AMPHENOL CORP /DE/ (APH) Form 8-K — Oct 28, 2026
Amphenol reported record Q3 2026 results with sales of $10.2 billion, up 65% year-over-year (37% organic), and adjusted diluted EPS of $0.80, up 74%, both exceeding the high end of guidance. Orders hit $12.2 billion for a 1.19:1 book-to-bill, with adjusted operating margin at 29.7%. The company announced a 20% dividend increase to $0.15 per share and a new three-year $4.0 billion buyback program starting January 1, 2027, alongside ~$1.6 billion in acquisitions (Empire Electronics closed; AdvancedPCB, Dexgreen and Humanetics Sensors pending).
Key figures
- Eps
- 0.79
- Guidance
- Q4 2026 sales $10.3-$10.5B (~60% YoY growth), Adjusted Diluted EPS $0.81-$0.83; FY2026 sales $36.9-$37.1B (~60% growth), Adjusted Diluted EPS $2.82-$2.84 (~70% growth); CommScope business now expected at $5.1B FY sales and $0.18 EPS accretion (up from $4.6B/$0.15)
- Revenue Yoy
- 65%
- Deal Value Usd
- 1600000000
- Shares Offered
- 0
- Orders
- 12200000000
- Commusers
- CommScope FY2026 sales expected $5.1B, $0.18 EPS accretion
- Book to bill
- 1.19:1
- Buyback program
- $4.0 billion three-year program starting January 1, 2027
- Dividend increase
- $0.125 to $0.15 per share (+20%)
- Operating cash flow
- 2100000000
- Q3 capital returned
- 553000000
- Adjusted diluted eps
- 0.8
- Organic sales growth
- 37%
- Gaap operating margin
- 29.5%
- Adjusted diluted eps yoy
- 74%
- Adjusted operating margin
- 29.7%
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