Episode
The Untold Story of Amphenol: Part II
- Podcast
- Preferred Shares Podcast
- Published
- Jul 21, 2025
- Duration seconds
- 3231
- Processing state
not_requested
Actions
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Summary
Welcome to Episode 24 of the Preferred Shares Podcast. In this episode of the Preferred Shares podcast, hosts Devin, Doug, and Lawrence interview Will Kerwin , a senior equity analyst for Morningstar, to provide a current overview of Amphenol . In This Episode [01:17] Guest Introduction and Background [02:29] Exploring Amphenol’s History and Industry [04:27] Amphenol’s Market Position and Competitors [10:06] Amphenol’s Diverse End Markets [11:59] Aerospace and Defense Opportunities [14:05] Amphenol’s Unique Corporate Culture [16:31] Capital Allocation Strategies [17:53] Acquisition Strategies and Market Dynamics [20:16] Product Diversity and Co-Designing with Customers [25:55] Innovation and R&D Approaches [30:26] Pricing Power and Competitive Advantages [30:47] Talent Retention and Company Culture [32:43] Identifying Headwinds and Market Challenges [34:47] Long-Term Trends and Future Opportunities [38:46] Profitability and Margin Analysis [42:27] Supplier Relationships and Material Inputs [43:29] Future Risks and Succession Planning [47:11] Conclusion and Final Thoughts Additional Reading & Listening William Kerwin, CFA . Current coverage: Did you miss Part 1 of our series on Amphenol? Check it out below. Curious to see what else we’ve been working on? Check out some of the interesting things we’ve done recently: * Douglas Ott ( Andvari Associates and @yesandnotyes ) * 📖 The Story of Amphenol: 1932-1958 - Doug provides even more details, anecdotes, and financials on the early history of Amphenol. * Lawrence Hamtil (Fortune Financial and @lhamtil) * 📖 Aerospace: After A Century of Growth; A Bright Future Ahead * Devin LaSarre ( Invariant and @DevinLaSarre ) * 📖 The Nicotine Horizon Enjoy this episode? Share it with someone who loves business history as much as you…