Record Financial Performance: Amphenol reported second quarter 2025 sales of $5.650 billion, a remarkable 57% increase in U.S. dollars and 41% organically, compared to the same quarter last year. The company also achieved record GAAP and adjusted diluted EPS of $0.86 and $0.81, up 110% and 84%, respectively, year-over-year.

Strong Operating Margin: The company recorded an adjusted operating margin of 25.6%, a significant year-over-year improvement of 430 basis points, highlighting strong operational efficiency. The guidance suggests the company is targeting a conversion margin of closer to 30% going forward, reflecting confidence in continued margin expansion.

IT Datacom Growth and AI Impact: The IT datacom market, which constituted 36% of sales, saw a 133% increase in revenue, largely driven by demand from AI applications. Over 60% of IT datacom growth was attributed to AI, indicating strong future potential in this sector.