William Stein's questions to AMPHENOL CORP /DE/ (APH) leadership • Q3 2025
Question
William Stein sought further clarification on Amphenol's incremental automation efforts in the IT Data Comm business, and whether these efforts extend beyond that specific end market.
Answer
CEO Adam Norwitt explained that in-house automation capabilities, developed over 10-15 years, are crucial for meeting high product performance, quality, and time-to-market requirements, especially for sensitive, high-speed products. He confirmed that automation is adopted across all end markets where it makes sense, driven by decentralized general managers and company-wide collaboration.