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APH

Amphenol Reports Record Sales and Growth

Amphenol reported record first-quarter 2026 sales of $7.6 billion, up 58% from a year earlier, with organic growth of 33%. Orders reached a record $9.4 billion, producing a book-to-bill ratio of 1.24 to 1.

Diluted earnings per share rose to $0.72 on a GAAP basis, up 24% from the prior-year quarter. Adjusted diluted EPS climbed to $1.06, a 68% increase.

Operating performance strengthened as well. GAAP operating margin was 24.0%, while adjusted operating margin came in at 27.3%. Operating cash flow totaled $1.1 billion, and free cash flow was $831 million.

The company said it completed the acquisition of CommScope’s CCS business during the quarter.

Amphenol returned nearly $485 million to shareholders in the period, including $178 million used to repurchase 1.3 million shares and $307 million paid in dividends.

For the second quarter, Amphenol projected sales of $8.1 billion to $8.2 billion, implying growth of 43% to 45% from the same quarter a year earlier. It forecast adjusted diluted EPS of $1.14 to $1.16, up 41% to 43% year over year. The market has reacted to these announcements by moving the company's shares -0.31% to a price of $149.71. For more information, read the company's full 8-K submission here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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