APH · Earnings call · 2026Q3T · Full report
Automotive Revenue Growth
AMPHENOL CORP /DE/ · 2026-10-28 · Importance 42 · Surprise 40 · No source text
Automotive sales grew 13% in U.S. dollars and 9% organically, with growth in all regions, driven particularly by strength in electric vehicles. Sequential sales increased 12%, reflecting the team’s execution on opportunities and a contribution from Empire Electronics. Management noted pockets of demand uncertainty but said customers are increasing electronic content in next-generation vehicles and that Amphenol is pursuing new design wins. Empire expands the portfolio of value-added interconnect products, particularly for automotive lighting applications.
Key facts
- Amphenol expected a slight moderation in Q4 2026 automotive sales from Q3 levels and full-year 2026 growth in the 10% range.
- Amphenol’s automotive sales grew 13% in U.S. dollars and 9% organically year over year in Q3 2026; the market represented 10% of sales.
- Amphenol’s automotive sales increased 12% sequentially in Q3 2026, better than expected, partly reflecting the addition of Empire.
- Q3 2026 automotive growth was driven by strength in electric vehicles, with growth in all regions.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +1.1% | Amphenol’s automotive sales grew 13% in U.S. dollars and 9% organically year over year in Q3 2026; the market represented 10% of sales. |
| revenue | positive | realized | +1.1% | Amphenol’s automotive sales increased 12% sequentially in Q3 2026, better than expected, partly reflecting the addition of Empire. |