Amphenol Rides On Communications Boom: What's the Path Ahead?

Key Takeaways Amphenol's Communications unit posted 101% sales growth Y/Y to $2.91B in Q2 2025.AI workloads drove 133% growth in the IT datacom sub-segment.A $10.5B CommScope deal adds $3.6B in annual sales to Amphenol.Amphenol (APH) is witnessing a remarkable surge in its Communications segment, signaling a strong growth trajectory for the company. In the second quarter of 2025, this business unit posted a record 101% year-over-year sales increase, reaching nearly $2.91 billion, driven largely by robust de ...