[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Equilyse [@equilyse1](/creator/twitter/equilyse1) on x XXX followers Created: 2025-07-24 11:42:20 UTC $APH: Amphenol Corporation (APH) reported a stellar Q2 2025, smashing records with $XXXX billion in sales—up 57%—and adjusted EPS soaring XX% to $XXXX. Organic growth was a robust 41%, fueled by AI-driven demand in the IT datacom sector, which exploded 133%. Expect Q3 sales of $5.4-$5.5 billion and EPS of $0.77-$0.79. AI is a major tailwind—powering roughly two-thirds of Amphenol's growth this quarter. Strategic acquisitions, like Narda-MITEQ, are bolstering their RF and microwave component offerings. Diversified end-market exposure—defense, aerospace, industrial, automotive—provides balance. Adjusted operating margin hit a record 25.6%, up XXX bps year-over-year, driven by operating leverage and profitability initiatives. Amphenol is targeting a conversion margin approaching 30%, reflecting higher tech content in its products. Share buybacks and dividends totaled $XXX million in Q2. $APH #earnings #AI #datacom #growth  XX engagements  **Related Topics** [coins ai](/topic/coins-ai) [$aph](/topic/$aph) [amphenol](/topic/amphenol) [stocks technology](/topic/stocks-technology) [Post Link](https://x.com/equilyse1/status/1948348017511125423)
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Equilyse @equilyse1 on x XXX followers
Created: 2025-07-24 11:42:20 UTC
$APH: Amphenol Corporation (APH) reported a stellar Q2 2025, smashing records with $XXXX billion in sales—up 57%—and adjusted EPS soaring XX% to $XXXX. Organic growth was a robust 41%, fueled by AI-driven demand in the IT datacom sector, which exploded 133%. Expect Q3 sales of $5.4-$5.5 billion and EPS of $0.77-$0.79.
AI is a major tailwind—powering roughly two-thirds of Amphenol's growth this quarter. Strategic acquisitions, like Narda-MITEQ, are bolstering their RF and microwave component offerings. Diversified end-market exposure—defense, aerospace, industrial, automotive—provides balance.
Adjusted operating margin hit a record 25.6%, up XXX bps year-over-year, driven by operating leverage and profitability initiatives. Amphenol is targeting a conversion margin approaching 30%, reflecting higher tech content in its products. Share buybacks and dividends totaled $XXX million in Q2. $APH #earnings #AI #datacom #growth
XX engagements
Related Topics coins ai $aph amphenol stocks technology
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