Amphenol’s (APH) Exceptional Earnings Momentum Backed by Datacenter and Industrial Demand Soumya Eswaran Thu, October 8, 2026 at 10:36 AM EDT 2 min read APH -1.59% ^GSPC -0.28% Trade APH on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
Suncoast Equity Management, an SEC-registered Investment Advisory (RIA), released its Q3 2026 investor letter for "U.S. Equity Large Cap Select Growth Strategy." The letter can be downloaded here. The strategy advanced 4.2% after fees in Q3, compared to 2.3% for the S&P 500, marking a potential shift in market leadership. Despite lagging the S&P 500 over the last four quarters ending June 30, 2026, the gap between portfolio EPS growth and returns is narrowing. Select Growth has risen 14.5% after fees since March, suggesting a promising investment opportunity, especially if severe macro conditions do not arise. Also, check the strategy's top five holdings to see its best picks in 2026.
In its Q3 2026 investor letter, SEM U.S. Equity Large Cap Select Growth Strategy highlighted Amphenol Corporation (NYSE:APH). Amphenol Corporation (NYSE:APH) is a leading manufacturer of electrical, electronic, and fiber optic connectors serving a broad range of end markets. On October 07, 2026, Amphenol Corporation (NYSE:APH) closed at $87.55, with a $215.89 billion market capitalization. Amphenol Corporation (NYSE:APH) posted a 29.57% YTD gain, trading within a 52-week range of $59.01 to $89.93.
SEM U.S. Equity Large Cap Select Growth Strategy stated the following regarding Amphenol Corporation (NYSE:APH) in its Q3 2026 investor letter:
"We sold our small Aon (AON) position to fund an increase in Amphenol Corporation (NYSE:APH), one of the world's leading providers of high performance interconnect, sensor and antenna solutions. We believe APH offers a more attractive combination of organic growth, earnings momentum and long term exposure to rising datacenter and AI infrastructure spending. Independent of the AI boom, APH should continue to benefit from the increasing connectivity and electronic content across a remarkably diverse set of end markets, including aerospace, defense, industrial and automotive applications. Earnings estimates have risen materially with expected growth +60% and +22% in 2026 and 2027, respectively."
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 shared a list of most promising growth stocks to buy. In addition, please check out our hedge fund investor letters Q3 2026 page for more investor letters from hedge funds and other leading investors.
This article is originally published at Insider Monkey.
