Amphenol

APH

Market cap $183B

Amphenol's IT datacom unit posts triple-digit growth, driven by AI demand, with record orders and strong guidance signaling sustained momentum in data center expansion.

Overall, the best strategy for these stocks is to buy all or almost all of them. Buying just one or two means taking on more single-stock risk.

Amphenol's industrial push gains traction with 20%+ sales growth and new liquid cooling connectors targeting AI, EV and energy systems demand.

The April 2026 Top 25 High Growth Dividend Stocks list targets quality companies trading below intrinsic value, averaging a 1.52% yield and 17.7% five-year dividend growth. Screened stocks appear ~34% undervalued by dividend yield theory, with an estimated +21% annualized long-term return potential. MSCI, WING, ZTS, INTU, and MSFT stand out for attractive valuations, robust dividend growth, and strong projected EPS growth.

This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks. In addition to the primary list that yields 4.26%, we present two other groups of five DGI stocks each, from moderate to high yields of up to 8%.

APH faces valuation pressure and macro headwinds despite strong acquisition-driven growth, solid cash flow and rising orders supporting the outlook.

WALLINGFORD, Conn.--(BUSINESS WIRE)--Amphenol Corporation (NYSE: APH) (the “Company” or “Amphenol”), as part of its completed acquisition (the “CCS Acquisition”) of the Connectivity and Cable Solutions business from Vistance Networks, Inc. (formerly known as CommScope Holding Company, Inc., or “Seller”), had previously announced its open offer to acquire up to 1,196,000 fully paid-up equity shares of face value of INR 10 of ADC India Communications Limited (the “Target Company”), representing 2.

Amphenol stands out for its durable competitive advantages, decentralized model, and disciplined acquisition strategy, justifying a premium valuation. My fair value estimate is ~$170/share (39x 2026E adj. EPS), supported by resilient margins and robust secular growth, especially from AI data center buildout. APH's acquisition of CommScope's CCS business is expected to drive 2026 revenue up over 35%, with AI and data center segments as key growth catalysts.

WALLINGFORD, Conn.--(BUSINESS WIRE)--Amphenol Corporation (NYSE: APH) (the “Company”) announced today the pricing of an offering of €500 million aggregate principal amount of senior notes due 2031 (the “Notes”) to be issued by its wholly owned subsidiary Amphenol Technologies Holding GmbH (“Amphenol Technologies”), a German limited liability company (Gesellschaft mit beschränkter Haftung). The Notes will be guaranteed by the Company and will have an interest rate of 3.625% per annum. The closin.

The article provides a methodology for selecting high-growth dividend-paying stocks, focusing on dividend growth and sustainability rather than high current yield. We use our proprietary models to rate both quantitatively and qualitatively and select the top 10 names from an initial list of nearly 400 dividend stocks. The final list of ten stocks is chosen based on sector diversity, high-growth quality scores, and positive momentum and is suitable for investors in the accumulation phase.