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How Amphenol (APH) makes money: Q2 2026 revenue breakdown
US GAAP · $M · vs Q2 2025 · reported 07/29/2026
Amphenol — Amphenol Corporation manufactures electronic connectors and interconnect systems used in communications, industrial, and defense applications.
More about the company
Based in Wallingford, Connecticut, it serves a broad range of technology-driven industries globally.
Key growth driver: Communications Solutions — the fastest-growing revenue line: $5,384, +85% y/y. · by the Q2 2026 report
How does Amphenol make money?
Amphenol brought in $8.76 billion of revenue in Q2 2026, up 55.0% year over year. The largest source was Communications Solutions: $5.38 billion, or 61% of the total, followed by Harsh Environment Solutions ($1.86B, 21%) and Interconnect & Sensor Systems ($1.52B, 17%). Net income for the quarter was $1.78 billion, up 62.1% year over year.
Revenue by source, Q2 2026
- Communications Solutions$5.38B · 61% · +85%
- Harsh Environment Solutions$1.86B · 21% · +28%
- Interconnect & Sensor Systems$1.52B · 17% · +17%
Shares of $8.76B total revenue; changes are year over year, as reported. ≈ marks lines derived from disclosed totals. The same flows are drawn in the Sankey chart below.
When is APH’s next earnings date?
Wednesday, October 28, 2026confirmed · before market open
Amphenol (APH) is scheduled to report results for the quarter ending Sep 2026 on Oct 28, 2026. Consensus EPS forecast: $0.72 (4 analysts), vs $0.47 in the same quarter last year.
What time does APH report? Usually before market open: the last 4 results releases reached the SEC at 10:26 am, 9:05 am, 9:24 am, 9:28 am ET.
Last report: Jul 29, 2026 (Q2 2026) — broken down in the Sankey chart below. Dates and consensus: Nasdaq / Zacks Investment Research; companies do reschedule. Who else reports this week →
All figures in $M.
Revenue
$8,758
+55.0%
Gross profit
$3,548
+72.8%
40.5% margin
Operating income
$2,585
+82.2%
29.5% margin; incl. $80M tariff recovery benefit
Net income
$1,784
+62.1%
$1,769M attrib. to APH; Diluted EPS $1.37 · +59%
Verdict: Amphenol posted a record, exceptionally strong quarter with sales up 55% and net income up 62%, driven overwhelmingly by the CommScope acquisition and torrid organic growth in Communications Solutions/IT datacom, though the gain is partly offset by a heavier tax provision including one-off China-related discrete tax charges and rising interest expense from acquisition debt.
OCF $1,557M; FCF $1,206M; buybacks $208M; dividends $307M; Q3 2026 guidance: sales $9.3-9.4B (+50-52% y/y), Adjusted Diluted EPS $1.40-1.42.
Source and notation
* marks non-cash / ≈ estimated. Source: Amphenol Corporation press release / 10-Q (SEC EDGAR).
Open the chart as a PNG image ↗ · for sharing and presentations · free to reuse, CC BY 4.0
APH earnings history: past report dates
| Jul 29, 2026 Wed | 10:26 amduring market hours | Jun 30, 2026 | $8.8B+55% y/y | $1.37+59% y/y |
| Apr 29, 2026 Wed | 9:05 ambefore market open | Mar 31, 2026 | $7.6B+58% y/y | $0.72+24% y/y |
| Jan 28, 2026 Wed | 9:24 ambefore market open | Dec 31, 2025 | ≈$6.4B+49% y/y | ≈$0.93+58% y/y |
| Oct 22, 2025 Wed | 9:28 ambefore market open | Sep 30, 2025 | $6.2B+53% y/y | $0.97+102% y/y |
| Jul 23, 2025 Wed | 10:58 amduring market hours | Jun 30, 2025 | $5.7B+57% y/y | $0.86+110% y/y |
| Apr 23, 2025 Wed | 9:21 ambefore market open | Mar 31, 2025 | $4.8B+48% y/y | $0.58+32% y/y |
| Jan 22, 2025 Wed | 10:00 amduring market hours | Dec 31, 2024 | ≈$4.3B+30% y/y | ≈$0.59+40% y/y |
| Oct 23, 2024 Wed | 9:48 amduring market hours | Sep 30, 2024 | $4.0B+26% y/y | $0.48+17% y/y |
How we count
Report date and time — when the company filed its results press release with the SEC (Form 8-K, Item 2.02); the regular session runs 9:30 am – 4:00 pm ET. Revenue and diluted EPS — the company’s XBRL filings, EPS adjusted for stock splits; ≈ — fourth quarter derived as full year minus three quarters. Source: SEC EDGAR.
Amphenol: 5-year financials
| 2025 | 23,095 | 5,869 | 4,270 | 4,378 | 802 |
| 2024 | 15,223 | 3,157 | 2,424 | 2,149 | 595 |
| 2023 | 12,555 | 2,560 | 1,928 | 2,156 | 501 |
| 2022 | 12,623 | 2,586 | 1,902 | 1,791 | 477 |
| 2021 | 10,876 | 2,105 | 1,591 | 1,180 | 347 |
$ millions, annual 10-K reports on SEC EDGAR (US GAAP).
How we calculate
Figures are the annual report lines as filed, no adjustments. Free cash flow is operating cash flow minus capital expenditures; dividends are cash paid to common shareholders during the year. “—” means the line isn’t in the filing.
Corporate governance
2/2good
How the company treats minority shareholders: 2 — well, 0 — systematically poorly.
More
- Feb 2026Per the 2025 10-K, Amphenol has a single class — Class A Common Stock; SBC of $0.14B = 0.6% of $23.1B revenue. sec.gov ↗
- Dec 2025Diluted shares +3.9% over 2020–2025, with annual buybacks of $0.6–0.7B. data.sec.gov ↗
- Dec 2025The split-adjusted per-share dividend is rising: $0.425 (2023) → $0.55 (2024) → $0.745 (2025). data.sec.gov ↗
- Apr 20262026 proxy: apart from fees paid to Fidelity (a >5% holder) for managing pension assets on market terms, no related-party transactions above $120K were identified. sec.gov ↗
Scoring: 2.0, no deductions: single share class (Class A), dilution +3.9% over 5 years, SBC 0.6% of revenue, dividend rising; no shareholder suits or SEC cases
- Share classes
- Single class: Class A Common Stock (2025 10-K cover); no other classes outstanding.
- Dilution
- Diluted shares +3.9% over 2020–2025, SBC 0.6% of revenue.
- Disclosure
- Full US GAAP reporting: 10-K and 10-Q filed on EDGAR on time.
- Dividends
- Dividend rising; the "dips" in the 2019/2022 XBRL series reflect restatement for the 2:1 splits (2021 and 2024), not cuts.
- Lawsuits & regulators
- The 2025 10-K lists no shareholder suits or SEC cases.
- Related parties
- Per the 2026 proxy, the only transaction is routine Fidelity (>5% holder) fees for pension plans on market terms; no other transactions above $120K.
How the score works · checked as of Sep 2026
Amphenol (APH) earnings: FAQ
How does Amphenol make money?
Amphenol brought in $8.76 billion of revenue in Q2 2026, up 55.0% year over year. The largest source was Communications Solutions: $5.38 billion, or 61% of the total, followed by Harsh Environment Solutions ($1.86B, 21%) and Interconnect & Sensor Systems ($1.52B, 17%). Net income for the quarter was $1.78 billion, up 62.1% year over year.
When is APH's next earnings date?
Amphenol (APH) is scheduled to report on Oct 28, 2026, before market open.
What time does APH report earnings?
Amphenol is scheduled to report before market open on Oct 28, 2026. Its last results releases were filed before market open, most recently at 10:26 am ET on Jul 29, 2026.
When did APH last report earnings?
Amphenol reported Q2 2026 results on Jul 29, 2026.
What is the EPS estimate for APH's next earnings?
The consensus EPS forecast is $0.72 (4 analysts), vs $0.47 in the same quarter last year.
Where can I find Amphenol's financial statements?
On SEC EDGAR: quarterly reports (10-Q), the annual report (10-K) and earnings releases (8-K). The “Verified” badge next to the chart links to APH's filings; this page breaks the latest report down in a Sankey chart.
What was APH's net income in Q2 2026?
Amphenol reported net income of $1,784M for Q2 2026 (+62.1% year over year), under US GAAP.
Does Amphenol pay dividends?
Yes. In 2025, Amphenol paid $802M in dividends on its common stock, per its 10-K. Earlier years are in the five-year table above.
New to earnings reports? Start with how to read an earnings report.
How this page was made: the figures come from the company's own report on SEC EDGAR; the summary and nuances were drafted by our model from that report; the short company description was also written by our model. Figures checked against the filing on 08/25/2026. How we make the breakdowns · Report an error
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