APH · 10-Q · 2026Q2 · Full report
Revenue Performance and Mix
AMPHENOL CORP /DE/ · 2026-07-31 · Importance 69 · Surprise 64 · From source text
Second-quarter 2026 net sales increased 55% to $8,758.1 million from $5,650.3 million, including 30% organic growth and a $46.5 million benefit from foreign currency. Six-month net sales increased 57% to $16,378.2 million from $10,461.3 million, including 32% organic growth and a $136.4 million foreign-currency benefit. Communications Solutions represented approximately 62% of second-quarter sales and grew 85% to $5,383.6 million, while Harsh Environment Solutions grew 28% to $1,856.8 million and Interconnect and Sensor Systems grew 17% to $1,517.7 million. Foreign sales were $5,344.3 million, or 61% of second-quarter revenue, compared with U.S. sales of $3,413.8 million, or 39%.
Key facts
- Net sales were $8,758.1 in the second quarter of 2026 compared to $5,650.3 in the second quarter of 2025, representing an increase of 55% in U.S. dollars, 54% in constant currencies and 30% organically. source
- Net sales were $16,378.2 in the first six months of 2026 compared to $10,461.3 in the first six months of 2025, representing an increase of 57% in U.S. dollars, 55% in constant currencies and 32% organically. source
- Net sales in the Communications Solutions segment in the second quarter of 2026 increased 85% in U.S. dollars, 84% in constant currencies and 42% organically versus Q2 2025. source
- Net sales in the Harsh Environment Solutions segment in Q2 2026 increased 28% in U.S. dollars, 28% in constant currencies and 22% organically versus Q2 2025. source
- Communications Solutions accounted for approximately 62% of net sales in the second quarter of 2026 and approximately 60% of net sales in the first six months of 2026. source
- Net sales in the Harsh Environment Solutions segment were approximately 21% of net sales in Q2 2026 and approximately 22% in the first six months of 2026. source
- Net sales in the Interconnect and Sensor Systems segment were approximately 17% of net sales in Q2 2026 and approximately 18% in the first six months of 2026. source
- CommScope and one other acquisition have been included in the Communications Solutions segment, and one acquisition has been included in the Interconnect and Sensor Systems segment source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +67.6% | Net sales were $16,378.2 in the first six months of 2026 compared to $10,461.3 in the first six months of 2025, representing an increase… |
| revenue | positive | realized | +35.5% | Net sales were $8,758.1 in the second quarter of 2026 compared to $5,650.3 in the second quarter of 2025, representing an increase of 55%… |
| revenue | positive | realized | — | Net sales in the Communications Solutions segment in the second quarter of 2026 increased 85% in U.S. dollars, 84% in constant currencies… |
| revenue | positive | realized | — | Net sales in the Harsh Environment Solutions segment in Q2 2026 increased 28% in U.S. dollars, 28% in constant currencies and 22%… |