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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Amphenol (APH) is 9/10.
Amphenol opened FY2026 with Q1 sales surging 58% in U.S. dollars (57% local currency) with GAAP EPS of $0.72 up 24% as AI-driven IT Datacom demand showed no signs of moderation. The CommScope integration exceeded expectations, contributing to the growth acceleration beyond organic expansion. Record orders and a strong book-to-bill provided continued visibility into robust demand across AI networking and interconnect applications.
Scored from Amphenol’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $4.32B | +29.8% | $0.59 | +40.5% | 34.3% | 22.4% | 17.3% | $647M |
| FY2025 Q1 | $4.81B | +47.7% | $0.58 | +31.8% | 34.2% | 22.2% | 15.3% | $576M |
| FY2025 Q2 | $5.65B | +56.5% | $0.86 | +109.8% | 36.3% | 25.3% | 19.3% | $1.12B |
| FY2025 Q3 | $6.19B | +53.4% | $0.97 | +102.1% | 38.1% | 27.5% | 20.1% | $1.21B |
| FY2025 Q4 | $6.44B | +49.1% | $0.93 | +57.6% | 38.2% | 27.5% | 18.6% | $1.47B |
| FY2026 Q1 | $7.62B | +58.4% | $0.72 | +24.1% | 36.7% | 24.0% | 12.4% | $830M |
| FY2026 Q2 | $8.76B | +55.0% | $1.38 | +60.5% | 40.5% | 29.5% | 20.2% | $1.20B |