APH · 10-Q · 2026Q2 · Full report

AI Infrastructure Demand

AMPHENOL CORP /DE/ · 2026-07-31 · Importance 84 · Surprise 74

Information technology and data communications was the primary growth driver in the second quarter and first six months of 2026. Communications Solutions recorded 42% organic second-quarter growth and 44% organic six-month growth, with particular strength in artificial-intelligence-related applications. Interconnect and Sensor Systems recorded 13% organic second-quarter growth and 15% organic six-month growth, also driven by strong AI-related IT datacom demand. AI-related applications contributed to outsized organic growth while industrial, defense, commercial aerospace and mobile-device markets provided additional growth.

Key facts

• The increase in Communications Solutions net sales was driven by outsized organic growth in the IT datacom market, with particular strength in artificial intelligence ("AI")-related applications. source