- Amphenol posted surprisingly good numbers for Q3 with double-digit increases in sales and net income after four straight quarterly declines in both.
- Amphenol tempered expectations after the big earnings beat with a muted outlook and cautious comments in the earnings call.
- Trade tensions remain a major issue for Amphenol as they have been for the better part of the last three years, correlating with flat growth during these years.
- Amphenol trades as if trade and COVID-19 are no longer an issue when both could take down the company once again.
For further details see:
The Big Issues Hampering Amphenol Corporation Have Yet To Be Resolved