US · Technology · Electronic Components
EPS came in at 0.80 against a street estimate of 0.73 — a beat of 9.6%.
Analysts rate Amphenol Corporation a strong buy (17 buy, 2 hold, 0 sell out of 19) with an average price target of $106.97.
CONFIDENT Amphenol delivered exceptional growth, margins and cash flow, led by AI datacom demand. Management raised CommScope expectations and expects continued fourth-quarter growth, though communications networks remain weak. Q3 FY26 Management discussed end markets rather than geographic performance; it noted strong industrial growth across all three geographies. Analysts focused on CommScope execution, AI datacom demand, future architecture content, margins, capital intensity, defense and industrial drivers. Management emphasized strong demand, execution, supply-chain investment and broad interconnect content. 2026-10-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 4.11% |
| Vanguard Capital Management, LLC | 3.26% |
| FMR Inc | 2.86% |
| State Street Corp | 2.41% |
| Capital Research & Mgmt Co - Division 3 | 1.75% |
| JPMorgan Chase & Co | 1.59% |
| Vanguard Portfolio Management, LLC | 1.45% |
| T. Rowe Price Associates, Inc. | 1.30% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 net sales were $10,229.7 million, up from $6,194.4 million in third-quarter 2025. • Nine-month 2026 net sales | 2026-10-30 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 sales were $10.2 billion, up 65% in U.S. dollars and 37% organically year over year. • Orders reached $12.2 bi | 2026-10-28 |
| Board / officer change · Q4 2026 HEADLINE NUMBERS • Amphenol announced a leadership transition in its Harsh Environment Solutions Division. • Effective January 1, 2027, Luc Walter w | 2026-10-06 |
| Company announcement · Q3 2026 AMPHENOL CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • Dividend approved: $0.25 per share for Q3 2026, payable October 14, 2026 to shareholders | 2026-09-04 |
| Company announcement · Q3 2026 AMPHENOL CORPORATION – FORM 8-K SUMMARY HEADLINE NUMBERS • Stock split announced: Two-for-one stock split of Class A Common Stock approved as stock | 2026-08-06 |
| Quarterly report · Q2 2026 AMPHENOL CORPORATION – Q2 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Net sales H1 2026: $16,378.2M (up 56.4% vs H1 2025: $10,461.3M) • Net sales Q2 2 | 2026-07-31 |
| Results announced · Q3 2026 AMPHENOL CORPORATION – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 Sales: $8.8 billion, up 55% in U.S. dollars and 30% organically versus Q2 | 2026-07-29 |
| Shareholder vote results · Q2 2026 AMPHENOL CORPORATION – FORM 8-K SUMMARY HEADLINE NUMBERS • Outstanding shares as of record date (March 23, 2026): 1,229,430,709 shares of Class A Co | 2026-05-22 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.15 / share ex-date Dec 22, 2026 · pay Jan 13, 2027 | 2026-12-22 |
| Dividend | $0.12 / share ex-date Sep 22, 2026 · pay Oct 14, 2026 | 2026-09-22 |
| Split | 2 : 1 effective Sep 3, 2026 | 2026-09-03 |
| Dividend | $0.12 / share ex-date Jun 23, 2026 · pay Jul 15, 2026 | 2026-06-23 |
| Dividend | $0.12 / share ex-date Mar 23, 2026 · pay Apr 14, 2026 | 2026-03-23 |
| Dividend | $0.12 / share ex-date Dec 16, 2025 · pay Jan 7, 2026 | 2025-12-16 |
| Announcement | Date |
|---|---|
| New three-year $4 billion stock repurchase program and 20% dividend increase announced Amphenol reported a record third quarter of 2026. Sales were $10.2 billion, up 65% year over year (37% organically), while orders reached $12.2 billion. The 1.19 book-to-bill ratio means ord | 2026-10-28 |
| Completed acquisition of CommScope's Connectivity and Cable Solutions business Amphenol Corporation completed its acquisition of CommScope's Connectivity and Cable Solutions business on January 9, 2026, for approximately $10.5 billion in cash. This major deal, announce | 2026-01-12 |
| Issues $7.4B debt to fund pending acquisition of CommScope connectivity businesses Amphenol Corporation issued $7.4 billion in bonds across seven different series on November 10, 2025, with maturity dates ranging from 2027 to 2055 and interest rates between 3.8% and 5.3%. | 2025-11-10 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.