Amphenol Corporation (APH) Presents at Citi's 2026 Global TMT Conference Transcript

SA Transcripts 162.13K Followers Follow Amphenol Corporation ( APH ) Citi's 2026 Global TMT Conference September 9, 2026 10:10 AM EDT Company Participants R. Norwitt - President, CEO & Chairman Craig Lampo - Executive VP & CFO Conference Call Participants Asiya Merchant - Citigroup Inc., Research Division Presentation Asiya Merchant Citigroup Inc., Research Division Good morning, everyone. Still day -- the morning part of day 2 of Citi's Technology Conference. Hope everyone is awake and excited. I have the pleasure here to have Amphenol's management, Adam Norwitt here, Craig Lampo, Adam CEO, Craig CFO. We also have IR here in the audience with us. This is a fireside. For those who have seen me host Amphenol before, we have a bunch of questions here. We're going to run through them. I will give an opportunity to investors towards the end. If you have any questions, please do raise your hand. We will make sure we get the mic to you. So welcome. Thank you. R. Norwitt President, CEO & Chairman Thank you, Asiya. Question-and-Answer Session Asiya Merchant Citigroup Inc., Research Division It's a great time to be at Amphenol. Clearly, sales -- record sales, I think, up 55% year-on-year. Organically, of course, up 30% year-on-year, which phenomenal. Every, I think, end market for you guys showed a positive book-to-bill when you guys reported Q2 results. Just Adam, as you're thinking about some of your end markets out here, where do you think things have really been surprising to the upside? And where do you think there's still room for improvement here? Maybe demand didn't live up to expectations, clearly, very strong results. But just help investors understand where the demand, how demand is shaping up. R. Norwitt President, CEO & Chairman Yes. Well, first of all, Asiya, thank you so much for hosting us. Thanks to Citi for having us, and thanks to all