APH · Technology
AMPHENOL CORP /DE/
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window
News · 2026-09-22
- AI Infrastructure DemandImportance 17 · Surprise 24Amphenol is identified as a beneficiary of continued AI data-center construction through its server connectors. The reporting indicates that major technology companies are continuing to invest heavily in AI…
News · 2026-09-17
- AI Infrastructure DemandImportance 23 · Surprise 24Amphenol is benefiting from AI-driven growth in the IT datacom market. The company is reported to have record orders, indicating strong demand from datacom customers and AI infrastructure deployments. The report…
News · 2026-09-09
- Revenue Performance and MixImportance 62 · Surprise 46Amphenol’s Q2 2026 revenue reached $8.76 billion. Revenue increased nearly 55% year over year, exceeding the materiality threshold and indicating substantial growth in the reported period. The reported growth was cited…
- Order Backlog and Book-to-BillImportance 58 · Surprise 24Amphenol’s order book was reported at $10.7 billion. The backlog supports visibility into future revenue across AI infrastructure and data-center-related demand. Analysts characterized the order book as strong and…
- AI Infrastructure DemandImportance 50 · Surprise 24Amphenol’s growth is being supported by sustained demand for AI infrastructure and multi-year data-center buildouts. The company’s reported order book was $10.7 billion, indicating substantial forward demand.…
- Operating Cash Flow and Free Cash FlowImportance 38 · Surprise 46Amphenol’s levered free cash flow increased 112% year over year. The increase substantially exceeded the 10% inclusion threshold and indicates significant cash-generation improvement. The reported cash-flow growth was…
News · 2026-08-14
- AI Infrastructure DemandImportance 23 · Surprise 24Amphenol is broadening its AI interconnect opportunity as data-center demand increases. The opportunity is being supported by rising bandwidth requirements, greater adoption of optical interconnects, and increasing…
8-K · 2026-08-06
- Guidance / OutlookImportance 54 · Surprise 24Amphenol approved a two-for-one stock split payable as a stock dividend, with shareholders of record on August 17, 2026 receiving additional shares on September 2, 2026. Following the split, third-quarter 2026 adjusted…
- Stock SplitImportance 18 · Surprise 42Amphenol’s Board approved a two-for-one stock split in the form of a stock dividend on August 5, 2026. Shareholders of record at the close of business on August 17, 2026 will receive one additional share for each share…
- Dividend DeclarationImportance 13 · Surprise 6Amphenol’s Board approved a third-quarter 2026 common-stock dividend of $0.25 per share. The dividend will be paid on October 14, 2026 to shareholders of record as of September 22, 2026. After the two-for-one stock…
News · 2026-08-06
- Revenue Performance and MixImportance 69 · Surprise 64Amphenol revenue grew 55% year over year to $8.76 billion, exceeding the 10% materiality threshold. The reported growth reflects the company’s diversified offerings and exposure to AI infrastructure spending. The…
- AI Infrastructure DemandImportance 51 · Surprise 64Third-party reporting identifies Amphenol as a beneficiary of continued AI infrastructure capital spending. The report states that Amphenol’s diversified offerings supported 55% year-over-year growth to $8.76 billion,…
News · 2026-08-01
- Acquisition / Partnership / DivestitureImportance 34 · Surprise 42Third-party reporting said Amphenol’s acquisition activity is expanding its exposure to AI infrastructure and broadening growth across key end markets. The acquisitions were described as deepening the company’s AI…
10-Q · 2026-07-31
- AI Infrastructure DemandImportance 84 · Surprise 74Information technology and data communications was the primary growth driver in the second quarter and first six months of 2026. Communications Solutions recorded 42% organic second-quarter growth and 44% organic…
- Operating Margin DriversImportance 83 · Surprise 82Second-quarter operating income increased to $2,584.6 million, or 29.5% of sales, from $1,418.8 million, or 25.1%, in the prior-year quarter. Six-month operating income increased to $4,416.4 million, or 27.0% of sales,…
- Capital AllocationImportance 81 · Surprise 76Amphenol generated $2,036.7 million of free cash flow during the first six months of 2026, up from $1,701.7 million in the prior-year period. The Company allocated $614.0 million to dividends and $386.0 million to…
- Working Capital and ReceivablesImportance 75 · Surprise 64Working-capital components used $1,176.4 million of cash in the first six months of 2026, compared with $374.3 million in the prior-year period. Accounts receivable increased $2,073.0 million to $6,790.1 million, and…
- Operating Cash Flow and CapexImportance 73 · Surprise 66Operating cash flow increased to $2,678.7 million in the first six months of 2026 from $2,181.7 million in the comparable 2025 period. Capital expenditures were $647.1 million during the first six months of 2026,…
- Interest Expense IncreaseImportance 71 · Surprise 82Interest expense increased to $213.7 million in the second quarter of 2026 from $80.9 million in the second quarter of 2025, and to $421.6 million for the first six months from $157.4 million. The increase primarily…
- Acquisitions and PartnershipsImportance 71 · Surprise 60Amphenol completed three acquisitions during the six months ended June 30, 2026, including CommScope for approximately $10,684.0 million net of cash acquired. CommScope and one other acquisition were included in the…
- Acquisition-Related ExpensesImportance 71 · Surprise 82Acquisition-related expenses increased to $272.4 million for the six months ended June 30, 2026, from $133.8 million in the prior-year period, a 103.6% increase. The 2026 expenses included $140.4 million of backlog…
- Revenue Performance and MixImportance 69 · Surprise 64Second-quarter 2026 net sales increased 55% to $8,758.1 million from $5,650.3 million, including 30% organic growth and a $46.5 million benefit from foreign currency. Six-month net sales increased 57% to $16,378.2…
- Dividend DeclarationImportance 68 · Surprise 58Amphenol’s Board-approved quarterly dividend rate increased from $0.165 per share to $0.25 per share beginning with dividends declared in the fourth quarter of 2025. Dividends declared totaled $615.3 million for the…
- Income Tax Rate ChangesImportance 66 · Surprise 74The second-quarter effective tax rate rose to 25.3% from 18.3%, while the six-month rate rose to 32.4% from 20.2%. Six-month results included $169.0 million of income-tax-related accruals, a $160.0 million additional…
- Supply Chain and InventoryImportance 64 · Surprise 56Inventories increased $1,126.7 million to $4,551.6 million at June 30, 2026, primarily reflecting the 2026 acquisitions and higher sales levels in the second quarter. Inventory days were 76 compared with 77 at December…
- Debt and Liquidity PositionImportance 64 · Surprise 42Net cash proceeds from borrowings were $4,927.2 million during the first six months of 2026, primarily from the Delayed Draw Term Loans and the 2029, 2031 and 2034 Euro Notes, while debt repayments totaled $1,535.7…
- China Tax MattersImportance 53 · Surprise 60Chinese tax authorities issued unfavorable determinations regarding certain of Amphenol’s prior-period tax positions. The company received tax payment notices totaling $230.0, accrued the full amount, and paid it…
- Stock Repurchase ProgramImportance 48 · Surprise 40Under the $2,000.0 million 2024 Stock Repurchase Program, Amphenol repurchased 2.8 million shares for $386.0 million during the six months ended June 30, 2026, compared with $341.0 million in the prior-year period, an…
- Trade Policy and TariffsImportance 40 · Surprise 42Amphenol recorded an $80.0 million net benefit in the second quarter and first six months of 2026 from recovery of International Emergency Economic Powers Act (IEEPA) tariffs. The tariff recovery increased operating…
- Geographic Market CommentaryImportance 36 · Surprise 6Foreign customer-location sales were $5,344.3 million in the second quarter and $10,012.6 million in the first six months, compared with U.S. sales of $3,413.8 million and $6,365.6 million, respectively. Foreign…
- Pillar Two Global Minimum TaxImportance 3 · Surprise 6The OECD/G20 Pillar Two framework establishes a global minimum tax and has been implemented in stages across EU member states, with the first component effective January 1, 2024 and the second effective January 1,…
News · 2026-07-31
- Acquisition / Partnership / DivestitureImportance 34 · Surprise 42Third-party reporting said Amphenol’s acquisition activity is expanding its exposure to AI infrastructure and broadening growth across key end markets. The acquisitions were described as deepening the company’s AI…
- Revenue Performance and MixImportance 32 · Surprise 24Amphenol reported record second-quarter 2026 revenue of $8.76 billion. IT datacom revenue was identified as a major growth driver, with AI-related products contributing significantly. Strong orders across connectivity…
News · 2026-07-30
- Acquisition / Partnership / DivestitureImportance 34 · Surprise 42Third-party reporting said Amphenol’s acquisition activity is expanding its exposure to AI infrastructure and broadening growth across key end markets. The acquisitions were described as deepening the company’s AI…
- Revenue Performance and MixImportance 32 · Surprise 24Amphenol reported record second-quarter 2026 revenue of $8.76 billion. IT datacom revenue was identified as a major growth driver, with AI-related products contributing significantly. Strong orders across connectivity…
- Gross Margin DriversImportance 32 · Surprise 42Amphenol’s adjusted operating margin reached 29.8% in the second quarter of 2026. Record margins were associated with strong AI-related demand, acquisitions and tariff benefits. The reported margin performance was…
- AI Infrastructure DemandImportance 20 · Surprise 24Third-party reporting said Amphenol’s record second-quarter 2026 results were fueled by AI infrastructure demand, particularly AI-related products in its IT datacom segment. The reporting described connectivity demand…
8-K · 2026-07-29
- Guidance / OutlookImportance 100 · Surprise 100Amphenol expects third-quarter 2026 sales of $9.3 billion to $9.4 billion, representing a 50% to 52% increase from the third quarter of 2025. Third-quarter adjusted diluted EPS is expected to be $1.40 to $1.42, up 51%…
- Revenue Performance and MixImportance 69 · Surprise 64Second-quarter 2026 sales were $8,758.1 million, up 55% in U.S. dollars and 30% organically year over year. Communications Solutions revenue increased 85% to $5,383.6 million, including 42% organic growth, and…
- Operating Margin DriversImportance 69 · Surprise 64Second-quarter GAAP operating income increased to $2,584.6 million from $1,418.8 million, and GAAP operating margin expanded to 29.5% from 25.1%. Adjusted operating income was $2,608.1 million and adjusted operating…
- Operating Expense TrendsImportance 69 · Surprise 64Second-quarter selling, general and administrative expense increased to $939.9 million from $622.5 million, a 51% year-over-year increase. Six-month SG&A rose to $1,791.4 million from $1,197.7 million, also a 50%…
- Liquidity and Debt PositionImportance 69 · Surprise 64Cash, cash equivalents, and short-term investments totaled $5,419.1 million at June 30, 2026, down from $11,434.2 million at December 31, 2025. Total debt was $18,811.3 million, consisting of $1,634.3 million of…
- Market Demand TrendsImportance 69 · Surprise 64Amphenol reported second-quarter 2026 sales of $8.8 billion, up 30% organically year over year, reflecting strong organic growth in most served end markets. Communications Solutions sales increased 84% organically,…
- Supply Chain and InventoryImportance 64 · Surprise 56Amphenol reported inventories of $4.6 billion at June 30, 2026, compared with $3.4 billion at December 31, 2025, an increase of approximately 33%. The release did not attribute the inventory increase to specific…
- Income Tax Rate ChangesImportance 63 · Surprise 64Second-quarter income tax provision increased to $604.3 million from $247.3 million, and the reported effective tax rate rose to 25.3% from 18.3%. Six-month income tax provision was $1,306.5 million, including $329.0…
- China Tax AssessmentImportance 47 · Surprise 60Amphenol recorded $329.0 million of discrete tax items for the six months ended June 30, 2026. The amount included a $130.0 million accrual following unfavorable determinations by relevant Chinese tax authorities…
- Order Backlog and Book-to-BillImportance 44 · Surprise 24Amphenol booked record second-quarter orders of $10.7 billion. Orders exceeded quarterly sales of $8.8 billion, producing a book-to-bill ratio of 1.23:1. The company described the order level as a quarterly record,…
- Cash Flow and Capital ExpendituresImportance 43 · Surprise 22Second-quarter operating cash flow was $1,557.2 million, up from $1,416.8 million in the prior-year quarter. Free cash flow increased to $1,205.5 million from $1,121.3 million. Second-quarter capital expenditures were…
- Acquisition / Partnership / DivestitureImportance 40 · Surprise 42Amphenol completed acquisitions of El.Com and Wilder Technologies during the second quarter of 2026. El.Com, based in Leno, Italy, has approximately $150 million in annual sales and serves industrial, defense and…
- Products and TechnologyImportance 31 · Surprise 42Amphenol stated that it expanded its high-technology interconnect product range through organic innovation and its acquisition program. El.Com supplies complex interconnect solutions and high-voltage cable assemblies…
- Capital AllocationImportance 27 · Surprise 6During the second quarter, Amphenol repurchased 1.5 million common shares for $208 million. The company paid $307 million of dividends during the quarter. Total second-quarter capital returned to shareholders was $515…
News · 2026-07-29
- Revenue Performance and MixImportance 69 · Surprise 64Amphenol reported record second-quarter 2026 sales of approximately $8.8 billion, up 55% year over year in U.S. dollars. Organic sales growth was 30%, indicating that most of the increase came from underlying business…
- Operating Margin DriversImportance 42 · Surprise 40Amphenol’s non-GAAP operating margin reached 29.8% in the second quarter of 2026. The margin increased 420 basis points year over year, representing a material improvement in profitability. Reported commentary…
- Guidance / OutlookImportance 40 · Surprise 42Amphenol reported that second-quarter 2026 sales and adjusted diluted EPS exceeded the high end of its guidance. Third-party reporting described continued robust growth in the company’s forward guidance following the…
- AI Infrastructure DemandImportance 26 · Surprise 24Amphenol reported record second-quarter 2026 sales of approximately $8.8 billion, up 55% year over year in U.S. dollars and 30% organically. Demand for artificial-intelligence infrastructure was a primary growth…
News · 2026-07-22
- Revenue Performance and MixImportance 78 · Surprise 74Amphenol’s first-quarter revenue reached a record $7.62 billion, supported by 33% organic growth. The CCS acquisition also contributed to reported revenue growth during the quarter. EBITDA tripled over the past three…
News · 2026-07-21
- Revenue Performance and MixImportance 78 · Surprise 74Amphenol’s first-quarter revenue reached a record $7.62 billion, supported by 33% organic growth. The CCS acquisition also contributed to reported revenue growth during the quarter. EBITDA tripled over the past three…
News · 2026-07-19
- Revenue Performance and MixImportance 78 · Surprise 74Amphenol’s first-quarter revenue reached a record $7.62 billion, supported by 33% organic growth. The CCS acquisition also contributed to reported revenue growth during the quarter. EBITDA tripled over the past three…
News · 2026-07-17
- Revenue Performance and MixImportance 78 · Surprise 74Amphenol’s first-quarter revenue reached a record $7.62 billion, supported by 33% organic growth. The CCS acquisition also contributed to reported revenue growth during the quarter. EBITDA tripled over the past three…
News · 2026-07-16
- Revenue Performance and MixImportance 78 · Surprise 74Amphenol’s first-quarter revenue reached a record $7.62 billion, supported by 33% organic growth. The CCS acquisition also contributed to reported revenue growth during the quarter. EBITDA tripled over the past three…