APH · Full Picture

AMPHENOL CORP /DE/ — the full picture

Trailing window · 2026-05-11 to 2026-08-09

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

  1. Revenue Performance and Mix · Revenue growth & mixPriority 69
    +35.5% revenue (realized); quote_verified
    Amphenol grew 55% to $8.76 billion.
  2. Guidance / Outlook · Guidance & outlookPriority 54
    1 forward row(s); quote_verified
    Following the two-for-one stock split, the Company’s Adjusted Diluted EPS guidance for the third quarter of 2026 would be $0.70 to $0.71.
  3. AI Infrastructure Demand · UnclassifiedPriority 34
    quote_verified
    Astera Labs saw revenue double year over year.
  4. Dividend Declaration · Buybacks & dividendsPriority 34
    2 forward row(s); quote_verified
    The Board of Directors approved the third quarter 2026 dividend on its Common Stock in the amount of $0.25 per share.
  5. Stock Split · UnclassifiedPriority 24
    quote_verified
    Each Amphenol shareholder of record at the close of business on August 17, 2026 will receive one additional share for every share held on the record date.

Threads by pillar

Revenue & Demand Priority 69 · 1 thread

Capital & Balance Sheet Priority 34 · 1 thread

Guidance & Outlook Priority 54 · 1 thread

Unclassified Priority 37 · 2 threads

Expected impact by metric

metricforward netforward grossrealized
revenue——+35.5%