Amphenol beats Q3 estimates, raises FY2026 guidance, launches $4B buyback

Amphenol reported Q3 sales of $10.2B vs $9.46B estimate (+65% YoY), with organic growth of 37%, adjusted EPS of 80c (vs 72c est, +74% YoY), adjusted operating margin of 29.7% and orders of $12.2B. It guided Q4 adjusted EPS to 81c-83c and FY2026 adjusted EPS to $2.82-$2.84 (vs $2.69 est) on sales of $36.9B-$37.1B (vs $35.63B est), and launched a new 3-year, $4B buyback effective January 1, 2027.

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