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Amphenol (APH) Q3 2026 Earnings Call Transcript

Record sales and AI-driven growth propel dividend hike and $4B buyback.

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Provident Financial: 3 Key Takeaways for Long-Term Investors

Loan repricing is pushing yields higher while credit quality remains pristine, a rare combination that justifies aggressive capital returns.

  • Rising mortgage rates enable Provident to swap lower-yielding assets for higher-yielding loans.
  • Provident is aggressively returning surplus capital through dividends and share buybacks.

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