APH — what changed in the latest 10-Q
A section-by-section comparison of APH's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-07-31 vs the prior 10-Q · 2026-05-01
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +33 | −26 | ~26 | 39 |
| Market risk (Item 3) | Text added/removed | 0 | 0 | ~1 | 2 |
| Controls & procedures | Text added/removed | 0 | 0 | ~2 | 2 |
| Legal proceedings | No paragraph-level changes | 0 | 0 | 0 | 1 |
| Risk factors | No material changes reported (points to the 10-K) | — | — | — | — |
| Other information | Text added/removed | 0 | 0 | ~1 | 0 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-07-31
Net sales were $16,378.2 in the first six months of 2026 compared to $10,461.3 in the first six months of 2025, which represented an increase of 57% in U.S. dollars, 55% in constant currencies and 32% organically (excluding both currency and acquisition impacts), compared to the prior year period. T…
Net sales in the Communications Solutions segment (approximately 62% of net sales) in the second quarter of 2026 increased 85% in U.S. dollars, 84% in constant currencies and 42% organically, compared to the second quarter of 2025. The increase in the second quarter of 2026 was driven by outsized or…
Net sales in the Harsh Environment Solutions segment (approximately 21% of net sales) in the second quarter of 2026 increased 28% in U.S. dollars, 28% in constant currencies and 22% organically, compared to the second quarter of 2025. The increase in the second quarter of 2026 was driven by strong o…
Net sales in the Interconnect and Sensor Systems segment (approximately 17% of net sales) in the second quarter of 2026 increased 17% in U.S. dollars, 16% in constant currencies and 13% organically, compared to the second quarter of 2025. The increase in the second quarter of 2026 was driven by stro…
The table below reconciles Constant Currency Net Sales Growth and Organic Net Sales Growth to the most directly comparable U.S. GAAP financial measures, by segment, geography and consolidated, for the three and six months ended June 30, 2026 compared to the three and six months ended June 30, 2025:
Text removed vs the prior filing · source: 10-Q · 2026-05-01
Net sales in the Communications Solutions segment (approximately 60% of net sales) in the first quarter of 2026 increased 88% in U.S. dollars, 87% in constant currencies and 47% organically, compared to the first quarter of 2025. The increase in the first quarter of 2026 was driven by outsized organ…
Net sales in the Harsh Environment Solutions segment (approximately 22% of net sales) in the first quarter of 2026 increased 34% in U.S. dollars, 31% in constant currencies and 23% organically, compared to the first quarter of 2025. The increase in the first quarter of 2026 was driven by strong orga…
Net sales in the Interconnect and Sensor Systems segment (approximately 18% of net sales) in the first quarter of 2026 increased 23% in U.S. dollars, 20% in constant currencies and 17% organically, compared to the first quarter of 2025. The increase in the first quarter of 2026 was driven by outsize…
The table below reconciles Constant Currency Net Sales Growth and Organic Net Sales Growth to the most directly comparable U.S. GAAP financial measures, by segment, geography and consolidated, for the three months ended March 31, 2026 compared to the three months ended March 31, 2025:
Operating income for the Communications Solutions segment for the first quarter of 2026 was $1,389.4, or 30.6% of net sales, compared to $660.8, or 27.4% of net sales, for the first quarter of 2025. The increase in operating margin for the Communications Solutions segment relative to the comparable …
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice