Amphenol reports record results and sets buyback for Amphenol stock
Published on 10/29/2026 at 10:32 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSResults and capital return
- Amphenol reported USD 10.2 billion in third-quarter sales and 65 percent year-over-year growth on October 28, 2026.
- The company approved a USD 4 billion repurchase plan and raised its quarterly dividend 20 percent to USD 0.15 per share.
- Amphenol expects fourth-quarter sales of USD 10.3 billion to USD 10.5 billion and adjusted earnings per share of USD 0.81 to USD 0.83.
- The dividend payment is scheduled for January 13, 2027, for shareholders of record on December 22, 2026.
Amphenol Corporation (ISIN US0320951017) reported record third-quarter 2026 sales of USD 10.2 billion, up 65 percent from the third quarter of 2025. Its new USD 4 billion repurchase plan and higher dividend give Amphenol stock a fresh capital-return backdrop, according to the company's Amphenol release dated October 28, 2026.
Growth reaches the order book
Orders rose to USD 12.2 billion in the third quarter, producing a book-to-bill ratio of 1.19 to 1. That comparison matters because bookings exceeded reported sales while adjusted operating margin reached 29.7 percent, up from 27.5 percent in the prior-year quarter.
Communications Solutions generated USD 6.6 billion of third-quarter sales, up 99 percent year over year. Harsh Environment Solutions reached USD 2.0 billion, up 35 percent, while Interconnect and Sensor Systems delivered USD 1.6 billion, up 17 percent.
What follows the results?
Amphenol expects fourth-quarter sales of USD 10.3 billion to USD 10.5 billion and adjusted earnings per share of USD 0.81 to USD 0.83. For full-year 2026, the company guides to sales of USD 36.9 billion to USD 37.1 billion and adjusted earnings per share of USD 2.82 to USD 2.84.
The board approved a 20 percent quarterly dividend increase to USD 0.15 per share on October 27, 2026. The payment is scheduled for January 13, 2027, for shareholders of record on December 22, 2026. The new three-year USD 4 billion repurchase plan becomes effective January 1, 2027.
Capital return becomes the next test
Amphenol also said it bought 3.0 million shares for USD 245 million during the third quarter and paid USD 308 million in dividends. The combination of record demand, elevated margins and planned shareholder returns leaves execution of the announced acquisitions and the fourth-quarter outlook as the next measurable checkpoints.
The further course of trading is shown by the continuously updated real-time quote of Amphenol stock.
Amphenol key facts
- Company: Amphenol Corporation
- ISIN: US0320951017
- Ticker: APH
- Primary exchange: NYSE
- Quarterly sales: USD 10.2 billion in the third quarter of 2026
- Adjusted operating margin: 29.7 percent in the third quarter of 2026
Market context: Market report S&P 500.
