Amphenol Corporation
Shortcut
0.75Normalized diluted EPS
+3.2% vs Street
Street
0.73Normalized diluted EPS
October 25 consensus snapshot
Real
0.80Issuer adjusted diluted EPS
Model download
Explore the assumptions and calculations behind the forecast.
Shortcut’s reasoning.
Guidance: 3Q26 sales $9.3-9.4bn and adjusted EPS $0.70-0.71 (post-split); Amphenol beat the high end of both in each of the last six quarters (EPS +7.8% to +26% above midpoint).
Visibility: record 2Q26 orders of $10.7bn (book-to-bill 1.23 after 1.24 in 1Q26); IT datacom (43% of sales) guided up mid-teens sequentially after delivering +22% vs a low-teens guide in 2Q26.
Model: end-market/segment build gives net sales $9,704m (+3.8% vs guide midpoint, +2.2% vs consensus); adjusted operating margin 29.7% vs 28.9% ex-tariff in 2Q26 (~37% incremental).
On the record.
- Reporting period
- Q3 2026 (FQ3 2026 - Sep 2026)
- Reporting basis
- Normalized (issuer adjusted) diluted EPS, post 2-for-1 split
- Consensus snapshot
- October 25, 2026
- Model / effort
- Opus 5.5 · High effort
- Workbook
- Reviewed workbook
Record history
- Forecast generated
- Oct 26, 2026 at 3:28 AM PDT
- Reviewed revision completed
- Oct 26, 2026 at 3:28 AM PDT
- First published
- Oct 26, 2026 at 3:54 AM PDT
Result basis
Amphenol reports adjusted diluted EPS $0.80 and GAAP diluted EPS $0.79 for September 30,2026. The issuer-authored Business Wire release is reproduced in full at this source because the direct issuer/Business Wire page was unavailable. It explicitly states all current/prior share and per-share figures reflect the 2-for -1 split, with split-adjusted trading from September 3,2026. Adjusted EPS excludes acquisition-related and discrete tax items and uses diluted common shares, matching the published post-split issuer-adjusted convention. No second split adjustment is applied.