APH · 8-K · 20260729PR087904
Guidance / Outlook
AMPHENOL CORP /DE/ · 2026-07-29 · Importance 100 · Surprise 100 · No source text
Amphenol 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% to 53% year over year. The outlook assumes current market conditions and constant exchange rates. The guidance excludes any additional tariff recoveries.
Key facts
- AMPHENOL CORP /DE/ third quarter 2026 sales guidance: $9.3 billion to $9.4 billion, representing a 50% to 52% increase over the prior year quarter, assuming continuation of current market conditions and constant exchange rates. source
- AMPHENOL CORP /DE/ third quarter 2026 Adjusted Diluted EPS guidance: $1.40 to $1.42, representing a 51% to 53% increase from the third quarter of 2025. source
- AMPHENOL CORP /DE/ stated the third quarter 2026 guidance does not include any additional tariff recoveries. source
- AMPHENOL CORP /DE/ will host a conference call to discuss its second quarter results at 1:00 PM (EDT) on Wednesday, July 29, 2026; toll-free dial-in number 1-833-461-5787; International toll number +1-585-542-9983; Access code: 475530932. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | +30.6% | AMPHENOL CORP /DE/ third quarter 2026 sales guidance: $9.3 billion to $9.4 billion, representing a 50% to 52% increase over the prior year… |
| operating_income | negative | probable | — | AMPHENOL CORP /DE/ stated the third quarter 2026 guidance does not include any additional tariff recoveries. |