APH · 10-Q · 2026Q3 · Full report
Revenue Performance and Mix
AMPHENOL CORP /DE/ · 2026-10-30 · Importance 69 · Surprise 64 · From source text
Third-quarter 2026 net sales were $10,229.7 million, up 65% in U.S. dollars and 37% organically year over year; nine-month sales were $26,607.9 million, up 60% in U.S. dollars and 34% organically. Communications Solutions generated third-quarter sales of $6,583.0 million and grew 51% organically; Harsh Environment Solutions sales were $2,042.1 million, up 29% organically; and Interconnect and Sensor Systems sales were $1,604.6 million, up 11% organically. Growth was strongest in IT datacom, particularly AI-related applications, with strong growth also in industrial, defense, commercial aerospace, and mobile devices; communications networks declined organically. The weaker U.S. dollar increased sales by approximately $20.8 million in the third quarter and $157.2 million in the first nine months of 2026 versus the corresponding 2025 periods.
Key facts
- Third-quarter 2026 net sales were $10,229.7 million versus $6,194.4 million in third-quarter 2025, up 65% in U.S. dollars, 65% in constant currencies, and 37% organically. source
- Net sales for the first nine months of 2026 were $26,607.9 million versus $16,655.7 million in the first nine months of 2025, up 60% in U.S. dollars, 59% in constant currencies, and 34% organically. source
- A comparatively weaker U.S. dollar increased sales by approximately $20.8 million in third-quarter 2026 and $157.2 million in the first nine months of 2026 versus the comparable 2025 periods. source
- Third-quarter 2026 sales growth was driven by strong organic growth in all three operating segments, led by outsized IT datacom growth and strong industrial, defense, commercial aerospace, and mobile devices growth; communications networks declined organically. source
- First-nine-month 2026 sales growth was driven by strong organic growth in all three operating segments, led by outsized IT datacom growth and strong industrial, defense, commercial aerospace, and mobile devices growth; communications networks declined organically. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +97.3% | Net sales for the first nine months of 2026 were $26,607.9 million versus $16,655.7 million in the first nine months of 2025, up 60% in… |