AMPHENOL CORP /DE/ is expected to release its Q2 2026 10-Q filing in the upcoming earnings season. Last quarter: APH delivered exceptional Q1 FY2026 results with revenue surging 58.4% YoY to $7.62B and operating income jumping 78.7% to $1.83B, driven largely by significant acquisition activity that nearly doubled total assets to $42.1B.
Drawn from management commentary in the Q1 2026 10-Q:
Revenue grew 58.4% YoY from $4.81B to $7.62B in Q1 FY2026, a substantial acceleration that reflects both organic demand across APH's diversified connector and interconnect product portfolio and the impact of recent acquisitions, as evidenced by total assets nearly doubling to $42.1B.
Gross margin improved 257 basis points YoY to 36.7%, while operating margin expanded 274 basis points to 24.0%, indicating that revenue growth outpaced cost increases and that acquired businesses are being integrated at accretive margins.
Investing cash outflows surged to -$11.03B from -$2.35B in the prior year period, a 369% increase, signaling a major acquisition was completed during Q1 FY2026 that substantially reshaped the company's asset base and capital structure.
Revenue
$7.62B
++58.39% YoY
EPS (Basic)
$0.76
++24.59% YoY
Gross Margin
36.7%
++2.58% YoY
Operating Income
$1.83B
++78.75% YoY
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