APH at a glance
Amphenol (APH, SEC CIK 820313) filed its latest 10-K annual report on February 11, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on October 6, 2026 and Form 4 insider filings as recently as August 6, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Amphenol (APH) reported revenue of $23.1 billion (up 51.7% from FY2024) and net income of $4.3 billion. Diluted EPS was $3.34.
- As of June 30, 2026, 57 institutional investment managers tracked by SignalX reported holding Amphenol (APH) shares worth $96.6 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Silverman David M on August 5, 2026 of 120,000 shares at $174.24 per share.
- In the last 90 days, APH insiders reported 0 open-market purchases ($0) and 7 open-market sales ($180.4M) on Form 4, a net sale of $180.4M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $23.1B
- +51.7% vs prior year
- Insiders · 90 days
- 0 buys · 7 sells
- Net −$180.4M
- 13F holders
- 57 funds
- $96.6B · +3 vs prior quarter
- Latest 8-K
- Sep 4, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: designer and manufacturer of electrical, electronic, fiber optic connectors, interconnect systems, antennas, sensors, and specialty cables
- New emphasis on Connectivity and Cable Solutions business from $10.5B acquisition of CommScope, expanding fiber optic interconnects and building infrastructure products
- Strategic shift in global footprint with expanded manufacturing, engineering, and sales to serve international customers and leverage low-cost regions
- Acquisition spending increased to $3.8B in 2025 for five deals, including Outdoor Wireless Networks and Distributed Antenna Systems (Andrew segment)
- Largest acquisition in history: $10.5B CommScope deal early 2026 enhancing IT datacom and industrial interconnect market presence
Risk Factors
- No timely or specific regulatory or legal risk identified in text
- No geopolitical or macroeconomic threat detailed in text
- No unique operational or supply chain vulnerability disclosed
- No competitive or market disruption risk discussed
- Financial risk from reliance on non-GAAP measures excluding acquisition-related and significant tax items impacting performance evaluation
Management Discussion & Analysis
- Revenue details not explicitly stated; discussion of sales recognition methods, primarily at point of shipment or destination
- No reported profitability or margin figures provided in the excerpt
- Free Cash Flow defined as operating cash flow minus capital expenditures net of disposals; no specific $ amounts or capital allocation given
- No forward-looking guidance or key risks detailed; mention of tax law changes and accounting standards as ongoing considerations
AI summary of the APH 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue, YoY change, profitability percentages, segments, cash flow, and outlook not provided
Risk Factors
- No risk-factors section provided; submitted text covers Items 2–6 and exhibits
- Repurchases $208.0 million during quarter, reducing remaining authorization to $411.1 million
- New March 30, 2026 indenture and May 12, 2026 senior notes indicate additional debt obligations
- Future repurchases depend on operating cash generation, acquisitions, dividends, market conditions, and stock price
- No defaults upon senior securities reported
AI summary of the APH 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- Filing contains only standard signature and incorporation-by-reference language
- No substantive Item 8.01 event or investor-actionable disclosure in the provided text
Item 8.01: Other Events
- Exhibit 99.1 furnished under Item 8.01, but not filed under Exchange Act Section 18
- Exhibit excluded from automatic incorporation into other Securities Act or Exchange Act filings
Item EX-99.1: Item EX-99.1
- Two-for-one stock split approved; each shareholder receives one additional share for every share held
- Record date August 17, 2026; additional shares expected September 2, 2026
AI summaries of APH 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for APH
Don't miss the next APH filing
- Alerts as it files. A push when APH files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut APH, by share count.
- Ask anything. An AI agent that reads every APH filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Lampo Craig A | G | Aug 6, 2026 | 54,547 | - |
| Silverman David M | M | Aug 5, 2026 | 120,000 | - |
| Silverman David M | Sell | Aug 5, 2026 | 120,000 | $174.24 |
| Silverman David M | M | Aug 5, 2026 | 120,000 | $22.00 |
| Lampo Craig A | M | Aug 4, 2026 | 193,200 | - |
| Lampo Craig A | M | Aug 4, 2026 | 193,200 | $22.37 |
| Lampo Craig A | Sell | Aug 4, 2026 | 193,200 | $167.31 |
| D'AMICO LANCE E | Sell | Aug 3, 2026 | 50,000 | $161.99 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $15.2B | $23.1B |
| Gross Profit | - | $5.1B | $8.5B |
| Operating Income | - | $3.2B | $5.9B |
| Net Income | - | $2.4B | $4.3B |
| Gross Margin | - | 33.8% | 36.9% |
| Op. Margin | - | 20.7% | 25.4% |
| Net Margin | - | 15.9% | 18.5% |
| Balance Sheet | |||
| Total Assets | $16.5B | $21.4B | $36.2B |
| Equity | $8.3B | $9.8B | $13.4B |
| ROE | - | 24.8% | 31.8% |
| Per Share | |||
| EPS | - | $1.92 | $3.34 |
| Cash Flow | |||
| Operating CF | - | $2.8B | $5.4B |
| CapEx | - | $665.4M | $996.6M |
Source: XBRL data in Amphenol (APH)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate APH share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 57 | $96.56B |
| Q1 2026 | 54 | $71.24B |
| Q4 2025 | 52 | $76.84B |
| Q3 2025 | 50 | $75.23B |
| Q2 2025 | 50 | $59.96B |
| Q1 2025 | 41 | $31.38B |
| Q4 2024 | 37 | $27.94B |
| Q3 2024 | 33 | $9.83B |
- T. Rowe Price Group+5.82M (+22%)
- Ameriprise Financial+3.92M (+204%)
- Morgan Stanley+3.07M (+18%)
- State Street Corp+2.10M (+4%)
- Dimensional Fund Advisors+809.3K (+19%)
- JPMorgan Chase & Co−10.07M (-20%)
- FMR LLC (Fidelity)−8.91M (-11%)
- Bank of America Corp−4.47M (-22%)
- Invesco Ltd−3.50M (-30%)
- BNY Mellon−1.74M (-11%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 374 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
APH filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 6, 2026 | - | - | - |
| 8-K | Sep 4, 2026 | - | Analysis | - |
| 4 | Aug 6, 2026 | - | - | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 10-Q | Jul 31, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 4 | May 27, 2026 | - | - | |
| 4 | May 27, 2026 | - | - | |
| 4 | May 27, 2026 | - | - | |
| 4 | May 27, 2026 | - | - | |
| 4 | May 27, 2026 | - | - | |
| 4 | May 27, 2026 | - | - | |
| 4 | May 27, 2026 | - | - | |
| 4 | May 27, 2026 | - | - | |
| 4 | May 27, 2026 | - | - | |
| 4 | May 27, 2026 | - | - | |
| 4 | May 27, 2026 | - | - | |
| 4 | May 27, 2026 | - | - | |
| 4 | May 27, 2026 | - | - | |
| 4 | May 27, 2026 | - | - | |
| 4 | May 27, 2026 | - | - |
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APH SEC filings: frequently asked questions
Are APH insiders buying or selling?
In the last 90 days, Amphenol (APH) officers, directors and 10% owners reported no open-market purchases and 7 open-market sales worth $180.4 million by 4 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold APH stock?
As of June 30, 2026, the largest Amphenol (APH) holders among the 13F filers tracked by SignalX were BlackRock ($17.9 billion), Vanguard Capital Management LLC ($14.2 billion), FMR LLC (Fidelity) ($12.4 billion), State Street Corp ($10.5 billion), JPMorgan Chase & Co ($6.5 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was APH's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Amphenol (APH) reported revenue of $23.1 billion (up 51.7% from FY2024) and net income of $4.3 billion. Diluted EPS was $3.34. The figures come from the XBRL data in the 10-K.
What are the main risks in APH's latest 10-K?
In the 10-K filed February 11, 2026, Amphenol (APH) flagged: No timely or specific regulatory or legal risk identified in text. No geopolitical or macroeconomic threat detailed in text. (AI summary of the Risk Factors section.)
What did APH report in its latest 8-K?
Amphenol (APH) filed an 8-K on September 4, 2026 reporting Item 8.01 (Other Events). Filing contains only standard signature and incorporation-by-reference language.
What are the latest APH SEC filings?
Amphenol (APH) filed its latest 10-K annual report on February 11, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on October 6, 2026 and a Form 4 insider filing on August 6, 2026.
What is APH's SEC CIK number?
Amphenol (APH)'s SEC Central Index Key (CIK) is 820313. EDGAR lists every APH filing under that number.
Ask anything about APH
The research agent reads APH's filings, financials, insider trades and 13F holders, then answers with sources.