Amphenol

Track record is exemplary. Management consistently prioritizes high‑return reinvestment and accretive M&A, complemented by measured buybacks and a growing dividend.

Recent moves include CIT in 2024 (~2.0 billion dollars), Andrew wireless/DAS assets in early 2025, Trexon (closed Nov 2025), and the CCS platform closed in January 2026. Shareholder returns remain disciplined: a new 2 billion dollar three‑year repurchase program in April 2024 and a 52 percent dividend increase to 0.25 dollar per share in October 2025 underscore confidence while leaving capacity for strategic deals.

Stock‑based compensation of about 135 million dollars in 2025 is modest relative to earnings, and diluted share count increased only slightly year over year, indicating limited dilution.