Amphenol Corp Class A
APH: XNYS (USA)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| LOCK|tf | LOCK|K$n | LOCK|?@!zYQt! |
Amphenol Earnings: Few Superlatives Can Adequately Describe a Quarter This Good; Valuation Increased
Amphenol's second-quarter results crushed guidance. Revenue rose 57% year over year (41% organically) and 17% sequentially to $5.65 billion. Non-GAAP operating margin rose 210 basis points sequentially to 25.6%. Third-quarter guidance implies a low sequential decline from these levels.
