APH · Amphenol Corp /De/
Price & Indicators
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AI Brief
Q2 FY26 earnings call · Jul 29, 2026TL;DR. Amphenol reported record Q2 2026 results, with sales of $8.8 billion (+55% YoY, +30% organic) and adjusted diluted EPS of $1.35 (+67% YoY), both exceeding the high end of guidance. The company raised full-year CommScope expectations to $4.6B sales and $0.30 EPS accretion (from $4.1B and $0.15), and guided Q3 sales to $9.3–9.4 billion and adjusted EPS to $1.40–$1.42.
- + Record Q2 sales of $8.8B grew 55% YoY, with 30% organic growth driven by strength across most end markets
- + Record orders of $10.7B yielded a book-to-bill of 1.23:1, with orders up 94% YoY and 14% sequentially
- + IT Datacom grew 89% YoY and 63% organically, driven by AI demand; Q3 expected to grow mid-teens sequentially
- + Q3 guidance of $9.3–9.4B sales and $1.40–$1.42 adjusted EPS implies 50–52% sales growth and 51–53% EPS growth YoY
- − GAAP effective tax rate of 25.3% and adjusted effective tax rate of 27% are significantly higher than 18.3% and 24.5% in Q2 2025
- − Q2 GAAP results include $329M (six-month) in discrete tax items, including $130M related to unfavorable China tax authority determinations and $160M from reassessment of tax rate assumptions
- − Q3 guidance for communications networks market anticipates sales declining mid-teens sequentially
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Electronic Components — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
APH
this stock
Amphenol Corp /De/
|
$382.96B | — | +51.7% | 77.8 | 0.5% |
|
GLW
Corning Inc /Ny
|
$127.31B | +68.8% | +19.1% | 67.8 | 2.3% |
|
MRAAF
Murata Manufacturing Co., Ltd./ADR
|
$84.11B | +110.0% | — | — | 0.2% |
|
TEL
TE Connectivity plc
|
$58.55B | -9.2% | +8.9% | 19.8 | 3.3% |
|
FLEX
Flex Ltd.
|
$40.27B | +80.4% | +19.0% | 42.1 | 2.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| APH | -2.3% | +0.5% | +27.3% | -1.1% | +16.0% |
| SPY | +0.6% | -0.8% | +18.2% | -0.6% | +11.8% |
| vs SPY | -3.0% | +1.3% | +9.1% | -0.6% | +4.2% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.