Amphenol

Q2 FY2026 EarningsQ2 FY2026 results significantly exceeded consensus, with revenue of $8,758.1M beating the $8,316.8M mean expectation. Adjusted Diluted EPS was $1.35 compared to the $1.19 normalized estimate. Performance was driven by a 30% organic growth rate and the successful integration of the CommScope acquisition, which contributed $2.1B to quarterly sales. Management reported outsized demand in IT datacom, specifically AI applications, leading to record operating margins of 29.8% on an adjusted basis.