In this discussion, Will Kerwin, a Senior Equity Analyst at Morningstar, dives into the fascinating world of Amphenol, a key player in the connector industry. He explores its competitive market landscape and innovative strategies, highlighting growth in sectors like aerospace and defense. Kerwin sheds light on Amphenol's unique corporate culture that thrives on decentralization, and its smart capital allocation for future acquisitions. The conversation also touches on emerging trends, risks, and opportunities that could shape Amphenol’s path forward.
