Amphenol Corporation (APH) Earnings Call Transcripts
Amphenol Corporation's Latest Earnings Call - Q2 FY2026
In the second quarter of fiscal year 2026, Amphenol Corporation reported record sales of $8.8 billion, up 55% year-over-year, and adjusted diluted EPS of $1.35, reflecting a 67% increase. The strong performance was driven by robust demand across all end markets, particularly in IT datacom and communications solutions. Management raised guidance for the third quarter, expecting sales between $9.3 billion and $9.4 billion, indicating continued growth momentum.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $8.8B (beat) |
| Adjusted EPS | $1.35 (beat) |
| Operating Margin | 29.8% (positive) |
| Orders | $10.732B (positive) |
| Free Cash Flow | $1.2B (positive) |
| Debt | $18.8B (neutral) |
Guidance from management
Management raised the full-year sales guidance for CommScope to $4.6 billion and expects Q3 sales between $9.3 billion and $9.4 billion, with adjusted EPS in the range of $1.40 to $1.42.
What management said
Well, thank you very much, everybody, for taking your time here on what's the sort of stormy summer day here in Connecticut, but I hope all of you have a great summer. I hope you get a chance to take a little bit of time away. And we look forward to seeing you all back here in 90 days in the fall. Thanks so much, and have a great rest of your summer.
What analysts pressed on
Analysts expressed concerns about the potential decline in the communications networks market, with expectations of a mid-teen decrease in sales for Q3. Additionally, there were questions regarding supply chain bottlenecks, particularly related to fiber optics.
Main topics on the call
- Record Sales and EPS — Amphenol achieved record sales of $8.8 billion, a 55% increase year-over-year, and adjusted diluted EPS of $1.35, up 67%. Management noted, "Our results were stronger than expected, exceeding the high end of guidance in ...
- Strong Order Growth — The company reported record orders of $10.732 billion, up 94% year-over-year and 14% sequentially, leading to a book-to-bill ratio of 1.23:1. This was attributed to robust bookings across all end markets, indicating stro...
- Improved Operating Margins — Amphenol's adjusted operating margin reached 29.8%, a 420 basis point increase from the prior year. Management highlighted that this was driven by "robust operating leverage on significantly higher sales volumes" and eff...
- CommScope Acquisition Performance — Management raised the full-year sales guidance for CommScope from $4.1 billion to $4.6 billion, citing strong operational performance and integration. The adjusted EPS contribution from CommScope is now expected to be $0...
Read the full Amphenol Corporation transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Amphenol Corporation
Amphenol Corporation (APH) is a publicly listed company in the Electronic Equipment, Instruments and Components industry, within the Information Technology sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 29 calls on record spanning January 22, 2020 to July 29, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 29 Amphenol Corporation earnings call transcripts on record, spanning January 22, 2020 to July 29, 2026. Based on this history, Amphenol Corporation reports quarterly. The most recent call on file is dated July 29, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- APH
- Exchange
- NYSE
- Country
- US
- Sector
- Information Technology
- Calls on record
- 29
- First call
- January 22, 2020
- Most recent
- July 29, 2026
- Reporting cadence
- quarterly