Amphenol (APH) Surged More Than 50% in Q4 Due to Strong End Market

Group 1: Aoris Investment Management Overview - Aoris Investment Management released its "Aoris International Fund" Q4 2025 investor letter, focusing on high-quality, wealth-creating businesses with a target return of 8–12% p.a. after fees over a 5–7-year market cycle [1] - The international equity markets, represented by the MSCI AC World Accumulation Index ex Australia, rose by 2.7% in AUD for the December quarter, with local currency gains at 3.7% [1] - The fund's Class A (Unhedged) returned –0.5% after fees, underperforming the benchmark's 2.7% return, while Class C (Hedged) gained 0.1%, 3.6% less than its benchmark [1] Group 2: Amphenol Corporation Performance - Amphenol Corporation (NYSE:APH) is a leading manufacturer of electrical, electronic, and fiber optic connectors, serving various sectors including Automotive and Data Communications [2] - As of March 11, 2026, Amphenol's stock closed at $134.54 per share, with a one-month return of -5.07% and a 52-week gain of 117.63% [2] - Amphenol reported record sales in Q4 2025, reaching $6.439 billion, reflecting a 49% increase in US dollars compared to Q4 2024 [4] Group 3: Investment Insights on Amphenol Corporation - In Q4 2025, Amphenol Corporation and Accenture each gained 9%, contributing 0.6% to the portfolio returns, with Amphenol's earnings for the September quarter increasing by over 50% [3] - Despite its strong performance, Amphenol is not among the 40 most popular stocks among hedge funds, with 103 hedge fund portfolios holding its stock at the end of Q4, up from 89 in the previous quarter [4] - The company is recognized for its exceptional year in 2025, particularly in the data centre market, which has shown significant strength [3]