Amphenol Corp. (Cl A) APH

Amphenol Corporation has reported record first quarter results for 2026, achieving $7.62 billion in sales and a net income increase of over 25%. Following strong market demand, the company has raised its Q2 guidance, anticipating sales between $8.1 billion and $8.2 billion, and announced plans to issue €1.10 billion in euro-denominated senior notes to support its growth in AI and datacenter sectors. Despite experiencing a recent stock drop, analysts view Amphenol as a bargain, highlighting its solid market capitalization of $157.51 billion and a significant stock price increase of approximately 135% over the past year, reflecting robust investor confidence.