Valued at a market cap of $168.8 billion, Amphenol Corporation (APH) designs, manufactures, and markets electrical, electronic, and fiber-optic connectors, interconnect systems, antennas, sensors, and related cable products. The Wallingford, Connecticut-based company serves diverse end markets, including automotive, broadband communications, information technology and data communications, commercial aerospace, defense, mobile devices, and mobile networks. It is expected to announce its fiscal Q4 earnings f ...

Core Insights - Woodward, Inc. reported record performance for fiscal year 2025, with net sales of $3.6 billion, a 7% increase year over year, and net earnings of $442 million, reflecting a 19% growth [1][2] - Diluted earnings per share reached $7.19, marking a 20% rise from the previous year [1] Strategic Milestones - The company completed the acquisition of an industry-leading electromechanical actuation business [2] - Woodward was awarded contracts for certain spoiler actuation systems on the Airbus A350, marking its first primary flight control system application on a commercial aircraft [2] - Progress was made on the new advanced manufacturing facility located in Spartanburg County, South Carolina [2] Company Overview - Woodward, Inc. is a global leader in energy control solutions for aerospace and industrial markets, focusing on designing and delivering energy control solutions for a clean future [3] - The company is headquartered in Fort Collins, Colorado, and specializes in fluid, combustion, electrical, propulsion, and motion control systems [3]

Core Viewpoint - ABM Industries Incorporated is a prominent player in the Business - Services industry, providing a wide range of facility solutions and aiming for superior quality and efficiency in its services [1] Financial Performance - ABM reported a revenue of $2.3 billion for Q4 2025, representing a 5.4% increase year-over-year, surpassing the Zacks Consensus Estimate of $2.27 billion by 1.19% [3][6] - The company's earnings per share (EPS) were $0.88, which is a decline from $0.90 the previous year and below the consensus estimate of $1.10, resulting in a 20% negative EPS surprise [3][6] Stock Performance - The current stock price of ABM is $45.67, reflecting a decrease of approximately 5.32% from the previous day, with a trading range between $45.67 and $47.51 during the day [4] - Over the past year, ABM's stock has fluctuated between a high of $54.90 and a low of $40, with a market capitalization of around $2.84 billion [4] Analyst Outlook - Andrew Wittmann from Robert W. Baird has set a price target of $52 for ABM, indicating a potential increase of about 13.31% from its current price of $45.89 [2][6] - Despite the earnings miss, the revenue performance and strategic direction discussed in the earnings call may instill confidence in investors regarding the company's future [5]

Earnings per share (EPS) of $0.88 fell short of the estimated $1.09, marking a negative surprise of 20%.Revenue for the period was approximately $2.30 billion, surpassing the estimated $2.27 billion and indicating a 5.4% increase year-over-year.ABM maintains a solid financial position with a low debt-to-equity ratio of 0.079 and a strong liquidity position with a current ratio of approximately 1.48.ABM Industries Incorporated (NYSE:ABM) is a prominent player in the Business - Services industry, providing a ...

TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the third quarter, all the major asset classes posted positive returns except fixed income assets outside the US. The strategy returned 4.00% (gross) and 3.78% (net) compared to a 2.78% return for the Russell Midcap Growth Index. In addition, please check the fund’s top five holdings to know its best picks in 20 ...

Core Viewpoint - Amphenol Corporation has demonstrated strong financial performance and growth potential, significantly outperforming the broader technology sector in recent months and years [2][3][5]. Financial Performance - Amphenol's revenue for Q3 2025 increased by 53.4% year over year to $6.19 billion, exceeding the consensus estimate of $5.48 billion, driven by high demand for interconnect solutions in IT datacom and communication networks [5]. - Adjusted EPS for Q3 2025 rose by 86% to $0.93, surpassing the Street's estimate of $0.79 [5]. - For fiscal Q4 2025, Amphenol forecasts sales between $6 billion and $6.1 billion, indicating a growth of 39% to 41% year over year, with adjusted diluted EPS projected between $0.89 and $0.91, reflecting a growth of 62% to 65% [5]. - For the full fiscal year 2025, sales are anticipated to be between $22.66 billion and $22.76 billion, with adjusted diluted EPS expected in the range of $3.26 to $3.28, representing annual increases of 49% to 50% and 72% to 74%, respectively [6]. Stock Performance - Amphenol's stock is currently trading approximately 3.9% below its November high of $144.37, but has rallied nearly 26.2% over the past three months, significantly outperforming the Technology Select Sector SPDR Fund (XLK), which gained only 7.9% during the same period [2]. - Over the past 52 weeks, Amphenol's stock surged by 89.4%, far exceeding XLK's 20.9% gain [3]. - Year-to-date, the stock has jumped 99.7%, again outperforming XLK's 20.9% rise [3]. - Since May, Amphenol has consistently traded above its 200-day and 50-day moving averages, indicating a sustained uptrend [3].

Group 1 - Amphenol Corporation (NYSE:APH) is recognized as a strong long-term investment option, with Barclays raising its price target from $120 to $143 while maintaining an Equal Weight rating [1] - The company reported a significant 53% year-over-year growth in sales, driven by robust organic growth across nearly all end markets and contributions from its acquisition strategy [2] - The operating margin for the quarter reached a record high of 27.5%, indicating strong profitability [2] Group 2 - Amphenol completed the acquisition of Trexon for approximately $1 billion in cash, which is expected to be accretive to earnings in the first year and will be included in the Harsh Environment Solutions segment [3] - The company specializes in the design, marketing, and manufacturing of various connectors, antennas, interconnect systems, sensors, and specialty cables, with operations divided into three segments: Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems [4]

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 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].

Core Insights - Baron Asset Fund's third-quarter 2025 investor letter indicates a decline of 4.23% for the fund, contrasting with a 2.78% decline for the Russell Midcap Growth Index and an 8.18% return for the Russell 3000 Index, driven primarily by expectations of Federal Reserve interest rate cuts [1] Company Highlights - Amphenol Corporation (NYSE:APH) reported a one-month return of 12.25% and an impressive 89.47% increase in share value over the past 52 weeks, closing at $139.09 per share with a market capitalization of $170.254 billion as of November 7, 2025 [2] - The company is recognized as a leading global supplier of advanced interconnect systems for data centers, benefiting from rising expectations for data center capital spending due to the accelerating adoption of AI [3] - Amphenol's acquisition of CommScope's Connectivity and Cable Solutions business for $10.5 billion was positively received by investors, showcasing the company's commitment to shareholder value through strategic capital deployment and disciplined acquisitions [3] Financial Performance - Amphenol's third-quarter sales surged by 53% in US dollars and 52% in local currencies, reaching $6.194 billion, reflecting strong demand in the market [4] - The number of hedge funds holding Amphenol shares increased from 69 to 81 in the second quarter, indicating growing interest among institutional investors [4]