Fair Value Distribution — percentile bands
16.1% of simulations place fair value above current price
WHAT IS PRICED IN
Revenue-Based Reverse DCF
26.5%/yr
±5.0% · revenue growth to justify current price
FCF-Based Reverse DCF
27.8%/yr
±3.3% · FCF growth to justify current price
THE GAP
Market pricing margin compression or rising capex
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Sign in to unlockAmphenol Corporation, together with its subsidiaries, designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally.
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Amphenol delivered exceptional FY2025 results — revenue +52% to $23.1B (+38% organic) — driven by AI infrastructure demand (IT datacom = 36% of sales, +~$4.6B YoY). Backlog surged 46% to $8.9B, valida...