8-KCurrent report
Results of operations
✓ VerifiedAmphenol reported record Q3 2026 sales of $10.2 billion, up 65%, raised its quarterly dividend 20% to $0.15, and authorized a new three-year $4.0 billion stock repurchase program effective January 1, 2027.
8.01 Other events
Filed Oct 28, 2026 · 09:42 ET
Summary
- Third quarter 2026 sales were $10.2 billion, up 65% in U.S. dollars and 37% organically compared to the third quarter of 2025, with orders of $12.2 billion and a book-to-bill of 1.19:1.
- GAAP Diluted EPS was $0.79, up 61%, and Adjusted Diluted EPS was $0.80, up 74%, with GAAP and Adjusted Operating Margin of 29.5% and 29.7% respectively.
- The Board approved a 20% increase in the quarterly dividend to $0.15 per share from $0.125, payable January 13, 2027 to shareholders of record as of December 22, 2026.
- The Board authorized a new three-year $4.0 billion stock repurchase program effective January 1, 2027, with remaining repurchases under the existing $2.0 billion plan to be completed by December 31, 2026.
- Amphenol acquired Empire Electronics and signed definitive agreements to acquire AdvancedPCB, Dexgreen Limited and Humanetics Sensors, with a combined purchase price of approximately $1.6 billion.
- For full year 2026, Amphenol expects sales of $36.9 billion to $37.1 billion and Adjusted Diluted EPS of $2.82 to $2.84, both representing approximately 60% and 70% increases over the prior year.
Key facts
- Q3 2026 sales
- $10.2 billion, up 65%
From the filing for Q3 2026 sales
“Sales of $10.2 billion, up 65% in U.S. dollars and 37% organically compared to the third quarter of 2025”
- Orders / book-to-bill
- $12.2 billion, 1.19:1
From the filing for Orders / book-to-bill
“Orders of $12.2 billion, resulting in a book-to-bill of 1.19:1”
- Adjusted Diluted EPS
- $0.80, up 74%
From the filing for Adjusted Diluted EPS
“Adjusted Diluted EPS of $0.80, up 74% compared to prior year”
- Dividend increase
- $0.15 per share from $0.125
From the filing for Dividend increase
“approved a 20% increase in the Company's quarterly dividend, to $0.15 per share from $0.125 per share”
- New repurchase program
- $4.0 billion three-year
From the filing for New repurchase program
“a new three-year open market stock repurchase plan (the "2027 Stock Repurchase Program") for the purchase, beginning on January 1, 2027, of up to $4.0 billion of the Company's common stock”
- Acquisition purchase price
- approximately $1.6 billion
From the filing for Acquisition purchase price
“The combined purchase price for AdvancedPCB, Dexgreen, Empire Electronics and Humanetics Sensors is approximately $1.6 billion”
- Full year 2026 sales outlook
- $36.9 billion to $37.1 billion
From the filing for Full year 2026 sales outlook
“Amphenol expects sales to be in the range of $36.9 billion to $37.1 billion, representing an approximately 60% increase over prior year”
- Capital returned to shareholders
- $553 million
From the filing for Capital returned to shareholders
“the Company purchased 3.0 million shares of its common stock for $245 million and paid dividends of $308 million, resulting in total capital returned to shareholders of $553 million”
Why it mattersAmphenol disclosed record quarterly results, a larger dividend, a new $4.0 billion buyback, and four pending acquisitions spanning defense, aerospace and sensor markets relevant to the space supply chain.
- Filed
- Oct 28, 2026
- Accepted
- 2026-10-28 13:42Z
- Period
- Oct 28, 2026
- Accession no.
- 0001104659-26-119421
- Size
- 1.2 MB
- Index
- Filing index