AI-extracted from the 10-Q filed 2026-07-31 — Q2 2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Net sales rose 55% to $8,758.1M — 30% organically — as the CommScope acquisition and outsized AI-driven IT datacom growth lifted operating margin to 29.5%.
Biggest Revenue Drivers
Communications Solutions$5,383.6M+85% YoY
Outsized organic growth in IT datacom with particular strength in AI-related applications, plus acquisition contributions
Harsh Environment Solutions$1,856.8M+28% YoY
Strong organic growth in defense, industrial, commercial aerospace and IT datacom markets
Biggest Revenue Drivers
Total revenue: $8.76B+55% YoY
Communications Solutions$5,383.6M+85% YoY
Outsized organic growth in IT datacom with particular strength in AI-related applications, plus acquisition contributions
Within Communications Solutions
United States$1,980.4M+76% YoY (consolidated U.S.)
Consolidated U.S. sales grew 76%, of which 52 points came from acquisitions
Distributors and resellers$1,895.6M
Segment distributor channel sales nearly tripled versus $637.5M in Q2 2025
Harsh Environment Solutions$1,856.8M+28% YoY
Strong organic growth in defense, industrial, commercial aerospace and IT datacom markets
Interconnect and Sensor Systems$1,517.7M+17% YoY
Strong organic growth in IT datacom, with particular strength in AI-related applications
Largest Expense Items
Cost of sales$5,210.1Mvs $3,597.0M prior year
Gross profit of $3,548.0M; no inventory step-up amortization in the quarter versus $16.9M a year ago
Selling, general and administrative$939.9Mvs $622.5M prior year
Includes $45.4M of stock-based compensation; disciplined cost control drove operating leverage
Interest expense$213.7Mvs $80.9M prior year
Higher average borrowing levels from new Senior Notes and Delayed Draw Term Loans funding the CommScope acquisition
Acquisition-related expenses$23.5Mvs $12.0M prior year
Non-cash amortization of acquired backlog value from the CommScope acquisition
Margins: Operating margin rose to 29.5% from 25.1%, driven by strong operating leverage and disciplined cost control, plus an $80.0M net benefit from IEEPA tariff recovery, partly offset by acquisitions operating below company-average margins.
Watch Items from the Filing
Effective tax rate jumped to 25.3% from 18.3%; $39.0M of quarterly accruals for foreign tax matters and $386.1M of unrecognized tax benefits outstanding.
Total debt reached $18,811.3M with $1,634.3M current, after $10,684.0M spent on 2026 acquisitions; cash fell to $4,729.4M from $11,130.6M.
China tax authorities issued payment notices totaling $230.0M, paid in full in Q2 2026, plus $160.0M of additional tax obligations from reassessed prior-year rates.
CommScope contributed $2,100.9M of net sales since January 9 and 14% of consolidated Q2 net sales, but is excluded from internal control assessment.
Goodwill and intangibles rose to $17,554.7M and $5,288.9M respectively, now over half of $44,806.6M total assets, raising impairment exposure.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
19 transactions in APH reported by 13 members of Congress under the STOCK Act, most recent trade Aug 18, 2026. Reported transactions, not recommendations.
About AMPHENOL CORP /DE/ (APH): stock profile, AI score and financials
AMPHENOL CORP /DE/ (APH) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores APH at 79.2/100 on a composite quality score built from its SEC filings, placing it at rank #40 of 2,925 stocks — the top 5% of the AI-ranked universe. APH scores in the top quartile across revenue scale (94.8), revenue growth (93.6), balance sheet strength (92.6). Based on the latest XBRL financial filings (Q2 2026), AMPHENOL CORP /DE/ reports quarterly revenue of $8.8B, net income of $1.8B, an operating margin of 29.5%. APH trades on the NYSE exchange and files with the SEC under CIK 820313. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate APH daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for AMPHENOL CORP /DE/ directly from SEC EDGAR.