What Makes Amphenol (APH) a Quality Compounder?

1 week ago 6

Soumya Eswaran

Tue, December 23, 2025 astatine 7:53 AM CST 3 min read

Qualivian Investment Partners, an concern concern focused connected long-only nationalist equities, released its Q3 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The money outperformed the iShares MSCI USA Quality Factor ETF (QUAL) by 69.2% and 61.3% connected a gross and nett basis, since inception done September 30, 2025. It besides exceeded the S&P 500 by 32.7% and 26.1% respectively, connected a gross and nett basis. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Qualivian Investment Partners highlighted stocks specified arsenic Amphenol Corporation (NYSE:APH). Amphenol Corporation (NYSE:APH) designs and manufactures electrical, electronic, and fibre optic connectors. The one-month instrumentality of Amphenol Corporation (NYSE:APH) was -1.94%, and its shares gained 88.58% of their worth implicit the past 52 weeks. On December 22, 2025, Amphenol Corporation (NYSE:APH) banal closed astatine $135.14 per share, with a marketplace capitalization of $165.419 billion.

Qualivian Investment Partners stated the pursuing regarding Amphenol Corporation (NYSE:APH) successful its 3rd 4th 2025 capitalist letter:

"Amphenol Corporation (NYSE:APH): The Elevator Pitch: APH is an concern elephantine whose competitory moat derives from selling components that are debased outgo but ngo captious for customers’ products to function, creating highly precocious lawsuit switching costs and pricing power. The institution is simply a proven compounder, structurally raising its nett margins portion expanding its marketplace stock done some integrated maturation and accretive, disciplined mergers and acquisitions (M&A).

What’s Fueling Wall Street’s 90-Day Optimism connected Amphenol (APH)?

Amphenol Corporation (NYSE:APH) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 89 hedge money portfolios held Amphenol Corporation (NYSE:APH) astatine the extremity of the 3rd quarter, which was 81 successful the erstwhile quarter. Amphenol Corporation’s (NYSE:APH) 3rd quarter sales were up 53% successful US dollars and 52% successful section currencies to $6.194 billion. While we admit the imaginable of Amphenol Corporation (NYSE:APH) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.