Amphenol Corporation, alongside its numerous subsidiaries, operates globally as a prominent designer, manufacturer, and distributor of electrical, electronic, and fiber optic connectors. ...
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$0.92 per share
Est. EPS $1.42 · Revenue $9.35B · 9 analysts
$0.92 per share
Est. EPS $1.46 · Revenue $9.59B · 8 analysts
EPS $0.58 · Revenue $4.81B
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $23.1B | +51.7% | +14.9% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $4.3B | +76.2% | +87.6% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +36.9% | +9.2% | +10.2% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +25.9% | +19.9% | +22.8% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +18.5% | +16.1% | +63.2% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $4.4B | +103.7% | +44.8% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +19.0% | +34.3% | +26.0% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 115.6% | +55.4% | -9.5% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.98x | +25.6% | +10.1% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $36.2B | +69.0% | +6.3% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 1.67 vs 3.31 | -49.5% | 1.38 vs 1.42 | -2.9% |
| Revenue Surprise | $23.1B vs $22.9B | +1.0% | $8.8B vs $9.4B | -6.3% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 6, 2026 | Lampo Craig A | officer: EVP& CFO | Class A Common Stock | D | 54,547 | — |
| Aug 5, 2026 | Silverman David M | officer: EVP, Human Resources | Class A Common Stock | A | 120,000 | $22.00 |
| Aug 5, 2026 | Silverman David M | officer: EVP, Human Resources | Stock Option | D | 120,000 | $22.00 |
| Aug 5, 2026 | Silverman David M | officer: EVP, Human Resources | Class A Common Stock | D | 120,000 | $174.24 |
| Aug 4, 2026 | Lampo Craig A | officer: EVP& CFO | Class A Common Stock | A | 193,200 | $22.37 |
Operator: Hello and welcome to the Second Quarter 2026 Earnings Conference Call for Amphenol Corporation. Until then, all lines will remain in a listen-only mode. At the request of the company, today's conference is being recorded. If anyone has any objections, you may disconnect at this time. I would now like to introduce today's conference host, Mr. Craig A. Lampo. Sir, you may begin. Craig A. Lampo: Great. Thank you so much. Good afternoon, everyone. This is Craig A. Lampo, Amphenol's CFO, and I am here together with Adam Norwitt, our CEO. We would like to welcome you to our second quarter 2026 conference call. Our second quarter 2026 results were released this morning I will provide some financial commentary, and then Adam will give an overview of the business and current market trends, and then we will take your questions. As a reminder, during the call, we may refer to certain non-GAAP financial measures and make certain forward-looking statements. So please refer to the relevant disclosures in our press release for further information. The company closed the second quarter of 2026 with record sales of $8.8 billion and GAAP and adjusted diluted EPS of $1.37 and $1.35, respectively. Second quarter sales were up 55% in U.S. dollars, 54% in local currencies, and 30% organically compared to the second quarter of 2025. Sequentially, sales were up 15% in U.S. dollars and in local currencies, and up 13% organically. Adam will comment further on trends by market in a few minutes. Orders in the quarter were a record $10.7 billion up a strong 94% compared to the second quarter of 2025 and up 14% sequentially. Resulting in another very strong book-to-bill ratio of 1.23 to 1. This impressive book-to-bill was driven by robust bookings in all of our end markets, with every end market having a positive book-to-bill this quarter. GAAP operating income was $2.6 billion in the quarter, and GAAP operating margin was 29.5%. GAAP operating income included $24 million of non-cash of acquired backlog, related to the CommScope acquisition. Operating income also included an $80 million or $0.04 per share net benefit related to the recovery of AIPA tariffs. Excluding the acquisition-related costs, but including the tariff recovery benefit, adjusted operating income and adjusted operating margin, were $2.6 billion and 29.8%, respectively. On an adjusted basis, operating margin increased a strong 24 basis points from the prior year quarter and 250 basis points sequentially. The year-over-year increase in adjusted operating margin was primarily driven by robust operating leverage on significantly higher sales volumes and, to a lesser extent, the tariff recovery benefit. Which more than offset the margin dilutive impact of recent acquisitions. On a sequential basis, the increase in adjusted operating margin reflected the strong conversion on the higher sales levels as well as profit progress on profitability improvement actions at recent acquisitions, including, in …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Richard Adam Norwitt | President, CEO & Chairman | USD 7,692,082 | Male | 1970 | Active |
Craig A. Lampo | Executive VP & CFO | USD 2,327,924 | Male | 1970 | Active |
Luc Walter | President of Harsh Environment Solutions Division | USD 2,258,680 | Male | 1959 | Active |
William J. Doherty | President of Communications Solutions Division | USD 2,086,809 | Male | 1959 | Active |
Peter J. Straub | President of the Interconnect & Sensor Systems Division | USD 1,599,986 | Male | 1968 | Active |
Lance E. D'Amico | Executive VP, General Counsel & Secretary | USD 670,665 | Male | 1969 | Active |
Michael R. Ivas | SVP, Corporate Controller & Principal Accounting Officer | — | Male | 1971 | Active |
Ben J. Reed | Vice President of Corporate Development | — | Male | — | Active |
David Silverman | Executive Vice President of Human Resources | — | Male | 1978 | Active |
Sherri Ann Scribner | Vice President of Strategy & Investor Relations | — | Female | — | Active |
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WALLINGFORD, Conn.--(BUSINESS WIRE)--Amphenol Corporation (NYSE: APH) today announced that at its meeting held on August 5, 2026, the Company's Board of Directors approved a two-for-one stock split to be paid in the form of a stock dividend. Each Amphenol shareholder of record at the close of business on August 17, 2026 will receive one additional share for every share held on the record date. Amphenol expects the additional shares will be distributed on September 2, 2026. Following the two-for.
Astera Labs (NASDAQ: ALAB | ALAB Price Prediction) and Amphenol (NYSE: APH) delivered earnings reflecting the same thesis: sell the picks and shovels of AI rack-scale density.
Amphenol (APH) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Does Amphenol (APH) have what it takes to be a top stock pick for momentum investors? Let's find out.
