Amphenol (APH) Investor presentation summary

Financial performance and growth

• Achieved $29.0B in sales with a 28.1% adjusted operating margin and $2.16 adjusted diluted EPS for the last twelve months ended June 30, 2026.

• Generated $4.7B in free cash flow and maintained a strong balance sheet with $5.4B in cash and short-term investments as of June 30, 2026.

• Delivered a 10-year sales CAGR of 15% and a 10-year EPS CAGR of 19%, reflecting industry-leading growth and profitability.

• 20-year share price CAGR of 21%, demonstrating superior shareholder returns through all cycles.

• Increased quarterly dividend by 52% in October 2025 and continued consistent share repurchase and M&A programs.

Market position and diversification

• Holds a balanced and broad market position with significant end-market diversification: IT Datacom 40%, Industrial 19%, Automotive 12%, Communications Networks 11%, Defense 9%, Commercial Aerospace 4%, Mobile Devices 5%.

• Geographic sales distribution: North America 41%, Asia 42%, Europe 15%, Rest of World 2%.

• Diversification reduces volatility and provides broad technology visibility and shorter-cycle market exposure.

Strategic initiatives and acquisitions

• Pursues a disciplined acquisition strategy, acquiring over 50 companies in the last 10 years, targeting complementary technologies and high-quality management teams.

• Recent acquisitions include CIT (2024), Andrew (2025), and CommScope (2026), supporting robust sales growth.

• Acquisitions are expected to account for about one-third of long-term growth.