Short answer
Amphenol (APH) filed an 8-K current report with the SEC on July 29, 2026 reporting Item 2.02 (Results of Operations and Financial Condition), Item EX-99.1 (Exhibit EX-99.1). Q2 and first-half 2026 financial results released July 29, 2026.
Amphenol 8-K event analysis
AI summary of each reported item and its exhibits
Item 2.02 · Results of Operations and Financial Condition
- Q2 and first-half 2026 financial results released July 29, 2026
- Exhibit 99.1 contains the substantive earnings figures and management outlook
- Forward-looking guidance covers earnings, revenue, growth, liquidity, taxes, interest rates, and acquisition timing
- Investor focus: Exhibit 99.1 for reported performance, guidance changes, and acquisition-related expectations
Item EX-99.1 · Exhibit EX-99.1
- Q2 sales $8.8B, up 55% with 30% organic growth; exceptional IT datacom demand and CommScope consolidation drove acceleration
- Orders $10.7B and book-to-bill 1.23:1; record bookings signal strong near-term revenue visibility
- Adjusted EPS $1.35, up 67%; adjusted operating margin 29.8%, including an $80M tariff recovery that may not recur
- CommScope outlook raised to $4.6B sales and $0.30 EPS accretion for 2026, versus prior $4.1B and $0.15
- Q3 guidance: sales $9.3B–$9.4B and adjusted EPS $1.40–$1.42; excludes additional tariff recoveries
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