Earnings Releases·Oct 28, 2026, 9:42 AM ET

Amphenol — Third Quarter 2026 Earnings Summary

Reported Q3 2026 net sales of $10.23 billion (65% YoY, 37% organic) and Adjusted diluted EPS of $0.80 (74% YoY), with full-year 2026 sales guidance raised to $36.9–$37.1 billion and Adjusted EPS guidance raised to $2.82–$2.84.
CommScope business now projected to generate $5.1 billion in full-year 2026 sales and contribute $0.18 to Adjusted diluted EPS, exceeding prior expectations of $4.6 billion and $0.15 accretion.
Capital allocation included $553 million returned to shareholders in Q3 ($245 million repurchases, $308 million dividends), a 20% dividend increase to $0.15 per share, and approval of a new $4 billion three-year repurchase program starting January 2027.
Acquisitions of AdvancedPCB, Dexgreen, and Humanetics Sensors are pending (closing Q4 2026/Q1 2027) with combined purchase price of ~$1.6 billion to be financed via cash and debt, while Empire Electronics was closed to generate $320 million in 2026 sales.
Cash and cash equivalents declined to $4.17 billion from $11.13 billion at year-end 2025, while long-term debt increased to $17.17 billion, reflecting funding for the CommScope acquisition and active M&A strategy.