Amphenol Insider Unloads $22 Million in Shares According to SEC Filing

Amphenol Corporation, a manufacturer of connectors, interconnection systems, and cabling products, has reported a recent SEC filing indicating that an insider sold shares worth $22.07 million. The company's net sales are distributed geographically with the United States accounting for 35.1%, China accounting for 23%, and other regions accounting for 41.9%.

Title: Amphenol Corporation Insider Sells $22.07 Million Worth of Shares

Amphenol Corporation (NYSE: APH), a leading manufacturer of electrical, electronic, and fiber optic connectors, has seen its Senior Vice President and Chief Financial Officer (CFO), Craig A. Lampo, sell shares worth $22.07 million. The transaction, filed with the Securities and Exchange Commission (SEC) on August 22, 2025, involved the sale of 199,848 shares of Class A Common Stock at a weighted average price of $110.4323. Following the sale, Lampo directly owns 125,695 shares and indirectly owns 332,305 shares through various trusts [1].

The sale comes amidst a period of significant growth and expansion for Amphenol. The company has been acquiring key segments to bolster its market position, including the recent $1 billion acquisition of Trexon, a cable assembly firm, and the $10.5 billion acquisition of CommScope’s Connectivity and Cable Solutions segment. These acquisitions are expected to be accretive to earnings per share and strengthen Amphenol's position in the defense and connectivity markets [2].

Geographically, Amphenol's net sales are distributed as follows: the United States accounts for 35.1%, China for 23%, and other regions for 41.9% [2]. The company's diversified business model, which includes segments like Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems, has contributed to its strong performance. Amphenol expects third-quarter 2025 sales to increase modestly on a sequential basis, despite macroeconomic uncertainty and geopolitical tension [2].

Analysts have been active in following these developments. Truist Securities raised its price target for Amphenol to $126, UBS increased its price target to $120, and Evercore ISI maintained its Outperform rating with a $110 price target. BofA Securities raised its price target to $110, noting a book-to-bill ratio below 1 and expected declines in IT Datacom revenue [2].

References:
[1] https://www.tradingview.com/news/tradingview:7a2fe4127c547:0-amphenol-corp-senior-vp-cfo-sells-shares/
[2] https://www.ainvest.com/news/amphenol-expands-defense-ai-reach-1-billion-trexon-acquisition-2508/