AMPHENOL CORP /DE/ — Form 8-K
Filed July 29, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 28/100
What the filing says
Amphenol reported Q2 2026 sales of $8.758 billion (up 55% YoY, 30% organically) and adjusted diluted EPS of $1.35 (up 67% YoY). The company completed two acquisitions: El.Com (Leno, Italy; ~$150M annual sales) in Interconnect & Sensor Systems, and Wilder Technologies (Vancouver, Washington; ~$15M annual sales) in Communications Solutions. CommScope acquisition now expected to contribute $4.6B sales and $0.30 EPS accretion in 2026 (vs. prior $4.1B/$0.15 guidance). Book-to-bill reached 1.23:1. Capital returned to shareholders in Q2: $208M stock repurchase (1.5M shares) + $307M dividends = $515M total. Long-term debt increased to $18.8B (from $15.5B at year-end 2025).
Why this rating
Strong organic growth (30%) and margin expansion (29.8%) are positive. However, acquisitions ($150M+$15M+CommScope earlier) represent ~0.15% of $106B market cap, and deal-related charges totaled $140M ($0.09/share) in six months. Two small tuck-ins are routine M&A activity for Amphenol's size.
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