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Amphenol Corp Class A APH

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Morningstar’s Analysis

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Economic Moat

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Amphenol Unflinchingly Blasts Past Guidance, Our Expectations; FVE up to $60

Analyst Note

| William Kerwin |

Narrow-moat Amphenol came in well ahead of the top end of its guidance ranges across the board in a second quarter where robust demand across the electronic components industry more than offset supply chain headwinds. Amphenol joined peers like TE Connectivity in guiding to another strong quarter of year-over-year growth in September, and we expect Amphenol to grow the top line sequentially through the rest of 2021—albeit with freight costs and raw materials scarcity capping potential margin expansion that we would normally expect with higher volume.

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Company Profile

Business Description

Amphenol is a leading designer and manufacturer of electrical, electronic, and fiber-optic connectors and interconnect systems, sensors, and cable. The firm sells into a broad array of industries, including the automotive, industrial, communications, military, and mobile device markets, and no single market makes up more than 25% of the firm’s total annual revenue.

Contact
358 Hall Avenue
Wallingford, CT, 06492
T +1 203 265-8900
Sector Technology
Industry Electronic Components
Most Recent Earnings Jun 30, 2021
Fiscal Year End Dec 31, 2021
Stock Type Cyclical
Employees 80,000

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