Amphenol Corporation earnings overview

APH FY2026 Q1 · Calendar Q2 2026

Amphenol Corporation

Amphenol's Q1 2026 results materially exceeded guidance on both revenue and EPS, driven by accelerating AI-related data-center demand and strong contributions from the CommScope acquisition. The 58% revenue increase and 68% EPS growth, combined with a record $9.4B order book, signal that the company's growth trajectory has shifted meaningfully higher. However, a significant tax dispute in China clouds earnings quality and raises the effective tax rate to 27%, warranting close monitoring.