Amphenol (NYSE:APH) reported record financial results for the first quarter of 2026, characterized by explosive top-line growth and significant margin expansion.
The Wallingford, Connecticut-based leader in interconnect solutions posted sales of $7.6 billion, representing a 58% increase in U.S. dollars compared to the first quarter of 2025.
On an organic basis, which excludes the impact of acquisitions and currency fluctuations, sales grew 33%.
The massive jump in revenue was driven in part by the successful completion of the acquisition of CommScope’s Connectivity and Cable Solutions (CCS) business.
This strategic addition, combined with robust demand across Amphenol’s diverse end markets—particularly in data communications and industrial sectors—pushed quarterly orders to $9.4 billion.
This resulted in a healthy book-to-bill ratio of 1.24:1, signaling a strong pipeline of activity for the coming months.
Profitability metrics saw a sharp upward trajectory during the period.
Amphenol reported GAAP diluted earnings per share (EPS) of $0.72, a 24% increase year-over-year.
On an adjusted basis, diluted EPS surged 68% to $1.06.
Operating efficiency remained high as the company integrated its recent acquisitions, with GAAP operating margins reaching 24.0% and adjusted operating margins hitting 27.3%.