Amphenol Corporation (APH) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello and welcome to the Second 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. Great. Thank you so 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 second quarter twenty twenty six conference call. Our second quarter twenty twenty six results were released this morning. I will provide some financial commentary, and then Adam will give an overview of the business and current market trends, and then 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 second quarter of twenty twenty six with record sales of $8,800,000,000 and GAAP and diluted EPS of $1.37 and $1.35 respectively. Second quarter sales were up 55% in U. S. Dollars, 54% in local currencies and 30% organically compared to the second quarter of twenty twenty five. Sequentially, sales were up 15% in U. S. Dollars and in local currencies, and up 13% organically. Adam will comment further on trends by market in a few minutes. Orders in the quarter were a record $10,732,000,000 up a strong 94% compared to the second quarter of twenty twenty five and up 14% sequentially, resulting in another very strong book t...