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Amphenol (APH) earnings and revenue breakdown

Latest: Q3 2026 · 10-Q filed Oct 30, 2026 · Amphenol (APH) Q3 2026 earnings results →

Q3 2026 Revenue up 65% year over year to $10.2B · 20¢ of every $1 of revenue kept as net profit · operating margin 29.5%

Amphenol made $10.2B in Q3 2026 (+65% Y/Y): Communications Solutions $6.6B, Harsh Environment Solutions $2.0B, Interconnect and Sensor Systems $1.6B. Operating margin 29.5%, net earnings $2.0B. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Oct 30, 2026.

Revenue$10.2B
Year over year+65%
Operating margin29.5%
Net earnings$2.0B
Operating cash flow$2.1B

Drawing the Sankey…

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Amphenol Q3 2026 revenue breakdown: Sankey diagram of revenue (Communications Solutions, Harsh Environment Solutions, Interconnect and Sensor Systems), costs, profit and cash flow
Amphenol Q3 2026 revenue breakdown — free to use with credit and a link (terms). Share on X
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What changed this quarter

Revenue was $10.2B in Q3 2026, up 65% year over year and up 17% from the previous quarter. Communications Solutions was the largest line at 64% of revenue. Communications Solutions added $3.3B year over year (up 99%), 81% of the total change.

Gross margin was 39.3%, up 1.2 points from Q3 2025. Operating profit was $3.0B, a 29.5% margin (up 2.0 points year over year). Of the extra revenue versus Q3 2025, 33% reached operating profit, above the 27% margin then. Operating expenses grew 52% against revenue growth of 65%. Net earnings were $2.0B, up 63% year over year. The effective tax rate was 27.4%.

Operating cash flow was $2.1B (up 41% year over year), 101% of net earnings. Non-cash charges added back $0.35B of depreciation and amortization and $0.05B of share-based compensation. Working capital and other items used $0.37B. Capital expenditures of $0.46B left free cash flow of $1.6B.

Quarterly history

Amphenol revenue by quarterAmphenol revenue by quarter$4.8BQ1 2025$5.7BQ2 2025$6.2BQ3 2025$6.4BQ4 2025$7.6BQ1 2026$8.8BQ2 2026$10.2BQ3 2026
Amphenol net earnings by quarterAmphenol net earnings by quarter$738MQ1 2025$1.1BQ2 2025$1.2BQ3 2025$1.2BQ4 2025$933MQ1 2026$1.8BQ2 2026$2.0BQ3 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 202610-QOct 30, 2026$10.2B+65%29.5%$2.0B$2.1B
Q2 202610-QJul 31, 2026$8.8B+55%29.5%$1.8B$1.6B
Q1 202610-QMay 1, 2026$7.6B+58%24.0%$933M$1.1B
Q4 202510-KFeb 11, 2026$6.4B+49%26.8%$1.2B$1.7B
Q3 202510-QOct 24, 2025$6.2B+53%27.5%$1.2B$1.5B
Q2 202510-QJul 25, 2025$5.7B+56%25.1%$1.1B$1.4B
Q1 202510-QApr 25, 2025$4.8B+48%21.3%$738M$765M

Charts

Amphenol: revenue growth, year over year and quarter over quarterAmphenol: revenue growth, year over year and quarter over quarterY/YQ/Q+48%Q1 2025+56%+17%Q2 2025+53%+10%Q3 2025+49%+4%Q4 2025+58%+18%Q1 2026+55%+15%Q2 2026+65%+17%Q3 2026
Latest (Q3 2026): Y/Y +65%, Q/Q +17%.
Amphenol: where the cash came from (+) and went (−), TTM to Q3 2026Amphenol: where the cash came from (+) and went (−), TTM to Q3 2026Other financing$12.3BAcquisitions−$12.1BOperating cash flow$6.5BNet borrowing (+) / repaid (−)−$2.5BCapital spending−$1.4BDividends−$1.1BOther investing−$1.0BBuybacks−$802MShares issued$405MCash drawn (+) / kept (−)−$374MExchange rates$107MAsset & business sales$13.7M
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Amphenol: profit against cash, quarter by quarterAmphenol: profit against cash, quarter by quarterNet incomeOperating cash flow$752M$847MQ4 2024$744M$765MQ1 2025$1.1B$1.4BQ2 2025$1.3B$1.5BQ3 2025$1.2B$1.7BQ4 2025$943M$1.1BQ1 2026$1.8B$1.6BQ2 2026$2.1B$2.1BQ3 2026
Latest (Q3 2026): Net income $2.1B, Operating cash flow $2.1B.
Amphenol: diluted shares by fiscal year (split-adjusted)Amphenol: diluted shares by fiscal year (split-adjusted)1.23BFY20201.25BFY20211.24BFY20221.24BFY20231.26BFY20241.28BFY2025
+3.9% since FY2020: more shares outstanding (issuance, stock pay); earlier years scaled for the 2-for-1 split before FY2022.
Amphenol: long-term debt falling due (FY2025)Amphenol: long-term debt falling due (FY2025)$937M2026$2.0B2027$2.1B2028$950M2029$1.9B2030$7.8BLater
Cash $11.1B, short-term investments $304M, long-term debt $15.5B at 2025-12-31.
Amphenol in its industry: growth against margin (4 companies, SIC 3678)Amphenol in its industry: growth against margin (4 companies, SIC 3678)revenue growth, year over year →↑ operating marginmedian +59%median 7%MEIRFILIEHCAPH (+65%, 30%)
Electronic Connectors; dot size is quarterly revenue; dashed lines are the industry's medians.

In supply chains and themes

AI data-center capex money flowAI data-center capex · Optics & interconnect

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About Amphenol

Amphenol Corporation is one of the world’s largest designers, manufacturers and marketers of electrical, electronic and fiber optic connectors and interconnect systems, antennas, sensors and sensor-based products and coaxial, high-speed, fiber optic and specialty cable. The Company estimates, based on recent reports of industry analysts, that worldwide sales of interconnect, value-add cable assembly, antenna, cable and sensor-related products were approximately $500 billion in 2025. Certain predecessor businesses of the Company were founded in 1932, and the Company was incorporated under the laws of the State of Delaware in 1986. The Company’s Class A Common Stock (“Common Stock”) began trading on the New York Stock Exchange in 1991.

In its own words, from its 10-K, filed Feb 11, 2026.

Amphenol against its Electronic Connectors peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +65% against the peers' median +59%. Operating margin: 29.5% against the peers' median 7.3%.

CompanyQuarterRevenueY/YOp. margin
APH AmphenolQ3 2026$10.2B+65%29.5%
MEI Methode ElectronicsQ1 FY27$265M+10%-1.5%
RFIL R F IndustriesQ3 FY26$24.0M+21%7.3%
IEHC IEHQ1 FY27$10.0M+59%6.6%

Source: Amphenol 10-Q on SEC EDGAR · CIK 820313 · Electronic Connectors

Guidance and outlook

Amphenol Revenue: guidance against what was reportedAmphenol Revenue: guidance against what was reportedguided rangereported (above / within / below)Q3 2025$6.2BQ4 2025$6.4BFY2025$23.1BQ1 2026$7.6BQ2 2026$8.8BQ3 2026$10.2BFY2026Q4 2026
Met or beat 9 of 9 guided periods. Grey: the last range guided before the figures came out; dot: the reported figure.

13F: who owns APH and who is buying

Largest holders of APH (13F)Largest holders of APH (13F)BlackRock$17.9BVanguard Group$17.1BVanguard Capital Management LLC$14.2BFMR LLC$12.4BState Street$10.5BCapital International Investors$7.6BVanguard Portfolio Management LLC$6.3BPrice T Rowe Associates$5.6BGeode Capital Management, LLC$5.5BCapital Research Global Investors$5.2B
Funds' net buying of APH by quarter (13F)Funds' net buying of APH by quarter (13F)−$911M2024-09−$304M2024-12$619M2025-03$2.0B2025-06−$2.7B2025-09$9.1B2025-12−$10.4B2026-03$419M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on APH

History

Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results

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