What Amphenol's latest 10-Q says: 4 signals
Amphenol filed its latest 10-Q with the SEC on Jul 31, 2026. It discusses acquisition completed, debt refinancing and inflation impact.
Public (APH)Manufacturingamphenol.comLinkedIn
- Filed
- Jul 31, 2026
- Filings
- 2
- Signals
- 10
10-Q · latest 10
What Amphenol's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 4 signals
Amphenol completed its acquisition of CommScope and drew down $2.47 billion in new term loans in H1 2026 to fund it.
$2.5B
New borrowings under 364-Day and Three-Year Delayed Draw Term Loans as of June 30, 2026, used for general corporate purposes including acquisition funding.
14%
CommScope's contribution to consolidated net sales for the three months ended June 30, 2026.
JPMorgan Chase Bank, N.A.U.S. Bank Trust Company, National Association
Amphenol integrating CommScope acquisition, excluding it from current internal control assessment.
Following the acquisition of CommScope on January 9, 2026, Amphenol is in the process of integrating its processes and internal controls.
14%
Percentage of consolidated net sales from the CommScope acquisition for the three months ended June 30, 2026.
Amphenol drew down $2.47B in new term loans in H1 2026 to fund corporate purposes.
The company took on significant new debt in the first half of 2026, drawing $934.1M from a 364-day loan and $1.53B from a three-year loan, likely to fund its recent acquisition.
$2.5B
Total outstanding borrowings under new 364-Day and Three-Year Delayed Draw Term Loans as of June 30, 2026.
JPMorgan Chase Bank, N.A.The Bank of New York MellonU.S. Bank Trust Company, National AssociationCitibank Global Markets
Over $2.4 billion in new floating-rate debt creates exposure to interest rate volatility
To fund a recent acquisition, Amphenol has taken on $2.47B in new term loans with interest rates tied to SOFR.
$2.5B
Outstanding balance on 364-Day and Three-Year Delayed Draw Term Loans as of June 30, 2026
SOFRJPMorgan Chase Bank, N.A.
- SEC EDGAR
10-Q
Filed · 6 signals
Integrating CommScope's financial reporting systems after acquisition in Q1 2026.
Amphenol is actively integrating the processes and internal financial controls of its newly acquired CommScope business, which now accounts for 11% of net sales.
11%
Contribution of the newly acquired CommScope business to consolidated net sales.
JPMorgan Chase Bank, N.A.The Bank of New York MellonU.S. Bank Trust Company, National AssociationCitibank Global Markets
Amphenol completes acquisition of CommScope on January 9, 2026, adding 11% to net sales
Amphenol has finalized its acquisition of CommScope, which now accounts for 11% of consolidated net sales.
11%
CommScope's contribution to consolidated net sales for the three months ended March 31, 2026
Amphenol begins integration of CommScope's internal controls and financial reporting systems
Following the CommScope acquisition, Amphenol is undertaking a significant project to integrate and harmonize internal controls and financial reporting systems.
The company acquired CommScope in January 2026 and must now integrate its financial reporting and internal controls.
11%
Percentage of consolidated net sales from the un-integrated CommScope acquisition in Q1 2026.
CommScope
Amphenol drew down $3.07B in new term loans in Q1 2026 to fund its CommScope acquisition.
The company took on over $3 billion in new debt via two Delayed Draw Term Loans in Q1 2026, moving from a zero balance at year-end 2025.
$3.1B
New borrowings under two Delayed Draw Term Loans in Q1 2026.
JPMorgan Chase Bank, N.A.
Amphenol draws down over $3B in new loans in Q1 2026 to fund corporate strategy and acquisitions
Amphenol secured over $3 billion ($1.534B from two separate term loans) in Q1 2026, indicating a significant capital infusion to fuel its growth strategy, including the recent CommScope acquisition.
$3.1B
New borrowings under two Delayed Draw Term Loans in Q1 2026
SOFR
Earnings calls
Amphenol earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Capitalizing on AI revolution with focus on high-speed and power interconnectsThe IT Datacom market, driven by AI, is the company's largest and fastest-growing segment, more than doubling year-over-year. They are investing heavily in high-speed, power, and fiber optic interconnects, creating a massive opportunity for suppliers of advanced materials, manufacturing tech, and testing equipment. | |
| Raised full-year guidance on record results and strong demandThe company significantly raised its full-year 2025 sales and EPS guidance, now expecting 49-50% sales growth. This extreme confidence and rapid expansion creates opportunities for vendors supporting high-growth operations. | |
| Increasing capital spending to support massive organic growthThe company is spending at the high end of its capital expenditure target (4% of revenue) to keep up with over 40% organic growth. This translates to significant investment in manufacturing capacity, equipment, and facilities, signaling budget for industrial and operational technology. | |
| Achieved record sales with 53% YoY growth, 41% organicallyThe company is experiencing hyper-growth, with record sales of $6.2 billion in Q3. This level of acceleration puts pressure on all operational systems, from supply chain to finance and HR, creating opportunities for vendors who can help them scale efficiently. | |
| Facing increasing product complexity across all end marketsLeadership highlighted that interconnect products are becoming more complex and critical to system performance across all markets, not just AI. This complexity in design, manufacturing, and scaling is a 'non-trivial task,' indicating a need for advanced design software, process controls, and specialized engineering talent. | |
| Capitalizing on expanding defense investments amid dynamic geopolitical environmentThe defense market grew 23% organically, driven by global government investments in next-gen technology. The company sees this as a long-term demand trend and is positioning itself to capture this growth, indicating spending on R&D and production for defense applications. |
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Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .