Amphenol Corporation (NYSE:APH) Q1 2024 Earnings Conference Call April 24, 2024 1:00 PM ET Company Participants Craig Lampo – CFOAdam Norwitt – CEO Conference Call Participants Amit Daryanani – EvercoreLuke Junk – BairdSaree Boroditsky – JefferiesWamsi Mohan – Bank of AmericaMark Delaney – Goldman SachsSteven Fox – Fox AdvisorsJoe Cardoso – JPMorganWilliam Stein – Truist…
niuniu/iStock via Getty Images Amphenol (NYSE:APH) has been one of my key holdings over the past decade. In my previous article in July 2023, I discussed their structural growth in 5G, factory automation, semiconductor manufacturing, and electric vehicles. Since then, the stock price has surged by approximately 30%. They experienced strong growth in defense and…
eternalcreative/iStock via Getty Images In the summer of 2022, I believed that Amphenol (NYSE:APH) was a value compounder at work. The company has seen signs of life again as the company pursued bolt-on deals again in the aftermath of the pandemic. The company has continued to pursue bolt-on dealmaking at various occasions, yet 2023 has…