APH · Technology

AMPHENOL CORP /DE/

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: everything published this earnings window

News · 2026-11-06

• Order Backlog and Book-to-BillImportance 59 · Surprise 82
  The report says Amphenol’s orders nearly doubled, indicating a sharp increase in order activity. It does not provide a specific order period, book-to-bill ratio, backlog figure, or end-market breakdown. The reported…
• Revenue Performance and MixImportance 52 · Surprise 42
  Amphenol crossed $10 billion in quarterly sales for the first time in its history. Orders nearly doubled, according to the report. The digest provides no year-over-year or sequential revenue comparison, segment…
• AI Infrastructure DemandImportance 10 · Surprise 6
  The report describes Amphenol’s connectors and interconnect products as components used across AI infrastructure, including accelerators, racks, and data centers. It presents this as exposure to AI infrastructure…

News · 2026-11-04

• Revenue Performance and MixImportance 85 · Surprise 64
  Amphenol reported third-quarter fiscal 2026 sales of $10.2 billion, up 65% year over year and a record. Adjusted diluted EPS reached a record $0.80, an increase of 74% year over year. Operating cash flow was $2.1…
• Guidance / OutlookImportance 60 · Surprise 24
  Amphenol’s fiscal 2026 full-year guidance calls for sales of up to $37.1 billion. The company also guided to full-year diluted EPS of $2.84. The outlook was reported in connection with its third-quarter fiscal 2026…
• AI Infrastructure DemandImportance 28 · Surprise 24
  Amphenol’s electrical, electronic and fiber-optic connectors, interconnect systems, antennas, sensors, sensor-based products and specialty cables are experiencing substantial demand from AI data centers. The report…

News · 2026-11-03

• Revenue Performance and MixImportance 68 · Surprise 64
  Amphenol reported Q3 2026 sales of $10.23 billion, up 65.1% year over year. The reported figure exceeded market revenue expectations, although the digest provides no segment revenue breakdown or mix details. The 65.1%…
• Guidance / OutlookImportance 62 · Surprise 68
  Amphenol’s next-quarter revenue guidance is $10.4 billion at the midpoint. The midpoint is 6.1% above analysts’ expectations. The report does not specify a quarter-end date or provide margin or capital-expenditure…
• Distribution ChannelsImportance 31 · Surprise 42
  Charles Industries, an Amphenol company, partnered with Rep Com International to expand U.S. market coverage across traditional telecommunications, broadband, and emerging AI and data center infrastructure markets. Rep…
• Acquisition / Partnership / DivestitureImportance 31 · Surprise 42
  Charles Industries, an Amphenol company, entered a nationwide partnership with Rep Com International, effective November 3, 2026. Rep Com will represent Charles Industries across its U.S. sales network, working…

News · 2026-11-02

• Acquisition / Partnership / DivestitureImportance 26 · Surprise 30
  Amphenol reportedly agreed to acquire AdvancedPCB Holdings from Industrial Growth Partners. The digest does not provide the transaction value, expected closing date, or other terms. It also does not identify the…
• Revenue Performance and MixImportance 20 · Surprise 24
  Amphenol reported record Q3 2026 sales of $10.23 billion. Adjusted EPS was $0.80 for the quarter. Record orders reached $12.17 billion in Q3 2026.
• Order Backlog and Book-to-BillImportance 20 · Surprise 24
  TradingView reported that Amphenol recorded Q3 orders of $12.17 billion, a company record. The digest does not identify the products, end markets, customer types, or geographies driving the orders. It also provides no…

News · 2026-10-31

• AI Infrastructure DemandImportance 41 · Surprise 48
  Amphenol reported robust demand for interconnect products in AI data centers. CEO Adam Norwitt said organic growth exceeded 20% in five of the company’s seven end markets. Record order bookings also supported the…

10-Q · 2026-10-30

• Dividend DeclarationImportance 83 · Surprise 82
  The Board increased Amphenol’s quarterly dividend from $0.0825 to $0.125 per share effective with fourth-quarter 2025 declarations, then approved an increase to $0.15 per share effective with fourth-quarter 2026…
• Cash Flow and Capital ExpendituresImportance 75 · Surprise 82
  Net cash used in investing activities was $12,979.2 million in the first nine months of 2026, compared with $3,578.6 million in the same 2025 period. The 2026 amount primarily reflected $11,055.8 million used to fund…
• Acquisition / Partnership / DivestitureImportance 71 · Surprise 60
  Amphenol completed four acquisitions during the nine months ended September 30, 2026, for approximately $11,055.8 million net of cash acquired, primarily including CommScope. The acquisitions were funded with proceeds…
• Revenue Performance and MixImportance 69 · Surprise 64
  Third-quarter 2026 net sales were $10,229.7 million, up 65% in U.S. dollars and 37% organically year over year; nine-month sales were $26,607.9 million, up 60% in U.S. dollars and 34% organically. Communications…
• Operating Margin DriversImportance 69 · Surprise 64
  Third-quarter 2026 operating income was $3,020.8 million, or 29.5% of sales, versus $1,702.3 million, or 27.5%, a 2.0 percentage-point margin increase. For the first nine months, operating income rose to $7,437.2…
• Net Income and EPS PerformanceImportance 69 · Surprise 64
  Third-quarter 2026 net income attributable to Amphenol was $2,034.3 million and diluted EPS was $0.79, compared with $1,245.7 million and $0.49 in third-quarter 2025. Nine-month net income was $4,736.5 million and…
• Operating Cash Flow and Free Cash FlowImportance 64 · Surprise 56
  For the nine months ended September 30, 2026, operating cash flow was $4,757.2 million, up from $3,652.5 million in 2025, an increase of 30.2%. Free cash flow increased 25.4% to $3,659.4 million from $2,917.2 million.…
• Interest Expense IncreaseImportance 63 · Surprise 64
  Interest expense rose to $212.3 million in third-quarter 2026 from $80.7 million in third-quarter 2025, and to $633.9 million in the first nine months from $238.1 million. The increases were attributed primarily to…
• Debt and Liquidity PositionImportance 63 · Surprise 64
  Net cash provided by financing activities was $1,193.0 million in the first nine months of 2026, versus $346.0 million in 2025. 2026 financing included $4,927.2 million of net borrowing proceeds and $2,473.6 million of…
• Acquisition-Related ExpensesImportance 59 · Surprise 82
  Operating income for the first nine months of 2026 included $287.9 million of acquisition-related expenses, compared with $133.8 million in the first nine months of 2025. The 2026 amount included $155.9 million of…
• Working Capital and ReceivablesImportance 53 · Surprise 64
  Working-capital components increased $1,592.5 million in the first nine months of 2026, excluding acquisitions and currency translation, compared with a $435.2 million increase in 2025. The 2026 movement included…
• Supply Chain and InventoryImportance 53 · Surprise 64
  Inventory increased $1,839.6 million to $5,264.5 million from December 31, 2025, a rise exceeding 10% and the stated materiality threshold. The filing attributes the increase primarily to the 2026 acquisitions and…
• Income Tax Rate ChangesImportance 48 · Surprise 74
  The effective tax rate was 27.4% in third-quarter 2026 and 30.3% for the first nine months, compared with 23.5% and 21.6% in the 2025 periods. Discrete tax accruals of $60.0 million for the quarter and $229.0 million…
• Stock Repurchase ProgramImportance 26 · Surprise 24
  The existing 2024 Stock Repurchase Program authorizes up to $2,000.0 million of repurchases through April 28, 2027; the company expected to complete its remaining repurchases under that program by December 31, 2026.…
• Market Demand TrendsImportance 23 · Surprise 24
  In the third quarter and first nine months of 2026, Amphenol reported outsized organic growth in IT datacom and strong organic growth in industrial, defense, commercial aerospace, and mobile devices markets. These…
• AI Infrastructure DemandImportance 23 · Surprise 24
  AI-related applications were a particular source of strength in IT datacom, which recorded outsized organic growth. Communications Solutions also reported particular strength in AI-related applications in the…
• Stock SplitImportance 18 · Surprise 42
  On August 6, 2026, Amphenol announced a two-for-one split of its Class A Common Stock, effected as a stock dividend to holders of record on August 17. Additional shares were distributed on September 2, and trading on a…
• Pillar Two Global Minimum TaxImportance 7 · Surprise 6
  The company reported that Pillar Two implementation had no material impact on its condensed consolidated financial statements in the three and nine months ended September 30, 2026. It also did not currently expect a…

Earnings call · 2026-10-28

• Guidance / OutlookImportance 100 · Surprise 100
  For fourth-quarter 2026, management forecast sales of $10.3 billion to $10.5 billion and adjusted diluted EPS of $0.81 to $0.83, representing year-over-year increases of 60%–63% and 65%–69%, respectively. The guidance…
• AI Infrastructure DemandImportance 75 · Surprise 64
  IT Datacom sales grew 100% in U.S. dollars and 77% organically year over year, with sequential growth of 30%; approximately three-quarters of IT Datacom sales were AI-related. Management said most sequential growth…
• Order Backlog and Book-to-BillImportance 75 · Surprise 64
  Third-quarter orders reached a record $12.17 billion, up 99% year over year and 13% sequentially, producing a 1.19-to-1 book-to-bill ratio. Book-to-bill was positive in all but one end market, supported by robust…
• Revenue Performance and MixImportance 69 · Surprise 64
  Third-quarter 2026 sales reached a record $10.2 billion, up 65% in U.S. dollars and local currencies and 37% organically year over year; sequential sales increased 17% and 16%, respectively. Communications Solutions…
• Capital AllocationImportance 68 · Surprise 58
  Amphenol repurchased 3 million shares during the third quarter at an average price of approximately $81 per share. Repurchases combined with the quarterly dividend returned approximately $553 million to shareholders in…
• Acquisition / Partnership / DivestitureImportance 65 · Surprise 60
  Amphenol closed its acquisition of Empire Electronics in early September; Empire is expected to generate approximately $320 million of 2026 revenue and joined Interconnect and Sensor Systems. The company signed…
• Defense Market DemandImportance 64 · Surprise 56
  The defense market represented 8% of third-quarter sales, which grew 42% in U.S. dollars and 30% organically, with robust growth across virtually all defense segments. Management cited increasing investment in current…
• Industrial Market DemandImportance 45 · Surprise 64
  Industrial sales grew 60% in U.S. dollars and 25% organically year over year, with sequential growth of 7%; virtually all organic submarkets grew, and all three geographies showed strong growth. Management described…
• Operating Margin DriversImportance 42 · Surprise 14
  Third-quarter GAAP and adjusted operating income were both approximately $3 billion, and GAAP and adjusted operating margins were 29.5% and 29.7%, respectively. Adjusted operating margin increased 22 basis points year…
• Automotive Revenue GrowthImportance 42 · Surprise 40
  Automotive sales grew 13% in U.S. dollars and 9% organically, with growth in all regions, driven particularly by strength in electric vehicles. Sequential sales increased 12%, reflecting the team’s execution on…
• Mobile Devices Product GrowthImportance 40 · Surprise 56
  Mobile devices sales increased 31% in U.S. dollars and 29% organically year over year, driven by wearables, handsets, laptops, and accessories, which more than offset a modest tablet decline. Sequential sales rose 32%,…
• Operating Cash Flow and Free Cash FlowImportance 37 · Surprise 6
  Third-quarter operating cash flow was $2.1 billion, equal to 102% of net income. Free cash flow was $1.6 billion, or 80% of net income. Inventory days, days sales outstanding, and payable days were all within the…
• Liquidity and Debt PositionImportance 37 · Surprise 6
  At September 30, total debt was $17.9 billion and net debt was $12.6 billion. Third-quarter ending liquidity totaled $8.3 billion, including $5.3 billion of cash and short-term investments and availability under…
• Commercial Aerospace DemandImportance 35 · Surprise 48
  Commercial air sales increased 23% year over year, including 22% organic growth, as aircraft production volumes rose and Amphenol expanded content on next-generation commercial aircraft. Sales also increased 9%…
• Communications Networks WeaknessImportance 35 · Surprise 48
  Communications networks sales rose 25% in U.S. dollars because of the CommScope addition but declined 28% organically year over year. Management attributed the organic decline to softer demand in broadband and from…
• Supply Chain DiversificationImportance 34 · Surprise 42
  CommScope has faced constraints involving staffing and materials, including glass, but management said its team has diversified the supply base and secured the inputs needed to support customers. Amphenol’s ownership…
• Capital Expenditure OutlookImportance 25 · Surprise 6
  Management said the historical capital-intensity range of 3%–4% of sales would likely remain broadly appropriate over the long term. In quarters of exceptionally fast growth, capital intensity could exceed 4%, and…
• Income Tax Rate ChangesImportance 23 · Surprise 22
  The third-quarter 2026 GAAP effective tax rate was 27.4%, compared with 23.5% in the third quarter of 2025. The adjusted effective tax rate was 27% in both periods. The adjusted rate excludes acquisition-related costs,…
• Trade Policy and TariffsImportance 13 · Surprise 24
  The CFO said sequential adjusted operating margin was affected by a larger benefit from tariff recoveries in the second quarter than in the third quarter. Excluding those recoveries, he said adjusted operating margin…

8-K · 2026-10-28

• Liquidity and Debt PositionImportance 63 · Surprise 64
  At September 30, 2026, cash, cash equivalents, and short-term investments totaled $5,301.4 million, down from $11,434.2 million at December 31, 2025. Total debt was $17,870.8 million, consisting of $700.7 million…
• Dividend DeclarationImportance 61 · Surprise 66
  On October 27, 2026, Amphenol’s board approved a 20% increase in the quarterly dividend, from $0.125 to $0.15 per share. The new dividend is payable January 13, 2027, to shareholders of record on December 22, 2026. The…
• Order Backlog and Book-to-BillImportance 52 · Surprise 42
  Amphenol booked third-quarter 2026 orders of $12.2 billion, a record for the company. The resulting book-to-bill was 1.19:1, meaning orders received exceeded quarterly net sales. The company reported nine-month sales…
• Stock Repurchase ProgramImportance 52 · Surprise 42
  Amphenol repurchased 3.0 million shares for $245 million during the third quarter of 2026. The board approved a new three-year $4 billion repurchase plan on October 27, 2026, effective January 1, 2027. The company…
• Operating Expense TrendsImportance 51 · Surprise 38
  Third-quarter selling, general and administrative expense was $979.9 million, up from $657.0 million in the prior-year quarter, an increase of approximately 49%. Nine-month SG&A was $2,771.3 million, compared with…
• Acquisition of Empire ElectronicsImportance 47 · Surprise 60
  Amphenol closed its acquisition of Empire Electronics in early September; the Michigan-based automotive interconnect-assembly manufacturer is expected to generate approximately $320 million of full-year 2026 sales and…
• Income Tax Rate ChangesImportance 46 · Surprise 42
  The Q3 2026 income-tax provision was $774.5 million, including a $60.0 million discrete tax item related to settlements of foreign tax matters. The nine-month provision was $2,081.0 million and included $389.0 million…
• Interest Expense IncreaseImportance 44 · Surprise 46
  Third-quarter interest expense increased to $212.3 million from $80.7 million in Q3 2025, an increase of approximately 163%. Nine-month interest expense was $633.9 million, compared with $238.1 million a year earlier.…
• Stock SplitImportance 10 · Surprise 24
  Amphenol implemented a 2-for-1 stock split in the form of a stock dividend. Shareholders of record at the close of business on August 17, 2026 received the additional shares on September 2. The common stock began…