Amphenol Corporation (APH)

Amphenol beat consensus on both the top and bottom line, with revenue of about $8.8 billion topping the $8.3 billion estimate by 6.1% and adjusted EPS of $1.35 topping the $1.18 estimate by 14.4%, based on preliminary results for the second fiscal quarter of 2026 reported July 29. Revenue rose 55% from about $5.7 billion a year ago, led by the largest revenue-recognition line at about $7.6 billion, up 58.4%, while another line came in at roughly $5.8 billion, up 46.7%, and a third reached about $4.5 billion, up 87.9%; gross margin held near 41% and operating margin near 30%. Net income rose 62% to about $1.8 billion from about $1.1 billion a year earlier, and operating cash flow was about $1.6 billion as the company paid about $307 million in dividends. For the next period, consensus calls for adjusted EPS of $1.30 on revenue of $8.78 billion.