APH · Earnings call · 2026Q3T · Full report

Mobile Devices Product Growth

AMPHENOL CORP /DE/ · 2026-10-28 · Importance 40 · Surprise 56

Mobile devices sales increased 31% in U.S. dollars and 29% organically year over year, driven by wearables, handsets, laptops, and accessories, which more than offset a modest tablet decline. Sequential sales rose 32%, as the team responded to incremental customer demand. Amphenol cited its antennas, interconnect products, and advanced mechanisms, including hinges, designed into a broad range of next-generation devices as competitive strengths.

Key facts

• Amphenol expected Q4 2026 mobile devices sales to increase approximately 35% from Q3 levels and full-year 2026 growth to exceed 30%.
• Amphenol’s mobile devices sales increased 32% sequentially in Q3 2026, better than expected.
• Amphenol’s mobile devices sales grew 31% in U.S. dollars and 29% organically year over year in Q3 2026; the market represented 5% of sales.
• Mobile-device growth came from wearables, handsets, laptops, and accessories, more than offsetting a modest decline in tablets.