Amphenol Corporation Class A (APH)

Amphenol's stock has shown strong performance in the past six months. The share price was $101.96 as of July 17, 2025, representing an increase of 54.88% over the past year. Key events impacting the stock price include strong earnings reports, analyst price target increases, acquisitions, shareholder returns, and a positive outlook. Amphenol reported record first-quarter 2025 results, driven by strong organic growth and acquisitions. Several investment banks have raised their price targets for APH. The company completed two acquisitions in the first quarter of 2025 and has been actively returning capital to shareholders through share repurchases and dividends. Amphenol expects strong performance to continue, with Q2 2025 revenue projected to be around $5.035 billion.

Amphenol Corporation generally does not experience significant seasonality in its business, with the strongest quarters typically being the last two quarters of its fiscal year. Significant elements of the company's business, such as sales to communications-related markets and sales to distributors, generally have short lead times. While the company generally does not experience significant seasonality, there have been instances of softening demand.

Amphenol Corporation is a global designer, manufacturer, and marketer of interconnect, sensor, and antenna solutions, operating in the Technology sector, specifically in the Electronic Equipment & Parts industry and categorized under Electronic Components. Its core offerings include interconnect products and assemblies for electronic and fiber optic transmission, sensor solutions for monitoring and control systems, antenna systems for wireless communication, and value-add products like cable assemblies and printed circuit boards. Amphenol's products serve diverse end markets, including automotive, broadband communications, commercial aerospace, defense, industrial, IT and data communications, mobile devices, and mobile networks.

Amphenol Corporation has a significant global presence, operating in over 40 countries, with approximately 65% of its revenue generated from outside the United States. The company maintains manufacturing facilities and operational centers in various regions across the Americas, Europe, Asia, Africa, and Australia, allowing it to address regional market demands and leverage localized knowledge for product innovation.

Amphenol maintains a strong brand reputation, evidenced by its industry recognition and customer satisfaction. In 2023, the company received 7 industry recognition awards, achieved a customer satisfaction rating of 94.5%, and had a Net Promoter Score of 72. Amphenol has focused on sustainability efforts, releasing its 2023 Sustainability Report in April 2024, highlighting advancements in energy management, manufacturing processes, and third-party verification of greenhouse gas emissions.

Amphenol Corporation's ownership is primarily institutional, with institutional shareholders owning 93.45% of the company. Amphenol insiders own 0.53%, and retail investors hold 6.02%. The largest individual shareholder is Vanguard Group Inc., owning 12.81% of the company.