Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .The title of this article and the quote above are not attempts of mine to turn this article into an ad for President Trump. No. The quote aboveAnalyst’s Disclosure: I/we have a beneficial long position in the shares of UNP, NSC, ODFL, TPL, LB either through stock ownership, opti ...

Investors might want to bet on Amphenol (APH) , as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Since a changing earni ...

Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:Urban Outfitters, Inc. (URBN) : This retail and wholesale company has seen the Zacks Consensus Estimate for its current year earnings increasing 4.4% over the last 60 days.Carnival Corporation & plc (CCL) : This leisure travel services provider has seen the Zacks Consensus Estimate for its current year earnings increasing 3.1% over the last 60 days.Amphenol Corporation (APH) : This fiber optic solutions provider has seen the Zacks Conse ...

UKRAINE - 2021/10/06: In this photo illustration Amphenol Corporation logo seen displayed on a ... [+] smartphone and in the background. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesWe believe that Amphenol stock (NYSE: APH), an electrical, electronic, and fiber optic connectors maker, is currently a better pick than its industry peer, Corning stock (NYSE: GLW). APH stock trades at 6.5x trailing revenues, versus 3.4x for GLW stock, an ...

It has been about a month since the last earnings report for Amphenol (APH) . Shares have added about 4.9% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Amphenol due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts. Amphenol's Q3 Earnings Beat Estimates, Revenues Up ...

Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:Amphenol Corporation (APH) : This electronics manufacturing company has seen the Zacks Consensus Estimate for its current year earnings increasing 4.6% over the last 60 days.Westinghouse Air Brake Technologies Corporation (WAB) : This rail equipment and services provider has seen the Zacks Consensus Estimate for its current year earnings increasing 2% over the last 60 days.BellRing Brands, Inc. (BRBR) : This nutrition products provider ...

Amphenol (APH) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, APH crossed above the 20-day moving average, suggesting a short-term bullish trend.A well-liked tool among traders, the 20-day simple moving average offers a look back at a stock's price over a 20-day period. This is very beneficial to short-term traders, as it smooths out short-term price trends and gives more trend reversal signals than longer-term moving averages.Simil ...

Investment Strategy - The investment approach is fundamental, bottom-up, long-term, and quality growth-oriented, focusing on companies in niche markets with strong growth potential, solid management teams, sound capital allocation policies, and reasonable valuations [1] - The portfolio targets a 15% annual return and typically consists of 15-20 stocks, emphasizing diversification, risk management, macro-driven sector weights, and disciplined trading and valuations [1] - The strategy avoids chasing quarterly results, herd mentality, and using short-term stock performance as a measure of company quality [1] Portfolio Construction - The portfolio is constructed with a focus on diversification of holdings and risk management, ensuring a balanced exposure across different sectors and companies [1] - Macro-driven sector weights are considered to align the portfolio with broader economic trends and opportunities [1] - Disciplined trading and valuations are key factors in maintaining the portfolio's integrity and performance [1] Disclosure and Independence - The analyst has a beneficial long position in the shares of APH through stock ownership, options, or other derivatives, indicating a vested interest in the company's performance [2] - The article expresses the analyst's independent opinions and is not influenced by compensation or business relationships with the mentioned companies [2]

Investment Rating - The report does not explicitly mention the investment rating for Amphenol (APH) [1][2][3] Core Views - Amphenol's FY24Q3 revenue reached $4 04 billion (YoY +26% QoQ +12%) exceeding the upper end of the previous guidance of $3 8 billion [1][5] - Net income attributable to Amphenol was $604 4 million (YoY +17 61% QoQ +15 71%) with adjusted diluted EPS of $0 48 (YoY +17%) surpassing the guidance of $0 45 [1][5] - Adjusted operating margin hit a record high of 21 9% [1][5] - Orders in Q3 reached a record $4 412 billion (YoY +39% QoQ +9%) with a book-to-bill ratio of 1 09:1 driven by strong IT datacom market performance [1][7] - AI-related products accounted for more than half of the YoY growth in the IT datacom market [1][12] Revenue Breakdown by Segment - Harsh Environment Solutions: $1 194 billion (YoY +35%) [10][11] - Communications Solutions: $1 686 billion (YoY +32%) [10][11] - Interconnect and Sensor Systems: $1 16 billion (YoY +12%) [10][11] AI-Related Business - AI-related products contributed significantly to the growth in the IT datacom market accounting for more than half of the YoY and QoQ growth [12] - The company provides industry-leading high-speed products with the highest operating speeds and lowest latency along with efficient power interconnect products for high-power consumption chips [12] Q4 2024 Guidance - Q4 2024 revenue is expected to be between $3 95 billion and $4 05 billion (YoY +19% to +22%) [13] - Adjusted diluted EPS for Q4 is projected to be $0 48 to $0 50 (YoY +17% to +22%) [13] - Full-year 2024 revenue is expected to be between $14 855 billion and $14 955 billion (YoY +18% to +19%) with adjusted diluted EPS of $1 82 to $1 84 (YoY +21% to +22%) [13] Key Financial Metrics - Operating cash flow in Q3 was $704 million representing 117% of net income [16] - Free cash flow was $476 million representing 79% of net income [16] - The company repurchased 2 7 million shares at an average price of $65 per share returning $308 million to shareholders in Q3 [16] - Total debt at the end of Q3 was $5 5 billion with net debt of $3 9 billion and total liquidity of $4 6 billion [16]

Have you assessed how the international operations of Amphenol (APH) performed in the quarter ended September 2024? For this maker of fiber-optic products, possessing an expansive global footprint, parsing the trends of international revenues could be critical to gauge its financial resilience and growth prospects. In the current era of a tightly interconnected global economy, the proficiency of a company to penetrate international markets significantly influences its financial health and trajectory of grow ...