A Closer Look at Amphenol (APH): Pioneers in Connectors and Cables

A Closer Look at Amphenol (APH): Pioneers in Connectors and Cables

Fri, August 28, 2026 at 5:37 PM GMT+3 3 min read

• APH -0.45%

Rothschild & Co Asset Management, an investment management company, released its "LongRun Equity Strategy" second-quarter 2026 investor letter. The letter can be downloaded here. The fund focuses on acquiring high-quality franchises for the long term, focusing on companies with strong competitive positions and sustainable business models. The strategy increased 7.6% (in EUR, unhedged) in the second quarter compared to its benchmark, which increased 15.8%. The market rebounded from March lows amid geopolitical tensions, with AI-related stocks gaining traction during negotiation breakdowns. While earnings upgrades have supported the broad index, many businesses outside the AI sector face stagnant revisions. The fund's EPS growth remains strong, suggesting that a market rotation towards overlooked quality stocks is due. Also, check the fund's top five holdings to see its best picks in 2026.

In its second-quarter 2026 investor letter, LongRun Equity Strategy highlighted Amphenol Corporation (NYSE:APH) as a new portfolio holding. Amphenol Corporation (NYSE:APH) is a leading manufacturer of electrical, electronic, and fiber optic connectors serving a broad range of end markets. On August 27, 2026, Amphenol Corporation (NYSE:APH) closed at $161.38 per share. The one-month return of Amphenol Corporation (NYSE:APH) was 0.42%, and its shares gained 48.25% over the past 52 weeks. Amphenol Corporation (NYSE:APH) has a market capitalization of $198.98 billion.

LongRun Equity Strategy stated the following regarding Amphenol Corporation (NYSE:APH) in its Q2 2026 investor letter:

"In this section, we would like to dive deeper into one of our recent purchases, Amphenol Corporation (NYSE:APH), one of the world's largest designers and manufacturers of connectors, interconnect systems, antennas, sensors, and high-speed specialty cables, products that quietly connect the modern electronic world.

Inside Amphenol Founded in Chicago in 1932 by Arthur J. Schmitt as the American Phenolic Corporation, Amphenol started out making sockets for vacuum-tube radios. Nine decades later, it has become one of the largest interconnect companies in the world, with sales of over USD 23 billion, manufacturing facilities in around 40 countries and products in virtually everything that carries an electrical signal or power: smartphones, AI data centres, cars, aircraft, satellites, factory robots and medical devices. The company reports in three segments: i) Harsh Environment Solutions, ii) Communications Solutions and iii) Interconnect & Sensor Systems, but the more instructive lens is its end markets: IT and data communications, defence, commercial aerospace, industrial, automotive, mobile devices and communications networks. This diversification is deliberate. The adoption of electronics is a powerful secular trend, but individual end markets can be cyclical, and at times violently so. By serving all of them, Amphenol harvests the trend while dampening the cycles..." (Click here to read the full text)

Amphenol Corporation (NYSE:APH) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 112 hedge fund portfolios held Amphenol Corporation (NYSE:APH) at the end of the second quarter, the same as in the previous quarter. While we acknowledge the potential of Amphenol Corporation (NYSE:APH) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we discussed Amphenol Corporation (NYSE:APH) and highlighted Aristotle Capital Management's insights on the company. In addition, please check out our hedge fund investor letters Q2 2026 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.