AI And Data Center GrowthAmphenol is positioned favorably within AI datacenters, which is expected to ramp significantly with robust increases in capital spending from hyperscalers as well as datacenter companies.
End-Market DiversificationBeyond the focus on AI, the long-term reasons to own Amphenol shares continue to be end-market diversification, evidenced by a 6% revenue beat.
Order MomentumOrder momentum accelerated with orders up 58% year over year, resulting in a book-to-bill ratio of 1.16.