Amphenol's Datacom Growth Momentum Continues: A Sign of More Upside?

Key Takeaways APH's datacom revenues rose 134% YoY in Q1, making up 33% of total sales and driving segment growth. Communications Solutions segment revenues hit $2.41B, up 91% YoY and beat estimates by over 33%. Q1 orders surged 58% to $5.29B as APH scales manufacturing to meet AI and cloud infrastructure demand.Amphenol’s (APH) datacom business has been gaining strong traction as cloud providers, semiconductor manufacturers, and enterprise customers invest in high-speed connectivity to support AI and nex ...