Amphenol Crushes Q2 Estimates, Raises CommScope Synergy Targets, Guides Above Consensus
APH sits 48% above its 52-week low of $102.76 on light trading volume (0.3× avg).
Summary
Amphenol reported record Q2 2026 results with sales of $8.8B and Adjusted EPS of $1.35, both exceeding guidance. The company raised its CommScope synergy target and issued Q3 guidance above consensus, reinforcing its growth trajectory.
Key Events · Earnings and Guidance · APH
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Record Q2 Sales and EPS Beat
Sales of $8.8B grew 55% YoY (30% organic), and Adjusted Diluted EPS of $1.35 rose 67%, both exceeding the high end of guidance.
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Record Orders and Book-to-Bill
Orders reached $10.7B, yielding a book-to-bill of 1.23:1, indicating strong future demand.
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CommScope Synergy Target Doubled
Full-year 2026 accretion from the CommScope acquisition is now expected to be $0.30 per share, up from $0.15, with sales of $4.6B vs. prior $4.1B.
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Q3 Guidance Above Consensus
Q3 2026 Adjusted Diluted EPS guidance of $1.40-$1.42 exceeds the $1.38 consensus, on sales of $9.3B-$9.4B.
Analysis · APH · Manufacturing
Amphenol delivered a blowout quarter with sales 55% higher than last year and Adjusted EPS up 67%, both well above the high end of guidance. The company booked record orders, giving a book-to-bill of 1.23:1, and raised its full-year accretion target for the CommScope acquisition by 100% — from $0.15 to $0.30 per share. Q3 guidance of $1.40-$1.42 in Adjusted EPS handily beats the $1.38 consensus, signaling continued momentum. The combination of organic growth, acquisition outperformance, and aggressive capital return ($515M in buybacks and dividends) makes this a thesis-reinforcing event for a $187B industrial giant.
How filings like this one have moved
In the 30 days to Sep 16, 2026, 39.8% of the 397 measured filings Wiseek scored 9 moved their stock by 5% or more by the next session's close. The median move was -0.50%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, APH was trading at $152.35 on NYSE in the Manufacturing sector, with a market capitalization of approximately $187.4B. The 52-week trading range was $102.76 to $178.52. This filing was assessed with positive market sentiment and an importance score of 9 out of 10.