APH · Amphenol Corp
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Amphenol Corporation reported third-quarter net sales of $10,229.7, up 65% and 37% organically, as operating income reached $3,020.8 and a 29.5% margin; net income was $2,034.3 and diluted EPS was $0.79.
Read the 10-QAmphenol Corporation reported third-quarter 2026 sales of $10.2 billion, up 65%, and Adjusted Diluted EPS of $0.80, up 74%. It increased the quarterly dividend to $0.15 per share and authorized a three-year $4 billion repurchase plan.
Read the 8-KMetrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q3 FY26 earnings call · Oct 28, 2026TL;DR. Amphenol delivered record third-quarter sales, orders, adjusted EPS and cash flow, led by exceptional AI-driven IT datacom growth, and raised CommScope expectations while increasing dividends and repurchases. Guidance calls for full-year sales of $36.9 billion to $37.1 billion and adjusted EPS of $2.82 to $2.84, but communications-network softness, acquisition-related margin pressure, higher capital intensity and tax charges remain stated offsets or risks.
- + Adjusted operating margin increased 220 basis points year over year to 29.7%. new
- + Full-year 2026 guidance calls for sales of $36.9 billion to $37.1 billion and adjusted EPS of $2.82 to $2.84. new
- − Communications-network sales declined 28% organically and are expected to decline further because of continued broadband softness. new
- − Capital intensity may exceed the historical 3% to 4% range during periods of exceptionally rapid growth. new
- − A precipitous decline in global military spending would adversely affect Amphenol's defense business. new
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
Still-open targets the latest release did not restate under the same label.
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
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted Diluted EPS non-GAAP | $1.35 | the three months ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Diluted EPS $1.37
+$0 Amortization of acquisition-related inventory step-up costs
+$0.01 Acquisition-related expenses
-$0.06 Excess tax benefits related to stock-based compensation
+$0.03 Discrete tax items
= Adjusted Diluted EPS $1.35
|
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| Adjusted Effective Tax Rate non-GAAP | 27% | three months ended June 30, 2026 filing | — |
| Adjusted Net Income attributable to Amphenol Corporation non-GAAP | $1.75B | the three months ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Net Income attributable to Amphenol Corporation 1.77B
+0M Amortization of acquisition-related inventory step-up costs
+18M Acquisition-related expenses
-80.5M Excess tax benefits related to stock-based compensation
+39M Discrete tax items
= Adjusted Net Income attributable to Amphenol Corporation 1.75B
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| Adjusted Operating Income non-GAAP | $2.61B | three months ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Operating Income 2.58B
+0M Amortization of acquisition-related inventory step-up costs
+23.5M Acquisition-related expenses
= Adjusted Operating Income 2.61B
|
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| Adjusted Operating Margin non-GAAP | 29.8% | three months ended June 30, 2026 filing | — |
| Organic Net Sales Growth non-GAAP | 42% | the three months ended June 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Electronic Components — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
APH
this stock
Amphenol Corp
|
$195.81B | — | +51.7% | 34.6 | 1.1% |
|
GLW
Corning Inc
|
$106.22B | +40.8% | +19.1% | 50.1 | 1.9% |
|
MRAAF
Murata Manufacturing Co., Ltd.
|
$69.79B | +74.8% | — | — | 0.0% |
|
TEL
TE Connectivity plc
|
$61.67B | -6.4% | +8.9% | 20.9 | 2.1% |
|
IBIDF
Ibiden Co., Ltd.
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$34.14B | — | — | — | 0.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Oct 30, 2026
- This year
- 25
Amphenol Corporation reported third-quarter net sales of $10,229.7, up 65% and 37% organically, as operating income reached $3,020.8 and a 29.5% margin; net income was $2,034.3 and diluted EPS was $0.79.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| APH | +7.0% | -8.8% | +29.5% | -5.9% | +17.4% |
| SPY | -0.6% | -1.8% | +2.2% | -0.9% | +10.8% |
| vs SPY | +7.6% | -7.0% | +27.3% | -5.0% | +6.5% |
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.