APH · 10-Q · 2026Q3 · Full report

Supply Chain and Inventory

AMPHENOL CORP /DE/ · 2026-10-30 · Importance 53 · Surprise 64

Inventory increased $1,839.6 million to $5,264.5 million from December 31, 2025, a rise exceeding 10% and the stated materiality threshold. The filing attributes the increase primarily to the 2026 acquisitions and higher third-quarter sales compared with the fourth quarter of 2025, partly offset by foreign-currency translation. Inventory days were 76 at September 30, 2026, compared with 77 at year-end 2025; the filing does not identify supply constraints or lead-time changes.

Key facts

• Inventory increased $1,839.6 to $5,264.5 at September 30, 2026, primarily due to the four 2026 acquisitions and higher third-quarter sales, partly offset by translation; inventory days were 76 versus 77 days. source