From BigGo Finance · BigGo Finance · · 1m 50s
Amphenol Q3 2026 Earnings Call
Amphenol reports $10.2B quarterly sales, 74% EPS jump, and AI datacom surge.
In brief
Amphenol reports $10.2B quarterly sales, 74% EPS jump, and AI datacom surge. Amphenol achieved $10.2 billion quarterly sales for the first time, with AI datacom sales up 117% year-over-year and adjusted EPS rising 74% to $0.80. Originally reported by BigGo Finance.
Amphenol Q3 2026 Results
![[Amphenol Q3 2026 Earnings Call] Amphenol Tops $10 Billion Quarterly Sales for First Time, AI Datacom Surges 117% and EPS Jumps 74% to $0.80](https://img.biggo.com/iQr8bWWIt0cZzpukhSmTaVl6iUtnEU3U16laU6E0Jqs/fit/1720/0/sm/0/aHR0cHM6Ly9pbWcuYmdvLm9uZS9uZXdzLWltYWdlL2Vhcm5pbmdzX2NhcmQvMjAyNi0xMC9VU19BUEhfMjAyNi0xMC0yOF8xNzkzMjE2MzQxLndlYnA.webp)
Amphenol reported record third-quarter 2026 results crossing $10 billion quarterly sales for the first time.
Sales Performance
Sales reached $10.2 billion, up 65% year-over-year and 37% organically, with record adjusted diluted EPS of $0.80.
AI Datacom Surge
IT datacom sales surged 117% year-over-year and 77% organically, now accounting for 48% of total sales.
Orders and Book-to-Bill
Orders hit a record $12.17 billion, up 99% year-over-year, yielding a book-to-bill ratio of 1.19:1.
Operating Margin
Adjusted operating margin expanded 220 basis points to 29.7%, reflecting strong operating leverage.
Free Cash Flow
Free cash flow reached $1.6 billion, with record operating cash flow of $2.1 billion.
Fourth-Quarter Guidance
Management guided fourth-quarter sales of $10.3, $10.5 billion and EPS of $0.81, $0.83.
Full-Year Outlook
Full-year 2026 sales expected at $36.9, $37.1 billion, with adjusted EPS of $2.82, $2.84.
Dividend and Buyback
Board approved 20% dividend increase to $0.15 per share and a new $4 billion buyback program.
CEO Statement
CEO Adam Norwitt emphasized the company's entrepreneurial culture and AI-driven growth.
AI Revolution Impact
AI applications now account for approximately three-quarters of IT datacom revenue, driving significant growth.
Segment Breakdown
Communications Solutions, Harsh Environment Solutions, and Interconnect & Sensor Systems drove growth.
Q&A Highlights
Analysts pressed on concentration, margins, and supply chain, with Norwitt addressing concerns.
Future Outlook
Amphenol expects IT datacom sales to more than double from 2025 levels by year-end.
The bottom line
Amphenol achieved $10.2 billion quarterly sales for the first time, with AI datacom sales up 117% year-over-year and adjusted EPS rising 74% to $0.80.
