Amphenol Q3 2026 net sales jump 65% to $10.2B
A new three-year plan authorizes up to $4.0 billion in common-stock repurchases beginning January 1, 2027.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Rhea-AI Filing Summary
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.
How this balance works
Rhea-AI gives every point it takes from this document a weight. Minor counts 1, Moderate 3 and Major 9, so one Major point outweighs several Minor ones. The bar adds up the weights on each side, and when neither side holds more than 65% of the total the balance reads Mixed.
It reads the document as published, with the same rules for every company, and it does not look at what the market expected or at how the stock traded, so a point can be objectively good on a day the stock falls.
Rhea-AI Sentiment measures something else, the tone of the wording.
Positive
- Moderate pointThird-quarter net sales increased 65% year over year.
- Moderate pointNet income attributable reached $2,034.3 million, versus $1,245.7 million a year earlier.
- Minor pointThe quarterly dividend increased 20%, to $0.15 per share.
Negative
- None.
Filing Explained
At September 30, 2026, cash and short-term investments were $5,301.4 million, alongside $17,170.1 million of long-term debt.
For holders of record August 17, the 2-for-1 stock split is complete: additional shares were distributed September 2, and trading began split-adjusted September 3, doubling shares per holder; reported share and per-share results reflect the split.
At
AdvancedPCB and Humanetics Sensors are expected to close in the fourth quarter of 2026, and Dexgreen in the first quarter of 2027, each subject to customary regulatory approvals and other closing conditions.
For the quarter, GAAP diluted EPS was
8-K Event Classification
Key Figures
Key Terms
book-to-bill financial
Adjusted Diluted EPS financial
Free Cash Flow financial
Organic Net Sales Growth financial
Earnings Snapshot
For the fourth quarter of 2026, sales of $10.3 billion to $10.5 billion and Adjusted Diluted EPS of $0.81 to $0.83; for full-year 2026, sales of $36.9 billion to $37.1 billion and Adjusted Diluted EPS of $2.82 to $2.84. Assumes continuation of current market conditions and constant exchange rates; excludes acquisitions not yet closed, including AdvancedPCB, Dexgreen and Humanetics Sensors.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
How much revenue did APH report in the third quarter of 2026?
What is APH's 2026 sales and adjusted EPS outlook?
Which acquisitions did APH announce, and when are they expected to close?
When will APH's increased dividend be paid?
AI-generated analysis. How Rhea-AI works. Not financial advice.