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Electrical connector manufacturer Amphenol (NYSE:APH) announced better-than-expected revenue in Q2 CY2026, with sales up 55% year on year to $8.76 billion. On top of that, next quarter’s revenue guidance ($9.35 billion at the midpoint) was surprisingly good and 7.1% above what analysts were expecting. Its non-GAAP profit of $1.35 per share was 13.2% above analysts’ consensus estimates.
APH's acquisition deals deepen its AI infrastructure reach, lift 2026 expectations and broaden growth across key end markets.
Vertiv expands its data center portfolio through acquisitions that boosted first-quarter revenues and enhanced thermal and liquid-cooling capabilities.
Amphenol (NYSE:APH) is being highlighted as a key supplier for AI infrastructure as investors focus on data center build outs. The company recently agreed to acquire CommScope’s CCS unit to expand its fiber optic product offering for high speed connectivity. Amphenol’s IT datacom segment is seeing strong interest linked to AI driven demand for data center connectivity solutions. For investors tracking AI infrastructure, Amphenol’s positioning is drawing fresh attention. The stock trades...
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