# Amphenol Q3 2026 Earnings Call

> Amphenol reports $10.2B quarterly sales, 74% EPS jump, and AI datacom surge.
- Title: Amphenol Q3 2026 Earnings Call · BigGo Finance | Shortify
- Summary: 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…
- Keywords: amphenol, q3 2026, ai datacom, eps, sales, quarterly, earnings call, quarterly sales, ai revolution, datacom, interconnect, optics
- Source: BigGo Finance — https://finance.biggo.com/news/US_APH_2026-10-28
- Author: BigGo Finance
- Published: 2026-10-28T19:34:23+00:00
- Read time: 1 min
- Topics: amphenol, q3 2026, ai datacom, eps, sales, quarterly, earnings call, quarterly sales, ai revolution, datacom, interconnect, optics
## Amphenol Q3 2026 Results
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.
## Key takeaway

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.