What AMPHENOL CORP /DE/'s SEC filings said

10-Q for 2026Q3, filed 30 Oct 2026. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

Dividend Declaration83 · importance in its document · 10-Q · 2026Q3
The Board increased Amphenol’s quarterly dividend from $0.0825 to $0.125 per share effective with fourth-quarter 2025 declarations, then approved an increase to $0.15 per share effective with fourth-quarter 2026 declarations. Dividends…
Cash Flow and Capital Expenditures75 · importance in its document · 10-Q · 2026Q3
Net cash used in investing activities was $12,979.2 million in the first nine months of 2026, compared with $3,578.6 million in the same 2025 period. The 2026 amount primarily reflected $11,055.8 million used to fund the 2026…
Market Demand Trends75 · importance in its document · 8-K exhibit · 28 Oct 2026
Amphenol said sales increased 65% year over year in U.S. dollars and 37% organically, with strong organic growth in most end markets and continued exceptional growth in IT datacom. Third-quarter organic sales growth was 51% in…
Acquisition / Partnership / Divestiture71 · importance in its document · 10-Q · 2026Q3
Amphenol completed four acquisitions during the nine months ended September 30, 2026, for approximately $11,055.8 million net of cash acquired, primarily including CommScope. The acquisitions were funded with proceeds from the November…
Revenue Performance and Mix69 · importance in its document · 10-Q · 2026Q3
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…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q3 filed 30 Oct 2026

Full report · Filing on EDGAR

Dividend DeclarationImportance 83 · +1 more on this subject
The Board increased Amphenol’s quarterly dividend from $0.0825 to $0.125 per share effective with fourth-quarter 2025 declarations, then approved an increase to $0.15 per share effective with fourth-quarter 2026…
Cash Flow and Capital ExpendituresImportance 75
Net cash used in investing activities was $12,979.2 million in the first nine months of 2026, compared with $3,578.6 million in the same 2025 period. The 2026 amount primarily reflected $11,055.8 million used to fund…
Acquisition / Partnership / DivestitureImportance 71 · +1 more on this subject
Amphenol completed four acquisitions during the nine months ended September 30, 2026, for approximately $11,055.8 million net of cash acquired, primarily including CommScope. The acquisitions were funded with proceeds…
Revenue Performance and MixImportance 69
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…
Operating Margin DriversImportance 69
Third-quarter 2026 operating income was $3,020.8 million, or 29.5% of sales, versus $1,702.3 million, or 27.5%, a 2.0 percentage-point margin increase. For the first nine months, operating income rose to $7,437.2…
Net Income and EPS PerformanceImportance 69
Third-quarter 2026 net income attributable to Amphenol was $2,034.3 million and diluted EPS was $0.79, compared with $1,245.7 million and $0.49 in third-quarter 2025. Nine-month net income was $4,736.5 million and…
Operating Cash Flow and Free Cash FlowImportance 64
For the nine months ended September 30, 2026, operating cash flow was $4,757.2 million, up from $3,652.5 million in 2025, an increase of 30.2%. Free cash flow increased 25.4% to $3,659.4 million from $2,917.2 million.…
Interest Expense IncreaseImportance 63
Interest expense rose to $212.3 million in third-quarter 2026 from $80.7 million in third-quarter 2025, and to $633.9 million in the first nine months from $238.1 million. The increases were attributed primarily to…
Debt and Liquidity PositionImportance 63
Net cash provided by financing activities was $1,193.0 million in the first nine months of 2026, versus $346.0 million in 2025. 2026 financing included $4,927.2 million of net borrowing proceeds and $2,473.6 million of…
Working Capital and ReceivablesImportance 53
Working-capital components increased $1,592.5 million in the first nine months of 2026, excluding acquisitions and currency translation, compared with a $435.2 million increase in 2025. The 2026 movement included…
Supply Chain and InventoryImportance 53
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…
Income Tax Rate ChangesImportance 48
The effective tax rate was 27.4% in third-quarter 2026 and 30.3% for the first nine months, compared with 23.5% and 21.6% in the 2025 periods. Discrete tax accruals of $60.0 million for the quarter and $229.0 million…

8-K filings last 12 months

Results, no stated guidance change28 Oct 2026 · 8-K Item 2.02 · Routine · rule score 10
Read from the attached exhibit: Market Demand Trends · Revenue Performance and Mix · Operating Income and Margins
Other officer change6 Oct 2026 · 8-K Item 5.02 · Routine · rule score 15
“Ryan Fisher, who currently serves as the Group General Manager of the Company’s North American Military Group, will succeed Mr. Walter as President of the Harsh Environment Solutions Division beginning January 1, 2027.”
Press release attached to an 8-K6 Aug 2026 · 8-K
Read from the attached exhibit: Guidance / Outlook · Stock Split · Dividend Declaration
Results (release not read)29 Jul 2026 · 8-K Item 2.02 · Routine · rule score 20
Read from the attached exhibit: Guidance / Outlook · Revenue Performance and Mix · Operating Margin Drivers
New debt12 May 2026 · 8-K Items 1.01, 2.03 · Routine · rule score 25
“On May 12, 2026, Amphenol Corporation (the “Company”) issued and sold €600,000,000 aggregate principal amount of the Company’s 3.375% Senior Notes due 2029 (the “2029 Notes”) and €500,000,000 aggregate principal amount of the Company’s…”
New debt6 May 2026 · 8-K Item 1.01 · Routine · rule score 25
“On May 5, 2026, Amphenol Corporation (the “Company”) entered into an underwriting agreement (the “Underwriting Agreement”) by and among the Company and Barclays Bank PLC, Citigroup Global Markets Limited, Commerzbank Aktiengesellschaft,…”
Results (release not read)29 Apr 2026 · 8-K Item 2.02 · Routine · rule score 20
New debt30 Mar 2026 · 8-K Items 1.01, 2.03 · Routine · rule score 25
“On March 30, 2026, Amphenol Technologies Holding GmbH (“Amphenol Technologies”), a German limited liability company ( Gesellschaft mit beschränkter Haftung ) and wholly-owned indirect subsidiary of Amphenol Corporation, issued and sold…”
New debt24 Mar 2026 · 8-K Item 1.01 · Routine · rule score 25
“On March 24, 2026, Amphenol Technologies Holding GmbH (“Amphenol Technologies”), a German limited liability company ( Gesellschaft mit beschränkter Haftung ) and wholly-owned indirect subsidiary of Amphenol Corporation (the “Company”),…”
Board change5 Feb 2026 · 8-K Item 5.02 · Routine · rule score 10
“Mr. Loeffler’s retirement from the Board is not the result of a disagreement with the Company on any matter relating to the Company’s operations, policies or practices.”
Results (release not read)28 Jan 2026 · 8-K Item 2.02 · Routine · rule score 20
Acquisition completed12 Jan 2026 · 8-K Item 2.01 · Flagged · rule score 50
“On January 9, 2026, Amphenol Corporation, a Delaware corporation (the “Company”), completed its acquisition of the Connectivity and Cable Solutions business of CommScope Holding Company, Inc., a Delaware corporation (“CommScope”), for…”
Board change8 Jan 2026 · 8-K Item 5.02 · Routine · rule score 10
“Also, on January 8, 2026, to fill the resulting vacancy, the Board of Directors of the Company appointed Sanjiv Lamba, 61, as a member of the Company’s Board of Directors effective immediately.”

Earlier reports

10-Q · 2026Q2filed 31 Jul 2026
AI Infrastructure Demand · Operating Margin Drivers · Capital Allocation

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.