Amphenol Reports Record Q1 2026 Results Amid Strong Market Demand
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 08 2026
0mins
Source: PRnewswire
Amphenol Corporation's stock fell 3.04% as it hit a 20-day low, reflecting a challenging trading environment despite positive market trends in the Nasdaq-100 and S&P 500.
The company reported record sales of $7.6 billion in Q1 2026, a 58% year-over-year increase, driven by exceptional demand in the IT datacom market. Additionally, Amphenol's total orders reached $9.4 billion, indicating strong future growth potential. The adjusted operating margin was 27.3%, and adjusted diluted EPS rose 68% year-over-year, showcasing the company's operational efficiency and commitment to shareholder returns.
Despite the stock's decline, the robust financial performance and strong order growth suggest that Amphenol is well-positioned for future success, potentially attracting investor interest as market conditions stabilize.
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Analyst Views on APH
Wall Street analysts forecast APH stock price to rise
12 Analyst Rating
11 Buy
1 Hold
0 Sell
Strong Buy
Current: 147.680
Low
135.00
Averages
172.92
High
210.00
Current: 147.680
Low
135.00
Averages
172.92
High
210.00
About APH
Amphenol Corporation is a designer, manufacturer, and marketer of electrical, electronic and fiber optic connectors and interconnect systems, antennas, sensors and sensor-based products and coaxial and high-speed specialty cables. The Company operates through three segments. The Harsh Environment Solutions segment designs, manufactures and markets a range of ruggedized interconnect products and other products for use in the industrial, defense, commercial aerospace, automotive, mobile networks, medical and other markets. Communications Solutions segment designs, manufactures and markets a range of connector and interconnect systems for use in the information technology and data communications, mobile devices, industrial, mobile networks, broadband communications, automotive, commercial aerospace and defense end markets. Its Interconnect and Sensor Systems segment designs, manufactures and markets a range of sensors, sensor-based systems, connectors and value-add interconnect systems.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- ETF Unit Trading Mechanism: Exchange-traded funds (ETFs) trade like stocks, where investors buy and sell 'units' that can be created or destroyed based on demand, impacting the ETF's liquidity and market performance.
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- Technical Analysis Tool: Comparing the latest share price to the 200-day moving average can provide investors with valuable technical insights, aiding in market trend assessment and potential buying opportunities.
- ETF Trading Mechanism: Exchange-traded funds (ETFs) trade similarly to stocks, where investors are buying and selling 'units' that can be created or destroyed based on investor demand, impacting the liquidity and market performance of the ETF.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in shares outstanding for ETFs helps identify those experiencing notable inflows (new units created) or outflows (old units destroyed), allowing for assessment of their impact on underlying assets.
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- Strong Orders: The company reported total orders of $9.4 billion, resulting in a book-to-bill ratio of 1.24:1, indicating robust future growth potential and reflecting sustained market demand and confidence in its products.
- Enhanced Profitability: With an adjusted operating margin of 27.3% and adjusted diluted EPS of $1.06, which rose 68% year-over-year, the company demonstrated significant achievements in cost control and efficiency improvements, bolstering investor confidence.
- Shareholder Returns: Amphenol returned approximately $485 million to shareholders through the repurchase of 1.3 million shares and $307 million in dividends, highlighting the company's strong cash flow and commitment to shareholders while also providing funding for future investments.
See More
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- Use of Proceeds: The net proceeds from the notes offering will be used to repay borrowings under its U.S. commercial paper program and a 364-day unsecured delayed draw term loan credit agreement, aimed at reducing financial costs and enhancing liquidity.
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