Amphenol Corporation (APH) Surged on Strength in End Markets

Group 1 - TimesSquare Capital Management's "U.S. Focus Growth Strategy" reported a gross return of 11.79% and a net return of 11.56% in Q2 2025, underperforming the Russell Midcap Growth Index which returned 18.20% [1] - The second quarter saw double-digit returns in equities, with growth indexes outperforming value counterparts, while global risk factors like Beta, Momentum, and Residual Volatility were rewarded [1] - In U.S. small and mid-cap growth indexes, better returns were observed in stocks with high valuations, negative earnings, or low returns on equity [1] Group 2 - Amphenol Corporation (NYSE:APH) reported a one-month return of 7.54% and an impressive 87.69% increase in value over the last 52 weeks, closing at $119.09 per share with a market capitalization of $145.399 billion on September 10, 2025 [2] - Amphenol's sales in Q2 2025 increased by 57% in U.S. dollars and 56% in local currencies, reaching $5.650 billion, driven by strong performance across all end markets, particularly data centers [4] - The company experienced a 51% increase in stock price, attributed to higher-than-anticipated revenues and earnings [3]