Podcast by Dom Cooke to explore big businesses, Business Breakdowns

Business Breakdowns

Podcast by Dom Cooke to explore big businesses

Learn how companies work from the people who know them best. We do deep research and interview industry veterans, investment professionals, and corporate executives to explain the inner workings of public stocks and private businesses. For each company, we break down their history, business model, financial statements, secret sauce, and bull/bear case. We believe every business has lessons to teach us and Breakdowns is here to highlight them. Learn more and stay up to date at www.joincolossus.com.

Equity Bottom-Up

<ul><li>Portrait Research helps identify businesses that fit specific frameworks</li><li>Customized research reports can be generated using Portrait</li><li>Amphenol is an industrial giant in the business of making connectors, sensors, and interconnect systems for various electronic applications</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Portrait Research helps identify businesses that fit specific frameworksCustomized research reports can be generated using PortraitAmphenol is an industrial giant in the business of making connectors, sensors, and interconnect systems for various electronic applicationsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Amphenol: The Nervous System for Electronics - [Business Breakdowns, EP.231]

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Amphenol’s aggressive pursuit of CommScope’s broadband connectivity and cable unit has reignited speculation about its next transformative move.</li><li>As of early August 2025, multiple sources report that Amphenol is on the verge of finalizing a roughly $10.5 billion acquisition of CCS, CommScope’s largest division by sales and operating income.</li><li>The deal aligns with Amphenol’s strategic thrust into high-growth markets—especially AI-powered data centers, where fiber-optic demand has surged—and mirrors last year’s $2 billion purchase of Carlisle Interconnect Technologies.</li></ul>

Amphenol’s aggressive pursuit of CommScope’s broadband connectivity and cable unit has reignited speculation about its next transformative move.As of early August 2025, multiple sources report that Amphenol is on the verge of finalizing a roughly $10.5 billion acquisition of CCS, CommScope’s largest division by sales and operating income.The deal aligns with Amphenol’s strategic thrust into high-growth markets—especially AI-powered data centers, where fiber-optic demand has surged—and mirrors last year’s $2 billion purchase of Carlisle Interconnect Technologies.

Could Amphenol’s $10.5 Billion Commscope Deal Catalyze Growth—Or Backfire?

<ul><li>Amphenol Corporation reported exceptional financial and operational performance during the second quarter of 2025, achieving record sales and earnings amidst robust global demand.</li><li>The company recorded sales of $5.650 billion, reflecting a 57% increase year-over-year in U.S. dollars and a 41% organic growth.</li><li>This impressive growth extended across all segments, with strong contributions from the Communications Solutions and Harsh Environment Solutions segments, posting respective revenue increases of 101% and 38% year-over-year.</li></ul>

Amphenol Corporation reported exceptional financial and operational performance during the second quarter of 2025, achieving record sales and earnings amidst robust global demand.The company recorded sales of $5.650 billion, reflecting a 57% increase year-over-year in U.S. dollars and a 41% organic growth.This impressive growth extended across all segments, with strong contributions from the Communications Solutions and Harsh Environment Solutions segments, posting respective revenue increases of 101% and 38% year-over-year.

Amphenol Corporation: AI & IT Datacom Growth, Industrial Market Resurgence & Other Major Drivers!

<ul><li>Amphenol Corporation recently reported exceptional financial results for the first quarter of 2025, driven by broad based demand across its diverse market segments.</li><li>The company achieved record sales of $4.811 billion, representing a 48% increase in U.S. dollars from the previous year.</li><li>This growth was supported by significant organic expansion, with sales up 33%, as well as contributions from acquisitions, notably the newly acquired Andrew business.</li></ul>

Amphenol Corporation recently reported exceptional financial results for the first quarter of 2025, driven by broad based demand across its diverse market segments.The company achieved record sales of $4.811 billion, representing a 48% increase in U.S. dollars from the previous year.This growth was supported by significant organic expansion, with sales up 33%, as well as contributions from acquisitions, notably the newly acquired Andrew business.

Amphenol Corporation: The 6 Most Significant Forces Steering Its Performance into 2025 & Beyond!

<ul><li>Amphenol Corporation concluded the fourth quarter of 2024 on a strong note, reflecting robust financial performance across most of its business segments.</li><li>The company's quarterly sales reached a record $4.318 billion, a 30% increase in both U.S. dollars and local currencies and a 20% organic growth compared to the same period in 2023.</li><li>This growth was consistent across all served markets, with the company achieving significant milestones in both quarterly and full-year metrics.</li></ul>

Amphenol Corporation concluded the fourth quarter of 2024 on a strong note, reflecting robust financial performance across most of its business segments.The company's quarterly sales reached a record $4.318 billion, a 30% increase in both U.S. dollars and local currencies and a 20% organic growth compared to the same period in 2023.This growth was consistent across all served markets, with the company achieving significant milestones in both quarterly and full-year metrics.

Amphenol Corporation: Can Its Continued Expansion in Automotive Help Alter The Playing Field? - Major Drivers

United States

Amphenol Corporation designs, manufactures, and markets electrical, electronic and fiber optic connectors, interconnect systems, and coaxial and flat-ribbon cable.  The Company's products are used in a variety of industries, including telephone, wireless, and data communications systems, cable television systems, and commercial and military aerospace electronics.

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Amphenol Corp Cl A (APH US)

Amphenol: The Nervous System for Electronics - [Business Breakdowns, EP.231]

Portrait Research offers customized research reports and detailed analysis on businesses like Amphenol, highlighting key factors contributing to...

Business Breakdowns

Could Amphenol’s $10.5 Billion Commscope Deal Catalyze Growth—Or Backfire?

Amphenol’s aggressive pursuit of CommScope’s broadband connectivity and cable unit has reignited speculation about its next transformative...

Baptista Research

Amphenol Corporation: AI & IT Datacom Growth, Industrial Market Resurgence & Other Major Drivers!

Amphenol Corporation reported exceptional financial and operational performance during the second quarter of 2025, achieving record sales and...

Baptista Research

Amphenol Corporation: The 6 Most Significant Forces Steering Its Performance into 2025 & Beyond!

Amphenol Corporation recently reported exceptional financial results for the first quarter of 2025, driven by broad based demand across its...

Baptista Research

Amphenol Corporation: Can Its Continued Expansion in Automotive Help Alter The Playing Field? - Major Drivers

Amphenol Corporation concluded the fourth quarter of 2024 on a strong note, reflecting robust financial performance across most of its business...

Baptista Research

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