Amphenol 10-Q 2026-06-30

​

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

​

FORM 10-Q

(Mark One)

​

​	​	​
☒	​	QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934
​	​	​
​	​	For the quarterly period ended June 30, 2026 ​ OR
​	​	​
☐	​	TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

​

For the transition period from to

​

Commission file number: 1-10879

​

AMPHENOL CORPORATION

(Exact name of Registrant as specified in its charter)

​	​
Delaware	22-2785165
(State or other jurisdiction of incorporation or organization)	(I.R.S. Employer Identification No.)

​

358 Hall Avenue

Wallingford**,** Connecticut 06492

(Address of principal executive offices) (Zip Code)

​

203**-**265-8900

(Registrant’s telephone number, including area code)

​

Securities registered pursuant to Section 12(b) of the Act:

​

​	​	​
​	​	​
Title of each class	Trading Symbol(s)	Name of each exchange on which registered
Class A Common Stock, $0.001 par value	APH	New York Stock Exchange
3.375% Senior Notes due 2029	APH29B	New York Stock Exchange
3.125% Senior Notes due 2032	APH32	New York Stock Exchange
3.875% Senior Notes due 2034	APH34A	New York Stock Exchange

​

Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90 days. Yes ⌧ No ◻

​

Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit such files). Yes ⌧ No ◻

​

Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growth company” in Rule 12b-2 of the Exchange Act.

​

​	​
Large Accelerated Filer ☒	Accelerated Filer ☐
​	​
Non-accelerated Filer ☐	Smaller Reporting Company ☐ ​
​	Emerging Growth Company ☐

​

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

​

Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes ☐ No ☒

​

As of July 28, 2026, the total number of shares outstanding of the Registrant’s Class A Common Stock was 1,232,983,457.

​

​

​

Amphenol Corporation

Index to Quarterly Report

on Form 10-Q

​

​	​ ​ ​	​	Page
​	​	​	​
Part I	​	Financial Information	​
​	​	​	​
Item 1.	​	Financial Statements (unaudited):	​
​	​	​	​
​	​	Condensed Consolidated Balance Sheets as of June 30, 2026 and December 31, 2025	2
​	​	​	​
​	​	Condensed Consolidated Statements of Income for the Three and Six Months Ended June 30, 2026 and 2025	3
​	​	​	​
​	​	Condensed Consolidated Statements of Comprehensive Income for the Three and Six Months Ended June 30, 2026 and 2025	4
​	​	​	​
​	​	Condensed Consolidated Statements of Cash Flow for the Six Months Ended June 30, 2026 and 2025	5
​	​	​	​
​	​	Notes to Condensed Consolidated Financial Statements	6
​	​	​	​
Item 2.	​	Management’s Discussion and Analysis of Financial Condition and Results of Operations	32
​	​	​	​
Item 3.	​	Quantitative and Qualitative Disclosures About Market Risk	50
​	​	​	​
Item 4.	​	Controls and Procedures	51
​	​	​	​
Part II	​	Other Information	​
​	​	​	​
Item 1.	​	Legal Proceedings	53
​	​	​	​
Item 1A.	​	Risk Factors	53
​	​	​	​
Item 2.	​	Unregistered Sales of Equity Securities and Use of Proceeds	53
​	​	​	​
Item 3.	​	Defaults Upon Senior Securities	54
​	​	​	​
Item 4.	​	Mine Safety Disclosures	54
​	​	​	​
Item 5.	​	Other Information	54
​	​	​	​
Item 6.	​	Exhibits	55
​	​	​	​
Signature	​	​	58

​

​

​

PART I — FINANCIAL INFORMATION

​

AMPHENOL CORPORATION

CONDENSED CONSOLIDATED BALANCE SHEETS

(Unaudited)

(dollars in millions)

​	​	​	​	​	​	​	​
​	​	June 30,		​	December 31,		​
​	​ ​ ​	2026		​ ​ ​	2025
ASSETS	​	​	​	​	​	​	​
Current Assets:	​	​	​	​	​	​	​
Cash and cash equivalents	​	$	4,729.4	​	$	11,130.6	​
Short-term investments	​		689.7	​		303.6	​
Total cash, cash equivalents and short-term investments	​		5,419.1	​		11,434.2	​
Accounts receivable, less allowance for doubtful accounts of $98.1 and $99.3, respectively	​		6,790.1	​		4,717.1	​
Inventories	​		4,551.6	​		3,424.9	​
Prepaid expenses and other current assets	​		1,056.0	​		691.0	​
Total current assets	​		17,816.8	​		20,267.2	​
​	​	​	​	​	​	​	​
Property, plant and equipment, less accumulated depreciation of $3,473.3 and $3,096.0, respectively	​	​	2,932.2	​	​	2,305.6	​
Goodwill	​	​	17,554.7	​	​	10,575.4	​
Other intangible assets, net	​		5,288.9	​		2,241.4	​
Other long-term assets	​	​	1,214.0	​	​	847.3	​
Total Assets	​	$	44,806.6	​	$	36,236.9	​
​	​	​	​	​	​	​	​
LIABILITIES, REDEEMABLE NONCONTROLLING INTERESTS AND EQUITY	​	​	​	​	​	​	​
Current Liabilities:	​	​	​	​	​	​	​
Accounts payable	​	$	4,009.1	​	$	2,661.9	​
Accrued salaries, wages and employee benefits	​		874.8	​		767.7	​
Accrued income taxes	​		351.0	​		482.9	​
Accrued dividends	​	​	308.0	​	​	306.7	​
Other accrued expenses	​		2,260.8	​		1,646.4	​
Current portion of long-term debt	​		1,634.3	​		937.2	​
Total current liabilities	​		9,438.0	​		6,802.8	​
​	​	​	​	​	​	​	​
Long-term debt, less current portion	​		17,177.0	​		14,564.8	​
Accrued pension and postretirement benefit obligations	​		158.9	​		138.2	​
Deferred income taxes	​	​	1,381.1	​	​	432.9	​
Other long-term liabilities	​		1,029.5	​		788.5	​
Total Liabilities	​	​	29,184.5	​	​	22,727.2	​
​	​	​	​	​	​	​	​
Redeemable noncontrolling interests	​	​	9.0	​	​	9.3	​
​	​	​	​	​	​	​	​
Equity:	​	​	​	​	​	​	​
Common stock	​	​	1.2	​	​	1.2	​
Additional paid-in capital	​		4,505.7	​		4,232.9	​
Retained earnings	​		11,644.9	​		9,854.3	​
Treasury stock, at cost	​	​	(256.0)	​	​	(195.8)	​
Accumulated other comprehensive loss	​		(404.2)	​		(479.5)	​
Total stockholders’ equity attributable to Amphenol Corporation	​		15,491.6	​		13,413.1	​
​	​	​	​	​	​	​	​
Noncontrolling interests	​		121.5	​		87.3	​
Total Equity	​		15,613.1	​		13,500.4	​
Total Liabilities, Redeemable Noncontrolling Interests and Equity	​	$	44,806.6	​	$	36,236.9	​

See accompanying notes to condensed consolidated financial statements.

​

​

AMPHENOL CORPORATION

CONDENSED CONSOLIDATED STATEMENTS OF INCOME

(Unaudited)

(dollars and shares in millions, except per share data)

​

​	​	​	​	​	​	​	​	​	​	​	​	​	​
​	​	Three Months Ended					​	Six Months Ended					​
​	​	June 30,					​	June 30,					​
​	​	2026		​	2025		​ ​	2026		​	2025
Net sales	​	$	8,758.1	​	$	5,650.3	​	$	16,378.2	​	$	10,461.3	​
Cost of sales	​		5,210.1	​		3,597.0	​		10,030.0	​		6,764.0	​
Gross profit	​		3,548.0	​		2,053.3	​		6,348.2	​		3,697.3	​
Acquisition-related expenses	​		23.5	​		12.0	​		140.4	​		56.0	​
Selling, general and administrative expenses	​		939.9	​		622.5	​		1,791.4	​		1,197.7	​
Operating income	​		2,584.6	​		1,418.8	​		4,416.4	​		2,443.6	​
​	​	​	​	​	​	​	​	​	​	​	​	​	​
Interest expense	​		(213.7)	​		(80.9)	​		(421.6)	​		(157.4)	​
Other income (expense), net	​		17.5	​		10.2	​		39.2	​		24.7	​
Income before income taxes	​		2,388.4	​		1,348.1	​		4,034.0	​		2,310.9	​
Provision for income taxes	​		(604.3)	​		(247.3)	​		(1,306.5)	​		(465.9)	​
Net income	​	​	1,784.1	​	​	1,100.8	​	​	2,727.5	​	​	1,845.0	​
Less: Net income attributable to noncontrolling interests	​		(14.9)	​		(9.5)	​		(25.3)	​		(15.9)	​
Net income attributable to Amphenol Corporation	​	$	1,769.2	​	$	1,091.3	​	$	2,702.2	​	$	1,829.1	​
​	​	​	​	​	​	​	​	​	​	​	​	​	​
Net income attributable to Amphenol Corporation per common share — Basic	​	$	1.44	​	$	0.90	​	$	2.20	​	$	1.51	​
​	​	​	​	​	​	​	​	​	​	​	​	​	​
Weighted average common shares outstanding — Basic	​		1,230.4	​		1,215.3	​		1,229.7	​		1,212.5	​
​	​	​	​	​	​	​	​	​	​	​	​	​	​
Net income attributable to Amphenol Corporation per common share — Diluted	​	$	1.37	​	$	0.86	​	$	2.10	​	$	1.44	​
​	​	​	​	​	​	​	​	​	​	​	​	​	​
Weighted average common shares outstanding — Diluted	​		1,289.2	​		1,272.2	​		1,289.4	​		1,269.2	​

​

See accompanying notes to condensed consolidated financial statements.

​

AMPHENOL CORPORATION

CONDENSED CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME

(Unaudited)

(dollars in millions)

​

​	​	​	​	​	​	​	​	​	​	​	​	​	​
​	​	Three Months Ended					​	Six Months Ended					​
​	​	June 30,					​	June 30,					​
​	​ ​ ​	2026		​ ​	2025		​ ​	2026		​ ​	2025
​	​	​	​	​	​	​	​	​	​	​	​	​	​
Net income	​	$	1,784.1	​	$	1,100.8	​	$	2,727.5	​	$	1,845.0	​
​	​	​	​	​	​	​	​	​	​	​	​	​	​
Total other comprehensive income, net of tax:	​	​	​	​	​	​	​	​	​	​	​	​	​
Foreign currency translation adjustments	​		88.7	​		175.0	​		72.7	​		247.1	​
Reclassification of net unrealized loss on hedging activities to interest expense, net of tax of ($0.3) and ($0.6), respectively	​	​	1.1	​	​	—	​	​	2.1	​	​	—	​
Pension and postretirement benefit plan adjustment, net of tax of ($0.4) and ($0.8) for 2026, and ($0.3) and ($0.6) for 2025, respectively	​		1.4	​		0.8	​		2.8	​		1.6	​
Total other comprehensive income, net of tax	​		91.2	​		175.8	​		77.6	​		248.7	​
​	​	​	​	​	​	​	​	​	​	​	​	​	​
Total comprehensive income	​		1,875.3	​		1,276.6	​		2,805.1	​		2,093.7	​
​	​	​	​

Showing the first 8K of 215K characters. Open the full section

​

(amounts in millions)

​

The Company, in the normal course of doing business, is exposed to a variety of risks, including market risks associated with foreign currency exchange rates and changes in interest rates. The Company does not have any significant concentration with any one counterparty. There has been no material change in the Company’s assessment of its sensitivity to foreign currency exchange rate risk since its presentation set forth in Part II, Item 7A. Quantitative and Qualitative Disclosures About Market Risk in its 2025 Annual Report. From time to time, the Company may borrow under the Revolving Credit Facility and Commercial Paper Programs. In addition to the outstanding borrowings under the Company’s Euro Notes (as discussed in Note 4 of the Notes to Condensed Consolidated Financial Statements), any borrowings under the Euro Commercial Paper Program and Revolving Credit Facility have been and may continue to be denominated in various foreign currencies, including the Euro, and there can be no assurance that the Company can successfully manage changes in exchange rates, including in the event of a significant and sudden decline in the value of any of the foreign currencies in which such borrowings are made.

​

The Company manages its exposure to interest rate risk through a mix of fixed and variable rate debt and hedging contracts in some cases. The Company currently has various fixed rate senior notes outstanding, in both the United States and Europe, with various maturity dates, the most recent of which were issued in 2026. In August 2025, the Company entered into $1,500.0 10-year and $1,000.0 30-year notional treasury lock derivative instruments to hedge interest rate risk prior to the issuance of the November Senior Notes. In November 2025, the Company issued the November Senior Notes. The treasury locks were settled upon the issuance of the 4.625% Senior Notes and the 5.300% Senior Notes, respectively, for a cumulative loss of $88.0 ($67.4 after-tax). The cumulative after-tax loss was recorded in Accumulated other comprehensive income (loss) and is being amortized to Interest Expense over the terms of the 4.625% Senior Notes and the 5.300% Senior Notes, respectively. Refer to Note 4 and Note 5 of the accompanying Notes to Condensed Consolidated Financial Statements herein for further discussion related to these debt instruments.

​

In addition, any borrowings under the Revolving Credit Facility bear interest at rates that fluctuate with a spread that varies, based on the Company’s debt rating, over certain currency-specific benchmark rates, which benchmark rates in the case of U.S. dollar borrowings are either the base rate or the adjusted term Secured Overnight Financing Rate (“SOFR”). Any borrowings under the Commercial Paper Programs are subject to floating interest rates. Borrowings under each Delayed Draw Term Loan bear interest at rates that fluctuate with a spread over either the base rate or the adjusted term SOFR, which spread varies based on the Company’s debt rating. The Floating Rate Senior Notes bear interest at a floating rate per annum, reset quarterly, equal to compounded SOFR, plus 0.53%. Therefore, when the Company borrows under these debt instruments, the Company is exposed to market risk related to changes in interest rates. As of June 30, 2026 and December 31, 2025, the Company had no borrowings outstanding under the Revolving Credit Facility and Commercial Paper Programs. However, the Company borrowed under the U.S. Commercial Paper Program during the first six months of 2026 from time to time, the proceeds of which were used for general corporate purposes. As of June 30, 2026, the Company had $934.1 and $1,534.1 outstanding under the 364-Day Delayed Draw Term Loan and the Three-Year Delayed Draw Term Loan, respectively. As of December 31, 2025, the Company had no borrowings outstanding under either Delayed Draw Term Loan. The Company may make additional borrowings under the Revolving Credit Facility and the Commercial Paper Programs in the future. To the extent that interest rates change related to floating interest rate debt and the Company has outstanding borrowings under any of our floating rate debt instruments (Commercial Paper Programs, Revolving Credit Facility and Delayed Draw Term Loans), our interest expense and interest payments will be impacted accordingly. Although the Company does not expect changes in interest rates to have a material effect on net income or cash flows for the remainder of 2026, there can be no assurance that interest rates will not change significantly from current levels. In addition, the Company may utilize interest rate derivative instruments to hedge interest rate risk associated with future debt issuances (see Note 5 of the Notes to Condensed Consolidated Financial Statements).

​

​

The Company’s management, with the participation of the Company’s Chief Executive Officer and Chief Financial Officer, has evaluated the effectiveness of the design and operation of our disclosure controls and procedures, as defined in Rules 13a-15(e) or 15d-15(e) under the Securities Exchange Act of 1934, as amended (the “Exchange Act”), as of the end of the period covered by this report. These disclosure controls and procedures are designed to provide reasonable assurance that information required to be disclosed by the Company in reports that it files or submits under the Exchange Act is recorded, processed, summarized and reported within the time periods specified in the Securities and Exchange Commission rules and forms, and such information is accumulated and communicated to our management, including our Chief Executive Officer and Chief Financial Officer, as appropriate, to allow timely decisions regarding required disclosure. Based on their evaluation, the Chief Executive Officer and Chief Financial Officer have concluded that the Company’s disclosure controls and procedures were effective at the reasonable assurance level as of the end of the period covered by this report.

​

Changes in Internal Control Over Financial Reporting

​

The Company completed the acquisition of CommScope on January 9, 2026. The Company is in the process of integrating CommScope’s processes and internal control over financial reporting, and it will be completed within the time provided by the applicable rules and regulations of the SEC for a recently acquired business. As such, the scope of our current assessment of internal control over financial reporting does not yet include CommScope.

​

CommScope accounted for approximately 5% of total assets as of June 30, 2026, excluding the preliminary value of goodwill and purchased intangible assets, and 14% and 13% of consolidated net sales for the three and six months ended June 30, 2026, respectively.

​

There have been no other changes in our internal control over financial reporting during the Company’s most recent fiscal quarter that have materially affected, or are reasonably likely to materially affect, our internal control over financial reporting.

​

PART II - OTHER INFORMATION

​

Item 1. Legal Proceedings

​

Information required with respect to legal proceedings in this Part II, Item 1 is incorporated herein by reference and included in Note 15 of the Notes to Condensed Consolidated Financial Statements contained in Part I, Item 1 of this Quarterly Report.

​

​

There have been no material changes to the Company’s risk factors as disclosed in Part I, Item 1A. Risk Factors in our Annual Report on Form 10-K for the fiscal year ended December 31, 2025.

​

​

Repurchase of Equity Securities

​

On April 23, 2024, the Company’s Board of Directors (the “Board”) authorized a stock repurchase program under which the Company may purchase up to $2.0 billion of the Company’s Class A Common Stock (“Common Stock”) during the three-year period ending on the close of business on April 28, 2027 (the “2024 Stock Repurchase Program”). The 2024 Stock Repurchase Program became effective on April 29, 2024. During the three months ended June 30, 2026, the Company repurchased 1.5 million shares of its Common Stock for $208.0 million under the 2024 Stock Repurchase Program. All of the repurchased shares under the 2024 Stock Repurchase Program during the three months ended June 30, 2026 have been retired by the Company. From July 1, 2026 to July 28, 2026, the Company repurchased 0.5 million additional shares of its Common Stock for $74.0 million, and, as of July 29, 2026, the Company has remaining authorization to purchase up to $411.1 million of its Common Stock under the 2024 Stock Repurchase Program. The timing and amount of any future repurchases will depend on a number of factors, such as the levels of cash generation from operations, the volume of stock options exercised by employees, cash requirements for acquisitions, dividends paid, economic and market conditions and the price of the Common Stock.

​

The table below reflects the Company’s stock repurchases for the three months ended June 30, 2026:

​

​	​	​	​	​	​	​	​	​	​	​	​
​	​	​	​	​	​	​	Total Number of	​	Maximum Dollar
(dollars in millions, except price per share)	​	​	​	​	​	​	Shares Purchased as	​	Value of Shares
​	​	Total Number	​	Average		​	Part of Publicly	​	that May Yet be
​	​	of Shares	​	Price Paid		​	Announced Plans or	​	Purchased Under the
Period	​ ​ ​	Purchased	​ ​ ​	per Share		​ ​ ​	Programs	​ ​ ​	Plans or Programs
April 1 to April 30, 2026		329,500		$	141.08		329,500		$	646.6	​
May 1 to May 31, 2026		626,800	​		130.12		626,800			565.0	​
June 1 to June 30, 2026		517,200	​		154.50		517,200		$	485.1	​
Total		1,473,500		$	141.13		1,473,500		​	​	​

​

​

​

​

Item 3. Defaults Upon Senior Securities

​

None.

​

Item 4. Mine Safety Disclosures

​

Not Applicable.

​

​

Trading Arrangements

​

During the three months ended June 30, 2026, no director or officer of the Company adopted or terminated a “Rule 10b5-1 trading arrangement” or “non-Rule 10b5-1 trading arrangement,” as each term is defined in Item 408 of Regulation S-K.

​

​

​

3.1	Restated Certificate of Incorporation of Amphenol Corporation, dated May 19, 2021 (filed as Exhibit 3.1 to the June 30, 2021 Form 10-Q).*
3.2	Certificate of Amendment to the Restated Certificate of Incorporation of Amphenol Corporation, dated May 16, 2024 (filed as Exhibit 3.1 to the Form 8-K filed on May 16, 2024).*
3.3	Certificate of Amendment to the Restated Certificate of Incorporation of Amphenol Corporation, dated May 15, 2025 (filed as Exhibit 3.1 to the Form 8-K filed on May 16, 2025).*
3.4	Amphenol Corporation, Fifth Amended and Restated By-laws dated August 3, 2023 (filed as Exhibit 3.1 to the Form 8-K filed on August 4, 2023).*
4.1	Indenture, dated as of November 5, 2009, between Amphenol Corporation and The Bank of New York Mellon, as trustee (filed as Exhibit 4.1 to the Form 8-K filed on November 5, 2009).*
4.2	Indenture, dated as of October 8, 2018, among Amphenol Technologies Holding GmbH, Amphenol Corporation and The Bank of New York Mellon, as trustee (filed as Exhibit 4.1 to the Form 8-K filed on October 9, 2018).*
4.3	Indenture, dated as of May 4, 2020, among Amphenol Technologies Holding GmbH, Amphenol Corporation and The Bank of New York Mellon, as trustee (filed as Exhibit 4.1 to the Form 8-K filed on May 5, 2020).*
4.4	Indenture, dated as of March 16, 2023, among Amphenol Corporation and U.S. Bank Trust Company, National Association, as trustee (filed as Exhibit 4.1 to the Company’s Registration Statement on Form S-3 filed on March 16, 2023).*
4.5	Indenture, dated as of March 30, 2026, among Amphenol Technologies Holding GmbH, Amphenol Corporation, and U.S. Bank Trust Company, National Association, as trustee (filed as Exhibit 4.1 to the Form 8-K filed on March 30, 2026).*
4.6	Officer’s Certificate, dated January 9, 2019, establishing the 4.350% Senior Notes due 2029 pursuant to the Indenture (filed as Exhibit 4.2 to the Form 8-K filed on January 10, 2019).*
4.7	Officer’s Certificate, dated September 10, 2019, establishing the 2.800% Senior Notes due 2030 pursuant to the Indenture (filed as Exhibit 4.2 to the Form 8-K filed on September 10, 2019).*
4.8	Officer’s Certificate, dated September 14, 2021, establishing the 2.200% Senior Notes due 2031 pursuant to the Indenture (filed as Exhibit 4.2 to the Form 8-K filed on September 14, 2021).*
4.9	Officer’s Certificate, dated April 5, 2024, establishing the 5.050% Senior Notes due 2027, 5.050% Senior Notes due 2029, and 5.250% Senior Notes due 2034, pursuant to the Indenture (filed as Exhibit 4.2 to the Form 8-K filed on April 5, 2024).*
4.10	Officer’s Certificate, dated October 31, 2024, establishing the 5.000% Senior Notes due 2035 and 5.375% Senior Notes due 2054, pursuant to the Indenture (filed as Exhibit 4.3 to the Form 8-K filed on October 31, 2024).*
4.11	Officers’ Certificate, dated June 12, 2025, establishing the 4.375% Senior Notes due 2028, pursuant to the Indenture (filed as Exhibit 4.2 to the Form 8-K filed on June 12, 2025).*
4.12	Officers’ Certificate, dated June 16, 2025, establishing the 3.125% Senior Notes due 2032, pursuant to the Indenture (filed as Exhibit 4.2 to the Form 8-K filed on June 16, 2025).*
4.13	Officers’ Certificate, dated November 10, 2025, establishing the Floating Rate Senior Notes due 2027, 3.800% Senior Notes due 2027, 3.900% Senior Notes due 2028, 4.125% Senior Notes due 2030, 4.400% Senior Notes due 2033, 4.625% Senior Notes due 2036 and 5.300% Senior Notes due 2055, pursuant to the Indenture (filed as Exhibit 4.2 to the Form 8-K filed on November 10, 2025).*
4.14	Officers’ Certificate, dated March 30, 2026, establishing the 3.625% Senior Notes due 2031, pursuant to the Indenture (filed as Exhibit 4.2 to the Form 8-K filed on March 30, 2026).*
4.15	Officers’ Certificate, dated May 12, 2026, establishing the 3.375% Senior Notes due 2029 and the 3.875% Senior Notes due 2034, pursuant to the Indenture (filed as Exhibit 4.2 to the Form 8-K filed on May 12, 2026).*
4.16	Description of the Registrant’s Securities Registered Pursuant to Section 12 of the Securities Exchange Act of 1934 (filed as Exhibit 4.14 to the December 31, 2025 Form 10-K).*
10.1	Amended and Restated 2017 Stock Purchase and Option Plan for Key Employees of Amphenol and Subsidiaries (filed as Annex A to the Company’s Definitive Proxy Statement on Schedule 14A for its 2021 Annual Meeting of Stockholders, filed on April 12, 2021).†*
10.2	Form of 2017 Stock Option Agreement (filed as Exhibit 10.1 to the Form 8-K filed on May 19, 2017).†*
10.3	2009 Stock Purchase and Option Plan for Key Employees of Amphenol and Subsidiaries (filed as Exhibit 10.7 to the June 30, 2009 Form 10-Q).†*

10.4	The First Amendment to the 2009 Stock Purchase and Option Plan for Key Employees of Amphenol and Subsidiaries (filed as Exhibit 10.2 to the Form 8-K filed on May 23, 2014).†*
10.5	Form of 2009 Non-Qualified Stock Option Grant Agreement dated as of May 20, 2009 (filed as Exhibit 10.8 to the June 30, 2009 Form 10-Q).†*
10.6	Form of 2009 Management Stockholders’ Agreement dated as of May 20, 2009 (filed as Exhibit 10.9 to the June 30, 2009 Form 10-Q).†*
10.7	Pension Plan for Employees of Amphenol Corporation, as amended and restated effective January 1, 2016 (filed as Exhibit 10.6 to the December 31, 2016 Form 10-K).†*
10.8	First Amendment to Pension Plan for Employees of Amphenol Corporation, as amended and restated effective January 1, 2016, dated November 10, 2016 (filed as Exhibit 10.7 to the December 31, 2016 Form 10-K).†*
10.9	Second Amendment to Pension Plan for Employees of Amphenol Corporation, as amended and restated effective January 1, 2016, dated October 1, 2016 (filed as Exhibit 10.8 to the December 31, 2016 Form 10-K).†*
10.10	Third Amendment to Pension Plan for Employees of Amphenol Corporation, as amended and restated effective January 1, 2016, dated December 13, 2016 (filed as Exhibit 10.9 to the December 31, 2016 Form 10-K).†*
10.11	Fourth Amendment to Pension Plan for Employees of Amphenol Corporation, as amended and restated effective January 1, 2016, dated May 2, 2017 (filed as Exhibit 10.12 to the June 30, 2017 Form 10-Q).†*
10.12	Fifth Amendment to Pension Plan for Employees of Amphenol Corporation, as amended and restated effective January 1, 2016, dated October 29, 2018 (filed as Exhibit 10.12 to the December 31, 2018 Form 10-K).†*
10.13	Sixth Amendment to Pension Plan for Employees of Amphenol Corporation, as amended and restated effective January 1, 2016, dated October 4, 2019 (filed as Exhibit 10.13 to the December 31, 2019 Form 10-K).†*
10.14	Seventh Amendment to Pension Plan for Employees of Amphenol Corporation, as amended and restated effective January 1, 2016, dated December 2, 2019 (filed as Exhibit 10.14 to the December 31, 2019 Form 10-K).†*
10.15	Eighth Amendment to Pension Plan for Employees of Amphenol Corporation, as amended and restated effective January 1, 2016, dated December 9, 2021 (filed as Exhibit 10.15 to the December 31, 2021 Form 10-K).†*
10.16	Ninth Amendment to Pension Plan for Employees of Amphenol Corporation, as amended and restated effective January 1, 2016, dated December 1, 2022 (filed as Exhibit 10.16 to the December 31, 2022 Form 10-K).†*
10.17	Tenth Amendment to Pension Plan for Employees of Amphenol Corporation, as amended and restated effective January 1, 2016, dated August 28, 2023 (filed as Exhibit 10.17 to the September 30, 2023 Form 10-Q).†*
10.18	Eleventh Amendment to Pension Plan for Employees of Amphenol Corporation, as amended and restated effective January 1, 2016, dated December 19, 2024 (filed as Exhibit 10.18 to the December 31, 2024 Form 10-K).†*
10.19	Twelfth Amendment to Pension Plan for Employees of Amphenol Corporation, as amended and restated effective January 1, 2016, dated December 19, 2024 (filed as Exhibit 10.19 to the December 31, 2024 Form 10-K).†*
10.20	Thirteenth Amendment to Pension Plan for Employees of Amphenol Corporation, as amended and restated effective January 1, 2016, dated December 22, 2025 (filed as Exhibit 10.20 to the December 31, 2025 Form 10-K).†*
10.21	Fourteenth Amendment to Pension Plan for Employees of Amphenol Corporation, as amended and restated effective January 1, 2016, dated December 22, 2025 (filed as Exhibit 10.21 to the December 31, 2025 Form 10-K).†*
10.22	Amended and Restated Amphenol Corporation Supplemental Employee Retirement Plan (filed as Exhibit 10.24 to the December 31, 2008 Form 10-K).†*
10.23	First Amendment to the Amended and Restated Amphenol Corporation Supplemental Employee Retirement Plan, dated October 29, 2018 (filed as Exhibit 10.14 to the December 31, 2018 Form 10-K).†*
10.24	The 2024 Restricted Stock Plan for Directors of Amphenol Corporation (filed as Annex A to the Company’s Definitive Proxy Statement on Schedule 14A for its 2024 Annual Meeting of Stockholders, filed on April 8, 2024).†*
10.25	2024 Restricted Stock Plan for Directors of Amphenol Corporation Restricted Share Award Agreement (filed as Exhibit A of Annex A to the Company’s Definitive Proxy Statement on Schedule 14A for its 2024 Annual Meeting of Stockholders, filed on April 8, 2024).†*

10.26	2026 Amphenol Corporation Management Incentive Plan (filed as Exhibit 10.26 to the December 31, 2025 Form 10-K).†*
10.27	Third Amended and Restated Credit Agreement, dated March 21, 2024, among the Company, certain subsidiaries of the Company, a syndicate of financial institutions and JPMorgan Chase Bank, N.A., acting as the administrative agent (filed as Exhibit 10.1 to the Form 8-K filed on March 22, 2024).*
10.28	The Amphenol Corporation Employee Savings/401(K) Plan Adoption Agreement, as amended and restated effective April 5, 2022, dated April 18, 2022 (filed as Exhibit 10.23 to the June 30, 2022 Form 10-Q).†*
10.29	Amendment to The Amphenol Corporation Employee Savings/401(K) Plan Adoption Agreement, effective January 1, 2023, dated December 19, 2022 (filed as Exhibit 10.25 to the December 31, 2022 Form 10-K).†*
10.30	Amendment to The Amphenol Corporation Employee Savings/401(K) Plan Adoption Agreement, effective January 1, 2024, dated November 30, 2023 (filed as Exhibit 10.28 to the December 31, 2023 Form 10-K).†*
10.31	Amendment to The Amphenol Corporation Employee Savings/401(K) Plan Adoption Agreement, effective January 1, 2025, dated November 21, 2024 (filed as Exhibit 10.29 to the December 31, 2024 Form 10-K).†*
10.32	Amendment to The Amphenol Corporation Employee Savings/401(K) Plan Adoption Agreement, effective January 1, 2026, dated December 23, 2025 (filed as Exhibit 10.32 to the December 31, 2025 Form 10-K).†*
10.33	Amended and Restated Amphenol Corporation Supplemental Defined Contribution Plan (filed as Exhibit 10.30 to the September 30, 2011 Form 10-Q).†*
10.34	Amphenol Corporation Supplemental Defined Contribution Plan, as amended effective January 1, 2012 (filed as Exhibit 10.34 to the December 31, 2011 Form 10-K).†*
10.35	Amphenol Corporation Supplemental Defined Contribution Plan, as amended effective January 1, 2019 (filed as Exhibit 10.28 to the December 31, 2018 Form 10-K).†*
10.36	Commercial Paper Program form of Dealer Agreement dated as of August 29, 2014 among the Company, Citibank Global Markets and JP Morgan Securities LLC (filed as Exhibit 10.1 to the Form 8-K filed on September 5, 2014).*
10.37	Commercial Paper Program Dealer Agreement dated as of July 10, 2018 among Amphenol Technologies Holding GmbH (as issuer), Amphenol Corporation (as guarantor), Barclays Bank PLC (as Arranger), and Barclays Bank PLC and Commerzbank Aktiengesellschaft (as Original Dealers) (filed as Exhibit 10.1 to the Form 8-K filed on July 11, 2018).*
10.38	Three-Year Term Loan Credit Agreement dated August 22, 2025, among the Company, certain subsidiaries of the Company, a syndicate of financial institutions and JPMorgan Chase Bank, N.A., acting as the administrative agent (filed as Exhibit 10.1 to the Form 8-K filed on August 25, 2025).*˄
10.39	364-Day Term Loan Credit Agreement dated August 22, 2025, among the Company, certain subsidiaries of the Company, a syndicate of financial institutions and JPMorgan Chase Bank, N.A., acting as the administrative agent (filed as Exhibit 10.2 to the Form 8-K filed on August 25, 2025).*˄
10.40	Form of Indemnification Agreement for Directors and Executive Officers (filed as Exhibit 10.27 to the December 31, 2016 Form 10-K).†*
31.1	Certification pursuant to Exchange Act Rules 13a-14 and 15d-14, as adopted pursuant to Section 302 of the Sarbanes-Oxley Act of 2002.**
31.2	Certification pursuant to Exchange Act Rules 13a-14 and 15d-14, as adopted pursuant to Section 302 of the Sarbanes-Oxley Act of 2002.**
32.1	Certification pursuant to 18 U.S.C. Section 1350, as adopted pursuant to Section 906 of the Sarbanes-Oxley Act of 2002.***
32.2	Certification pursuant to 18 U.S.C. Section 1350, as adopted pursuant to Section 906 of the Sarbanes-Oxley Act of 2002.***
101.INS	Inline XBRL Instance Document – the Instance Document does not appear in the Interactive Data File because its XBRL tags are embedded within the Inline XBRL document.**
101.SCH	Inline XBRL Taxonomy Extension Schema Document.**
101.CAL	Inline XBRL Taxonomy Extension Calculation Linkbase Document.**
101.DEF	Inline XBRL Taxonomy Extension Definition Linkbase Document.**
101.LAB	Inline XBRL Taxonomy Extension Label Linkbase Document.**
101.PRE	Inline XBRL Taxonomy Extension Presentation Linkbase Document.**
104	Cover Page Interactive Data File – the cover page XBRL tags are embedded within the Inline XBRL document (included in Exhibit 101).**

† Management contract or compensatory plan or arrangement.

• Incorporated herein by reference as stated.

˄ Certain schedules and exhibits have been omitted pursuant to Item 601(a)(5) of Regulation S-K.

** Filed herewith.

*** Furnished herewith.

​

SIGNATURE

​

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.

​

​	​	AMPHENOL CORPORATION
​	​	​
​	​	​
​	By:	/s/ Craig A. Lampo
​	​	Craig A. Lampo
​	​	Executive Vice President and Chief Financial Officer (Authorized Signatory__and Principal Financial Officer)
​	​	​
Date: July 31, 2026	​	​

​

​

​

​

​