AMPHENOL CORP /DE/
Amphenol (APH) reported Q2 2026 net sales of $8.8 billion, up 55% in U.S. dollars and 30% organically year over year. Adjusted diluted EPS was $1.35. Record orders were $10.7 billion (book-to-bill 1.23). The company raised 2026 CommScope sales guidance to $4.6 billion and accretion to $0.30, and guided Q3 sales to $9.3-$9.4 billion.
Baird highlighted AI and electrical infrastructure stocks it says have specific advantages in the AI buildout. It named Littelfuse (LFUS) as a top pick, citing high-voltage data center design wins and Q2 2026 adjusted EPS of $4.19 on $739M revenue. It also covered nVent (NVT), Amphenol (APH) and Jabil (JBL), citing earnings, outlook and catalysts.
Silverman David M (EVP, Human Resources) sold 120,000 shares of AMPHENOL CORP /DE/ (APH) at $174.24 ($20.91M total) on 2026-08-05.
Over the past 7 days, alphai's AI scored 3 news stories mentioning APH (AMPHENOL CORP /DE/). Coverage has skewed bullish: 3 bullish, 0 neutral, and 0 bearish.
Recent APH coverage spans insider activity, earnings and sector analysis.
In the last 30 days, APH insiders filed 7 SEC Form 4 transactions — no purchases and 7 sales ($180.4M). The most active reporter was D'AMICO LANCE E, EVP, Secretary & GenCounsel, with 3 filings.
Guidance raises and strong IT datacom and AI-driven demand support a bullish near-term earnings revision backdrop, while communications networks demand uncertainty is a key offset.
Connectivity demand tied to scale-up/scale-out and fiber leverage is presented as less dependent on broad hyperscaler capex cycles.
This is a routine insider open-market sale with no 10b5-1 plan stated, but it does not by itself change company fundamentals.
Insider selling can modestly affect sentiment, but this is not a fundamental catalyst like guidance, contracts, or enforcement.
This is a routine insider sale with no stated 10b5-1 plan, but it does not change company fundamentals.
alphai scores every news story that mentions APH with an AI model for sentiment and relevance, and aggregates insider trades from AMPHENOL CORP /DE/'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Amphenol (APH) reported Q2 2026 net sales of $8.8 billion, up 55% in U.S. dollars and 30% organically year over year. Adjusted diluted EPS was $1.35. Record orders were $10.7 billion (book-to-bill 1.23). The company raised 2026 CommScope sales guidance to $4.6 billion and accretion to $0.30, and guided Q3 sales to $9.3-$9.4 billion.
12 min readBaird highlighted AI and electrical infrastructure stocks it says have specific advantages in the AI buildout. It named Littelfuse (LFUS) as a top pick, citing high-voltage data center design wins and Q2 2026 adjusted EPS of $4.19 on $739M revenue. It also covered nVent (NVT), Amphenol (APH) and Jabil (JBL), citing earnings, outlook and catalysts.
7 min readSilverman David M (EVP, Human Resources) sold 120,000 shares of AMPHENOL CORP /DE/ (APH) at $174.24 ($20.91M total) on 2026-08-05.
1 min readLampo Craig A (EVP& CFO) sold 193,200 shares of AMPHENOL CORP /DE/ (APH) at $167.31 ($32.32M total) on 2026-08-04.
1 min readD'AMICO LANCE E (EVP, Secretary & GenCounsel) sold 50,000 indirectly-held shares of AMPHENOL CORP /DE/ (APH) at $161.82 ($8.09M total) across 2 trades on 2026-08-03.
1 min readD'AMICO LANCE E (EVP, Secretary & GenCounsel) sold 50,000 shares of AMPHENOL CORP /DE/ (APH) at $161.99 ($8.10M total) on 2026-08-03.
2 min readAmphenol (APH) reported Q2 revenue of $8.76B, up 55% year over year and above the $8.29B estimate, with adjusted EPS of $1.35 versus $1.19. Q3 CY2026 guidance calls for $9.35B revenue and $1.41 adjusted EPS at the midpoint. Management cited AI datacenter demand and CommScope integration for margin gains.
6 min readNORWITT RICHARD ADAM (President & CEO) sold 186,104 indirectly-held shares of AMPHENOL CORP /DE/ (APH) at $162.27 ($30.20M total) on 2026-07-31.
1 min readNORWITT RICHARD ADAM (President & CEO) sold 500,000 shares of AMPHENOL CORP /DE/ (APH) at $161.57 ($80.79M total) on 2026-07-31.
2 min readSep WTI crude oil prices (CLU26) jumped by more than +6% on Wednesday as the recent lull in hostilities came to an abrupt end after the Islamic Revolutionary Guard Corps (IRGC) said it targeted a US airbase and command center in Jordan with ballistic missiles. The IRGC also claimed to have hit and halted three tankers attempting to transit through the Strait of Hormuz.
7 min read
