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Top analysts & firms
All analyzed callsNot limited to the selected quarter · analysts and firms with 2 or more questions
What does “challenging” mean?
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Most active analysts
Analyst
Firm
Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Filed after the FY2026 Q1 call day (Apr 29, 2026) through the next call day (Jul 29, 2026)From SEC 8-K filings
No 8-K events recorded for this window.
Quarter in detail
· FY2026 Q1
Macro Signals
↑AI & Tech↑CAPEX↑Enterprise Spending
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.
Key Themes7
positive📊 company
AI-Driven IT Datacom Surge
IT datacom sales grew 99% YOY (81% organically), driven by accelerating AI demand. Segment represented 41% of sales with sequential growth of 27%.
Revenue GrowthCloud & AIDemand
positive📊 company
CommScope Integration Exceeding Expectations
CommScope closed at beginning of January, contributing to 58% consolidated revenue growth. First quarter growth was largely similar to Amphenol's own organic growth rate.
M&ARevenue Growth
positive📊 company
Record Orders And Strong Book-To-Bill
Record orders of $9.435 billion, up 78% YOY with book-to-bill of 1.24:1. All end markets had positive book-to-bill, driven by IT datacom, defense, commercial air and industrial.
Defense sales grew 44% YOY (25% organically) with broad-based strength across segments and geographies. Countries worldwide increasing investments in next-generation defense technologies.
DemandRegulation PolicyGeographic Expansion
positive🏢 sector
Industrial Market Broad-Based Reacceleration
Industrial sales grew 52% YOY (16% organically) with virtually all subsegments growing organically. Double-digit growth in instrumentation, electrification, oil and gas, and factory automation.
DemandRevenue Growth
negative📊 company
Tax Headwinds From China Dispute
Recorded $130 million China tax accrual plus $160 million tax provision reassessment. Adjusted effective tax rate increased to 27% from 24.5% in prior year quarter.
How do you think about funding the capacity for these ramps as you go forward? And to the extent you can talk about it, are Amphenol, CommScope being approached for these multiyear capacity agreements
If you could talk a little bit about prices -- pricing ability to pass through those costs. And if you saw, there was more ability to raise prices here relative to historical
as you get into these more complex, more streamlined types of architectures like the interplay between what the value of those products are versus like what might be going away
How are you seeing sort of that demand progress relative to those early milestones that you gave us? And are you seeing any supply constraints when it comes to sort of bare fiber
how are you thinking about the share and competitive landscape and the potential to have perhaps similar share in scale-up solutions in optical over time
Should Amphenol have -- should we think about the company as having similar ability to succeed in all of those technologies? Or are there certain ones of those where your opportunity will be more l...
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.
Analyst challenge ratePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. · all analyzed quarters
8%
Share price · trailing year
daily closes, last 12 months — not scoped to the selected quarter · dots mark earnings calls, colored by that quarter’s score
Sources.Tellvest earnings-call sentiment score for Amphenol (APH), FY2026 Q1: 9/10. Scores: Amphenol’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: APH daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
Key financials
FY2026 Q1 selectedReported GAAP figures from SEC filings
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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 Q1Selected
$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
As stated by management
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
EPS
“GAAP diluted EPS was $0.72 in the first quarter, up 24% compared to the prior year period. And on an adjusted basis, diluted EPS was a record $1.06 and increased by 68%”
Quarter
company-level, not the selected quarter
GAAP revenue YoY +58.4% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
▸How this score was built
Base8Base 8GAAP revenue YoY +58.4% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.+Transcript0Transcript 0GAAP revenue includes CommScope (closed Jan 2026). Organic growth was 33%, also ≥15% (base 8). Same band, no adjustment needed.+EPS+1EPS +1GAAP EPS YoY 24.14% vs revenue YoY 58.39%, GAAP spread -34.25 percentage points (outside -5 percentage points). Operating income cross-check: operating income YoY 71.39%, operating income spread +13.00 percentage points (outside +5 percentage points, opposite direction). GAAP EPS depressed by $249M acquisition-related costs (backlog/inventory amortization + transaction costs), $130M China tax accrual, $160M tax reassessment, all below-the-line. Adjusted EPS grew 68%, adjusted spread +9.86 percentage points. OI wins when disagree with GAAP EPS.+Guidance0Guidance 0Q2 2026 guidance only (sales $8.1-8.2B, adj EPS $1.14-1.16). Next-quarter-only guidance, same format as prior quarters. No full-year guidance introduced or revised.=Final9
How this score was built
Base8Base 8GAAP revenue YoY +58.4% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.+Transcript0Transcript 0GAAP revenue includes CommScope (closed Jan 2026). Organic growth was 33%, also ≥15% (base 8). Same band, no adjustment needed.+
88.62
59.58
9
9
9
Oct 25Oct 26
Revenue
“First quarter sales were up 58% in U.S. dollars, 57% in local currencies, and 33% organically compared to the first quarter of 2025”
Guidance
“for the second quarter, we expect sales in the range of $8.1 billion to $8.2 billion and adjusted diluted EPS in the range of $1.14 to $1.16”
Key metric
“Orders in the quarter were a record $9.435 billion, up a strong 78% compared to the first quarter of 2025”
Mentions2
What APH and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“I think Corning talked about three such large deals on their call.”
An analyst cites Corning's disclosed multiyear hyperscaler capacity deals as a comparison point when asking whether Amphenol/CommScope are being approached for similar agreements.
CommScopenot trackedFY2026 Q1Acquisition
“we're very pleased with the CommScope acquisition, and we do expect the business' performance to continue to improve as part of the Amphenol family.”
Amphenol closed its acquisition of CommScope's connectivity/cable business, adding a broad fiber and copper interconnect portfolio and expecting further performance improvement.
EPS
+1
EPS +1GAAP EPS YoY 24.14% vs revenue YoY 58.39%, GAAP spread -34.25 percentage points (outside -5 percentage points). Operating income cross-check: operating income YoY 71.39%, operating income spread +13.00 percentage points (outside +5 percentage points, opposite direction). GAAP EPS depressed by $249M acquisition-related costs (backlog/inventory amortization + transaction costs), $130M China tax accrual, $160M tax reassessment, all below-the-line. Adjusted EPS grew 68%, adjusted spread +9.86 percentage points. OI wins when disagree with GAAP EPS.
+
Guidance0Guidance 0Q2 2026 guidance only (sales $8.1-8.2B, adj EPS $1.14-1.16). Next-quarter-only guidance, same format as prior quarters. No full-year guidance introduced or revised.
Coherent delivered record Q3 revenue of $1.8 billion, up 21% year-over-year and 7% sequentially, with non-GAAP earnings per diluted share of $1.41, up 55% from the year ago quarter
Flex finished fiscal 2026 with a standout fourth quarter: revenue of $7.5 billion, up 17%, a record adjusted operating margin of 6.7% (up 50 basis points), and adjusted EPS of $0.93, up 27%
Sandisk delivered explosive Q3 results with revenue surging 251% year-over-year to $5.95 billion, driven by data center AI demand that grew 233% sequentially, while non-GAAP EPS reached $23.41 compared to $6.20 in the prior quarter