Amphenol Corporation (APH) reported third-quarter 2026 net sales of $10,229.7 million, up 65% from $6,194.4 million a year earlier. Net income attributable to Amphenol was $2,034.3 million, compared with $1,245.7 million; adjusted diluted EPS was $0.80 versus $0.46, and adjusted operating margin was 29.7%. During the quarter, the company repurchased 3.0 million shares for $245 million and paid $308 million in dividends.
For 2026, Amphenol expects sales of $36.9 billion to $37.1 billion and adjusted diluted EPS of $2.82 to $2.84, assuming current market conditions and constant exchange rates. This guidance excludes AdvancedPCB, Dexgreen and Humanetics Sensors, which have not closed. The company completed the Empire Electronics acquisition at the beginning of September and signed agreements for the other three; the combined purchase price for all four is approximately $1.6 billion, financed with cash on hand and debt.
The board approved a 20% quarterly dividend increase to $0.15 per share and a new three-year repurchase plan for up to $4.0 billion, effective January 1, 2027. Amphenol expects to complete repurchases remaining under its prior $2.0 billion plan by December 31, 2026.
Amphenol Corporation (APH) notified its management team that Luc Walter, President of its Harsh Environment Solutions Division, will move to a new role as Senior Vice President, Strategic Programs, effective January 1, 2027. Walter’s transition follows 43 years with the company. Ryan Fisher, currently the Group General Manager of Amphenol’s North American Military Group, will succeed Walter as division president on January 1, 2027.
Amphenol Corporation (APH) reports that a previously announced two-for-one stock split of its Class A Common Stock, structured as a stock dividend and distributed on September 2, 2026 to holders of record on August 17, 2026, has now been effected.
The company had declared a third quarter 2026 cash dividend of $0.25 per share on its Class A Common Stock, payable on October 14, 2026 to shareholders of record as of September 22, 2026. In light of the stock split, that dividend will now be $0.125 per share, reflecting the doubled share count while maintaining the same aggregate economic value per pre-split share.
Amphenol Corp EVP & CFO Craig A. Lampo reported a bona fide gift of 54,547 shares of Class A Common Stock on 2026-08-06, transferred from the indirect holding “Craig A. Lampo 2024 GRAT #1,” which now reports zero shares.
After this gift, Lampo reports 90,665 shares held directly and additional indirect holdings of 44,947, 70,000, and 118,754 shares in separate GRAT entities.
Amphenol Corporation approved a two-for-one stock split of its Class A Common Stock in the form of a stock dividend. Shareholders of record at the close of business on August 17, 2026 will receive one additional share for every share held, with distribution expected on September 2, 2026.
Following the split, the Company states its Adjusted Diluted EPS guidance for the third quarter of 2026 would be $0.70–$0.71, compared with pre-split guidance of $1.40–$1.42. The Board also approved a third quarter 2026 cash dividend of $0.25 per share, or $0.125 per share post-split, payable October 14, 2026 to shareholders of record on September 22, 2026.
FMR LLC, as a parent holding company, reports beneficial ownership of 70,486,300.18 shares of Amphenol Corporation Class A common stock, representing 5.7% of the class as of June 30, 2026, in Amendment No. 27 to a Schedule 13G.
FMR LLC has 62,897,770.28 shares with sole voting power and 70,486,300.18 shares with sole dispositive power, with no shared voting or dispositive power. Abigail P. Johnson is also reported as beneficially owning 70,486,300.18 shares, or 5.7% of the class, with sole dispositive power and no voting power, reflecting her position related to FMR LLC. One or more other persons may have rights to dividends or sale proceeds, but no other person holds more than five percent of the class through these arrangements.
Amphenol executive David M. Silverman, EVP, Human Resources, reported an option exercise and share sale on August 5, 2026. He exercised stock options to acquire 120,000 shares of Class A Common Stock at $21.995 per share, then sold 120,000 shares at a weighted average price of $174.2373 in multiple trades ranging from $174.00 to $174.50. Following these transactions, 10,828 shares are held indirectly through the David Michael Silverman 2025 GRAT #1.
Amphenol Corporation filed a notice for the potential sale of its common stock by a related party through Morgan Stanley Smith Barney LLC Executive Financial Services. The filing covers 120,000 shares of common stock, with an indicated value of $20,908,476.00, to be sold for cash on the NYSE on or after August 5, 2026. The shares are tied to an Exercise of Options Under a Registered Plan, with the issuer identified as Amphenol.
Amphenol EVP & CFO Craig A. Lampo exercised stock options for 193,200 shares of Class A Common Stock at an exercise price of $22.3725 per share on August 4, 2026. He acquired 193,200 shares and then sold 193,200 shares at a weighted average price of $167.3093 per share in multiple trades ranging from $166.53 to $168.00. The acquired shares include 19,758 shares transferred from his 2024 #1 GRAT since his prior Form 4. He also reports indirect holdings through several GRATs, including 44,947 and 70,000 shares in two 2025 GRATs.
Lance E. D’Amico, EVP, Secretary & General Counsel of Amphenol, reported exercising stock options for 100,000 shares of Class A Common Stock on 2026-08-03 at exercise prices of $22.3725 and $22.5525 per share, then selling 100,000 shares (directly and via the Lance E. D’Amico 2024 Irrevocable Trust) at weighted average prices of $161.9874 and $161.8175 per share in multiple trades ranging from $161.06 to $162.1210. Indirect holdings reported include 19,335 shares in a 2025 GRAT and 25,000 shares in a 2026 GRAT.