Amphenol (APH) Q3 2026 Earnings
How Did APH Stock React to Q3 2026 Earnings?
Did APH Beat Earnings? Q3 2026 Results
Yes. Amphenol reported Q3 2026 earnings of $0.80 a share on Oct 28, 2026, beating the $0.73 consensus estimate by 9.5%. Revenue was $10.2B against a $9.5B estimate.
Amphenol delivered a blowout third quarter for fiscal 2026, posting adjusted EPS of $0.80 against a consensus estimate of $0.73, a beat of 9.45% that extended the connector giant's streak of exceeding Wall Street expectations to five consecutive quarters. Revenue surged 65.1% year-over-year to $10.23 billion, topping the $9.49 billion consensus by 7.75%, as an explosive boom in IT datacom infrastructure drove the Communications Solutions segment to $6.58 billion in quarterly sales, nearly double the prior-year figure. The CommScope acquisition, now expected to contribute $5.10 billion in full-year 2026 revenue and $0.18 in EPS accretion above prior forecasts, amplified organic strength that ran at 37% for the quarter. Adjusted operating margin expanded to 29.7% from 27.5% a year ago, while record orders of $12.20 billion produced a book-to-bill ratio of 1.19:1, underscoring durable demand. Looking ahead, Amphenol guided Q4 2026 revenue to $10.30 billion to $10.50 billion and adjusted EPS to $0.81 to $0.83, implying continued momentum into year-end.
- Exceptional organic growth in the IT datacom market
- Strong organic growth across most end markets
- Contributions from the CommScope acquisition program
- Record orders of $12.2 billion with book-to-bill of 1.19:1
- Adjusted Operating Margin expansion to 29.7%
- CommScope business performing better than expected with full-year sales now expected at $5.1 billion
- Net benefit of approximately $15.0 million from recovery of IEEPA tariffs in Q3
“We are pleased to have closed the third quarter of 2026 with record sales and Adjusted Diluted EPS, both exceeding the high end of our guidance. Sales increased from prior year by 65%, driven by strong organic growth in most of our end markets, including continued exceptional organic growth in the IT datacom market, as well as contributions from the Company's acquisition program. We also booked record orders in the quarter, resulting in a book-to-bill of 1.19:1. The Company realized strong profitability during the quarter with Adjusted Operating Margin reaching 29.7%. We are extremely proud of the Company's outstanding performance.”
Amphenol CEO, on the earnings call
What Is Amphenol's Outlook?
For Q4 2026, Amphenol expects sales of $10.3 billion to $10.5 billion, representing approximately 60% growth over Q4 2025, and Adjusted Diluted EPS of $0.81 to $0.83, representing 65% to 69% growth year-over-year. For full year 2026, the company expects sales of $36.9 billion to $37.1 billion (approximately 60% increase over prior year) and Adjusted Diluted EPS of $2.82 to $2.84 (approximately 70% increase). This guidance excludes acquisitions not yet closed (AdvancedPCB, Dexgreen, Humanetics Sensors). The CommScope business is now expected to generate full-year sales of $5.1 billion and be $0.18 accretive to Adjusted Diluted EPS in 2026, above prior expectations of $4.6 billion in sales and $0.15 accretion.
APH YoY Financials
| Metric | Q3 2026 | Q3 2025 | Year over year |
|---|---|---|---|
| Revenue | $10.2B | $6.2B | +65.1% |
| Gross Profit | $4.0B | $2.4B | +70.2% |
| Operating Income | $3.0B | $1.7B | +77.5% |
| Net Income | $2.0B | $1.2B | +63.3% |
APH Revenue by Segment
When Does Amphenol Report Next?
Figures from SEC filings and company reports. Not investment advice.