secwatch.observer — SEC 8-K summary
======================================

Issuer:     AMPHENOL CORP /DE/ (APH)
CIK:        0000820313
Form:       8-K
Filed at:   2026-01-28T23:59:59+00:00
Accession:  0001104659-26-007259
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Amphenol reports record Q4 sales $6.4B, +49% YoY; adjusted EPS $0.97, +76%; closes CommScope CCS acquisition
--------------------------------------------------------------------------------

- Q4 GAAP diluted EPS $0.93 (+58% YoY); adjusted diluted EPS $0.97 (+76% YoY); sales $6.4B (+49% reported, +37% organic).
- Full-year 2025 sales $23.1B (+52%), GAAP diluted EPS $3.34 (+74%), adjusted diluted EPS $3.34 (+77%).
- Q4 adjusted operating margin 27.5%; full-year adjusted operating margin 26.2%; operating cash flow $1.7B (Q4) and $5.4B (FY).
- Closed CommScope CCS acquisition Jan 12, 2026; expects CCS to generate ~$4.1B sales and $0.15 adjusted EPS accretion in 2026.
- Q1 2026 guidance: sales $6.90-7.00B (+43-45% YoY), adjusted EPS $0.91-0.93 (+44-48% YoY); includes ~$900M CCS sales and $0.02 accretion.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/820313/000110465926007259/0001104659-26-007259-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/820313/000110465926007259/aph-20260128x8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-26-007259

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer