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Amphenol: Decentralized Organization With Structural Growth Potential

Jul. 07, 2023 12:37 PM ETAmphenol Corporation (APH)7 Comments
Hunter Wolf profile picture
Hunter Wolf


  • Amphenol, a leading provider of high-tech interconnect, sensor, and antenna solutions, has a decentralized business model that allows for quick decision-making and adaptability.
  • The company has broad market exposure, mitigating cyclical risks, and is well-positioned to benefit from the 5G network rollout, factory automation, and electric vehicles.
  • Despite weak demands in its Communications Solutions segment and potential political risks in China, Amphenol's strong product positions and diversified markets make it a recommended buy.
Closeup Of A Server Network Panel with Lights and Cables


Amphenol (NYSE:APH) is one of the world's largest providers of high-technology interconnect, sensor, and antenna solutions. While their products account for only a small percentage of total costs for any OEMs, these interconnect, sensor, and antenna components are mission-critical for the success of the OEMs' final

This article was written by

Hunter Wolf profile picture
More than 15 years of professional investment experience in global equities across all sectors. My investment style is fundamental, bottom-up, long-term, and quality growth-oriented. I am seeking companies specializing in niche markets, with strong growth potential, a solid management team, a sound capital allocation policy, and, most importantly, reasonable valuation. I do not chase quarterly results, nor do I follow the herd mentality. I do not use short-term stock performance as the measure of a company's quality. I am targeting to achieve a 15% annual return in my portfolio. I typically construct my portfolio with 15-20 stocks, focusing on diversification of holdings, risk management, macro-driven sector weights, and disciplined trading and valuations as key factors.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of APH either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (7)

@Hunter Wolf thanks for the article on this intersting company. the report is succinct and full of relevant info, not filler. much appreciated, well done.
Hunter Wolf profile picture
@Solve the riddle thanks for your feedback. As I can tell, APH is not a popular stock among retail investors..
RatherBeWithMyDog profile picture
Thanks for the great piece @hunter Wolf on one of my favorite dividend growth holdings. APH is my favorite picks and shovels play on technology and a terrific compounder. I liken it to FAST in many ways—a solid long term hold that’s rarely on sale (and for good reason).
Hunter Wolf profile picture
@RatherBeWithMyDog agree! It is a terrific compounder although the earnings are cyclical to some extents. Long term investors would worry less about their end markets volatility .
Dave_Offutt profile picture
Thanks Hunter, for the very interesting article. I have never owned Amphenol, but have reviewed it several times in the past 5-10 years. I'll add it to my watchlist for a closer look!
Hunter Wolf profile picture
@Dave_Offutt thanks for your feedback!
Buyandhold 2012 profile picture
I paid $12.50 for $APH in 2012.

It's $84.33 now.

It was one of the 30 best performing stocks over the last 30 years.

There were once rumors that Warren Buffett wanted to buy it out.
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