APH Amphenol (APH) Q1 FY26 earnings call
Amphenol's quarter is an AI-interconnect story: a broad copper/power/optics portfolio, now widened by CommScope, is capturing outsized share of data-center spend while diversified defense and industrial demand reaccelerates. Management leans into capacity and customer commitments over formal LTAs, and frames the AI cadence as durable but inherently lumpy. The main drag is a discrete China tax overhang lifting the go-forward tax rate.
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APH operating KPIs by quarter
| KPI | Mar 2025 Q1 FY25 | Sep 2025 Q3 FY25 | Dec 2025 Q4 FY25 | This call Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|---|---|
| Orders | $5.292BOrders in the quarter were a record $5.292 billion, up a strong 58% compared to the first quarter of 2024 and up 6% sequentially, resulting in a book-to-bill ratio of 1.1:1.Source: earnings call transcript | $6.111BOrders in the quarter were a record $6.111 billion, up a strong 38% compared to the third quarter of 2024 and up 11% sequentially, resulting in a book-to-bill ratio of 0.99:1.Source: earnings call transcript | $8.431BWe are very encouraged by our orders in the quarter, which were a record $8.431 billion, up a strong 68% compared to the fourth quarter of 2024 and up 38% sequentially, resulting in a very strong book-to-bill ratio of 1.31:1.Source: earnings call transcript | — | $10.732BOrders in the quarter were a record $10.732 billion, up a strong 94% compared to the second quarter of 2025 and up 14% sequentially, resulting in another very strong book-to-bill ratio of 1.23:1.Source: earnings call transcript | — |
| Book-to-bill ratio | 1.1 ratioOrders in the quarter were a record $5.292 billion, up a strong 58% compared to the first quarter of 2024 and up 6% sequentially, resulting in a book-to-bill ratio of 1.1:1.Source: earnings call transcript | 0.99 ratioOrders in the quarter were a record $6.111 billion, up a strong 38% compared to the third quarter of 2024 and up 11% sequentially, resulting in a book-to-bill ratio of 0.99:1.Source: earnings call transcript | 1.31 ratioWe are very encouraged by our orders in the quarter, which were a record $8.431 billion, up a strong 68% compared to the fourth quarter of 2024 and up 38% sequentially, resulting in a very strong book-to-bill ratio of 1.31:1.Source: earnings call transcript | 1.24 ratioOrders in the quarter were a record $9,435 billion, up a strong 78% compared to the first quarter of 2025 and up 12% sequentially, resulting in another very strong book-to-bill ratio of 1.24:1.Source: earnings call transcript | 1.23 ratioOrders in the quarter were a record $10.732 billion, up a strong 94% compared to the second quarter of 2025 and up 14% sequentially, resulting in another very strong book-to-bill ratio of 1.23:1.Source: earnings call transcript | -0.8% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.