Analysis: Amphenol Corporation

US:APH

Why is Amphenol Corporation stock rising?

  • CommScope full-year 2026 sales and EPS accretion expectations were raised to $4.6 billion and $0.30
  • IT datacom sales are guided to increase sequentially in the mid-teens in Q3 2026 as AI data-center investment accelerates
  • Mobile devices sales are expected to rise about 20% sequentially in Q3 2026 on new customer program launches
  • Defense sales are guided to increase in the low double digits sequentially in Q3 2026

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