Amphenol Reports Record Second Quarter 2026 Results
Amphenol reported record Q2 results with sales of $8.8 billion, up 55% year-over-year and 30% organically, while Adjusted Diluted EPS of $1.35 exceeded the high end of guidance. The company achieved a book-to-bill ratio of 1.23:1 on record orders of $10.7 billion and generated $1.2 billion in free cash flow. The company returned $515 million to shareholders through buybacks and dividends and completed two small acquisitions, El.Com and Wilder Technologies. Additionally, management raised expectations for the CommScope acquisition, now forecasting it to generate $4.6 billion in sales and be $0.30 accretive to EPS in 2026.
Key figures
- Eps
- 1.35
- Revenue
- $8.8 billion
- Guidance
- Q3 sales $9.3B-$9.4B; Adj EPS $1.40-$1.42
- Revenue Yoy
- 55%
- Orders
- $10.7 billion
- Book to bill
- 1.23:1
- Free cash flow
- $1.2 billion
- Organic growth
- 30%
- Operating cash flow
- $1.6 billion
- Operating margin adj
- 29.8%
- Comm scope accretion 2026
- $0.30
AI analysis
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