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Amphenol APH

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    1. No Surprises in Amphenol ’s First-Quarter Results; Maintain Our Narrow Moat Rating and $45 FVE

      Commentary

      Thu, 23 Apr 2015

      Amphenol ’s first-quarter results met our expectations ..... total sales). We are very pleased with Amphenol ’s strong technological capabilities as ..... over year, highlighting the strength of Amphenol ’s entrepreneurial culture and tight cost

    2. Amphenol Ends 2014 With Another Stellar Quarter; Shares Appear Rich Though

      Commentary

      Wed, 21 Jan 2015

      Amphenol ’s fourth quarter results set a new operating ..... on our expectation of $1.38 billion. Amphenol achieved a new level of profitability during ..... highlights two key sources of strength at Amphenol . First, the Company’s unique decentralized

    3. Amphenol Delivered Another Stellar Quarter; Maintaining our Narrow Moat

      Commentary

      Thu, 23 Oct 2014

      Amphenol ’s third quarter results were a combination of record sales and industry-leading ..... in both sales and profitability, due to market pricing and product mix. Amphenol generated about $167 million free cash flow and repurchased shares worth

    4. Amphenol Reported an Earnings Beat; Shares Remain Overvalued

      Commentary

      Wed, 23 Jul 2014

      Amphenol 's second-quarter results exceeded our ..... competition. Most end markets supported Amphenol 's top-line growth, but we were especially ..... few quarters, we continue to believe that Amphenol can sustain its industry-leading margin

    5. Broad End-Market Growth Led Amphenol 1Q Gains; Narrow Moat Intact but Shares Appear Overvalued

      Commentary

      Wed, 23 Apr 2014

      On Wednesday, Amphenol reported a strong first quarter, exceeding ..... estimate. Although we remain positive on Amphenol 's success story and its long-term ..... but a lower-margin business. Given Amphenol 's history of successfully integrating

    6. Amphenol Ends 2013 on Decent Note; Firm Making Smart Acquisitions, but Valuation May Be Stretched

      Commentary

      Wed, 22 Jan 2014

      Amphenol posted in-line fourth-quarter results ..... change to our narrow economic moat rating. Amphenol ’s sales rose to $1.24 billion in the ..... Advanced Sensors), which should position Amphenol to take advantage of such secular growth

    7. Amphenol Posts Solid Quarter; Maintaining our Fair Value Estimate

      Commentary

      Thu, 17 Oct 2013

      Amphenol APH delivered solid results that were within ..... estimate and narrow economic moat rating. Amphenol ’s sales grew to $1.15 billion in ..... s third quarter. During the quarter, Amphenol acquired cable-assembly maker Ionix

    8. Amphenol Lowers Full-Year Expectations After Strong Second Quarter; Shares Slightly Overvalued

      Commentary

      Thu, 18 Jul 2013

      Amphenol APH shares dropped nearly 10% after the firm ..... view the stock as slightly overvalued. Amphenol ’s sales grew to $1.14 billion in the ..... ahead of our internal estimate. We like Amphenol ’s strategic use of cash flows to fuel

    9. Raising Our Fair Value Estimate for Amphenol to $68

      Commentary

      Tue, 9 Jul 2013

      raising our fair value estimate for Amphenol APH to $68 per share from $60 to ..... moat rating. In recent years, Amphenol has sustained growth well above ..... aerospace industries. We also expect Amphenol will maintain a lean cost structure

    10. Placing Amphenol Under Review

      Commentary

      Mon, 8 Jul 2013

      We are placing Amphenol APH under review while we revisit our growth ..... Morningstar Economic Moat Rating. Amphenol ’s performance over the last decade ..... organic and inorganic growth. We believe Amphenol ’s connectors possess industry

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