Here’s what the numbers say heading into Tuesday: Amphenol has posted four straight quarters of EPS outperformance, guided Q2 revenue to $8.1B–$8.2B (43–45% year-over-year growth), and booked $9.4B of orders in Q1 2026 with a 1.24 book-to-bill ratio. The stock trades around $152, roughly 15% below its 52-week high of $178.52. That gap is the trade right now.

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