Amphenol Corporation (APH) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello, and welcome to the First Quarter twenty twenty six Earnings Conference Call for Amphenol Corporation. Following today's presentation, there will be a formal question and answer session. Until then, all lines will remain in a listen only mode. 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. Thank you very much. Good afternoon, everyone. This is Craig Lampo, Amphenol's CFO, and I'm here together with Adam Norwood, our CEO. We would like to welcome you to our first quarter twenty twenty six 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 twenty twenty six with record sales of $7,600,000,000 and GAAP and adjusted diluted EPS of $0.72 and $1.06 respectively. First quarter sales were up 58% in U. S. Dollars, 57% in local currencies and 33% organically compared to the first quarter of twenty twenty five. Sequentially, sales were up 18% in U. S. Dollars and in local currencies and up 4% organically. Adam will comment further on trends by market in a few minutes. Orders in the quarter were a record $9,435,000,000 up a strong 78% compared to the first quarter of twenty twenty five and up 12% sequentially, resulting in another very strong book to bill ...