AMPHENOL CORP /DE/ SEC Filings

Amphenol Corp. submitted a Rule 144 notice reporting the proposed sale of 100,000 common shares.

The filing lists the sale as an exercise of options under a registered plan, routed through Morgan Stanley Smith Barney LLC Executive Financial Services on the NYSE with an action date of 02/18/2026. The filing identifies the party role as Issuer.

Amphenol Corporation’s President and CEO Richard Adam Norwitt reported stock option exercises and related share sales in Class A common stock. On February 12, 2026, options to acquire 515,281 shares and 93,052 shares at an exercise price of $22.3725 were exercised, directly and through the Norwitt Family Trust.

On the same date, the same amounts of Class A common stock—515,281 shares held directly and 93,052 shares held through the trust—were sold in open-market transactions at weighted average prices of $147.2656 and $147.1693, respectively, executed in multiple trades. After these transactions, Norwitt directly held 1,927,507 shares, the Norwitt Family Trust held 864,177 shares, and an additional 3,968 shares were held through his IRA.

APH has a shareholder who filed a Rule 144 notice to sell 93,052 shares of common stock through Morgan Stanley Smith Barney LLC Executive Financial Services. The shares have an aggregate market value of $13,694,397.70 and the planned sale date is February 12, 2026 on the NYSE.

The filing reports that these shares were acquired on February 12, 2026 by exercising options under a registered plan, with the purchase price paid in cash to the issuer. Shares outstanding were 1,229,214,930, providing context for the size of this planned sale.

Amphenol Corporation shareholder has filed to sell 515,281 shares of common stock through Morgan Stanley Smith Barney LLC on the NYSE, with an approximate aggregate market value of $75,883,165.63.

The shares were acquired on 02/12/2026 by exercising options under a registered plan for cash. The filing notes that 1,229,214,930 shares of the same class are outstanding and includes a representation that the seller is not aware of undisclosed material adverse information about Amphenol’s current or prospective operations.

Amphenol Corporation files its 2025 annual report describing a diversified, global interconnect, sensor and cable manufacturer organized into three segments: Communications Solutions, Harsh Environment Solutions and Interconnect and Sensor Systems.

In 2025, Communications Solutions represented 52% of net sales, Harsh Environment Solutions 26% and Interconnect and Sensor Systems 22%. Key end markets included IT datacom at 36% of net sales, industrial at 19%, automotive at 15%, communications networks at 10%, defense at 9%, commercial aerospace at 5% and mobile devices at 6%.

Backlog rose to approximately $8.9 billion at December 31, 2025 from about $6.1 billion a year earlier, driven by strong demand for AI-related products and acquisitions. The company invested about $3.8 billion in five acquisitions in 2025 and $2.2 billion in two acquisitions in 2024, and on January 9, 2026 closed the purchase of Vistance’s Connectivity and Cable Solutions business (“CommScope”) for roughly $10.5 billion, its largest acquisition to date.

Non‑U.S. markets accounted for about 65% of 2025 net sales, with China at 16%. Approximately 79% of long‑lived assets were outside the U.S., including about 37% in China. Amphenol employed roughly 170,000 people worldwide at year‑end 2025.

The report highlights increased leverage and interest costs after financing part of the CommScope acquisition, noting interest expense, net of interest income, was $367.8 million in 2025 and is expected to be about $800.0 million in 2026. Extensive risk disclosures address global economic and trade uncertainty, supply chain and raw material cost pressures, cybersecurity threats, climate and environmental impacts, government contracting and export controls, competition, cyclicality in end markets and potential goodwill impairment.

Amphenol Corporation director Robert Livingston reported buying additional shares of the company’s Class A Common Stock. On February 5, 2026, he purchased 10,000 shares at a weighted average price of $128.508 per share in multiple trades.

After this transaction, Livingston directly owns 135,720 shares of Amphenol Class A Common Stock, plus 2,360 shares of restricted stock. The price range for the purchases was from $128.2928 to $128.7052, reflecting execution across several individual trades.

Amphenol Corporation VP & Corporate Controller Michael R. Ivas reported multiple equity transactions on Class A Common Stock. On 02/04/2026 he exercised a stock option for 25,000 shares at an exercise price of $22.3725 per share, increasing his directly held stock to 179,948 shares.

That same day, 25,000 shares were reported as a gift directly, reducing his direct holdings to 154,948 shares, and another 25,000 shares were reported as a gift held indirectly by "Michael Ivas 2026 GRAT #1." Additional indirect holdings disclosed were 2,995 shares held by children and 1,700 shares held by spouse. Following the option exercise, he also reported 203,000 stock options beneficially owned.

FMR LLC has filed an amended Schedule 13G reporting beneficial ownership of 86,361,390.09 shares of Amphenol Corporation Class A common stock, representing 7.1% of the class as of 12/31/2025. FMR reports sole voting power over 77,882,503.76 shares and sole dispositive power over the full 86,361,390.09 shares.

Abigail P. Johnson is separately listed as a reporting person with the same 86,361,390.09 shares beneficially owned and 7.1% of the class, with sole dispositive power but no sole or shared voting power. The securities are certified as acquired and held in the ordinary course of business, not for the purpose of changing or influencing control of Amphenol. One or more other persons may receive dividends or sale proceeds, but no such person has an interest exceeding five percent of the class.