Core Insights - Amphenol (APH) designs and manufactures connectors, interconnect systems, antennas, sensors, and high-speed specialty cable, serving diverse end markets including IT datacom, automotive, mobile devices, and industrial applications [1] - In 2024, China contributed approximately 22% of total revenue, highlighting its significance as a market for the company [1] Financial Performance - In Q1 2025, Amphenol's revenues from China reached $793.9 million, reflecting an 18.4% year-on-year increase [2] - For Q2 2025, APH expects net revenues between $4.9 billion and $5.0 billion, with projected China revenues at $1.05 billion [4] - The Zacks Consensus Estimate for Q2 2025 earnings is 66 cents per share, indicating a 53.49% year-over-year growth [13] - The consensus for APH's 2025 earnings is $2.68 per share, representing a 41.80% increase year over year [13] Market Challenges - Ongoing tariff-related trade tensions with China are expected to pressure Amphenol's outlook, with Chinese telecom and datacom imports facing 25% base duties and additional compliance-related surcharges [3] - These tariffs could dampen demand and reduce pricing flexibility in Amphenol's China-linked datacom business [3] Competitive Landscape - Amphenol faces competition from TE Connectivity (TEL) and CommScope (COMM) in global datacom infrastructure markets [5][6] - CommScope is a strong player in fiber connectivity and structured cabling, overlapping with Amphenol's IT datacom offerings [5] - TE Connectivity challenges Amphenol in high-speed interconnects and fiber systems across hyperscale and cloud markets [6] Stock Performance and Valuation - Amphenol's shares have appreciated 41.4% year to date, outperforming the broader Zacks Computer & Technology sector, which increased by 7%, and the Zacks Electronics - Connectors industry, which returned 40% [7][9] - The stock is trading at a premium with a forward 12-month Price/Earnings ratio of 35.08X compared to the sector's 27.36X [10]

Core Viewpoint - The private sector is experiencing job losses, which is beneficial for earnings season and dividend growth stocks due to easing wage pressures and lower inflation, leading to better profit margins and dividend hikes [2]. Dividend Growth Stocks Dividend Growth Stock 1: T-Mobile US (TMUS) - T-Mobile US initiated a new dividend program in 2023 and raised its dividend by 35% to 88 cents per share after merging with Sprint [6][8]. - The company is expanding its margins and free cash flow, which supports its dividend growth strategy [7][9]. Dividend Growth Stock 2: Amphenol (APH) - Amphenol has seen significant growth, particularly in AI-related applications, with total orders increasing by nearly 60% year-over-year in Q1 2025 [12]. - The company raised its dividend by 50% last year, marking one of its largest increases [12]. Dividend Growth Stock 3: California Resources (CRC) - California Resources has shifted towards green-energy initiatives and has increased its quarterly distribution by 128% since its initiation [15]. - The company has been profitable since emerging from bankruptcy in 2021 and has seen its shares triple since relisting [16]. Dividend Growth Stock 4: RLJ Lodging Trust (RLJ) - RLJ Lodging Trust reduced its dividend significantly during the pandemic but has since increased it by 1,400% from its low point [19]. - Analysts project a 40% AFFO payout ratio for RLJ, indicating potential for further dividend growth [20]. Dividend Growth Stock 5: Coca-Cola Consolidated (COKE) - Coca-Cola Consolidated has shown consistent top-line growth and recently announced a $16-per-share special dividend, along with a quintupled regular payout to $2.50 per share [24]. - The company currently pays out only 15% of its earnings as dividends, suggesting room for future increases [24].

GRAND BAIE, MAURITIUS, July 03, 2025 (GLOBE NEWSWIRE) -- Alphamin Resources Corp. (AFM:TSXV, APH:JSE AltX)( “Alphamin” or the “Company”) is pleased to provide an operational update as follows: Q2 2025 contained tin production of 4,106 tonnes following a phased operational restart on 15 April 2025 (Q1 2025: 4,270 tonnes)Contained tin sales of 4,587 tonnes for the quarter, up 19% from the prior periodQ2 2025 EBITDA2,3 guidance of US$75m (Q1 2025 actual: US$62m)Strong cash flow generation with Net Cash increas ...

Core Insights - Amphenol (APH) is expanding its portfolio and market presence through strategic acquisitions in communications, medical, and defense sectors, enhancing its high-technology interconnect solutions and supporting a diversified business model [1][2] - The company's acquisitions contributed 8% to its 2024 revenues, with approximately 15 acquisitions completed in the past nine quarters [1][2] - In Q1 2025, Amphenol reported sales of $4.8 billion, a 48% year-over-year increase, primarily driven by acquisitions [1][9] Strategic Acquisitions - Amphenol's acquisition strategy focuses on businesses that complement its core offerings and expand its presence in high-growth markets [2] - The acquisition of Conesys through the CIT acquisition in May 2024 strengthened Amphenol's capabilities in ruggedized connectors for aerospace, defense, and industrial applications [2] - The June 2022 acquisition of NPI Sensor Systems enhanced Amphenol's sensor-based technologies for automation and automotive segments [2] Recent Transactions - In Q1 2025, Amphenol closed two strategic transactions: the Andrew wireless infrastructure business and LifeSync [3] - The Andrew deal is expected to contribute approximately 9 cents to adjusted earnings, while the LifeSync acquisition expands Amphenol's interconnect product portfolio for medical applications [3] Competitive Landscape - Amphenol faces competition from companies like TE Connectivity (TEL) and Bel Fuse (BELFB) in key verticals such as telecom, defense, and industrial connectivity [4][6] - Bel Fuse is expanding in ruggedized connectors and defense-grade interconnects, which align with Amphenol's recent acquisitions [5] - TE Connectivity remains a strong competitor in high-speed interconnects and fiber-optic systems, challenging Amphenol across various markets [6] Financial Performance - Amphenol's shares have gained 42.2% year to date, outperforming the broader Zacks Computer & Technology sector's return of 6.1% and the Zacks Electronics - Connectors industry's increase of 40.3% [7] - The Zacks Consensus Estimate for Amphenol's Q2 2025 earnings is 66 cents per share, indicating a 53.49% year-over-year growth [13] - The consensus for APH's 2025 earnings is $2.68 per share, reflecting a 41.80% year-over-year increase [13] Valuation Metrics - Amphenol's stock is trading at a forward 12-month Price/Earnings ratio of 35.35X, compared to the sector's 27.23X [11] - The company currently holds a Zacks Rank 2 (Buy) [13]

Core Insights - Zacks Premium offers various tools for investors to enhance their stock market strategies, including daily updates, research reports, and stock screens [1][2] Zacks Style Scores - Zacks Style Scores rate stocks based on value, growth, and momentum, serving as complementary indicators to the Zacks Rank [2][3] - Each stock receives a rating from A to F, with A indicating the highest potential for outperforming the market [3] Value Score - The Value Style Score identifies attractive stocks using ratios like P/E, PEG, and Price/Sales, focusing on finding undervalued stocks [3] Growth Score - The Growth Style Score assesses a company's financial strength and future outlook, analyzing projected and historical earnings, sales, and cash flow [4] Momentum Score - The Momentum Style Score evaluates stocks based on price trends and earnings outlook, helping investors capitalize on upward or downward price movements [5] VGM Score - The VGM Score combines all three Style Scores, providing a comprehensive indicator for selecting stocks with the best value, growth, and momentum [6] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to guide investors in building successful portfolios [7] - Stocks rated 1 (Strong Buy) have historically achieved an average annual return of +25.41%, significantly outperforming the S&P 500 [8] Stock Selection Strategy - To maximize returns, investors should focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B [10] - Stocks with lower ranks but high Style Scores may still carry risks due to downward earnings outlooks [11] Company Spotlight: Amphenol (APH) - Amphenol is rated 2 (Buy) on the Zacks Rank, with a VGM Score of B, indicating strong growth potential [12] - The company forecasts a year-over-year earnings growth of 41.8% for the current fiscal year, supported by a recent upward revision in earnings estimates [13]

Core Viewpoint - Amphenol (APH) has shown strong stock performance, with an 8.6% increase over the past month and a 40.6% gain since the start of the year, outperforming both the Zacks Computer and Technology sector and the Zacks Electronics - Connectors industry [1] Financial Performance - Amphenol has consistently beaten earnings estimates, reporting EPS of $0.63 against a consensus estimate of $0.52 in its last earnings report, with a revenue beat of 13.93% [2] - For the current fiscal year, Amphenol is projected to achieve earnings of $2.68 per share on revenues of $20.14 billion, reflecting a 41.8% increase in EPS and a 32.33% increase in revenues [3] - The next fiscal year forecasts earnings of $2.91 per share on revenues of $21.46 billion, indicating year-over-year changes of 8.84% and 6.55%, respectively [3] Valuation Metrics - Amphenol's current trading metrics show a P/E ratio of 36.5X for the current fiscal year, which is above the peer industry average of 33.5X, and a trailing cash flow basis of 39.9X compared to the peer group's average of 13X [7] - The stock has a PEG ratio of 2.23, which does not place it among the top value stocks [7] Zacks Rank and Style Scores - Amphenol holds a Zacks Rank of 2 (Buy), supported by favorable earnings estimate revisions from analysts [8] - The stock has a Value Score of C, a Growth Score of B, and a Momentum Score of C, resulting in a combined VGM Score of B [6][8]

Group 1: Momentum Investing Overview - Momentum investing involves following a stock's recent trend, with the aim of buying high and selling higher, capitalizing on established price movements [1] - The Zacks Momentum Style Score helps define momentum characteristics, with Amphenol (APH) currently holding a Momentum Style Score of B [2] - The Zacks Rank system complements Style Scores, with APH rated 2 (Buy), indicating potential for outperformance in the market [3] Group 2: Amphenol's Performance Metrics - Over the past week, APH shares increased by 1.44%, while the Zacks Electronics - Connectors industry rose by 1.93% [5] - In a longer timeframe, APH's monthly price change is 9.06%, matching the industry's performance [5] - Over the last three months, APH shares have risen by 54.77%, and by 43.69% over the past year, significantly outperforming the S&P 500's increases of 7.91% and 13.53% respectively [6] Group 3: Trading Volume and Earnings Outlook - APH's average 20-day trading volume is 8,901,590 shares, indicating a bullish sign if the stock is rising with above-average volume [7] - In the past two months, one earnings estimate for APH has increased, raising the consensus estimate from $2.63 to $2.68 [9] - For the next fiscal year, two estimates have moved upwards with no downward revisions, suggesting positive earnings momentum [9] Group 4: Conclusion - Given the positive performance metrics and earnings outlook, APH is positioned as a 2 (Buy) stock with a Momentum Score of B, making it a potential candidate for near-term investment [11]

Market Overview - The S&P 500 Index has recovered all losses from the tariff-induced market turmoil in April and is currently near its all-time high recorded in February [1][4] - The index was down nearly 20% at one point during the April turmoil but has since increased by 4.6% year to date [1] Investment Recommendations - Five stocks from the S&P 500 Index are recommended for near-term investment, each providing over 20% returns in the past three months despite volatility [2] - The recommended stocks are Amphenol Corp. (APH), Jabil Inc. (JBL), Newmont Corp. (NEM), KLA Corp. (KLAC), and Lam Research Corp. (LRCX), all carrying favorable Zacks Ranks [3] Company Insights Amphenol Corp. (APH) - Amphenol provides connectivity solutions utilizing AI and machine learning technologies, with a strong portfolio in high-technology interconnect products [10][11] - Expected revenue and earnings growth rates for the current year are 32.3% and 41.8%, respectively, with a Zacks Consensus Estimate for earnings improving by 1.9% in the last 60 days [12] Jabil Inc. (JBL) - Jabil benefits from momentum in capital equipment, AI-powered data centers, and digital commerce, with a focus on end-market and product diversification [13][14] - Expected revenue and earnings growth rates for the current year are 0.6% and 10.3%, respectively, with a Zacks Consensus Estimate for earnings improving by 2.5% in the last seven days [15] Newmont Corp. (NEM) - Newmont is progressing with growth projects, including the Tanami expansion and the Ahafo North project, with significant investments planned [16][17] - Expected revenue and earnings growth rates for the current year are 2% and 24.1%, respectively, with a Zacks Consensus Estimate for earnings improving by 3.3% over the last seven days [17] KLA Corp. (KLAC) - KLA is experiencing strong demand in the semiconductor industry, particularly in advanced packaging and process control systems [18][19] - Expected revenue and earnings growth rates for the next year are 2.5% and 1.8%, respectively, with a Zacks Consensus Estimate for earnings improving by 0.8% in the last 30 days [19] Lam Research Corp. (LRCX) - Lam Research is capitalizing on strengths in 3D DRAM and advanced packaging technologies, with strategic investments in research and development [20][21] - Expected revenue and earnings growth rates for the next year are 1.8% and -0.5%, respectively, with a Zacks Consensus Estimate for earnings improving by 0.8% in the last 30 days [22]

Core Insights - Amphenol (APH) and Bel Fuse (BELFB) are prominent manufacturers of electrical and electronic products, with Amphenol focusing on connectors, interconnect systems, antennas, and cables, while Bel Fuse offers products that power, protect, and connect electronic circuits [1][2] Market Overview - The global electronic components market was valued at $393.63 billion in 2024 and is projected to grow to $847.88 billion by 2032, with a CAGR of 10.3% from 2025 to 2032, presenting significant growth opportunities for both companies [3] Amphenol (APH) Analysis - Amphenol's diversified business model reduces volatility across end markets and geographies, with strong demand in commercial aerospace and defense driving growth [4] - The company anticipates high-single-digit sequential sales growth in Q2 2025, supported by demand for jetliners and next-gen aircraft [4] - The increasing use of AI and machine learning is expected to enhance APH's long-term prospects in the IT datacom market [5] - Acquisitions have bolstered APH's product offerings, contributing 8% to 2024 revenues, with notable acquisitions including CIT and Lutze [6][7] - APH's acquisition of CommScope's Andrew business is projected to add approximately $0.09 to earnings in 2025, while the LifeSync acquisition enhances its medical interconnect product range [7] Bel Fuse (BELFB) Analysis - Bel Fuse also benefits from a diversified business model, with a backlog of orders reaching $395.7 million, up 4% sequentially, driven by strength in aerospace, defense, space, and AI [8] - However, Bel Fuse faces challenges from lower sales in the consumer market and elevated costs associated with the Enercon acquisition, impacting revenues [9][10] - The company is implementing cost-saving initiatives expected to materialize over the next 12 to 18 months [11] Stock Performance and Valuation - Year-to-date, APH shares have increased by 37.9%, outperforming BELFB's 12.1% rise [12] - Valuation metrics indicate APH shares are overvalued with a Value Score of D, while BELFB shares are considered cheap with a Value Score of B [15] - APH's forward 12-month Price/Sales ratio stands at 5.58X, significantly higher than BELFB's 1.82X [18] Earnings Estimates - The Zacks Consensus Estimate for APH's 2025 earnings is $2.68 per share, reflecting a 41.8% year-over-year increase [19] - For Bel Fuse, the consensus estimate for 2025 earnings is $6.05 per share, indicating an 84.45% year-over-year increase [20] Investment Outlook - Amphenol is viewed as a stronger investment option compared to Bel Fuse, benefiting from acquisitions and solid cash flow, while Bel Fuse is facing tariff-related challenges [21] - Amphenol holds a Zacks Rank 2 (Buy), while Bel Fuse has a Zacks Rank 3 (Hold) [22]

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