APH · 10-Q · 2026Q2 · Full report

Trade Policy and Tariffs

AMPHENOL CORP /DE/ · 2026-07-31 · Importance 40 · Surprise 42

Amphenol recorded an $80.0 million net benefit in the second quarter and first six months of 2026 from recovery of International Emergency Economic Powers Act (IEEPA) tariffs. The tariff recovery increased operating income and operating margins during both periods. The company continues to identify government trade policies, export controls, sanctions, customs regulations and tariffs as factors that could affect its operations and financial results.

Key facts

• The company recorded a net benefit of $80.0 related to the recovery of International Emergency Economic Powers Act (IEEPA) tariffs included in GAAP and Adjusted Operating Income for both three and six months ended June 30, 2026. source