APH · Earnings call · 2026Q3T · Full report

Commercial Aerospace Demand

AMPHENOL CORP /DE/ · 2026-10-28 · Importance 35 · Surprise 48

Commercial air sales increased 23% year over year, including 22% organic growth, as aircraft production volumes rose and Amphenol expanded content on next-generation commercial aircraft. Sales also increased 9% sequentially, exceeding management’s expectations. Management said its broader product offering, expanded organically and through its acquisition program, is supporting opportunities in this market.

Key facts

• Amphenol expected Q4 2026 commercial air sales to remain at strong Q3 levels and full-year 2026 sales to increase approximately 20%.
• Amphenol’s commercial air sales increased 23% year over year and 22% organically in Q3 2026; the market represented 3% of sales.
• Commercial air sales grew 9% sequentially in Q3 2026, better than Amphenol’s expectations.