secwatch.observer — SEC 8-K summary
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Issuer:     AMPHENOL CORP /DE/ (APH)
CIK:        0000820313
Form:       8-K
Filed at:   2026-07-29T14:26:52+00:00
Accession:  0001104659-26-087904
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Amphenol Q2 record sales $8.8B (+55% YoY); adjusted EPS $1.35 (+67%); raises CommScope outlook
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- 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).

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/820313/000110465926087904/0001104659-26-087904-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/820313/000110465926087904/aph-20260729x8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-26-087904

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