant growth, increasing by 41.29% in the past six months and 45.91% over the last year as of late June 2025.

Amphenol's demand exhibits some seasonality, influenced by product launch cycles. Sales declined sequentially in the first quarter of 2025 compared to the fourth quarter, and moderation is expected in the second quarter as customers prepare for product launches, especially in mobile devices. Despite these seasonal adjustments, Amphenol has demonstrated strong performance in areas like IT Datacom and AI-related markets.

Amphenol Corporation is a global designer, manufacturer, and marketer of high-technology interconnect, sensor, and antenna solutions. The company operates within the Technology sector, specifically in the Electronic Equipment & Parts, Electronic Components, and Hardware & Equipment industries. Amphenol's major product categories include connectors and interconnect systems, sensors and sensor-based products, specialty cables and assemblies, antennas, and other products. Amphenol's diversified portfolio serves numerous high-growth, technology-driven sectors, including automotive, broadband communications, commercial aerospace, defense, industrial, information technology (IT) and data communications, military, mobile devices, and mobile networks.

Amphenol has a significant global presence, operating in over 40 countries and conducting sales in approximately 70 countries across six continents. Approximately 65% of the company's revenue is generated from outside the United States. This diversified footprint allows Amphenol to address regional market demands effectively and leverage localized knowledge for product innovation.

Amphenol has maintained a strong brand reputation due to its engineering capabilities, product portfolio, and focus on quality and innovation. The release of its 2023 Sustainability Report highlighted Amphenol's positive impact on the environment, communities, and team members, including increased use of renewable energy, acquisition of renewable energy certificates, and improvements to manufacturing processes, further enhancing its brand image.

Amphenol Corp. is primarily owned by institutional shareholders, who hold 93.45% of the company's shares. Amphenol insiders own 0.53%, and retail investors hold 6.02%. The largest institutional owners of Amphenol include Vanguard Group Inc., Fmr LLC, Blackrock Inc., State Street Corp, Price T Rowe Associates Inc, Bank Of New York Mellon Corp, Geode Capital Management LLC, Bank Of America Corp, Massachusetts Financial Services Co, and Morgan Stanley.