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Get filing alertsAmphenol reports record Q2 sales of $8.8B (+55% YoY), raises CommScope accretion forecast
Filed July 29, 2026 · Period ending July 29, 2026 · ~1 min read
Key Changes
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Q2 2026 sales reached $8.8B (+55% YoY, +30% organic) with Adjusted Diluted EPS of $1.35 (+67% YoY); record orders of $10.7B yielded 1.23:1 book-to-bill ratio.
Item 2.02 verify on EDGAR → -
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Raised full-year CommScope acquisition expectations to $4.6B sales and $0.30 EPS accretion (from prior $4.1B/$0.15) due to better-than-expected performance.
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Guided Q3 2026 sales to $9.3-9.4B (+50-52% YoY) and Adjusted Diluted EPS to $1.40-1.42 (+51-53% YoY), excluding any additional tariff recoveries.
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Completed two acquisitions: El.Com (~$150M annual sales, Italy-based interconnect solutions) and Wilder Technologies (~$15M annual sales, test/measurement solutions).
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Returned $515M to shareholders in Q2 via $208M in share repurchases (1.5M shares) and $307M in dividends.
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Summary
Amphenol delivered a strong second quarter 2026, with sales of $8.8 billion up 55% year-over-year (30% organic growth) and Adjusted Diluted EPS of $1.35 up 67%. The company booked record orders of $10.7 billion, producing a robust 1.23:1 book-to-bill ratio that signals continued demand strength. Adjusted Operating Margin reached 29.8%, which included an $80 million net benefit from IEEPA tariff recoveries.
The company raised its full-year expectations for the CommScope acquisition to $4.6 billion in sales and $0.30 in EPS accretion, up from prior guidance of $4.1 billion and $0.15, reflecting better-than-expected integration performance. For Q3 2026, management guided sales to $9.3-9.4 billion and Adjusted Diluted EPS to $1.40-1.42, both up approximately 50% year-over-year, though this guidance excludes any additional tariff recoveries. Amphenol also completed two bolt-on acquisitions (El.Com and Wilder Technologies) and returned $515 million to shareholders through buybacks and dividends, demonstrating balanced capital allocation alongside growth investments.
Section-by-Section Diff
Event · Item 2.02 — Results of Operations and Financial Condition
Amphenol disclosed Q2 2026 financial results via press release; specific figures not detailed in the 8-K body.
Added in current filing · verify on EDGAR →
On July 29, 2026, Amphenol Corporation (the “Company”) issued a press release setting forth the Company’s financial results for the quarter and six months ended June 30, 2026.
Amphenol announced its financial results for the second quarter and first half of 2026. The 8-K body does not provide specific revenue, earnings, or other quantitative metrics; those details are contained in the attached press release (Exhibit 99.1), which is not included in the provided text.
Event · Exhibit 99.1
Added in current filing · view on EDGAR →
Sales of $8.8 billion, up 55% in U.S. dollars and 30% organically compared to the second quarter of 2025
● Orders of $10.7 billion, resulting in a book-to-bill of 1.23:1
● GAAP Diluted EPS of $1.37, up 59% compared to prior year
● Adjusted Diluted EPS of $1.35, up 67% compared to prior year
● GAAP and Adjusted Operating Margin of 29.5% and 29.8%, respectively
Amphenol reported record second quarter 2026 results with sales of $8.8 billion, up 55% year-over-year (30% organic growth). The company achieved Adjusted Diluted EPS of $1.35, up 67% from prior year, and booked record orders of $10.7 billion, resulting in a strong book-to-bill ratio of 1.23:1. Adjusted Operating Margin reached 29.8%, which includes an $80 million net benefit from IEEPA tariff recoveries.
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Figures/quotes linked to EDGAR · Narrative written by AI · Jul 30, 2026 · How we verify