TT101 COMPANY RESEARCH · LAST UPDATED 25 SEP 2026
$APH
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TT101 SETUP
Core + Leader + Trending M Support · Price 83.08 · M Support 81.06
RESEARCH STATUS
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Thesis Summary
One of the cleanest AI connectivity/interconnect beneficiaries with triple structural convergence.
Growth & Cash Flow
Q2 sales +55%, organic sales +30%, orders $10.7B and free cash flow $1.2B.
Catalysts
AI connectivity demand, high order growth and broad interconnect exposure.
Risks
Concentration with the broader AI-capex book; strong growth raises expectations.
Current TT101 Watch
Watch order growth, cash conversion and whether M Support continues to hold.
Update History
25 Sep 2026 — Initial TT101 research record. Current thesis, latest fundamental evidence, setup context and key risks established from Daily Market Intelligence Issue 64.
Research source: Amphenol Q2 2026 IR. TT101 research is informational and educational.
