Highlights

  • Amphenol, a maker of electronic and fibre-optic connectors, sensors and interconnect systems, last reported results on 29 July 2026 for the quarter ended 30 June.
  • Amphenol closed at $81.49 on Thursday 15 October 2026, down 1.45%, on StockAnalysis.com, giving a market capitalisation of about $201 billion.
  • Sales were $8.8 billion, up 55% in US dollars and 30% organically.
  • Communications Solutions sales were $5.4 billion, up 85% in dollars and 42% organically, led by the information technology and datacom market.

Amphenol (NYSE:APH), a maker of electronic and fibre-optic connectors, sensors and interconnect systems, last reported results on 29 July 2026 for the quarter ended 30 June. The reviewed material identified no newer company announcement in the sources reviewed. Chairman and chief executive R. Adam Norwitt said the company achieved record sales and adjusted diluted earnings per share, both exceeding the high end of its guidance.

What the Share Price Shows

Amphenol closed at $81.49 on Thursday 15 October 2026, down 1.45%, on StockAnalysis.com, giving a market capitalisation of about $201 billion. The 52-week range was $59.01 to $89.93, so the close was about 9% below the high on a calculation from the reported figures. The reviewed material identified no sourced explanation for the move, which was modest against the width of the annual range. The company is a verified S&P 500 constituent, and the S&P 500 listings reviewed rank it near the top sixty companies by weight.

Inside the Latest Results

Sales were $8.8 billion, up 55% in US dollars and 30% organically. The 25-point gap between dollar growth and organic growth reflects items such as acquisitions and currency, although the release summary reviewed did not split them. Orders were $10.7 billion, a book-to-bill ratio of 1.23 to 1, which means orders exceeded sales in the period.

Communications Solutions sales were $5.4 billion, up 85% in dollars and 42% organically, led by the information technology and datacom market. Harsh Environment Solutions reached $1.9 billion, up 28% and 22% organically, and Interconnect and Sensor Systems $1.5 billion, up 17% and 13% organically. Communications therefore made up about 61% of sales on a calculation from the reported figures.

Profit, cash flow and tariffs

GAAP operating margin was 29.5% and adjusted operating margin was 29.8%. Both included an $80 million net benefit from recovered tariffs imposed under the International Emergency Economic Powers Act, worth $0.04 per share. GAAP diluted earnings per share were $1.37, up 59%, and adjusted diluted earnings per share were $1.35, up 67%. Adjusted earnings per share were slightly below the GAAP figure, meaning the net adjustments reduced earnings, and the summary reviewed did not itemise them.

Operating cash flow was $1.6 billion and free cash flow was $1.2 billion. Amphenol repurchased $208 million of stock and paid $307 million in dividends. The tariff recovery is a non-recurring item, and guidance excludes any additional recoveries. Removing the $80 million from the adjusted operating margin would lower it by about 0.9 percentage points, to roughly 28.9%, on a calculation from the reported figures.

Acquisitions

Amphenol disclosed two acquisitions. El.Com, an Italian maker of complex interconnect solutions and high-voltage cable assemblies with about $150 million of annual sales, joins Interconnect and Sensor Systems. Wilder Technologies, based in Vancouver, Washington, supplies high-performance test and measurement solutions, with about $15 million of annual sales, and joins Communications Solutions.

The company also raised its expectation for the CommScope business to full-year 2026 sales of $4.6 billion from $4.1 billion, and raised expected accretion to adjusted earnings per share to $0.30 from $0.15. These are company expectations rather than reported results.

Guidance and what to watch

For the third quarter Amphenol guided to sales of $9.3 billion to $9.4 billion, up 50% to 52%, and adjusted diluted earnings per share of $1.40 to $1.42, up 51% to 53%. The midpoint sales figure is about 6% above the second quarter on a calculation from the reported figures. The guidance assumes current market conditions and constant exchange rates.

Points to watch include whether datacom demand keeps driving organic growth, how margins hold once the tariff benefit is excluded, and how newly acquired businesses are integrated. The date of the third-quarter report was not found in the sources reviewed. Readers should rely on primary filings, since all forward-looking figures may change and none is guaranteed by the company itself today.