APH · 8-K · 20261028PR119421

Operating Income and Margins

AMPHENOL CORP /DE/ · 2026-10-28 · Importance 69 · Surprise 64 · From source text

Third-quarter GAAP operating income was $3,020.8 million, up from $1,702.3 million a year earlier, and GAAP operating margin increased to 29.5% from 27.5%. Adjusted operating margin rose to 29.7% from 27.5%. Communications Solutions margin increased to 33.1% from 32.7%, Harsh Environment Solutions increased to 30.1% from 27.1%, and Interconnect and Sensor Systems was 20.0% in both periods. For the first nine months, GAAP operating margin rose to 28.0% from 24.9%, while adjusted margin rose to 29.0% from 25.7%.

Key facts

• Third-quarter 2026 operating income was $3,020.8 million, compared with $1,702.3 million in the third quarter of 2025. source
• Third-quarter 2026 adjusted operating income was $3,036.3 million and adjusted operating margin was 29.7%. source
• Third-quarter 2026 GAAP operating margin was 29.5% and adjusted operating margin was 29.7%. source
• Third-quarter 2026 GAAP operating margin was 29.5%, compared with 27.5% in the third quarter of 2025. source

Impact estimates