8-KCurrent report
Results of operations
✓ VerifiedAmphenol reported record Q2 2026 sales of $8.8 billion, up 55%, with GAAP diluted EPS of $1.37 and orders of $10.7 billion for a 1.23:1 book-to-bill.
Filed Jul 29, 2026 · 10:26 ET
Summary
- Second quarter 2026 sales were $8.8 billion, up 55% in U.S. dollars and 30% organically compared to the second quarter of 2025.
- Orders reached $10.7 billion, resulting in a book-to-bill of 1.23:1, with GAAP Diluted EPS of $1.37 and Adjusted Diluted EPS of $1.35.
- GAAP and Adjusted Operating Income included an $80 million ($0.04 per share) net benefit related to the recovery of IEEPA tariffs, with GAAP and Adjusted Operating Margin of 29.5% and 29.8%.
- Amphenol completed two acquisitions during the quarter, El.Com in Leno, Italy with annual sales of approximately $150 million serving industrial, defense and commercial aerospace, and Wilder Technologies in Vancouver, Washington with annual sales of approximately $15 million.
- The Company now expects the CommScope acquisition to generate full-year sales of $4.6 billion and to be $0.30 accretive to Adjusted Diluted EPS in 2026, above prior expectations of $4.1 billion and $0.15.
- For the third quarter of 2026, Amphenol expects sales of $9.3 billion to $9.4 billion and Adjusted Diluted EPS of $1.40 to $1.42.
Key facts
- Q2 2026 sales
- $8.8 billion, up 55%
From the filing for Q2 2026 sales
“Sales of $8.8 billion, up 55% in U.S. dollars and 30% organically compared to the second quarter of 2025”
- Orders / book-to-bill
- $10.7 billion, 1.23:1
From the filing for Orders / book-to-bill
“Orders of $10.7 billion, resulting in a book-to-bill of 1.23:1”
- GAAP Diluted EPS
- $1.37, up 59%
From the filing for GAAP Diluted EPS
“GAAP Diluted EPS of $1.37, up 59% compared to prior year”
- Adjusted Diluted EPS
- $1.35, up 67%
From the filing for Adjusted Diluted EPS
“Adjusted Diluted EPS of $1.35, up 67% compared to prior year”
- IEEPA tariff benefit
- $80 million ($0.04 per share)
From the filing for IEEPA tariff benefit
“GAAP and Adjusted Operating Income include an $80 million ($0.04 per share) net benefit related to the recovery of IEEPA tariffs”
- El.Com acquisition
- ~$150 million annual sales, Leno, Italy
From the filing for El.Com acquisition
“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”
- CommScope outlook
- $4.6 billion sales, $0.30 accretive
From the filing for CommScope outlook
“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”
- Q3 2026 guidance
- $9.3 billion to $9.4 billion sales
From the filing for Q3 2026 guidance
“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”
Why it mattersEl.Com adds high-voltage cable assembly capacity for defense and commercial aerospace, while the enlarged CommScope integration lifts Amphenol's full-year sales and accretion targets. Record orders show sustained interconnect demand across diversified end markets.
- Filed
- Jul 29, 2026
- Accepted
- 2026-07-29 14:26Z
- Period
- Jul 29, 2026
- Accession no.
- 0001104659-26-087904
- Size
- 1.1 MB
- Index
- Filing index