The record book-to-bill and strong Q2 guidance suggest accelerating end-market demand, particularly in IT datacom. Monitor the China tax resolution and integration of CommScope for margin trends. The stock may trade up modestly on the robust orders and guidance despite the in-line quarter.
Price Chart
Executive Summary
Amphenol reported Q1 2026 adjusted EPS of $1.06 (in-line with consensus) and revenue of $7.62B (slightly below consensus of $7.72B). Record orders with a book-to-bill of 1.24:1 and strong organic sales growth of 33% drove the quarter. Q2 guidance calls for sales of $8.1-$8.2B and adjusted EPS of $1.14-$1.16, indicating continued momentum. However, GAAP results were weighed down by $290M in China tax charges.
Key Financial Metrics
Key Facts
- Q1 revenue of $7.62B, up 58% YoY (33% organic)
- Adjusted diluted EPS $1.06 vs consensus $1.06
- Record orders of $9.4B, book-to-bill 1.24:1
- Q2 guidance: revenue $8.1-$8.2B, adjusted EPS $1.14-$1.16
- GAAP EPS $0.72 includes $0.22/share China tax charge
- Operating cash flow $1.12B, free cash flow $831M
- Completed CommScope CCS acquisition in the quarter
Financial Impact
Revenue beat company guidance but missed consensus by ~1.3%; adjusted EPS exactly in line; strong guidance implies continued growth.
Risk Factors
- $290M China tax charge and ongoing exposure could recur
- Integration of large acquisitions (CommScope) may pressure near-term margins
- Potential tariff impacts on global supply chain
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001104659-26-050984 |
| Document: aph-20260429x8k.htm | 0001104659-26-050984 |
| Document: 0001104659-26-050984-index-headers.html | 0001104659-26-050984 |
| Document: 0001104659-26-050984-index.html | 0001104659-26-050984 |
| Document: 0001104659-26-050984.txt | 0001104659-26-050984 |
| 8-K Data (Synthetic) | 0001104659-26-050984 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 4, 2026 27d ago | 8-K | $81.76 $77.65 | ▼ −5.03% | ▼ −3.91% | $86.68 (+6.02%) |
Aug 6, 2026 8w ago | 8-K | $84.59 $83.56 | ▼ −1.22% | ▼ −1.62% | $86.68 (+2.47%) |
Aug 5, 2026 8w ago | Insider Cluster | $170.61 $165.75 | ▼ −2.85% | ▼ −4.06% | $86.68 (−49.19%) |
Aug 5, 2026 8w ago | Insider Cluster | $170.61 $165.75 | ▼ −2.85% | ▼ −4.06% | $86.68 (−49.19%) |
Aug 5, 2026 8w ago | Insider Cluster | $170.61 $165.75 | ▼ −2.85% | ▼ −4.06% | $86.68 (−49.19%) |
Jul 25, 2026 9w ago | Institutional Cluster | $149.28 $160.70 | ▲ +7.65% | ▲ +6.58% | $86.68 (−41.93%) |
May 7, 2026 21w ago | 424B5 | $136.62 $124.64 | ▼ −8.77% | ▼ −10.27% | $86.68 (−36.55%) |
Apr 29, 2026 22w ago | 8-K | $148.38 $136.69 | ▼ −7.88% | ▼ −10.99% | $86.68 (−41.58%) |
Apr 8, 2026 25w ago | DEFA14A | $135.32 $146.98 | ▲ +8.62% | ▲ +5.10% | $86.68 (−35.94%) |
US Market Status
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