APH · 8-K · 20260729PR087904
Supply Chain and Inventory
AMPHENOL CORP /DE/ · 2026-07-29 · Importance 64 · Surprise 56 · In source text
Amphenol 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 materials, components, lead times or customer requirements. It also did not report production interruptions, shortages or supplier constraints during the quarter. El.Com was described as a manufacturer of complex interconnect solutions and high-voltage cable assemblies, adding supply capabilities in those product categories.
Key facts
- AMPHENOL CORP /DE/ inventories at June 30, 2026: $4,551.6 million. source
- AMPHENOL CORP /DE/ reported net change in components of working capital for the three months ended June 30, 2026: $(676.5) million and for the six months ended June 30, 2026: $(1,176.4) million. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| cash | negative | realized | -13.4% | AMPHENOL CORP /DE/ reported net change in components of working capital for the three months ended June 30, 2026: $(676.5) million and for… |
| assets | unclear | realized | — | AMPHENOL CORP /DE/ inventories at June 30, 2026: $4,551.6 million. |