Amphenol Corp. reported fiscal second-quarter revenue of $5.65 billion, topping Wall Street’s $5.04 billion consensus, as demand strengthened across all end markets including IT and datacom. Adjusted earnings reached $0.81 a share, up from $0.67 a year earlier and above analysts’ expectations, while net income rose to $1.09 billion. The Connecticut-based maker of connectors and sensors said sales grew 57% year on year, attributing the expansion to organic growth and recent acquisitions that positioned the company to capitalise on increased electronic-equipment spending linked to artificial-intelligence and data-centre investment. Looking ahead, Amphenol projected third-quarter revenue of $5.48 billion to $5.58 billion, exceeding the $5.24 billion average analyst estimate and signalling continued momentum.
$APH sentiment: Positive Amphenol Signals Strong Quarter Ahead! ⚡ Robust Demand for Electronic Equipment Drives Bullish Outlook 🔥 Street Could Re-rate Higher — Eyes on Upside Momentum!
Amphenol is a 'pics and shovels' provider to the AI/Data Center Boom. "Sales increased from prior year by 57%, driven by strong organic growth in all of our end markets including exceptional organic growth in the IT datacom market." $APH: +4.9% https://t.co/8cxnPiePUa
Amphenol, $APH, Q2-25. Results: 📊 Adj. EPS: $0.81 🟢 💰 Revenue: $5.65B 🟢 📈 Net Income: $1.09B 🔎 Record sales and profitability driven by strong organic growth across all end markets and successful acquisitions