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Amphenol Corporation (APH) Q1 2026 Earnings Call Transcript
SA Transcripts · 2026-04-30 · via All Articles on Seeking Alpha

Q1: 2026-04-29 Earnings Summary

EPS of $1.06 beats by $0.11

 | Revenue of $7.62B (58.39% Y/Y) beats by $526.45M

Amphenol Corporation (APH) Q1 2026 Earnings Call April 29, 2026 1:00 PM EDT

Company Participants

Craig Lampo - Executive VP & CFO
R. Norwitt - President, CEO & Director

Conference Call Participants

Mark Delaney - Goldman Sachs Group, Inc., Research Division
Andrew Buscaglia - BNP Paribas, Research Division
Amit Daryanani - Evercore ISI Institutional Equities, Research Division
Joseph Spak - UBS Investment Bank, Research Division
Samik Chatterjee - JPMorgan Chase & Co, Research Division
William Stein - Truist Securities, Inc., Research Division
Asiya Merchant - Citigroup Inc., Research Division
Steven Fox - Fox Advisors LLC
Wamsi Mohan - BofA Securities, Research Division
Scott Graham - Seaport Research Partners
Luke Junk - Robert W. Baird & Co. Incorporated, Research Division
Joseph Giordano - TD Cowen, Research Division

Presentation

Operator

Hello, and welcome to the First Quarter 2026 Earnings Conference Call for Amphenol Corporation. [Operator Instructions] At the request of the company, today's conference is being recorded. If anyone has any objections, you may disconnect at this time.

I would now like to introduce today's conference host, Mr. Craig Lampo. Sir, you may begin.

Craig Lampo
Executive VP & CFO

Thank you very much. Good afternoon, everyone. This is Craig Lampo, Amphenol's CFO, and I'm here together with Adam Norwitt, our CEO. We would like to welcome you to our first quarter 2026 conference call. Our first quarter results were released this morning, and I will provide some financial commentary, and then Adam will give an overview of the business and current market trends, and then, of course, we'll take your questions.

As a reminder, during the call, we may refer to certain non-GAAP financial measures and make certain forward-looking statements so please refer to the relevant disclosures in our press release for further information. The company closed the first quarter of 2026 with record sales of $7.6 billion and GAAP and adjusted diluted EPS of $0.72

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