Core Viewpoint - Amphenol Corporation has demonstrated strong financial performance and growth potential, significantly outperforming the broader technology sector in recent months and years [2][3][5]. Financial Performance - Amphenol's revenue for Q3 2025 increased by 53.4% year over year to $6.19 billion, exceeding the consensus estimate of $5.48 billion, driven by high demand for interconnect solutions in IT datacom and communication networks [5]. - Adjusted EPS for Q3 2025 rose by 86% to $0.93, surpassing the Street's estimate of $0.79 [5]. - For fiscal Q4 2025, Amphenol forecasts sales between $6 billion and $6.1 billion, indicating a growth of 39% to 41% year over year, with adjusted diluted EPS projected between $0.89 and $0.91, reflecting a growth of 62% to 65% [5]. - For the full fiscal year 2025, sales are anticipated to be between $22.66 billion and $22.76 billion, with adjusted diluted EPS expected in the range of $3.26 to $3.28, representing annual increases of 49% to 50% and 72% to 74%, respectively [6]. Stock Performance - Amphenol's stock is currently trading approximately 3.9% below its November high of $144.37, but has rallied nearly 26.2% over the past three months, significantly outperforming the Technology Select Sector SPDR Fund (XLK), which gained only 7.9% during the same period [2]. - Over the past 52 weeks, Amphenol's stock surged by 89.4%, far exceeding XLK's 20.9% gain [3]. - Year-to-date, the stock has jumped 99.7%, again outperforming XLK's 20.9% rise [3]. - Since May, Amphenol has consistently traded above its 200-day and 50-day moving averages, indicating a sustained uptrend [3].