Amphenol (APH)
Connectors, sensors, antennas, and cable engineered for communications, transportation, industry, and aerospace.
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Amphenol makes the plugs, cables, antennas and sensors hidden inside data centers, cars, factories, phones, aircraft and communication networks. It gets paid when those parts ship, and no single customer dominates the bill. The center of gravity is moving quickly toward the dense wiring needed for artificial-intelligence computing, helped by a steady stream of acquired businesses.
Item facts: FY2025 · year ended Dec 31, 2025, from filings, earnings calls and company pages.
Judgment weights, not filed revenue
The band summarizes business focus and direction. ~ marks estimates.
7 in detail · 17 more below
Information Technology and Data Communications
Copper, glass-fiber and power links for data centers supplied 36% of FY2025 revenue. They reached 43% of Q2 FY2026 sales and grew 63% without takeovers; Amphenol's companywide order pile was $8.9B, though orders can be cancelled.
Competes with NearStack server links (Molex) · Flyover high-speed cabling (Samtec)
In plain English
Picture the inside of a data center as rows of cabinets that must pass enormous amounts of information and electricity between them. Amphenol makes the short copper links, glass-fiber lines and power plugs joining chips, circuit boards, cabinets and whole buildings.
Cloud-service companies and computer makers choose these parts while designing their equipment, then pay for each piece shipped. Once a connection has been tested into a machine, changing it is costly and risky. More artificial-intelligence computers mean more links packed into every row, but future demand still depends on customers continuing to build.
Industrial
Rugged connections and sensors for factories, medical gear, energy systems and heavy equipment supplied 19% of FY2025 revenue. In Q2 FY2026, sales from businesses already owned rose 18%; management expected the next quarter to be flat.
Competes with M12 factory connectors (HARTING) · M8/M12 automation connections (TE Connectivity)
In plain English
The unglamorous parts that keep working around heat, vibration, dust and moisture. Amphenol sells tough plugs, cables, antennas and measuring devices for factory machines, medical equipment, energy systems, trains and buildings.
Equipment makers pay for parts designed to fit a particular machine, while repair and upgrade work creates more orders later. Think of a sturdy wall socket made for a machine that cannot afford to come loose. Buyers keep returning when the part passes their tests, arrives on time and survives years of rough use. Demand rises and falls with factory output and spending on automation, buildings and medical equipment.
Automotive
Vehicle plugs, sensors and antennas supplied 15% of FY2025 revenue. Sales from businesses already owned grew 6% in Q2 FY2026, but the next quarter was expected to be flat; vehicle production and electrical content per car matter most.
Competes with High-Voltage Interconnects (Aptiv) · High-Voltage Harnesses and Connectors (Yazaki)
In plain English
A modern car is threaded with electrical paths for power, safety, entertainment and communication. Amphenol supplies the plugs, metal power bars, sensors and antennas that carry those signals and electricity; battery-powered cars need especially heavy-duty connections between the battery and motor.
Car makers and their major suppliers choose parts while planning a model, then buy them as vehicles roll off the line. Winning a place in that design can bring orders for years, but the money still follows the number and type of cars built. New model timing, production delays, trade costs and a faulty part can all change the outcome.
Defense
Rugged wiring and radio-signal parts for military aircraft, ships, missiles and ground systems supplied 9% of FY2025 revenue. Sales from businesses already owned grew 24% in Q2 FY2026; budgets, approvals and program schedules govern what ships.
Competes with Series 80 Mighty Mouse connectors (Glenair) · DEUTSCH DTS/ACT D38999 connectors (TE Connectivity)
In plain English
Here, a loose plug is not a nuisance; it can stop a mission. Amphenol builds sealed connectors, circuit boards, cable bundles and parts that handle radio signals for military aircraft, ships, missiles and ground equipment.
Large defense contractors and equipment makers pay for components approved for a specific program. Getting approved can take time because the part must survive punishing tests, but that approval can keep it in the design through years of production. Acquired cable and radio-component businesses have widened what Amphenol can supply. Orders ultimately depend on government budgets, export rules and whether each program stays on schedule.
Commercial Aerospace
Aircraft wiring, circuits and connections supplied 5% of FY2025 revenue. Sales from businesses already owned grew 21% in Q2 FY2026; aircraft build rates help, while certification and supply bottlenecks can hold shipments back.
Competes with DEUTSCH DTS/ACT D38999 aerospace connections (TE Connectivity) · Series 80 Mighty Mouse micro-connectors (Glenair)
In plain English
Every kilogram and every connection matters in an aircraft. Amphenol makes lightweight, hard-wearing wiring, circuit boards and plugs for engines, flight controls, cabin systems, electrical power and onboard internet.
Aircraft, engine and electronics makers choose these parts together with Amphenol's engineers, then put them through formal safety checks before buying them for production. That makes an approved part hard to replace, much like a fitted piece in a long-lived machine. Revenue grows as more aircraft are built and as Amphenol supplies more pieces per plane. Slow approvals, quality problems or missing supplies can delay the entire chain.
Communications Networks
Antennas and fiber connections for mobile and broadband networks supplied 10% of FY2025 revenue. Takeovers lifted Q2 FY2026 sales 55%, but the businesses already owned shrank 6%; phone-company spending and network construction remain the test.
Competes with Mobile Network Connectivity (HUBER+SUHNER) · Site Solutions (Rosenberger)
In plain English
From the tower outside to the fiber entering a building, these products carry calls and internet traffic through the physical network. Amphenol sells tower antennas, indoor antenna systems and the fiber and cable fittings that connect streets, buildings and customer equipment.
Phone and broadband operators, companies that run shared indoor networks, and equipment makers pay as they add coverage or new fiber routes. Installers also need matching pieces at each site. Recent purchases supplied much of the growth, while the older operations slipped, so the next leg depends on operators opening their wallets. New radio rights, construction permits and the pace of fiber installation can speed or slow orders.
Mobile Devices
Tiny connections, antennas and hinges for phones, computers and wearables supplied 6% of FY2025 revenue. Amphenol expected roughly 20% growth from Q2 to Q3 FY2026 on new launches, even as industry phone shipments were forecast to fall.
Competes with Easy-On flexible-circuit connectors (Molex) · WP10/WP16 board-to-board connectors (JAE)
In plain English
Open a phone and the empty space almost disappears. Amphenol makes miniature plugs, bendable circuit connections, antennas, hinges and other mechanisms that squeeze signals and movement into phones, computers and wearable devices.
Device makers choose these parts just before a new model enters mass production, and their factories pay for each unit as the launch ramps. The business behaves like a short seasonal wave: being chosen for a model can produce a rush of orders, then fade when that model changes. Amphenol must introduce new pieces quickly and manufacture enormous quantities without defects, while consumer demand decides how high the wave gets.
Information Technology and Data CommunicationsCopper, glass-fiber and power links for data centers supplied 36% of FY2025 revenue. They reached 43% of Q2 FY2026 sales and grew 63% without takeovers; Amphenol's companywide order pile was $8.9B, though orders can be cancelled.Copper, glass-fiber and power links for data centers supplied 36% of FY2025 revenue. They reached 43% of Q2 FY2026 sales and grew 63% without takeovers; Amphenol's companywide order pile was $8.9B, though orders can be cancelled.
In plain English
Picture the inside of a data center as rows of cabinets that must pass enormous amounts of information and electricity between them. Amphenol makes the short copper links, glass-fiber lines and power plugs joining chips, circuit boards, cabinets and whole buildings.
Cloud-service companies and computer makers choose these parts while designing their equipment, then pay for each piece shipped. Once a connection has been tested into a machine, changing it is costly and risky. More artificial-intelligence computers mean more links packed into every row, but future demand still depends on customers continuing to build.
Competes with NearStack server links (Molex) · Flyover high-speed cabling (Samtec)
IndustrialRugged connections and sensors for factories, medical gear, energy systems and heavy equipment supplied 19% of FY2025 revenue. In Q2 FY2026, sales from businesses already owned rose 18%; management expected the next quarter to be flat.Rugged connections and sensors for factories, medical gear, energy systems and heavy equipment supplied 19% of FY2025 revenue. In Q2 FY2026, sales from businesses already owned rose 18%; management expected the next quarter to be flat.
In plain English
The unglamorous parts that keep working around heat, vibration, dust and moisture. Amphenol sells tough plugs, cables, antennas and measuring devices for factory machines, medical equipment, energy systems, trains and buildings.
Equipment makers pay for parts designed to fit a particular machine, while repair and upgrade work creates more orders later. Think of a sturdy wall socket made for a machine that cannot afford to come loose. Buyers keep returning when the part passes their tests, arrives on time and survives years of rough use. Demand rises and falls with factory output and spending on automation, buildings and medical equipment.
Competes with M12 factory connectors (HARTING) · M8/M12 automation connections (TE Connectivity)
AutomotiveVehicle plugs, sensors and antennas supplied 15% of FY2025 revenue. Sales from businesses already owned grew 6% in Q2 FY2026, but the next quarter was expected to be flat; vehicle production and electrical content per car matter most.Vehicle plugs, sensors and antennas supplied 15% of FY2025 revenue. Sales from businesses already owned grew 6% in Q2 FY2026, but the next quarter was expected to be flat; vehicle production and electrical content per car matter most.
In plain English
A modern car is threaded with electrical paths for power, safety, entertainment and communication. Amphenol supplies the plugs, metal power bars, sensors and antennas that carry those signals and electricity; battery-powered cars need especially heavy-duty connections between the battery and motor.
Car makers and their major suppliers choose parts while planning a model, then buy them as vehicles roll off the line. Winning a place in that design can bring orders for years, but the money still follows the number and type of cars built. New model timing, production delays, trade costs and a faulty part can all change the outcome.
Competes with High-Voltage Interconnects (Aptiv) · High-Voltage Harnesses and Connectors (Yazaki)
DefenseRugged wiring and radio-signal parts for military aircraft, ships, missiles and ground systems supplied 9% of FY2025 revenue. Sales from businesses already owned grew 24% in Q2 FY2026; budgets, approvals and program schedules govern what ships.Rugged wiring and radio-signal parts for military aircraft, ships, missiles and ground systems supplied 9% of FY2025 revenue. Sales from businesses already owned grew 24% in Q2 FY2026; budgets, approvals and program schedules govern what ships.
In plain English
Here, a loose plug is not a nuisance; it can stop a mission. Amphenol builds sealed connectors, circuit boards, cable bundles and parts that handle radio signals for military aircraft, ships, missiles and ground equipment.
Large defense contractors and equipment makers pay for components approved for a specific program. Getting approved can take time because the part must survive punishing tests, but that approval can keep it in the design through years of production. Acquired cable and radio-component businesses have widened what Amphenol can supply. Orders ultimately depend on government budgets, export rules and whether each program stays on schedule.
Competes with Series 80 Mighty Mouse connectors (Glenair) · DEUTSCH DTS/ACT D38999 connectors (TE Connectivity)
Commercial AerospaceAircraft wiring, circuits and connections supplied 5% of FY2025 revenue. Sales from businesses already owned grew 21% in Q2 FY2026; aircraft build rates help, while certification and supply bottlenecks can hold shipments back.Aircraft wiring, circuits and connections supplied 5% of FY2025 revenue. Sales from businesses already owned grew 21% in Q2 FY2026; aircraft build rates help, while certification and supply bottlenecks can hold shipments back.
In plain English
Every kilogram and every connection matters in an aircraft. Amphenol makes lightweight, hard-wearing wiring, circuit boards and plugs for engines, flight controls, cabin systems, electrical power and onboard internet.
Aircraft, engine and electronics makers choose these parts together with Amphenol's engineers, then put them through formal safety checks before buying them for production. That makes an approved part hard to replace, much like a fitted piece in a long-lived machine. Revenue grows as more aircraft are built and as Amphenol supplies more pieces per plane. Slow approvals, quality problems or missing supplies can delay the entire chain.
Competes with DEUTSCH DTS/ACT D38999 aerospace connections (TE Connectivity) · Series 80 Mighty Mouse micro-connectors (Glenair)
Communications NetworksAntennas and fiber connections for mobile and broadband networks supplied 10% of FY2025 revenue. Takeovers lifted Q2 FY2026 sales 55%, but the businesses already owned shrank 6%; phone-company spending and network construction remain the test.Antennas and fiber connections for mobile and broadband networks supplied 10% of FY2025 revenue. Takeovers lifted Q2 FY2026 sales 55%, but the businesses already owned shrank 6%; phone-company spending and network construction remain the test.
In plain English
From the tower outside to the fiber entering a building, these products carry calls and internet traffic through the physical network. Amphenol sells tower antennas, indoor antenna systems and the fiber and cable fittings that connect streets, buildings and customer equipment.
Phone and broadband operators, companies that run shared indoor networks, and equipment makers pay as they add coverage or new fiber routes. Installers also need matching pieces at each site. Recent purchases supplied much of the growth, while the older operations slipped, so the next leg depends on operators opening their wallets. New radio rights, construction permits and the pace of fiber installation can speed or slow orders.
Competes with Mobile Network Connectivity (HUBER+SUHNER) · Site Solutions (Rosenberger)
Mobile DevicesTiny connections, antennas and hinges for phones, computers and wearables supplied 6% of FY2025 revenue. Amphenol expected roughly 20% growth from Q2 to Q3 FY2026 on new launches, even as industry phone shipments were forecast to fall.Tiny connections, antennas and hinges for phones, computers and wearables supplied 6% of FY2025 revenue. Amphenol expected roughly 20% growth from Q2 to Q3 FY2026 on new launches, even as industry phone shipments were forecast to fall.
In plain English
Open a phone and the empty space almost disappears. Amphenol makes miniature plugs, bendable circuit connections, antennas, hinges and other mechanisms that squeeze signals and movement into phones, computers and wearable devices.
Device makers choose these parts just before a new model enters mass production, and their factories pay for each unit as the launch ramps. The business behaves like a short seasonal wave: being chosen for a model can produce a rush of orders, then fade when that model changes. Amphenol must introduce new pieces quickly and manufacture enormous quantities without defects, while consumer demand decides how high the wave gets.
Competes with Easy-On flexible-circuit connectors (Molex) · WP10/WP16 board-to-board connectors (JAE)
Named in filings, launches and programs
- CommScopeBrandA roughly $10.5B purchase adding glass-fiber links for data centers, broadband fiber and buildings; FY2026 sales guidance rose to $4.6B.
- AndrewBrandAntenna and indoor-network operations bought in 2025, expected at purchase to produce about $1.3B of FY2025 sales.
- Carlisle Interconnect TechnologiesBrandAdded aircraft, defense and industrial cables, assemblies and connections in 2024.
- TrexonBrandHigh-reliability defense cable assemblies bought for about $1.0B, with roughly $290M in annual sales when announced.
- Narda-MITEQBrandDefense-focused parts that shape and strengthen radio signals, with about $120M in annual sales when acquired.
- LifeSyncBrandMedical connection products acquired in 2025, with about $100M in annual sales.
- Rochester SensorsBrandLiquid-level sensors for propane, heavy vehicles and refrigeration, with about $100M in annual sales when acquired.
- ElcomBrandComplex connections and high-voltage cables across industry, defense and aircraft, with about $150M in annual sales when acquired.
- Wilder TechnologiesBrandA roughly $15M testing-equipment supplier that helps develop Amphenol's high-speed connections.
- LÜTZEBrandTough industrial cables and assemblies; the European operation had about $100M in annual sales when acquired.
- ConnectorsProduct lineElectrical, glass-fiber, radio-signal, power and rugged plugs and sockets sold across every major market.
- Cable AssembliesProduct lineFinished cable runs for short links, fast data, heavy power and branching equipment wiring.
- SensorsProduct lineDevices that measure gas, moisture, liquid level, position, pressure, temperature and vibration.
- Antenna SolutionsProduct lineAntennas for cell towers, smaller coverage sites, vehicles and personal devices.
- Power DistributionProduct lineHeavy-duty plugs, cables, metal power bars and contacts for data centers, vehicles and equipment.
- Printed CircuitsProduct lineRigid and bendable circuit boards, including backplanes that connect multiple boards in demanding systems.
- AI customer-backed factory expansionCustomer programSome unnamed customers share factory-expansion costs or make firm promises, but Amphenol does not disclose their terms or duration.
CommScopeBrand
A roughly $10.5B purchase adding glass-fiber links for data centers, broadband fiber and buildings; FY2026 sales guidance rose to $4.6B.
AndrewBrand
Antenna and indoor-network operations bought in 2025, expected at purchase to produce about $1.3B of FY2025 sales.
Carlisle Interconnect TechnologiesBrand
Added aircraft, defense and industrial cables, assemblies and connections in 2024.
TrexonBrand
High-reliability defense cable assemblies bought for about $1.0B, with roughly $290M in annual sales when announced.
Narda-MITEQBrand
Defense-focused parts that shape and strengthen radio signals, with about $120M in annual sales when acquired.
LifeSyncBrand
Medical connection products acquired in 2025, with about $100M in annual sales.
Rochester SensorsBrand
Liquid-level sensors for propane, heavy vehicles and refrigeration, with about $100M in annual sales when acquired.
ElcomBrand
Complex connections and high-voltage cables across industry, defense and aircraft, with about $150M in annual sales when acquired.
Wilder TechnologiesBrand
A roughly $15M testing-equipment supplier that helps develop Amphenol's high-speed connections.
LÜTZEBrand
Tough industrial cables and assemblies; the European operation had about $100M in annual sales when acquired.
ConnectorsProduct line
Electrical, glass-fiber, radio-signal, power and rugged plugs and sockets sold across every major market.
Cable AssembliesProduct line
Finished cable runs for short links, fast data, heavy power and branching equipment wiring.
SensorsProduct line
Devices that measure gas, moisture, liquid level, position, pressure, temperature and vibration.
Antenna SolutionsProduct line
Antennas for cell towers, smaller coverage sites, vehicles and personal devices.
Power DistributionProduct line
Heavy-duty plugs, cables, metal power bars and contacts for data centers, vehicles and equipment.
Printed CircuitsProduct line
Rigid and bendable circuit boards, including backplanes that connect multiple boards in demanding systems.
AI customer-backed factory expansionCustomer program
Some unnamed customers share factory-expansion costs or make firm promises, but Amphenol does not disclose their terms or duration.