AMPHENOL CORP /DE/ — Form 8-K
Filed October 28, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 42/100
What the filing says
Amphenol reported Q3 2026 sales of $10.2B (up 65% YoY, 37% organically) and adjusted diluted EPS of $0.80 (up 74% YoY). The company closed Empire Electronics (~$320M 2026 sales) and signed agreements to acquire AdvancedPCB (~$270M), Dexgreen (~$90M), and Humanetics Sensors (~$70M) for a combined ~$1.6B purchase price. The Board approved a 20% dividend increase to $0.15/share and authorized a new $4B three-year stock repurchase program (replacing the prior $2B program). Operating margin reached 29.7% (adjusted). Cash returned to shareholders in Q3 was $553M ($245M in buybacks, $308M in dividends).
Why this rating
Acquisitions total ~$1.6B (1.5% of $106B market cap)—moderate for a diversified industrial. Strong organic growth (37%) and margin expansion are positive; China tax accrual ($290M pre-tax) is material negative. Repurchase/dividend increases signal confidence but are routine capital allocation. Not transformational relative to company scale.
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