### At a GlanceAmphenol's Q2 2026 results showed strong organic growth, with management expressing optimism about supply chain bottlenecks and the business outlook.

Key Data: Organic growth of 30% in the quarter, sequential organic growth of 13%; industrial market organic growth of 18%, mobile devices business organic growth of 14%.

Business Progress: Management emphasized that through 150 independently operated factories and an empowered general manager model, the company effectively managed supply chain challenges without encountering major bottlenecks. The mobile devices business benefited from growing demand for advanced mechanical products such as hinges, while the industrial market saw broad-based growth across instruments, factory automation, electrification, batteries, heavy equipment, new energy, and security. Following the acquisition of CommScope, the company entered the building connectivity segment and plans to leverage its distribution channels to promote other Amphenol products.

Guidance & Outlook: Management's guidance for the third quarter and beyond already implies a continuation of the current strong growth trend.

Risk/Highlight Signals: Management explicitly stated that it has not seen any major bottlenecks affecting delivery capabilities and believes that all sub-segments of the industrial market are performing well, with ample future growth opportunities.