AI-Driven GrowthAI-related business continues to very aggressively ramp, reflecting Amphenol's technology leadership position and key customer relationships, especially with NVIDIA.
Strategic AcquisitionThe pending acquisition of CommScope’s related businesses will be further additive, providing a broad call option on mobile data, plus estimated ~5% pro-forma EPS accretion.
Strong Financial PerformanceOrders in 2Q24 were $4,061 million, up 33% year over year, resulting in a book-to-bill ratio of 1.12.