Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Paragon is is already at EBITDA margins that now online with AMETEK.”
AMETEK's acquired Paragon Medical business has reached AMETEK-level EBITDA margins with further improvement expected, a positive integration outcome for the medical acquisition.
“today announced the acquisition of LKC Technologies, an attractive technology acquisition which broadens our med tech exposure.”
AMETEK announced acquiring LKC Technologies, a maker of portable ophthalmic diagnostic instruments with ~40% recurring revenue, to broaden its ophthalmic med-tech portfolio.
“FARO had essentially 15% EBITDA margin.”
AMETEK acquired FARO (3D metrology) at roughly mid-teens EBITDA margins and expects to more than double them toward 30% via cost synergies and integration. Read-through on FARO's pre-deal profitability.
“we acquired FARO Technologies subsequent to the end of the second quarter for approximately $920 million. FARO is a leading provider of advanced 3D metrology and digital reality solutions.”
AMETEK closed its acquisition of FARO Technologies for approximately $920 million, adding 3D metrology and digital reality solutions that complement AMETEK's existing precision measurement businesses.
“we look at Kern as kind of a sister company with some different technology. And we think Kern is they also do submicron level accuracy systems. Their end markets are places that need exceptional levels of precision. That includes the medical market, the semiconductor market, the research market, the space market”
AMETEK details the strategic rationale for the Kern Microtechnik deal: a sister-company fit with its Precitech ultra-precision business, submicron-accuracy systems serving medical, semiconductor, research and space end markets, with most of Kern's sales already outside Germany.
“this morning we announced the acquisition of Kern Microtechnik for approximately €105 million.”
AMETEK announced the acquisition of German precision manufacturer Kern Microtechnik for approximately €105 million, adding high-precision machining and optical inspection capability alongside its existing Ultra Precision Technologies business.
AMETEK capped FY2025 with record Q4 across all financial metrics as sales reached $2 billion growing 13% with organic up 5% and record EPS of $2.01 up 7% beating the guidance range. EMG delivered outstanding broad-based double-digit organic growth while the Process business turned positive organically for the first time in 2025. Management introduced FY2026 EPS guidance of $7.87-$8.07 representing 6-9% growth with approximately 10% sales growth expected in Q1.
Demand | Revenue Growth | M&A | Margin | Trade Tariffs | Capital Allocation | Competitive Dynamics | Geographic Expansion | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 12 | 7 | 5 | 4 | 2 | 2 | 1 | 2 |
| 2025Q1 | 8 | 3 | 4 | 2 | 6 | 1 | 1 | 1 |
| 2025Q2 | 11 | 5 | 5 | 3 | 5 | 1 | 1 | 1 |
| 2025Q3 | 13 | 6 | 5 | 2 | 2 | 1 | 2 | 2 |
| 2025Q4 | 13 | 7 | 9 | 6 | 2 | 1 | 1 | 2 |
| 2026Q1 | 8 | 5 | 3 | 1 | 1 | 3 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 12 | 8 | 11 | 13 | 13 | 8 |
| Revenue Growth | 7 | 3 | 5 | 6 | 7 | 5 |
| M&A | 5 | 4 | 5 | 5 | 9 | 3 |
| Margin | 4 | 2 | 3 | 2 | 6 | 1 |
| Trade Tariffs | 2 | 6 | 5 | 2 | 2 | 1 |
| Capital Allocation | 2 | 1 | 1 | 1 | 1 | 3 |
| Competitive Dynamics | 1 | 1 | 1 | 2 | 1 | 2 |
| Geographic Expansion | 2 | 1 | 1 | 2 | 2 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Andy Obin | Bank of America | 11 (0%) |
| Matt Summerville | D.A. Davidson | 10 (0%) |
| Deane Dray | RBC Capital Markets |
| 9 (0%) |
| Andy Buscaglia | BNP Paribas | 9 (22%) |
| Scott Graham | Seaport Research Partners | 8 (0%) |
| Nigel Coe | Wolfe Research | 8 (0%) |
| Jeff Sprague | Vertical Research Partners | 8 (13%) |
| Brett Linzey | Mizuho Securities | 8 (0%) |
| Chris Snyder | Morgan Stanley | 6 (17%) |
| Rob Wertheimer | Melius Research | 6 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bank of America | 1 | 11 (0%) |
| RBC Capital Markets | 2 | 11 (0%) |
| Vertical Research Partners | 2 | 10 (10%) |
| D.A. Davidson | 1 | 10 (0%) |
| BNP Paribas | 1 | 9 (22%) |
| Seaport Research Partners | 1 | 8 (0%) |
| Mizuho Securities | 1 | 8 (0%) |
| Wolfe Research | 1 | 8 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
AME Ametek | 8 | +11.3% | |
| AOS A. O. Smith | 1 | -1.9% | |
| CMI Cummins | 7 | +2.7% | |
| DOV Dover Corporation | 7 | +10.1% | |
| EMR Emerson Electric | 6 | +2.9% | |
| ETN Eaton Corporation | 8 | +16.8% | |
| GNRC Generac | 9 | +12.4% | |
| HWM Howmet Aerospace | 9 | +19.1% | |
| IEX IDEX Corporation | 8 | +8.9% | |
| IR Ingersoll Rand | 5 | +7.6% | |
| ITW Illinois Tool Works | 7 | +4.6% | |
| NDSN Nordson Corporation | 9 | +8.5% | |
| OTIS Otis Worldwide | 4 | +6.5% | |
| PH Parker Hannifin | 8 | +10.6% | |
| PNR Pentair | 6 | +2.6% | |
| ROK Rockwell Automation | 9 | +11.8% | |
| ROP Roper Technologies | 8 | +11.3% | |
| XYL Xylem Inc. | 5 | +2.7% |