Amphenol Corp. - Ordinary Shares - Class A
APH
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+ FollowMarket Cap$215.13B
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Earnings Call Q2 2026
July 29, 2026 - AI Summary
Record Q2 financial performance (strong upside vs guidance):
- Sales: $8.8B, +55% YoY (USD), +54% YoY (local), +30% organic; +15% sequentially (USD/local), +13% organic.
- EPS: GAAP $1.37 and adjusted $1.35 diluted EPS; adjusted EPS +67% YoY (from $0.81).
- Orders / backlog momentum: Record $10.7B orders (+94% YoY, +14% sequential), book-to-bill 1.23; importantly every end market had positive book-to-bill.
Margin & cash flow strength (execution + tariff recovery tailwind):
- GAAP operating margin: 29.5%; includes $24M non-cash acquired backlog from the CommScope acquisition.
- Adjusted operating margin: 29.8%, +24 bps YoY, +250 bps sequentially—driven mainly by operating leverage on higher volumes and tariff recovery benefit; also some offset from recent acquisitions.
- Cash generation: Operating cash flow $1.6B (≈88% of net income), free cash flow $1.2B (≈68% of net income).
Segment highlights (growth where investors care most):
- Communication Solutions: $5.4B sales, +85% YoY (USD), +42% organic; margin 33.6%.
- Harsh Environment: $1.9B, +28% YoY (USD), +22% organic; margin 30.1%.
- Interconnect & Sensor Systems: $1.5B, +17% YoY (USD), +13% organic; margin 21%.
- Investor read-through: the call repeatedly emphasized IT datacom / AI-related interconnect as the engine, with electronics content intensity rising rather than shrinking.
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$44.19
46.6% downside
Current Fair Value
46.6% downsideOvervalued by 46.6% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $215.13 Billion |
|---|---|
| Enterprise Value | $229.56 Billion |
| Dividend Yield | $0.92 (0.57%) |
| Earnings per Share | $1.76 |
| Beta | 1.24 |
| Outstanding Shares | 2,459,400,000 |
Return
| Return on Equity | 33.27% |
|---|---|
| Return on Assets | 11.50% |
| Return on Invested Capital | 22.28% |
Valuation & Multiples
| P/E Ratio | 41.54 |
|---|---|
| PEG | 66.88 |
| Price to Sales | 7.52 |
| Price to Book Ratio | 13.78 |
| Enterprise Value to Revenue | 7.91 |
| Enterprise Value to EBIT | 29.13 |
| Enterprise Value to Net Income | 44 |
| Total Debt to Enterprise | 0.08 |
| Debt to Equity | 1.24 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
July 29, 2026
EPS Estimate
$0.59
Average shareholder expectationRevenue Estimate
$8.26 B
Average shareholder expectationNext Earnings Call
Expected Date
October 28, 2026
EPS Estimate
$0.72
Average shareholder expectationRevenue Estimate
$9.44 B
Average shareholder expectationInstitutional Put/Call Ratio
Market sentiment based on institutional option activity.
| Put/Call Ratio | 0.0000▼ 83.32% |
|---|---|
| Total Calls | 600▼ 99.99% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 0.45%▼ 95.15% |
|---|---|
| Total Invested | $925.76M▼ 99.55% |
| Investors Holding | 96▼ 2310.00% |
ESG Score
No data
About Amphenol Corp.
170,000 employees
CEO: Richard Norwitt Amphenol Corporation, through its global network of subsidiaries, specializes in the design, manufacture, and distribution of electrical, electronic, and fiber optic connectors. The company maintains significant operations across the Uni...