Amphenol shares up 6% as IT datacom growth drives record Q2 results

NEW YORK - Amphenol Corporation (NYSE:APH) shares jumped 6% after the interconnect products manufacturer reported second quarter earnings that significantly exceeded analyst expectations, driven by exceptional growth in its IT datacom market.

The company posted adjusted earnings per share of $0.81, beating the analyst estimate of $0.66 by 23%. Revenue soared to $5.7 billion, up 57% YoY and well above the consensus estimate of $5.02 billion. Organic growth was particularly strong at 41% compared to the same quarter last year.

"We are pleased to have closed the second quarter of 2025 with record sales and Adjusted Diluted EPS, both significantly exceeding the high end of our guidance," said Amphenol President and CEO R. Adam Norwitt. "In the second quarter, we once again realized excellent profitability with Adjusted Operating Margin reaching a record 25.6%."

The Communications Solutions segment was the standout performer, with sales doubling to $2.91 billion from $1.44 billion a year earlier. Operating margin in this segment improved to 30.6% from 24.3% in the prior year period.

For the third quarter, Amphenol forecasts sales between $5.4 billion and $5.5 billion, representing a 34% to 36% increase over the prior year. The company expects adjusted EPS of $0.77 to $0.79, which would be a 54% to 58% increase from the third quarter of 2024.

The company continues to deploy its financial strength through acquisitions and shareholder returns. During the quarter, Amphenol purchased 2.0 million shares of its common stock for $160 million and paid dividends of $200 million, resulting in total capital returned to shareholders of approximately $360 million.

"The revolution in electronics continues to accelerate, with new innovations creating exciting growth opportunities for Amphenol across each of our diversified end markets," Norwitt added.

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