At the archive date, AMPHENOL CORP /DE/ was expected to release its Q3 2026 10-Q filing on October 28, 2026. Last quarter: Amphenol Corporation reported strong Q2 FY2026 financial results with revenue increasing 55.0% YoY to $8.76B and net income rising 62.1% to $1.77B, driven by surging artificial intelligence demand in the IT datacom market and strategic acquisitions.
EPS Estimate
$0.72
Revenue Estimate
$9.39B
Analyst consensus captured from Finnhub and Financial Modeling Prep. This archived preview is no longer updated with later results; see the APH page for retained reports.
Drawn from management commentary in the Q2 2026 10-Q:
Communications Solutions net sales surged 85% YoY (42% organically) to $5,383.6M, representing approximately 62% of total company sales, driven by outsized organic growth in IT datacom with particular strength in AI-related applications.
Consolidated Q2 FY2026 net sales of $8,758.1M increased 55% YoY in U.S. dollars, 54% in constant currencies, and 30% organically, while acquisition programs contributed 24% to top-line growth.
Operating margin expanded to 29.5% from 25.1% in Q2 FY2025, driven by strong operating leverage on higher sales volumes and an $80.0M net benefit from the recovery of IEEPA tariffs, partially offset by lower-margin recent acquisitions.
Revenue
$8.76B
+55.00% YoY
EPS (Diluted)
$1.37
+59.30% YoY
Gross Margin
40.5%
+4.2 pts YoY
Operating Income
$2.58B
+82.17% YoY
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