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Sentiment · FY2026 Q2
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.76B | +1.8% | $1.67 | +12.8% | 26.6% | 22.0% | $498M |
| FY2025 Q1 | $1.73B | -0.2% | $1.52 | +13.4% | 26.3% | 20.3% | $394M |
| FY2025 Q2 | $1.78B | +2.5% | $1.55 | +6.9% | 26.0% | 20.2% | $330M |
| FY2025 Q3 | $1.89B | +10.8% | $1.60 | +8.8% | 25.8% | 19.6% | $420M |
| FY2025 Q4 | $2.00B | +13.4% | $1.73 | +3.6% | 26.2% | 19.9% | $527M |
| FY2026 Q1 | $1.93B | +11.3% | $1.74 | +14.5% | 26.7% | 20.7% | $426M |
| FY2026 Q2 | $2.04B | +15.0% | $1.77 | +14.2% | 25.8% | 19.9% | $452M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Andrew Obin | Bank of America | 13 (0%) |
| Matt Summerville | D.A. Davidson | 12 (0%) |
| Deane Dray | RBC Capital Markets | 10 (0%) |
| Scott Graham | Seaport Research Partners | 10 (0%) |
| Andrew Buscaglia | BNP Paribas | 9 (22%) |
| Jeff Sprague | Vertical Research Partners | 8 (13%) |
| Brett Linzey | Mizuho Securities | 8 (0%) |
| Nigel Coe | Wolfe Research | 8 (0%) |
| Julian Mitchell | Barclays | 6 (0%) |
| Chris Snyder | Morgan Stanley | 6 (17%) |
| 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 | 13 (0%) |
| D.A. Davidson | 1 | 12 (0%) |
| RBC Capital Markets | 2 | 12 (0%) |
| Seaport Research Partners |
| 1 |
| 10 (0%) |
| Vertical Research Partners | 2 | 10 (10%) |
| TD Cowen | 3 | 9 (11%) |
| BNP Paribas | 1 | 9 (22%) |
| Mizuho Securities | 1 | 8 (0%) |
AMETEK opened FY2026 with sales of $1.93 billion growing 11% and EPS of $1.97 up 13% as record orders and backlog growth supported continued momentum across the portfolio. Robust core margin expansion demonstrated operating leverage while defense and national security demand accelerated as a secular growth driver. Management raised FY2026 EPS guidance to $7.94-$8.14 representing 7-10% growth.
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 |
What AME and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we signed a definitive agreement to acquire First Aviation Services, an attractive acquisition, which strategically broadens our defense aftermarket capabilities.”
AMETEK agreed to acquire First Aviation Services (~$80M revenue) to broaden its defense aftermarket/MRO capabilities.
| 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 | +8.8% | |
| 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% |