Q2 guidance implies ~$1.15 EPS with 43–45% revenue growth.
Amphenol’s Q2 setup—$1.15 adjusted diluted EPS on $8.1 to $8.2 billion revenue—supports a compounder view despite Commscope margin drag.
Amphenol’s Commscope acquisition creates near-term margin compression and slower synergy timing, but the company still guides to strong Q2 growth. With revenue expected at $8.1 to $8.2 billion and adjusted diluted EPS around $1.15, the stock’s “boring” label looks more like timing than a breakdown in the business.
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