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![AlfredoM617 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::47191740.png) Alfredo M [@AlfredoM617](/creator/twitter/AlfredoM617) on x XXX followers
Created: 2025-07-02 18:00:16 UTC

$APH Amphenol demonstrates a rare combination of explosive segment growth, margin expansion, and strategic flexibility.
Datacom Explosion Reshapes Revenue: A XXX% organic surge in IT Datacom pushed the segment to XX% of total sales, a structural shift driven by AI infrastructure demand.
Margins Smash Records: Adjusted operating margin hit a record 23.5%, up XXX bps year-over-year, driven by volume leverage, rapid acquisition integration, and decentralized execution that neutralized tariff and supply chain pressures.
Acquisition Engine Fires on All Cylinders:
Strategic buys like Andrew and LifeSync outpaced accretion targets, with Andrew now set to contribute $XXXX EPS in 2025 versus the $XXXX estimate. Amphenol has executed XX deals in nine quarters.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1940470593842724896/c:line.svg)

**Related Topics**
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[Post Link](https://x.com/AlfredoM617/status/1940470593842724896)