earnings
confidence high
sentiment positive
materiality 0.85
Amphenol Q2 record sales $8.8B (+55% YoY); adjusted EPS $1.35 (+67%); raises CommScope outlook
AMPHENOL CORP /DE/
- Record Q2 sales $8.8B (+55% YoY); orders $10.7B, book-to-bill 1.23:1.
- GAAP diluted EPS $1.37 (+59%); adjusted diluted EPS $1.35 (+67%).
- Adjusted operating margin 29.8% (incl. $80M net tariff recovery benefit).
- CommScope acquisition now expected to generate $4.6B sales and $0.30 accretive in 2026 (up from $4.1B/$0.15).
- Q3 guidance: sales $9.3-9.4B (+50-52% YoY); adjusted EPS $1.40-1.42 (+51-53% YoY).