top of page
Search
Earnings Highlights: Amphenol (APH) | Q2 FY2026 — Book-to-Bill Hits 1.23 as Amphenol Goes "All In on Copper, Fiber and Power" to Become AI Interconnect's Full-Stack Toll Collector
Amphenol's Q2 FY2026 orders surged to a 1.23 book-to-bill, with all seven end markets positive. IT datacom grew 63% organically, and CommScope flipped from a dilutive deal into the quarter's biggest surprise. Rather than bet on copper vs. optics, Amphenol does it all, becoming the full-stack toll collector of AI interconnect.
2 days ago
OFC 2026 – Amphenol: Dense Interconnect and Liquid Cooling — How the XPO Module Signals a Shift in AI Data Center Connectivity
At OFC 2026, Amphenol showed its vision for AI data center interconnect: the XPO module packs 8x the density of OSFP with built-in liquid cooling, challenging CPO's lead as the industry moves from 224G to 448G.
2 days ago
Articles: Blog2
bottom of page