Amphenol Corporation (APH)
2026-04-30
Recap: Q1 2026
The Deceleration That Wasn't: $7.6B Record, IT Datacom +81% Organic, a 1.24 Book-to-Bill, and CommScope Already Outrunning the Deal Math — Maintaining Outperform
2026-01-29
Recap: Q4 2025
A Record Quarter, a Record Order Book, and a 12% Drop: The Market Sells the Deceleration It Was Warned About — Maintaining Outperform Into the De-Rating
2025-10-23
Recap: Q3 2025
The Pull-Forward Fear Was Wrong: IT Datacom Re-Accelerates, Margins Hit 27.5%, and a $10.5B CommScope Deal Reshapes the Story — Upgrading to Outperform
2025-07-24
Recap: Q2 2025
A Flawless Quarter at a Full Price: Record Sales, Record Margins, and a Tape That Faded the Beat — Initiating at Hold