Amphenol's second quarter 2026 revenue surged 55% to $8.8 billion, significantly beating expectations.

Amphenol reported record second quarter 2026 sales of $8.8 billion, a 55% increase year-over-year, and GAAP Diluted EPS of $1.37. The results were driven by strong organic growth and contributions from acquisitions, significantly surpassing analyst estimates.

Key Highlights

• Sales growth was driven by a robust 30% increase in organic sales, supplemented by contributions from acquisitions.
• The company booked record orders of $10.7 billion, resulting in a strong book-to-bill ratio of 1.23:1, indicating healthy future demand.
• Adjusted operating margin reached a record 29.8%, which included a net benefit of $80 million from the recovery of IEEPA tariffs.
• Amphenol raised its full-year outlook for the recently acquired CommScope business to $4.6 billion in sales and $0.30 in adjusted EPS accretion, up from prior estimates of $4.1 billion and $0.15, respectively.