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Business Breakdowns

Business Breakdowns

Amphenol: The Nervous System for Electronics - [Business Breakdowns, EP.231]

Oct 15, 2025 · 54m

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About this episode

This is Matt Reustle. Today, we are breaking down the industrial giant Amphenol. Amphenol pairs two of my favorite business frameworks that are often discussed on Breakdowns. Firstly, I am drawn to any company that specializes in selling mission-critical parts, which represent a small percentage of a manufacturer's total production cost. And secondly, Amphenol has a track record of M&A success underpinned by s decentralized model. There is a lot to learn from Amphenol for serial acquirers who have a proven track record and playbook for integrating businesses. I am joined by Andy Gardner, Portfolio Manager at Fiera Capital. Andy details how Amphenol is making the nervous system for modern…