Amphenol Corporation reported strong second-quarter 2025 results, with net sales reaching $5.65 billion, surpassing estimates of $5.04 billion. Adjusted earnings per share (EPS) came in at 81 cents, beating the estimated 67 cents. The company posted a net income of $1.09 billion, driven by robust organic growth across all end markets, particularly in the IT datacom sector, and successful acquisitions. Amphenol forecasts third-quarter sales between $5.48 billion and $5.58 billion, above expectations. Quanta Services also reported better-than-expected second-quarter 2025 earnings, with revenue of $6.77 billion, up 21% year-over-year, and adjusted EPS of $2.48, a 30.5% increase from the prior year. The company raised its full-year 2025 revenue guidance to a range of $27.4 billion to $27.9 billion, up from $26.7 billion to $27.2 billion, citing strong demand in technology, power generation, and energy storage solutions. PG&E Corporation posted second-quarter 2025 results with adjusted EPS of 31 cents and revenue of $5.90 billion, both below expectations, but noted an expanding data center pipeline to 10 gigawatts and submitted its smallest rate case increase in a decade. Air Products reported third-quarter 2025 adjusted EPS of $3.09 and revenue of $3.02 billion, both above estimates, though its fourth-quarter EPS guidance was slightly below expectations. Analysts predict earnings growth for the energy sector beginning in the fourth quarter of 2025, following a projected 3% decline in the third quarter. Utilities are expected to see earnings growth over the next four quarters, with rates ranging from 6.8% to 15.7%.