10-Q

Quarterly report

✓ VerifiedAmphenol Q2 2026 net sales rose 55% to $8,758.1 million with diluted EPS of $1.37, driven by AI-related IT datacom demand and the $10,684.0 million CommScope acquisition closed January 9, 2026.

Summary

  • Net sales were $8,758.1 million in the second quarter of 2026 compared to $5,650.3 million in the second quarter of 2025, an increase of 55% in U.S. dollars, 54% in constant currencies and 30% organically.
  • Net income attributable to Amphenol Corporation was $1,769.2 million and diluted EPS was $1.37 for the second quarter of 2026, compared to $1,091.3 million and $0.86 in the prior year period.
  • The Company completed three acquisitions during the first six months of 2026, including CommScope's Connectivity and Cable Solutions Business for approximately $10,684.0 million net of cash acquired, which closed on January 9, 2026.
  • Goodwill increased $6,979.3 million to $17,554.7 million and other intangible assets increased $3,047.5 million to $5,288.9 million, driven primarily by the CommScope acquisition.
  • Second quarter operating income included an $80.0 million net benefit related to the recovery of International Emergency Economic Powers Act tariffs, and interest expense rose to $213.7 million from $80.9 million.
  • In connection with the China tax matter, the Company received tax payment notices totaling $230.0 million, paid the $230.0 million in full during the second quarter, and recorded $160.0 million of additional tax obligations.
Q2 2026 net sales
$8,758.1
From the filing for Q2 2026 net sales
Net sales were $8,758.1 in the second quarter of 2026 compared to $5,650.3 in the second quarter of 2025, representing an increase of 55% in U.S. dollars
Q2 2026 diluted EPS
$1.37
From the filing for Q2 2026 diluted EPS
Diluted EPS") were $1,769.2 and $1.37, respectively, for the second quarter of 2026, compared to $1,091.3 and $0.86
CommScope acquisition price
$10,684.0
From the filing for CommScope acquisition price
including the acquisition of CommScope for approximately $10,684.0, net of cash acquired
Six month net sales
$16,378.2
From the filing for Six month net sales
Net sales were $16,378.2 in the first six months of 2026 compared to $10,461.3 in the first six months of 2025
Q2 operating income
$2,584.6
From the filing for Q2 operating income
Operating income was $2,584.6, or 29.5% of net sales, for the second quarter of 2026
IEEPA tariff recovery
$80.0
From the filing for IEEPA tariff recovery
a net benefit of $80.0 related to the recovery of International Emergency Economic Powers Act ("IEEPA") tariffs
Goodwill
$17,554.7
From the filing for Goodwill
Goodwill increased $6,979.3 to $17,554.7, driven by goodwill recognized from the 2026 Acquisitions, primarily the CommScope acquisition
China tax payment
$230.0
From the filing for China tax payment
the Company received tax payment notices totaling $230.0

The filing records the closing and financing of the $10,684.0 million CommScope acquisition and its effect on Amphenol's balance sheet, debt, and interconnect segment scale. Reported growth is concentrated in AI-related IT datacom demand.

Filed
Jul 31, 2026
Accepted
2026-07-31 20:01Z
Period
Jun 30, 2026
Accession no.
0001104659-26-089194
Size
15.6 MB