APH · Earnings call · 2026Q3T · Full report

Supply Chain Diversification

AMPHENOL CORP /DE/ · 2026-10-28 · Importance 34 · Surprise 42

CommScope has faced constraints involving staffing and materials, including glass, but management said its team has diversified the supply base and secured the inputs needed to support customers. Amphenol’s ownership provides CommScope greater scale and resources to invest in technology development and manufacturing options. Management described the effort as supporting both near-term customer fulfillment and the business’s longer-term position.

Key facts

• Amphenol said CommScope had diversified its supply base and secured supply of required materials, including glass, to support customers in Q3 and Q4 2026 and over the long term.
• Amphenol said CommScope was investing in new technology development and developing multiple manufacturing options as part of Amphenol.