Amphenol (APH)
NYSE:APH
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Earnings Data
Report Date
Jul 29, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.15Last Year’s EPS
0.81Same Quarter Last Year
Strong Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a strongly positive operational and financial performance: record sales, record orders, record adjusted EPS, substantial organic growth (notably in IT datacom/AI-related products) and robust cash generation. Key strategic acquisitions (CommScope, ANDREW) contributed to scale and expanded product breadth. Material negatives were highlighted by a significant tax matter in China and notable acquisition-related charges that increased GAAP tax and reduced GAAP margins; some end-market sequential moderations and higher gross debt were also noted. On balance, the upside from broad-based demand, record results and confident near-term guidance outweigh the lowlights, though the China tax issue and integration/dilution risks are substantive near-term items to monitor.Company Guidance
Record Quarterly Sales
Q1 2026 record sales of $7.6B, up 58% in U.S. dollars, 57% in local currencies and 33% organically year-over-year; sequential sales +18% in USD/local and +4% organically.
Record Orders and Strong Book-to-Bill
Record orders of $9.435B, up 78% year-over-year and up 12% sequentially, producing a book-to-bill of 1.24:1 with every end market positive.
Record Adjusted EPS and GAAP EPS Growth
GAAP diluted EPS $0.72, +24% year-over-year; adjusted diluted EPS a record $1.06, +68% year-over-year.
Robust Adjusted Operating Margin Expansion
Adjusted operating income $2.1B and adjusted operating margin 27.3%, up 380 basis points versus prior year (down 20 bps sequentially); GAAP operating margin 24% (incl. acquisition-related costs).
Segment Performance — Communications & IT Datacom Leadership
Communications Solutions sales $4.5B (+88% USD, +47% organic) with segment margin 30.6%. IT datacom represented ~41% of sales and grew 99% in USD and 81% organically, sequential +27% (16% organic), driven by AI demand.
Broad-Based End Market Growth
Industrial sales $1.52B (~20% of sales) +52% USD / +16% organic (seq +29%); Defense +44% USD / +25% organic; Commercial air +22% USD / +20% organic; Automotive +7% USD / +2% organic (all showing broad participation across categories).
Strong Cash Generation and Capital Returns
Operating cash flow $1.1B (120% of net income) and free cash flow $831M (89% of net income) in Q1; returned ~$485M to shareholders in Q1 (including dividend) and repurchased 1.3M shares at an average ~$140.
Healthy Leverage and Liquidity
Q1 EBITDA $2.3B; net leverage 1.6x; total debt $18.7B, net debt $14.2B; total liquidity $7.6B including $4.6B cash/short-term investments.
Confident Near-Term Outlook
Q2 2026 guidance: sales $8.1B–$8.2B (+43%–45% YoY) and adjusted diluted EPS $1.14–$1.16 (+41%–43% YoY); interest expense net of income expected ~ $200M/quarter for remainder of 2026.
APH Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
APH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 29, 2026 | $143.72 | $148.38 | +3.24% |
Jan 28, 2026 | $165.92 | $145.67 | -12.20% |
Oct 22, 2025 | $123.95 | $128.43 | +3.61% |
Jul 23, 2025 | $101.24 | $100.18 | -1.05% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Amphenol (APH) report earnings?
Amphenol (APH) is schdueled to report earning on Jul 29, 2026, Before Open (Confirmed).
What is Amphenol (APH) earnings time?
Amphenol (APH) earnings time is at Jul 29, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is APH EPS forecast?
APH EPS forecast for the fiscal quarter 2026 (Q2) is 1.15.