Amphenol's first quarter 2026 revenue surged 58% to $7.6B, beating estimates on strong AI-driven demand.

Amphenol reported record first quarter 2026 results, with sales of $7.62 billion and adjusted EPS of $1.06, both exceeding analyst expectations. The performance was driven by significant organic growth and contributions from acquisitions, highlighted by a strong book-to-bill ratio of 1.24:1.

Key Highlights

• First quarter sales grew 58% year-over-year to $7.62 billion, reflecting organic growth of 33% and contributions from the recent acquisition of CommScope's CCS business.
• Adjusted Diluted EPS rose 68% year-over-year to $1.06, while Adjusted Operating Margin reached a strong 27.3%.
• The company booked record orders of $9.4 billion and guided second quarter revenue to a range of $8.1 billion to $8.2 billion, representing 43% to 45% YoY growth.