Company Dossier · Information Technology
Amphenol
- S&P 500
- Russell 1000
What Amphenol is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $29.0 billion, up 54% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $4.71 billion, up 67% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $1.16 billion, up 26% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $0.67 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2025: $8.92 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 29, 2026): sentiment 0.90 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.95 of 1.Palanor Discourse
- Guidance in the last 90 days: 2 outlook figures raised, 0 lowered, 0 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 11, 2026): 1 risk factor added, 1 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $180 million on the open market.SEC Form 4
- 2,344 institutional managers reported a position at June 30, 2026 (+207 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 27 (22 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Amphenol is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding · Confident
Expanding ↔ Retrenching
Expanding
- Capital spending44th pct
- Debt raised—
- Buybacks vs capex86th pct
- Hiring filings12th pct
- Deals and private raises92nd pct
- Patent publications71st pct
Confident ↔ Hedging
Confident
- Call sentiment93rd pct
- Call confidence96th pct
- Guidance changes92nd pct
- Risk factors added26th pct
- Insider open-market trades39th pct
- + Call sentiment
- + Guidance changes
- + Call confidence
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver53rd pct
- Stress filings49th pct
Credit
How these are built →Amphenol's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$18.8B
- Due within a year $1.6B
- Longer term $17.2B
- Default point $10.2B (short + ½ long)
Finance leases included · Jun 30, 2026 filing
Bonds priced, last 12 months
$7.5B
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| May 5, 2026 | €600M | 3.375% | 2029 (3y) | +69bp | 3.381% |
| May 5, 2026 | €500M | 3.875% | 2034 (8y) | +91bp | 3.879% |
| Oct 27, 2025 | $1.65B | 5.300% | 2055 (30y) | +75bp | 5.311% |
| Oct 27, 2025 | $500M | SOFR + 53bp | 2027 (2y) | — | — |
| Oct 27, 2025 | $750M | 3.800% | 2027 (2y) | +33bp | 3.835% |
| Oct 27, 2025 | $750M | 3.900% | 2028 (3y) | +43bp | 3.938% |
| Oct 27, 2025 | $1B | 4.125% | 2030 (5y) | +53bp | 4.149% |
| Oct 27, 2025 | $1.25B | 4.400% | 2033 (7y) | +63bp | 4.421% |
| Oct 27, 2025 | $1.6B | 4.625% | 2036 (10y) | +65bp | 4.639% |
| Jun 11, 2025 | €600M | 3.125% | 2032 (7y) | +97bp | 3.247% |
| Jun 9, 2025 | $750M | 4.375% | 2028 (3y) | +43bp | 4.407% |
| Oct 28, 2024 | $500M | 5.375% | 2054 (30y) | +95bp | 5.482% |
From the pricing term sheets Amphenol filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Amphenol, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralETFs Are Net Sellers of Amphenol (APH) on Wednesday
gurufocus.com · via Marketaux · Oct 2, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026Patent
- Oct 13, 2026LobbyingLobbying report (IQOM STRATEGIC ADVISORS, LLC)third_quarter 2026 · $0.0 million
- Oct 13, 2026Patent
- Oct 13, 2026Patent
- Oct 13, 2026PatentPatent granted: UNINTERRUPTABLE TAPUS 12763535
- Oct 6, 20268-KDirector or officer changeItem 5.02
- Oct 6, 2026PatentPatent granted: HARNESS CONNECTORUS 12756132
- Jul 6, 2026LobbyingLobbying report (IQOM STRATEGIC ADVISORS, LLC)second_quarter 2026 · $0.0 million
- May 22, 20268-KShareholder vote resultsItem 5.07
- May 12, 20268-KMaterial agreement signedItem 1.01
- May 6, 20268-KMaterial agreement signedItem 1.01
- Apr 20, 2026LobbyingLobbying report (IQOM STRATEGIC ADVISORS, LLC)first_quarter 2026 · $0.0 million
- Mar 30, 20268-KMaterial agreement signedItem 1.01
- Mar 24, 20268-KMaterial agreement signedItem 1.01
- Feb 11, 202610-KAnnual report (10-K)1 risk factors added, 1 removed
- Feb 5, 20268-KDirector or officer changeItem 5.02
- Jan 20, 2026LobbyingLobbying report (IQOM STRATEGIC ADVISORS, LLC)fourth_quarter 2025 · $0.0 million
- Jan 12, 20268-KAcquisition or sale completedItem 2.01
- Jan 8, 20268-KDirector or officer changeItem 5.02
- Nov 10, 20258-KMaterial agreement signedItem 1.01
- Oct 28, 20258-KMaterial agreement signedItem 1.01
- Oct 24, 2025LobbyingLobbying report (IQOM STRATEGIC ADVISORS, LLC)third_quarter 2025 · $0.0 million
- Aug 25, 20258-KMaterial agreement signedItem 1.01
- Jul 15, 2025LobbyingLobbying report (IQOM STRATEGIC ADVISORS, LLC)second_quarter 2025 · $0.0 million
- Jul 11, 2025LobbyingLobbying report (IQOM STRATEGIC ADVISORS, LLC)second_quarter 2025
- Jun 16, 20258-KMaterial agreement signedItem 1.01
- Jun 12, 20258-KMaterial agreement signedItem 1.01
- Jun 12, 20258-KMaterial agreement signedItem 1.01
- Jun 10, 20258-KMaterial agreement signedItem 1.01
- May 16, 20258-KShareholder vote resultsItem 5.07
- May 14, 20258-KDirector or officer changeItem 5.02
- Feb 7, 202510-KAnnual report (10-K)1 risk factors added, 2 removed
- Oct 31, 20248-KMaterial agreement signedItem 1.01
- Oct 29, 20248-KMaterial agreement signedItem 1.01
- Feb 7, 202410-KAnnual report (10-K)0 risk factors added, 0 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Corning Inc. GLW | $17.0B | — | Jun 30, 2026 |
| Coherent Corp. COHR | $7.1B | −$1.0B | Jun 30, 2026 |
| Littelfuse LFUS | $2.5B | $0.4B | Mar 28, 2026 |
| Enphase Energy ENPH | $1.4B | $0.1B | Mar 31, 2026 |
| Flex Ltd. FLEX | $29.3B | $0.8B | Jun 26, 2026 |
| Avnet AVT | $27.6B | −$0.3B | Jun 27, 2026 |
| Applied Materials AMAT | $30.8B | $5.6B | Jul 26, 2026 |
| Adobe Inc. ADBE | $26.0B | $10.6B | Aug 28, 2026 |