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Amphenol Earnings Calls
| Release date | Jul 29, 2026 |
| EPS estimate | $1.18 |
| EPS actual | $1.35 |
| EPS Surprise | 14.41% |
| Revenue estimate | 8.258B |
| Revenue actual | 8.758B |
| Revenue Surprise | 6.05% |
| Release date | Apr 29, 2026 |
| EPS estimate | $0.94 |
| EPS actual | $1.06 |
| EPS Surprise | 12.65% |
| Revenue estimate | 7.08B |
| Revenue actual | 7.62B |
| Revenue Surprise | 7.63% |
| Release date | Jan 28, 2026 |
| EPS estimate | $0.93 |
| EPS actual | $0.97 |
| EPS Surprise | 3.97% |
| Revenue estimate | 6.194B |
| Revenue actual | 6.439B |
| Revenue Surprise | 3.96% |
| Release date | Oct 22, 2025 |
| EPS estimate | $0.793 |
| EPS actual | $0.93 |
| EPS Surprise | 17.28% |
| Revenue estimate | 5.532B |
| Revenue actual | 6.194B |
| Revenue Surprise | 11.97% |
Last 4 Quarters for Amphenol
Below you can see how APH performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Oct 22, 2025 |
| Price on release | $128.93 |
| EPS estimate | $0.793 |
| EPS actual | $0.93 |
| EPS surprise | 17.28% |
| Date | Price |
|---|---|
| Oct 16, 2025 | $127.36 |
| Oct 17, 2025 | $125.65 |
| Oct 20, 2025 | $127.67 |
| Oct 21, 2025 | $124.44 |
| Oct 22, 2025 | $128.93 |
| Oct 23, 2025 | $135.31 |
| Oct 24, 2025 | $133.82 |
| Oct 27, 2025 | $135.91 |
| Oct 28, 2025 | $137.29 |
| 4 days before | 1.23% |
| 4 days after | 6.48% |
| On release day | 4.95% |
| Change in period | 7.80% |
| Release date | Jan 28, 2026 |
| Price on release | $145.96 |
| EPS estimate | $0.93 |
| EPS actual | $0.97 |
| EPS surprise | 3.97% |
| Date | Price |
|---|---|
| Jan 22, 2026 | $152.50 |
| Jan 23, 2026 | $150.99 |
| Jan 26, 2026 | $155.56 |
| Jan 27, 2026 | $166.25 |
| Jan 28, 2026 | $145.96 |
| Jan 29, 2026 | $149.58 |
| Jan 30, 2026 | $144.08 |
| Feb 02, 2026 | $144.93 |
| Feb 03, 2026 | $147.06 |
| 4 days before | -4.29% |
| 4 days after | 0.754% |
| On release day | 2.48% |
| Change in period | -3.57% |
| Release date | Apr 29, 2026 |
| Price on release | $148.38 |
| EPS estimate | $0.94 |
| EPS actual | $1.06 |
| EPS surprise | 12.65% |
| Date | Price |
|---|---|
| Apr 23, 2026 | $150.18 |
| Apr 24, 2026 | $149.75 |
| Apr 27, 2026 | $148.64 |
| Apr 28, 2026 | $143.72 |
| Apr 29, 2026 | $148.38 |
| Apr 30, 2026 | $147.27 |
| May 01, 2026 | $142.30 |
| May 04, 2026 | $141.03 |
| May 05, 2026 | $136.69 |
| 4 days before | -1.20% |
| 4 days after | -7.88% |
| On release day | -0.748% |
| Change in period | -8.98% |
| Release date | Jul 29, 2026 |
| Price on release | $150.31 |
| EPS estimate | $1.18 |
| EPS actual | $1.35 |
| EPS surprise | 14.41% |
| Date | Price |
|---|---|
| Jul 23, 2026 | $157.43 |
| Jul 24, 2026 | $152.67 |
| Jul 27, 2026 | $149.28 |
| Jul 28, 2026 | $143.85 |
| Jul 29, 2026 | $150.31 |
| Jul 30, 2026 | $159.82 |
| Jul 31, 2026 | $160.70 |
| Aug 03, 2026 | $163.34 |
| Aug 04, 2026 | $171.33 |
| 4 days before | -4.52% |
| 4 days after | 13.98% |
| On release day | 6.33% |
| Change in period | 8.83% |
Amphenol Earnings Call Transcript Summary of Q2 2026
Amphenol reported a very strong Q2 2026: record sales of $8.8B (up 55% YoY, 30% organic) and record adjusted diluted EPS of $1.35 (up 67% YoY). Orders were a record $10.7B (book-to-bill 1.23), driven by broad strength across end markets with IT/datacom (AI-related products) as the primary growth engine. Adjusted operating margin hit 29.8% (up 24 bps YoY and 250 bps sequentially) reflecting strong operating leverage and integration progress at recent acquisitions, notably CommScope. CommScope expectations were raised to $4.6B of sales and $0.30 of EPS accretion for 2026. Cash generation remained robust (operating cash flow $1.6B; free cash flow $1.2B); net leverage was modest at 1.3x and liquidity totaled $8.4B. Management reiterated diversified end-market exposure, continued M&A activity (Elcom, Wilder Technologies closed in Q2), and a confident near-term outlook: Q3 guidance of $9.3–$9.4B sales and $1.40–$1.42 adjusted EPS (approx. +50% YoY). Key investor considerations: (1) AI-driven IT/datacom demand is central to near-term growth and margin expansion, (2) CommScope integration is already contributing materially to sales and margin improvement, (3) balance sheet and cash flow are strong supporting buybacks/dividends and continued M&A, and (4) management sees no material supply bottlenecks today and expects CapEx to remain around the high end of the company’s historical ~3–4% of sales range (modestly higher given growth).
