Core Insights - Amphenol (APH) is experiencing significant growth, primarily driven by its Communication Solutions segment, which accounts for nearly half of total sales and saw a 96.4% year-over-year increase in Q3 [1][11] Group 1: Revenue Drivers - The surge in revenue is attributed to the rapid expansion of next-generation data centers, AI compute infrastructure, and advanced communications networks, with IT datacom being the strongest contributor [2] - Demand for high-speed, power, and fiber-optic interconnects is robust, essential for AI workloads, with both AI-driven and traditional datacom products showing strong growth [2] Group 2: Segment Performance - Communications networks have also contributed positively, supported by increased operator spending and the integration of the Andrew acquisition, leading to a segment operating margin of 32.7%, a 710-basis-point improvement from the previous year [3] - The acquisition strategy, including the pending acquisition of CommScope's CCS business expected in early 2026, is set to enhance Amphenol's competitive position [4] Group 3: Future Projections - Projections for the Communication Solutions segment remain strong, with expected revenue growth of 87% in 2025 and 19% in 2026, driven by increasing complexity in AI architectures and global bandwidth needs [5] Group 4: Competitive Landscape - Amphenol faces competition from TE Connectivity (TEL) and Astera Labs (ALAB), with TEL being a formidable rival across various sectors including automotive and high-speed communications [6][7] - Astera Labs is emerging as a challenger in high-speed connectivity, focusing on semiconductor-based solutions for AI and cloud infrastructure [8] Group 5: Share Performance and Valuation - Amphenol's shares have increased by 89.7% year-to-date, outperforming the broader Zacks Computer & Technology sector's growth of 27.5% [9] - The Zacks Consensus Estimate for Amphenol's 2025 earnings is $3.29 per share, reflecting a 74.07% year-over-year increase [16]

Amphenol Corporation (NYSE:APH) is one of the best large cap stocks to invest in for the long term. Amphenol Corporation (NYSE:APH) received a rating update from Barclays on November 13, with the firm raising its price target on the stock to $143 from $120 while keeping an Equal Weight rating on the shares. The firm released the rating update to the company’s model after its fiscal Q3 earnings were announced on October 22. What’s Fueling Wall Street’s 90-Day Optimism on Amphenol (APH)? Amphenol Corporati ...

Core Insights - Amphenol (APH) and TE Connectivity (TEL) are leading global manufacturers of electrical connectors, sensors, and interconnect systems, serving critical markets such as automotive, industrial, aerospace, and communications [1][2] - Both companies are benefiting from long-term trends including vehicle electrification, data-center growth, and the demand for high-speed connectivity [2] Amphenol Overview - Amphenol reported record sales of $6.2 billion in Q3, a 53% increase year-over-year, with 41% organic growth and $6.1 billion in orders [3][4] - The company achieved a record operating margin of 27.5%, with adjusted EPS growing by 86% and free cash flow reaching $1.2 billion [3] - Amphenol's IT datacom business, now 37% of total sales, more than doubled due to strong AI-related demand [4] - Future opportunities include AI growth, defense spending, recovery in commercial aerospace, and electric vehicle transitions, with projected Q4 earnings between $0.89 and $0.91 per share [5][6] TE Connectivity Overview - TE Connectivity reported record Q4 revenues of $4.75 billion, a 17% year-over-year increase, with adjusted EPS rising 25% to $2.44 [7] - The company’s Industrial Solutions segment saw significant growth, with Digital Data Networks increasing by 80% and generating over $900 million in AI-related revenues [8] - TE Connectivity anticipates double-digit growth in Q1 of fiscal 2026, with sales up 17% and adjusted EPS up 23% [10] Comparative Performance - Year-to-date, Amphenol shares have increased by 98.4%, outperforming TE Connectivity's 55.5% increase [12] - Amphenol's shares are trading at a forward Price/Sales ratio of 6.67X, compared to TEL's 3.42X, reflecting its faster revenue and earnings growth [15] - The Zacks Consensus Estimate for Amphenol's 2025 earnings is $3.29 per share, indicating a 74.07% year-over-year increase, while TEL's estimate for fiscal 2026 is $10.56 per share, reflecting a 20.55% increase [18][20] Investment Outlook - Amphenol is positioned as the stronger stock due to its robust revenue and earnings growth, exceptional operating margins, and dominant position in AI-driven datacenter interconnects [21] - TE Connectivity, while steady, faces uneven end-market exposure, making Amphenol a more compelling buy in the current market [21]

Core Insights - The American Century U.S. Quality Growth ETF (QGRO) has made significant adjustments to its holdings, reflecting the flexibility of ETF managers in response to market movements [1][3][6] Fund Overview - QGRO was launched in September 2018 and charges 29 basis points for investing in U.S. firms with high growth potential and strong fundamentals [2] - The fund tracks the American Century U.S. Quality Growth Index, which screens for factors like income and quality using metrics such as cash flow and profitability [2] Recent Changes in Holdings - Notable changes in QGRO's portfolio include the dropping of at least two stocks and the addition of two new stocks, along with adjustments to the weights of six existing stocks [3] - Major tech companies such as Alphabet (GOOGL), Meta Platforms (META), and Amazon (AMZN) saw their weights decrease by 1.22%, 1.32%, and 1.74% respectively between November 21 and 24 [3] - Conversely, Amphenol Corporation (APH), Ralph Lauren Corporation (RL), and Expedia Group, Inc. (EXPE) experienced weight increases of 3.53%, 2.1%, and 1.33% respectively [4] Specific Stock Adjustments - The two stocks that were dropped from QGRO included Itron Inc. (ITRI) and Booz Allen Hamilton Holding Corporation (BAH), which had weights of 0.76% and 0.72% respectively before being removed [5] - The largest additions to the fund were Cardinal Health, Inc. (CAH) and HCA Healthcare, Inc. (HCA), with weights of 1.08% and 1.25% respectively [5] Performance Metrics - QGRO has achieved a year-to-date return of 12.4%, focusing on quality and growth-oriented companies [6] - The recent reduction in weight for three major tech stocks may attract investors looking to diversify into other rising companies [6]

Core Insights - Madison Mid Cap Fund's Class I returned 1.9% in Q3 2025, underperforming the Russell Midcap Index which increased by 5.3% [1] - Information Technology sector led the performance in both the quarter and year-to-date [1] Company Performance - Amphenol Corporation (NYSE: APH) reported a one-month return of -2.59% but gained 75.47% over the last 52 weeks, closing at $130.36 per share with a market capitalization of $159.568 billion on November 20, 2025 [2] - Amphenol's Q3 sales increased by 53% in US dollars and 52% in local currencies, reaching $6.194 billion [4] Investment Insights - Madison Mid Cap Fund highlighted Amphenol as a strong performer due to its revenue growth driven by AI-related data center spending, alongside other companies like Arista Networks and MKS [3] - The number of hedge funds holding Amphenol increased from 69 to 81 in the second quarter, indicating growing interest [4]

Core Insights - Amphenol (APH) is implementing an aggressive acquisition strategy that is yielding positive results, enhancing its long-term growth prospects [1] - The company's third-quarter performance showcases strong organic demand and the benefits of targeted M&A efforts, improving its competitive position [1][10] Acquisition Strategy - The acquisition of Rochester Sensors demonstrates Amphenol's focus on acquiring specialized technologies to enhance its interconnect and sensor systems portfolio [2] - Amphenol completed the acquisition of Trexon for approximately $1 billion, which adds harsh-environment connectivity solutions to its offerings [2] - The pending acquisition of CommScope's Connectivity & Cable Solutions (CCS) business is expected to close in Q1 2026, significantly expanding Amphenol's fiber-optic and broadband capabilities [3] Financial Performance - Amphenol's revenue for the full year 2025 is projected to reach $22.74 billion, reflecting a robust 49% year-over-year increase [4] - Management's sales outlook for Q4 2025 is between $6.0 billion and $6.1 billion, indicating an accelerating growth trajectory [4] - The Zacks Consensus Estimate for Amphenol's 2025 earnings is $3.30 per share, representing a 74.6% increase year-over-year [14] Competitive Landscape - TE Connectivity and Belden Inc. are Amphenol's main competitors, both pursuing active acquisition strategies in similar markets [5] - TE Connectivity focuses on high-ROIC M&A and allocates more free cash flow to buybacks and dividends, contrasting with Amphenol's broader acquisition approach [6] - Belden emphasizes innovation and capability upgrades, operating with a more specialized strategy compared to Amphenol's broad-scale consolidation efforts [7] Share Price and Valuation - Amphenol's shares have increased by 90.5% year-to-date, outperforming the broader Zacks Computer & Technology sector's growth of 23.6% [8] - The company is currently trading at a forward P/E of 35.13X, which is higher than the sector's average of 28.37X [11]

Core Insights - Amphenol Corporation has completed the acquisition of Trexon for approximately $1 billion in cash, positioning itself as one of the best aggressive growth stocks to buy currently [1][3] Group 1: Acquisition Details - The acquisition of Trexon, which specializes in high-reliability interconnect and cable assemblies primarily for the defense industry, is expected to enhance Amphenol's offerings in the Harsh Environment Solutions segment [2][3] - Trexon is projected to generate sales of around $290 million and achieve EBITDA margins of approximately 26% by 2025 [2] Group 2: Strategic Implications - The integration of Trexon's high-reliability cable assembly products with Amphenol's advanced interconnect solutions is anticipated to bolster technology solutions for customers in the defense market [4] - The acquisition is expected to be accretive to Amphenol's earnings per share in the first year following the closing [3] Group 3: Company Overview - Amphenol Corporation is a leading global entity engaged in the design, manufacturing, and marketing of various electrical, electronic, and fiber optic connectors, interconnect systems, antennas, sensors, and specialty cables [5]

Core Viewpoint - Corning Inc. (GLW) has experienced a decline of 7.8% in its stock price, prompting investors to consider alternative investment options, particularly Amphenol (APH), which shows stronger financial performance and lower valuation [2]. Financial Performance Comparison - Amphenol's quarterly revenue growth stands at 53.4%, significantly higher than Corning's 20.9% [2]. - Over the last 12 months, Amphenol's revenue growth is 47.4%, compared to Corning's 18.3% [2]. - Amphenol's profitability is superior, with a last 12 months margin of 24.6% and a three-year average margin of 22.2%, outperforming Corning [2]. Valuation & Performance Overview - A side-by-side analysis of financials reveals that Corning's fundamentals lag behind Amphenol in terms of growth, margins, momentum, and valuation multiples [3]. - The Trefis High Quality Portfolio (HQ), which includes 30 stocks, has consistently outperformed its benchmark, achieving returns exceeding 105% since its formation, suggesting a less volatile investment option compared to individual stocks [4][7].

Core Insights - The content emphasizes the importance of conducting personal due diligence before making any financial decisions, particularly in the context of investments and trading [1] Group 1 - The website provides general news, personal analysis, and third-party content intended for educational and research purposes [1] - It explicitly states that the information should not be interpreted as investment advice or recommendations [1] - Users are encouraged to consult their own advisors and consider their financial situation before making decisions [1] Group 2 - The website includes information on complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1] - It highlights the necessity for users to understand these instruments fully before investing [1] - The content warns that trading decisions made based on the information provided are the sole responsibility of the user [1]

Core Viewpoint - Amphenol Corporation (NYSE:APH) is recognized as a strong investment opportunity due to its growth potential and market position, despite being considered expensive relative to its growth rate [1]. Company Overview - Amphenol Corporation manufactures electrical, electronic, and fiber optic connectors, cables, and sensors for various industries, including automotive, aerospace, communications, and industrial technology [1]. Market Sentiment - Jim Cramer highlighted Amphenol as a "great stock" during a recent discussion, emphasizing its strong performance and growth trajectory [1]. - Cramer referred to Amphenol as an "amazing company," noting its evolution from a coaxial cable company to a significant player in the data center market [1]. Valuation Insights - The stock is currently valued at a high multiple in the 30s, indicating that while it is not cheap, it is still a solid investment for long-term holders [1]. - Cramer advised against chasing the stock at its current valuation but suggested holding it if already owned [1].