All research in Electronic Connectivity & Sensing — 1 reports.
Amphenol is a high-quality connector and interconnect platform, but its current price already discounts substantial growth. With 2025 revenue of $23.1 billion and FCF of $4.39 billion, the current price of $148.4 implies roughly 40.9x PE and about 40x owner earnings; intrinsic value is estimated at $65 to $150, with an ideal buy range of $80 to $100. Rating Watch: a durable compounder that deserves close tracking, but not aggressive new capital at today's valuation.
