Citable filing context
APH's research view summarizes recent SEC filing context, starting with other from Aug 6, 2026.
| Filed | Item | Context |
|---|---|---|
| Aug 6, 2026 | other | Amphenol Corporation announced a two-for-one stock split of its Class A Common Stock. |
| Jul 29, 2026 | earnings | Amphenol reported record second quarter 2026 sales of $8.8 billion, a 55% increase compared to the prior year. |
| May 22, 2026 | other | Stockholders held their annual meeting, electing directors, ratifying auditors, and approving executive compensation. |
| Aug 6, 2026 | Guidance: adjusted_diluted_eps | 0.70 to 0.71 |
| Jul 29, 2026 | Guidance: adjusted_diluted_eps | 1.40 to 1.42 |
| Jul 29, 2026 | Guidance: revenue | 9300.00 to 9400.00 |
| Jul 31, 2026 | mda_quarterly | Amphenol reported strong financial performance for the second quarter and first six months of 2026, with net sales increasing 55% and 57% year-over-year, respectively. Organic growth was a significant driver, rising 30% for the quarter and 32% for the six-month period, bolstered by outsized demand in the IT datacom market, particularly for AI-related applications. All three segments—Communications Solutions, Harsh Environment Solutions, and Interconnect and Sensor Systems—contributed to this growth. Operating margins expanded due to strong operating leverage and disciplined cost control, alongside an $80 million benefit from the recovery of IEEPA tariffs. These gains were partially offset by acquisition-related expenses, notably from the $10.7 billion acquisition of CommScope. Interest expense rose significantly due to higher debt levels incurred to fund this acquisition. The company’s effective tax rate increased to 32.4% for the first half of 2026, driven by unfavorable tax determinations in China and a shift in income to higher-tax jurisdictions. Despite these pressures, Amphenol maintains a robust liquidity position, supported by strong operating cash flow and access to capital markets. The company continues to execute its capital allocation strategy, including ongoing stock repurchases and dividend payments, while integrating recent acquisitions to drive long-term growth. |
| May 1, 2026 | mda_quarterly | Amphenol reported strong first-quarter 2026 results, with net sales increasing 58% to $7,620.1 million, driven by 33% organic growth and substantial contributions from acquisitions, primarily CommScope. Organic growth was particularly robust in the information technology and data communications (IT datacom) market, especially in AI-related applications, complemented by strong performance in industrial, defense, and commercial aerospace markets. The Communications Solutions segment, comprising 60% of net sales, achieved 47% organic growth, largely from IT datacom and AI. Harsh Environment Solutions saw 23% organic growth across defense, industrial, and automotive, while Interconnect and Sensor Systems grew 17% organically, also benefiting from IT datacom and AI. Operating income rose to $1,831.8 million, or 24.0% of net sales, up from 21.3% in the prior year, reflecting strong operating leverage and disciplined cost control, partially offset by acquisition-related expenses. Interest expense significantly increased to $207.9 million due to higher borrowing levels for acquisitions. The effective tax rate climbed to 42.7% from 22.7%, primarily due to a $290 million impact from unfavorable tax determinations and reassessments in China. Net cash provided by operating activities improved to $1,121.5 million. The $10.6 billion CommScope acquisition was funded through new senior notes, delayed draw term loans, and cash on hand. |
Source: SEC EDGAR filing text and events; period Aug 6, 2026; filed Aug 6, 2026.
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