Q3 FY26 · Ended Sep 30, 2026 · View SEC filing
AI datacom segment earns most of the profit
Communications Solutions brings 64.4% of sales but a larger share of profit, so datacom demand now sets the company's results.
For investorsWhat Amphenol's margin depends on if datacom growth cools
For foundersBuy below average, then lift: the Amphenol acquisition playbook
Sales rose 65.1% but overhead only 49.2%, lifting operating margin even as acquired businesses ran below average.
Operating margin rose 2.05 points, yet net margin slipped as acquisition debt and a higher tax rate took more.
The segment tied to AI datacom grew fastest organically and earns the highest margin, a sign its parts are hard to replace.
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Business Lens describes Amphenol from its own filings with the SEC. It is not a view on its shares, a target, or advice to buy, sell or hold anything; figures are as filed and may be restated by the company later. The filing is linked above.
