Amphenol posts record Q2 2026 sales of $8.8 billion, up 55%, and raises CommScope outlook
Amphenol reported record second-quarter 2026 sales of $8.8 billion, up 55% from a year earlier, and GAAP diluted EPS of $1.37, up 59%. The company expects third-quarter sales of $9.3 billion to $9.4 billion and adjusted diluted EPS of $1.40 to $1.42, and now expects CommScope to produce $4.6 billion in full-year 2026 sales, up from a prior $4.1 billion estimate. Results include an $80 million net tariff recovery benefit, and the company returned $515 million to shareholders in the quarter.
Key points
- Q2 2026 sales of $8.8 billion, up 55% in U.S. dollars and 30% organically; orders of $10.7 billion
- GAAP diluted EPS of $1.37 versus $0.86 a year earlier; adjusted diluted EPS of $1.35 versus $0.81
- Q3 2026 guidance: sales of $9.3 billion to $9.4 billion and adjusted diluted EPS of $1.40 to $1.42, excluding additional tariff recoveries
- Q2 capital returned: 1.5 million shares repurchased for $208 million and $307 million in dividends
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 2:16 AM ET, from the text of the filing and its press-release exhibits 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 July 29, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.