APH · Earnings call · 2026Q3T · Full report

Order Backlog and Book-to-Bill

AMPHENOL CORP /DE/ · 2026-10-28 · Importance 75 · Surprise 64

Third-quarter orders reached a record $12.17 billion, up 99% year over year and 13% sequentially, producing a 1.19-to-1 book-to-bill ratio. Book-to-bill was positive in all but one end market, supported by robust bookings across most markets. Management said customers have extended order visibility over the past year, partly reflecting greater certainty in their plans and risk-sharing tied to company investments, but saw no change in order patterns this quarter. Longer-dated orders are normal, and management reported no project-based lumpiness in IT Datacom demand.

Key facts

• Q3 2026 orders were a record $12.17 billion, up 99% year over year and 13% sequentially, with a 1.19-to-1 book-to-bill ratio.
• Amphenol said customers had widened their order aperture over the prior year, partly because of planning certainty and partly to share risk when Amphenol makes investments through extended orders.
• Amphenol said longer-dated orders were normal and that it was not seeing project-based lumpiness in IT Datacom or Q3 demand pulled forward at the expense of Q4.
• Q3 2026 had positive book-to-bill in all but one of Amphenol’s end markets.
• Amphenol said Q3 2026 showed no change from the prior quarter in the pattern of extended customer orders.