Amphenol Posts Record Q3, Raises Dividend 20% and Authorizes $4B Buyback
APH sits 35% above its 52-week low of $59.005 on light trading volume (0.2× avg).
Summary
Amphenol reported record Q3 2026 sales of $10.2 billion and adjusted EPS of $0.80, raised its quarterly dividend 20% to $0.15 and authorized a new $4 billion buyback starting January 1, 2027.
Key Events · Earnings and Guidance · APH
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Record Q3 Beats Guidance
Sales of $10.2 billion rose 65% (37% organic) and adjusted diluted EPS of $0.80 rose 74%, both above the high end of guidance; orders of $12.2 billion produced a 1.19:1 book-to-bill.
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Dividend Raised 20%
Quarterly dividend goes to $0.15 per share from $0.125, payable January 13, 2027 to shareholders of record December 22, 2026.
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$4B Buyback Authorized
New three-year $4.0 billion repurchase program begins January 1, 2027; the remaining $2.0 billion 2024 program is expected to be completed by December 31, 2026.
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China Tax Charges Weigh
Nine-month discrete tax items totaled $389.0 million, including $130.0 million from unfavorable China determinations and $160.0 million of additional China-related obligations, lifting the adjusted effective tax rate to 27.0%.
Analysis · APH · Manufacturing
Amphenol beat the high end of its own guidance with $10.2 billion of quarterly sales (up 65%) and $0.80 of adjusted diluted EPS (up 74%), while record orders of $12.2 billion give a 1.19:1 book-to-bill, so demand is still running ahead of shipments. Against that, the board raised the quarterly dividend 20% to $0.15 and authorized a new $4 billion three-year repurchase program starting January 1, 2027, replacing the $2 billion plan that wraps up this year — a capital-return package that scales with the larger post-split share count. The offsetting item is tax: $389.0 million of nine-month discrete charges, including $130.0 million from unfavorable China determinations and $160.0 million of added China-related obligations, pushed the adjusted effective tax rate to 27.0%. Full-year adjusted EPS guidance of $2.82-$2.84 and Q4 sales of $10.3-$10.5 billion exclude the three signed acquisitions (AdvancedPCB, Dexgreen, Humanetics Sensors), roughly $1.6 billion combined with Empire Electronics, which close in Q4 2026 and Q1 2027.
How filings like this one have moved
In the 30 days to Oct 28, 2026, 36.5% of the 953 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.66%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, APH was trading at $79.76 on NYSE in the Manufacturing sector, with a market capitalization of approximately $196.7B. The 52-week trading range was $59.01 to $89.93. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.