Published
# Amphenol Corporation (APH) — Recent Events
## Filings that contain financial statements
- **8-K, July 29, 2026 (accession 0001104659-26-087904)** — Exhibit 99.1 press release furnishes condensed consolidated statements of income for the quarter and six months ended June 30, 2026, with 2025 comparatives, plus a condensed balance sheet and cash flow and non-GAAP reconciliation tables.
- **8-K, April 29, 2026 (accession 0001104659-26-050984)** — Exhibit 99.1 press release furnishes condensed consolidated statements of income for the quarter ended March 31, 2026, with a 2025 comparative, plus a condensed balance sheet and non-GAAP reconciliation tables.
- **8-K, January 28, 2026 (accession 0001104659-26-007259)** — Exhibit 99.1 press release furnishes condensed consolidated statements of income for the fourth quarter and full year ended December 31, 2025, with 2024 comparatives, plus a condensed balance sheet, cash flow and non-GAAP reconciliation tables.
- **8-K/A, March 27, 2026 (accession 0001104659-26-036173)** — Exhibit 99.1 furnishes the audited combined financial statements of the Connectivity and Cable Solutions ("CommScope") business acquired from Vistance Networks, Inc. as of and for the years ended December 31, 2025 and 2024; Exhibit 99.2 furnishes unaudited pro forma condensed combined financial information (balance sheet as of December 31, 2025 and statement of income for the year ended December 31, 2025) giving effect to the acquisition; Exhibit 99.3 furnishes supplemental non-GAAP information related to the acquisition.
## CommScope (Connectivity and Cable Solutions) acquisition
- **January 9, 2026 (8-K filed January 12, 2026; accession 0001104659-26-002737):** Amphenol completed its acquisition of the Connectivity and Cable Solutions business of CommScope Holding Company, Inc. for approximately $10.5 billion in cash, subject to customary post-closing adjustments, under the purchase agreement dated August 3, 2025.
- **March 27, 2026 (8-K/A, accession 0001104659-26-036173):** Amphenol filed the audited historical financial statements of the acquired business (now referred to as "CommScope," formerly held by Vistance Networks, Inc., itself formerly CommScope Holding Company, Inc.) and unaudited pro forma combined financial information for the acquisition, as required within 71 days of the initial 8-K.
- **November 10, 2025 (8-K, accession 0001104659-25-109222):** Amphenol issued $7.5 billion of senior notes across seven tranches (floating-rate notes due 2027, and fixed-rate notes due 2027, 2028, 2030, 2033, 2036 and 2055) with net proceeds of approximately $7,431.8 million, earmarked to help fund the cash consideration for the pending CCS acquisition. The notes were subject to a special mandatory redemption if the acquisition was not consummated.
- Amphenol's April 2026 first-quarter results release said CommScope's CCS business was expected to contribute approximately $4.1 billion of full-year 2026 sales and about $0.15 of Adjusted Diluted EPS accretion; by its July 2026 second-quarter release, the company raised that outlook, citing better-than-expected performance, to $4.6 billion of full-year sales and $0.30 of Adjusted Diluted EPS accretion.
## Quarterly and annual results
- **Fourth quarter and full year 2025 (8-K, January 28, 2026, accession 0001104659-26-007259):** Full-year 2025 net sales of $23.1 billion (up 52% in U.S. dollars, 38% organically); GAAP diluted EPS of $3.34; Adjusted Diluted EPS of $3.34; GAAP and Adjusted Operating Margin of 25.4% and 26.2%, respectively; fourth-quarter net sales of $6.4 billion, GAAP diluted EPS of $0.93 and Adjusted Diluted EPS of $0.97. The company said it completed five acquisitions in 2025, including the Trexon acquisition closed in November, and returned nearly $1.5 billion to shareholders during the year. First-quarter 2026 guidance called for sales of $6.90–$7.00 billion and Adjusted Diluted EPS of $0.91–$0.93.
- **First quarter 2026 (8-K, April 29, 2026, accession 0001104659-26-050984):** Net sales of $7.6 billion (up 58% in U.S. dollars, 33% organically); GAAP diluted EPS of $0.72; Adjusted Diluted EPS of $1.06; GAAP and Adjusted Operating Margin of 24.0% and 27.3%, respectively. The company repurchased 1.3 million shares for $178 million and paid $307 million of dividends in the quarter. Second-quarter 2026 guidance called for sales of $8.1–$8.2 billion and Adjusted Diluted EPS of $1.14–$1.16.
- **Second quarter 2026 (8-K, July 29, 2026, accession 0001104659-26-087904):** Record net sales of $8.8 billion (up 55% in U.S. dollars, 30% organically); orders of $10.7 billion (book-to-bill of 1.23:1); GAAP diluted EPS of $1.37; Adjusted Diluted EPS of $1.35; GAAP and Adjusted Operating Margin of 29.5% and 29.8%, respectively, including an $80 million ($0.04 per share) net benefit from the recovery of IEEPA tariffs. Operating cash flow was $1.6 billion and free cash flow was $1.2 billion. The company repurchased 1.5 million shares for $208 million and paid $307 million of dividends in the quarter. The company completed two acquisitions during the quarter: El.Com (Leno, Italy; interconnect and cable assembly maker with approximately $150 million of annual sales, added to the Interconnect and Sensor Systems segment) and Wilder Technologies (Vancouver, Washington; test-and-measurement supplier with approximately $15 million of annual sales, added to the Communications Solutions segment). Third-quarter 2026 guidance (pre-split) called for sales of $9.3–$9.4 billion and Adjusted Diluted EPS of $1.40–$1.42.
## Debt issuances
- **March 24 and 30, 2026 (8-Ks, accessions 0001104659-26-033968 and 0001104659-26-036361):** Amphenol's subsidiary Amphenol Technologies Holding GmbH priced and then issued and sold €500 million of 3.625% Senior Notes due 2031, guaranteed by Amphenol Corporation, with net proceeds of approximately €496.1 million used to repay Amphenol Technologies' outstanding 0.750% Euro Senior Notes due 2026 at maturity and for general corporate purposes.
- **May 5 and 12, 2026 (8-Ks, accessions 0001104659-26-055888 and 0001104659-26-059404):** Amphenol priced and then issued and sold €600 million of 3.375% Senior Notes due 2029 and €500 million of 3.875% Senior Notes due 2034, with net proceeds of approximately €1,093.1 million used to repay borrowings under its U.S. commercial paper program and its 364-day unsecured delayed draw term loan credit agreement, and for general corporate purposes.
- **November 10, 2025 (8-K, accession 0001104659-25-109222):** See CommScope section above — $7.5 billion of senior notes issued to help fund the acquisition.
## Capital returns and stock split
- **August 6, 2026 (8-K, accession 0001104659-26-091969):** The Board approved a third-quarter 2026 dividend of $0.25 per share, payable October 14, 2026 to shareholders of record as of September 22, 2026, and approved a two-for-one stock split effected as a stock dividend distributed September 2, 2026 to shareholders of record as of August 17, 2026. Following the split, the company said its third-quarter 2026 Adjusted Diluted EPS guidance became $0.70–$0.71, versus pre-split guidance of $1.40–$1.42.
- **September 4, 2026 (8-K, accession 0001104659-26-105485):** Amphenol confirmed the two-for-one stock split had been effected, and that the previously declared dividend would now be paid at $0.125 per share (post-split) rather than $0.25 per share (pre-split), still payable October 14, 2026 to shareholders of record as of September 22, 2026.
## Board and management
- **February 4, 2026 (8-K, accession 0001104659-26-010676):** Martin H. Loeffler, a more-than-five-decade Amphenol veteran who served as President (1987–2006), Chief Executive Officer (1996–2008) and Chairman since 1997, notified the company of his intent to retire from the Board effective at the 2026 annual meeting. The Board separately appointed R. Adam Norwitt, then President and CEO, to the additional role of Chairman effective the same date. The company said Mr. Loeffler's retirement was not the result of any disagreement with the company.
- **January 8, 2026 (8-K, accession 0001104659-26-002183):** The Board increased its size from eight to nine directors and appointed Sanjiv Lamba, 61, to fill the new seat effective immediately; the Board determined Mr. Lamba to be independent under NYSE standards.
- **May 21, 2026 (8-K, accession 0001104659-26-065682):** At the annual meeting, stockholders elected all eight director nominees (including Nancy A. Altobello, David P. Falck, Sanjiv Lamba, Rita S. Lane, Robert A. Livingston, R. Adam Norwitt, Prahlad Singh and Anne Clarke Wolff), ratified Deloitte & Touche LLP as independent auditor, and approved, on an advisory basis, executive compensation.
## Not reflected as a separate 8-K disclosure
No 8-K filed between November 2025 and September 2026 separately discloses the outcome of the China tax matters referenced in the first- and second-quarter 2026 earnings releases (an accrual and additional tax obligations totaling $290.0 million recorded in the first quarter of 2026, plus a further $39.0 million discrete item in the second quarter related to reserves for potential settlement of various foreign tax matters); those items were disclosed in the quarterly results press releases furnished under Item 2.02 and in the periodic reports, but no 8-K carries them as a standalone Item 8.01 or legal-proceedings disclosure.