Amphenol posts record Q3 2026 sales, raises dividend and launches $4 billion buyback

Amphenol reported third‑quarter 2026 revenue of $10.2 billion, a 65% year‑over‑year increase, and adjusted diluted EPS of $0.80, up 74% YoY. The board approved a 20% dividend hike to $0.15 per share and a new three‑year $4 billion stock repurchase program. The company closed its acquisition of Empire Electronics and signed definitive agreements to acquire AdvancedPCB, Dexgreen and Humanetics Sensors for a total of about $1.6 billion.

The company expects fourth‑quarter sales of $10.3‑$10.5 billion and full‑year adjusted EPS of $2.82‑$2.84, above consensus, which could support a higher share price. The dividend increase and $4 billion buyback provide immediate cash returns to shareholders.

  • 1Q3 2026 sales were $10.2 billion, up 65% year‑over‑year (37% organic).
  • 2Adjusted diluted EPS was $0.80, a 74% increase from the prior year.
  • 3GAAP diluted EPS was $0.79, up 61% year‑over‑year.
  • 4The quarterly dividend was increased 20% to $0.15 per share.
  • 5A new three‑year $4 billion stock repurchase program was authorized.
  • 6Empire Electronics acquisition closed; agreements signed for AdvancedPCB ($270 million), Dexgreen ($90 million) and Humanetics Sensors ($70 million), total pending acquisitions about $1.6 billion.

Sources