Amphenol Reports Record Third Quarter 2026 Results and Announces Dividend Increase and New Stock Repurchase Program
Amphenol reported record Q3 2026 sales of $10.2 billion, up 65% in U.S. dollars and 37% organically, with adjusted diluted EPS of $0.80, up 74% year-over-year — both above the high end of guidance. Orders hit a record $12.2 billion for a 1.19:1 book-to-bill, and adjusted operating margin reached 29.7%, led by exceptional IT datacom growth and strong segment margins. The board approved a 20% dividend increase to $0.15 per share and a new three-year $4 billion buyback effective January 1, 2027, after $553 million was returned to shareholders in the quarter.
Key figures
- Eps
- 0.79
- Guidance
- Q4 2026 sales $10.3-$10.5B (~60% YoY), Adjusted Diluted EPS $0.81-$0.83 (+65-69%); FY2026 sales $36.9-$37.1B (~+60%), Adjusted Diluted EPS $2.82-$2.84 (~+70%); CommScope FY sales now $5.1B, $0.18 accretive vs prior $4.6B/$0.15
- Revenue Yoy
- 65% in U.S. dollars (37% organic)
- Orders
- 12200000000
- Adjusted eps
- 0.8
- Book to bill
- 1.19:1
- New buyback usd
- 4000000000
- Adjusted eps yoy
- 74%
- Operating cash flow
- 2100000000
- Dividend increase pct
- 20%
- Gaap operating margin
- 29.5%
- New dividend per share
- 0.15
- Q3 capital returned usd
- 553000000
- Adjusted operating margin
- 29.7%
- Acquisitions purchase price usd
- 1600000000
AI analysis
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