Amphenol reports record Q3, raises dividend and approves $4 billion buyback

Amphenol reported third-quarter 2026 sales of $10.2 billion, up 65% year over year, and adjusted diluted EPS of $0.80, up 74%, with orders of $12.2 billion and a 1.19 book-to-bill ratio. Its board raised the quarterly dividend 20% to $0.15 per share, payable January 13, 2027, and approved a three-year, $4.0 billion stock repurchase program beginning January 1, 2027, after the existing $2.0 billion plan is expected to finish by December 31, 2026. Amphenol also expects full-year 2026 sales of $36.9 billion to $37.1 billion and adjusted diluted EPS of $2.82 to $2.84, while pursuing acquisitions totaling about $1.6 billion.