AI brief of an SEC Form 8-K · Amphenol (APH)

Amphenol Q1 2026 sales rise 58% to $7.6 billion; adjusted EPS $1.06 vs. $0.63

Positive Impact 3 of 5 earnings Written later

Amphenol reported record first-quarter 2026 sales of $7.6 billion, up 58% in U.S. dollars and 33% organically, with GAAP diluted EPS of $0.72 (up from $0.58) and adjusted diluted EPS of $1.06 (up from $0.63). The company also guided second-quarter 2026 sales to $8.1 billion to $8.2 billion and adjusted diluted EPS to $1.14 to $1.16, both above the first-quarter levels, which points to continued growth for shareholders if those expectations hold.

Key points

  • Q1 2026 net sales were $7,620.1 million, up from $4,811.0 million; net income attributable to Amphenol was $933.0 million vs. $737.8 million.
  • Q2 2026 outlook: sales of $8.1 billion to $8.2 billion (43% to 45% increase) and adjusted diluted EPS of $1.14 to $1.16 (41% to 43% increase), assuming current market conditions and constant exchange rates.
  • GAAP results included discrete China tax items of $290.0 million ($0.22 per share) and acquisition-related expenses of $248.9 million ($0.16 per share).
  • In Q1 the company repurchased 1.3 million shares for $178 million and paid $307 million in dividends, for total capital returned of nearly $485 million.

The filing

CompanyAmphenol (APH)
Form8-K, current report
Filed with the SECApr 29, 2026, 9:05 AM ET
Accession number0001104659-26-050984

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 2:16 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on April 29, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.