← Holdings
APH

AMPHENOL CORP NEW

2 managers · $993M total
Data: SEC EDGAR 13F · 2026Q2
Manager holders · last 5 qtrs
2
2025Q2 – 2026Q2 · flat QoQ
Total position
$993M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
EgertonAdd+69.49%$858M8.29%Global growth-value
SandsTrim-5.17%$135M0.5%High-conviction growth / Innovation-led
What managers say
2025-10-15Colossus (Invest Like the Best / Business Breakdowns)BullAmphenol: The Nervous System for Electronics - [Business Breakdowns, EP.231]Detail →
Earnings Calls
Q2 2026August 7, 2026
This quarter’s results beat expectations, driven primarily by robust end-market demand combined with operational execution, delivering 30% organic growth. Revenue grew organically by 30%, up 13% sequentially; mobile devices grew 14%, and industrial markets grew 18%. Management stated there are no major supply bottlenecks, relying on autonomous management across 150 units and diversified supply to ensure delivery. Demand for mobile mechanical components such as hinges remains strong; the industrial segment is seeing broad-based strength across semiconductor equipment, factory automation, electrification/batteries, and new energy. The CommScope integration brings building connectivity and global distribution channels, which is expected to drive further product expansion. Management has provided guidance for Q3 and beyond, implying continued growth, though the specific magnitude of adjustments was not disclosed in the discussion. The highlight is management’s strong confidence in supply chain capabilities, with expansion proceeding in tandem through both organic initiatives and M&A; no notable negative signals were observed.
Q1 2026April 30, 2026
Q4 2026January 28, 2026
FinancialsFY2025 · Source: SEC EDGAR 10-K

5y revenue CAGR 21% · latest net margin 18.5% · FCF consistently positive

Revenue$23.1B
Rev. YoY+51.7%
Gross margin36.9%
Net margin18.5%
Net income$4.27B
Free cash flow$4.38B
Operating cash flow$5.37B
ROE31.8%

Source: SEC EDGAR company filings (10-K). Foreign issuers (20-F/IFRS) not yet covered.