APH · News · 20260729N
Operating Margin Drivers
AMPHENOL CORP /DE/ · 2026-07-29 · Importance 42 · Surprise 40 · No source text
Amphenol’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 attributed the company’s strong operating margins to effective cost controls and profitable integration of acquisitions.
Key facts
- Non-GAAP operating margin increased by 420 basis points to 29.8% in the quarter. source
- Quarterly earnings were $1.35 per share, beating the Zacks Consensus Estimate of $1.19 per share and compared with earnings of $0.81 per share a year ago. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| margin | positive | realized | +4.2% | Non-GAAP operating margin increased by 420 basis points to 29.8% in the quarter. |
| net_income | positive | realized | — | Quarterly earnings were $1.35 per share, beating the Zacks Consensus Estimate of $1.19 per share and compared with earnings of $0.81 per… |