Update shared on04 Sep 2025
Fair value Increased 0.70%Analysts remain bullish on Amphenol due to accretive M&A activity, robust end-market diversification, and favorable industry trends, maintaining the consensus price target at $115.38.
Analyst Commentary
- Bullish analysts highlight that the acquisitions of Trexon and CommScope's Connectivity & Cables Solutions business are expected to be earnings accretive, expand Amphenol's product offering—particularly in fiber optics and defense—and represent a high-return use of capital.
- Several note that M&A continues to be a key growth driver for Amphenol, potentially adding $0.20–$0.25 EPS longer term and supporting an enhanced growth trajectory.
- Bullish analysts are raising price targets in anticipation of above-guidance results, supported by robust end-market diversification and limited direct tariff exposure.
- Some valuation increases are attributed to applying higher forward multiples to updated EPS estimates, reflecting improving financial outlooks.
- Broader industry tailwinds, including stronger-than-expected U.S. auto sales and more moderate tariffs, are viewed as supportive factors for Amphenol's business.
What's in the News
- Amphenol is finalizing a ~$10.5 billion deal (including debt) to acquire CommScope’s connectivity and cable unit (CCS), with an announcement expected soon; this follows CommScope exploring the sale of its largest division and prior Amphenol acquisitions from CommScope (Wall Street Journal, M&A Rumors and Discussions).
- From April 1 to July 22, 2025, Amphenol repurchased 2,445,700 shares for $199.6 million, completing a total of 12,069,970 shares repurchased for $844.15 million since April 2024 under its ongoing buyback program (Buyback Tranche Update).
- For Q3 2025, Amphenol projects sales between $5.4 billion and $5.5 billion, representing a year-over-year increase of 34% to 36% (Corporate Guidance).
- Amphenol was dropped from several major value-focused indexes, including the Russell 3000 Value, Russell 1000 Value, and Russell Top 200 Value indexes as of late June 2025 (Index Constituent Drops).
- Amphenol and CommScope have not commented publicly on the pending acquisition as of the last report; media sources are basing updates on information from people familiar with the matter (Wall Street Journal, Reuters).
Valuation Changes
Summary of Valuation Changes for Amphenol
- The Consensus Analyst Price Target remained effectively unchanged, at $115.38.
- The Discount Rate for Amphenol remained effectively unchanged, at 8.22%.
- The Net Profit Margin for Amphenol remained effectively unchanged, at 18.74%.
Disclaimer
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