US · Technology · Electronic Components
EPS came in at 1.35 against a street estimate of 1.19 — a beat of 13.4%.
Analysts rate Amphenol Corporation a buy (12 buy, 5 hold, 1 sell out of 18) with an average price target of $99.26.
CONFIDENT APH crushed Q2 with $8.8B sales (+55% YoY), record $1.35 adj. EPS (+67%), and 29.8% margins. CommScope integration exceeding expectations. AI/IT datacom surging; guides Q3 $9.3–9.4B revenue (+50–52% YoY). Q2 2026 Geographic breakdown not separately detailed; all regions show double-digit growth in industrial. Analysts probed AI architecture dependence (Norwitt: model-agnostic), CommScope margin quality (Lampo: operational execution), and fiber supply constraints (Norwitt: no bottlenecks). Consensus: supply chain well-managed, content growth offsets architecture shifts. 2026-07-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 4.13% |
| Vanguard Capital Management, LLC | 3.24% |
| FMR Inc | 3.22% |
| State Street Corp | 2.33% |
| JPMorgan Chase & Co | 2.00% |
| Capital Research & Mgmt Co - Division 3 | 1.75% |
| Vanguard Portfolio Management, LLC | 1.45% |
| Geode Capital Management, LLC | 1.27% |
| Document | Date |
|---|---|
| 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 |
| Quarterly report · Q1 2026 AMPHENOL CORPORATION – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net Sales: $7,620.1M (Q1 2026) vs. $4,811.0M (Q1 2025) — +58.4% increase • Net Income | 2026-05-01 |
| Proxy statement · Q2 2026 AMPHENOL CORPORATION PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • PROPOSAL 1: ELECT EIGHT DIRECTORS - Vote FOR each of: Nancy A. Altobe | 2026-04-08 |
| Annual report FY2025 AMPHENOL CORPORATION – 2025 ANNUAL REPORT SUMMARY HEADLINE NUMBERS • Company is one of world's largest designers, manufacturers and marketers of ele | 2026-02-11 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.25 / 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 |
| Dividend | $0.08 / share ex-date Sep 16, 2025 · pay Oct 8, 2025 | 2025-09-16 |
| Announcement | Date |
|---|---|
| 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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Google PlayApp StoreData updated 2026-09-18.