APH · Earnings call · 2026Q3T · Full report

Guidance / Outlook

AMPHENOL CORP /DE/ · 2026-10-28 · Importance 100 · Surprise 100 · In source text

For fourth-quarter 2026, management forecast sales of $10.3 billion to $10.5 billion and adjusted diluted EPS of $0.81 to $0.83, representing year-over-year increases of 60%–63% and 65%–69%, respectively. The guidance excluded Advanced PCB, DexScreen, and Humanetics because those acquisitions had not closed. Full-year 2026 guidance was sales of $36.9 billion to $37.1 billion and adjusted diluted EPS of $2.82 to $2.84, increases of approximately 60% and 70%. CommScope was included in the outlook, with expected sales of $5.1 billion and a $0.18 contribution to 2026 adjusted EPS.

Key facts

• Amphenol expected Q4 2026 sales of $10.3 billion to $10.5 billion and adjusted diluted EPS of $0.81 to $0.83, assuming current market conditions and constant exchange rates.
• Amphenol’s Q4 guidance implied full-year 2026 sales of $36.9 billion to $37.1 billion and adjusted diluted EPS of $2.82 to $2.84.
• Amphenol raised its CommScope outlook to $5.1 billion in 2026 sales and $0.18 contribution to 2026 adjusted EPS.
• CommScope’s sales at the time of its deal announcement were described as $3.6 billion; Amphenol said it had initially expected $4.1 billion at closing and now expected $5.1 billion for 2026.
• Q4 2026 guidance implied year-over-year sales growth of 60% to 63% and adjusted diluted EPS growth of 65% to 69%.
• The full-year 2026 outlook represented approximately 60% sales growth and approximately 70% adjusted EPS growth.
• Q4 2026 guidance excluded Advanced PCB, DexScreen, and Humanetics because those acquisitions had not yet closed.
• Amphenol said it would keep investing in flexibility and agility so local teams could react to problems in its markets.

Impact estimates