Amphenol reported its second-quarter results today, with the ongoing AI and data center boom far exceeding expectations.
📊 Key Financial Metrics (Q2 2026)Revenue: $8.8 billion (+55% year-over-year / +30% organic)EPS (adjusted): $1.35 (+67% year-over-year)Order Intake: $10.7 billion (extremely strong book-to-bill ratio of 1.23:1) Operating Margin: 29.8% (adjusted) Free Cash Flow: $1.2 billion
🔮 Strong outlook for Q3 2026 Revenue forecast: $9.3 billion to $9.4 billion (+50% to +52% year-over-year) EPS Forecast: $1.40 to $1.42 (+51% to +53% year-over-year)
💡 Drivers & Strategy: AI Boom: Tech giants are investing heavily in AI infrastructure and data communications.
Acquisitions: The acquisitions of El.Com and Wilder Technologies have been finalized.
🎧 Investor Conference Call (Today)Time: Today at 7:00 p.m. German time
