Amphenol stock enters week after record sales and 4 billion buyback
Published on 11/07/2026 at 10:33 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSRecord quarter reshapes the outlook
- Amphenol reported record third-quarter sales, orders and adjusted earnings, with artificial intelligence infrastructure supporting demand.
- Management expects continued fourth-quarter growth and higher full-year sales and adjusted earnings.
- The board raised the quarterly dividend and approved a new capital-return program beginning in 2027.
Amphenol reported record third-quarter results on October 28, with sales reaching 10.2 billion US dollars, according to the Amphenol investor release. The connector and sensor manufacturer said revenue increased 65 percent from the prior-year quarter, while organic growth reached 37 percent.
Orders climbed to 12.2 billion US dollars, producing a book-to-bill ratio of 1.19. Adjusted diluted earnings per share rose 74 percent to 0.80 US dollars, and adjusted operating margin reached 29.7 percent. The figures point to strong operating leverage as Amphenol integrates recent acquisitions.
AI demand remains the main driver
IT datacom represented 48 percent of third-quarter sales and grew 117 percent year over year, with management saying that roughly three-quarters of the business is now linked to artificial intelligence applications. The company also reported solid growth in defense, industrial, automotive and mobile-device markets, while communications networks remained weaker.
In its earnings-call coverage, Investing.com reported that management expects fourth-quarter sales of 10.3 billion to 10.5 billion US dollars and adjusted diluted earnings per share of 0.81 to 0.83 US dollars. Full-year sales are expected at 36.9 billion to 37.1 billion US dollars, with adjusted diluted earnings per share of 2.82 to 2.84 US dollars.
Capital returns move into focus
The board approved a 20 percent increase in the quarterly dividend to 0.15 US dollars per share, with payments at the new rate beginning in January 2027. It also authorized a three-year, 4 billion US dollar stock repurchase program that becomes effective on January 1, 2027, after the existing authorization is expected to be completed.
The real-time quote of Amphenol stock was 67.09 euros on Lang & Schwarz at 10:29 CET on Saturday, November 7, 2026.
Amphenol Corporation at a glance
- Company: Amphenol Corporation
- ISIN: US0320951017
- Ticker: APH
- Latest quote: 67.09 euros on Lang & Schwarz, November 7, 2026, 10:29 CET
- Third-quarter sales: 10.2 billion US dollars
- Adjusted diluted earnings per share: 0.80 US dollars
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