Key Highlights

  • Amphenol's $0.125 post-split quarterly Dividend trades ex-date September 22, 2026, payable October 14, yielding approximately 0.64%.
  • The dividend was originally approved at $0.25 per pre-split share and adjusted to $0.125 following the company's completed two-for-one Stock Split on September 2, 2026.
  • Second-quarter net sales reached a record $8,758.1 million, up 55% year over year, with GAAP diluted EPS of $1.37 and adjusted diluted EPS of $1.35.
  • Orders reached a record $10.7 billion, producing a 1.23:1 book-to-bill ratio, with Operating Cash Flow of $1.6 billion and free cash flow of $1.2 billion for the quarter.

Amphenol Corporation's (NYSE:APH) $0.125 quarterly dividend, expressed on a post-split basis, yields approximately 0.64% and reflects a board-approved adjustment following the company's completed two-for-one stock split. The dividend was originally declared at $0.25 per pre-split share on August 5, 2026, then explicitly restated to $0.125 per share after the split distributed one additional share for every share held, a mechanical adjustment that preserves the total dollar amount paid per original share rather than representing any change to the underlying payout.

Dividend Program and Shareholder Returns

Amphenol's board approved the third-quarter 2026 dividend at $0.25 per pre-split share, or $0.125 per share on a post-split basis, payable October 14, 2026 to shareholders of record September 22, 2026. The two-for-one stock split was distributed September 2, 2026 to shareholders of record as of August 17, 2026. At the current post-split quarterly rate, the simple annualized run-rate is $0.50 per share, subject to future board declarations. Second-quarter dividends paid were approximately $307 million, and six-month dividends declared were $615.3 million.

About the Company

Amphenol Corporation is one of the world's largest designers, manufacturers and marketers of electrical, electronic and fiber-optic connectors and interconnect systems, antennas, sensors and sensor-based products, and coaxial, high-speed, fiber-optic and specialty cable, serving communications networks, data centers, information technology, automotive, commercial aerospace, defense, industrial and mobile-device markets across roughly 40 countries.

Financial Performance Behind the Payout

Amphenol reported record second-quarter net sales of $8,758.1 million, up 55% in U.S. dollars and 30% organically, with GAAP diluted EPS of $1.37 and adjusted diluted EPS of $1.35, both above the high end of prior guidance. Consolidated Operating Income was $2,584.6 million, with GAAP Operating Margin of 29.5% and adjusted operating margin of 29.8%, including an $80 million net benefit related to the recovery of IEEPA tariffs. Orders reached a record $10.7 billion, producing a 1.23:1 book-to-bill ratio. Operating cash flow was $1.6 billion and free cash flow was $1.2 billion. The company completed two acquisitions, El.Com and Wilder Technologies, and returned $515 million to shareholders in the quarter through dividends and share repurchases.

A Split-Adjusted Dividend Alongside a Materially Changed Business

The dividend adjustment from $0.25 to $0.125 per share is a direct mathematical consequence of the two-for-one split rather than an independent capital-allocation decision, meaning the total dollar amount an investor holding shares before the split receives is unchanged. Separately, the CommScope CCS Acquisition has materially changed the scale of the business, with management now expecting the transaction to contribute $4.6 billion of 2026 sales and add $0.30 to adjusted diluted EPS, a Factor relevant to interpreting year-over-year comparisons going forward. The $80 million tariff-recovery benefit embedded in this quarter's operating income is a specifically identified, non-recurring item the company itself separates from its underlying organic operating performance.

Outlook

Amphenol's third-quarter 2026 guidance, on a post-split basis, calls for sales of $9.3-$9.4 billion and adjusted diluted EPS of $0.70-$0.71, excluding additional Tariff recoveries. Organic growth trends in IT datacom relative to the 63% organic order growth reported this quarter, integration progress on the CommScope CCS acquisition, and the sustainability of margins excluding one-time tariff-recovery benefits are the relevant factors.