Amphenol Corp Class A

APH: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Amphenol: CommScope Deal Widens Data Center Opportunity and Comes at a Fair Price

William Kerwin

Aug 4, 2025

Amphenol announced a deal to acquire CommScope's Connectivity and Cable Solutions business for $10.5 billion in cash. Management estimates the business at $3.6 billion in sales and 26% EBITDA margins in 2025. Management expects the deal to close in the first half of 2026.

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Amphenol Corp Class A

Amphenol: CommScope Deal Widens Data Center Opportunity and Comes at a Fair Price

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