Amphenol Reports Record Q2 2026 Results, Sales Reach $8.8B

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Amphenol Corporation reported record second quarter 2026 results.

“We are pleased to have closed the second quarter of 2026 with record sales and Adjusted Diluted EPS, both exceeding the high end of our guidance,” said Amphenol Chairman and Chief Executive Officer, R. Adam Norwitt. “Sales increased from prior year by 55%, driven by strong organic growth in most of our end markets, including exceptional organic growth in the IT datacom market, as well as contributions from the Company’s acquisition program. We also booked record orders in the quarter, resulting in a book-to-bill of 1.23:1. The Company realized strong profitability during the quarter with Adjusted Operating Margin reaching 29.8%, inclusive of $80 million in net tariff recoveries. We are extremely proud of the Company’s outstanding performance.”

The Company continues to deploy its financial strength in a variety of ways to increase shareholder value. During the second quarter, the Company purchased 1.5 million shares of its common stock for $208 million and paid dividends of $307 million, resulting in total capital returned to shareholders of $515 million.

Amphenol remains focused on expanding its growth opportunities through a deep commitment to developing enabling technologies for customers across our served end markets, an ongoing strategy of market and geographic diversification as well as an active and successful acquisition program. To that end, Amphenol acquired two companies during the second quarter, El.Com and Wilder Technologies. Based in Leno, Italy and with annual sales of approximately $150 million, El.Com is a leading manufacturer of complex interconnect solutions and high-voltage cable assemblies serving the industrial, defense and commercial aerospace markets. Based in Vancouver, Washington and with annual sales of approximately $15 million, Wilder Technologies is a key supplier to the Company of high-performance test and measurement solutions for high-speed digital, RF and signal integrity applications to the IT datacom market. El.Com is included in the Interconnect and Sensor Systems segment and Wilder Technologies is included in the Communications Solutions segment. In addition, given the better than expected performance of CommScope, Amphenol now expects this acquisition to generate full-year sales of $4.6 billion and to be $0.30 accretive to the Company’s Adjusted Diluted EPS in 2026. This is above our prior expectations for sales and accretion of $4.1 billion and $0.15, respectively.

Third Quarter 2026 Outlook

Assuming the continuation of current market conditions as well as constant exchange rates, for the third quarter of 2026, Amphenol expects sales to be in the range of $9.3 billion to $9.4 billion, representing a 50% to 52% increase over the prior year quarter. Adjusted Diluted EPS is expected to be in the range of $1.40 to $1.42, representing a 51% to 53% increase from the third quarter of 2025. This guidance does not include any additional tariff recoveries.

Mr. Norwitt continued, “I am very pleased with the Company’s outstanding second quarter 2026 results. The revolution in electronics continues to accelerate, with new innovations creating exciting growth opportunities for Amphenol across each of our diversified end markets. In turn, we have expanded our range of high-technology interconnect products, both through our organic innovation efforts as well as through our successful acquisition program. This expanded technology position coupled with our unique entrepreneurial culture has strengthened our competitive advantage. Our ongoing drive to leverage that competitive advantage and thereby create sustained financial strength has established an excellent base for the Company’s future performance. I am confident in the ability of our outstanding entrepreneurial management team to continue to dynamically adjust to changing market conditions, to capitalize on the wide array of growth opportunities that arise in all market cycles and to continue to generate sustainable long-term value.”