AME · Industrials

AMETEK INC/

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window

News · 2026-08-07

• Acquisition / Partnership / DivestitureImportance 96 · Surprise 100
  AMETEK expects to acquire Indicor Instrumentation for approximately $5.0 billion in the second half of 2026. The transaction is expected to add approximately $1.1 billion of annual sales. Management is targeting…
• Revenue Performance and MixImportance 54 · Surprise 40
  AMETEK reported second-quarter 2026 net sales of $2.04 billion, up 15.0% year over year from the quarter ended June 30, 2025. Organic sales increased 10%, while both the Electronic Instruments Group (EIG) and…
• Quarterly Dividend DeclarationImportance 6 · Surprise 6
  AMETEK declared a regular third-quarter 2026 dividend of $0.34 per share. The dividend is payable September 30, 2026, to shareholders of record on September 15, 2026. The declaration continues the company's quarterly…

News · 2026-08-06

• Order Backlog and Book-to-BillImportance 76 · Surprise 56
  Second-quarter orders reached a record approximately $2.3 billion, representing 28% year-over-year growth. The order increase drove a record backlog of approximately $4.11 billion. Backlog strength was linked to demand…
• Revenue Performance and MixImportance 54 · Surprise 40
  AMETEK reported second-quarter 2026 net sales of $2.04 billion, up 15.0% year over year from the quarter ended June 30, 2025. Organic sales increased 10%, while both the Electronic Instruments Group (EIG) and…

News · 2026-08-05

• Order Backlog and Book-to-BillImportance 76 · Surprise 56
  Second-quarter orders reached a record approximately $2.3 billion, representing 28% year-over-year growth. The order increase drove a record backlog of approximately $4.11 billion. Backlog strength was linked to demand…

10-Q · 2026-08-04

• Credit Facility RefinancingImportance 100 · Surprise 100
  On June 9, 2026, AMETEK amended its revolving credit agreement, increasing commitments from $2.3 billion to $3.5 billion and extending maturity to June 9, 2031. The facility may provide up to $1.0 billion toward the…
• Outstanding IndebtednessImportance 74 · Surprise 58
  Total debt, net declined to $2,036.2 million at June 30, 2026 from $2,283.3 million at December 31, 2025, while net debt declined to $1,540.8 million from $1,825.3 million. AMETEK amended its revolving credit agreement…
• Acquisition / Partnership / DivestitureImportance 71 · Surprise 60
  AMETEK paid $424.5 million in cash during the first six months to acquire LKC Technologies in January 2026 and First Aviation Services in May 2026. LKC was added to EIG for ophthalmic diagnosis and management…
• Interest Expense IncreaseImportance 71 · Surprise 82
  Second-quarter 2026 interest expense increased 78.6% year over year to $30.1 million, primarily because AMETEK incurred $10.0 million of bridge-loan financing fees related to the Indicor Instrumentation acquisition.…
• Order Backlog and Book-to-BillImportance 65 · Surprise 48
  Second-quarter orders reached a record $2,284.0 million, increasing 28.2% from $1,782.1 million in the second quarter of 2025. The quarterly order increase reflected 25% organic growth and 6% acquisition growth, partly…
• Operating Margin DriversImportance 60 · Surprise 40
  First-half segment operating income increased 13.7% to $1,103.7 million, while segment margin rose to 27.8% from 27.7% despite $17.8 million of acquisition-related integration costs. Recent acquisitions reduced…
• Operating Cash Flow TrendsImportance 59 · Surprise 48
  Cash provided by operating activities increased 20.4% to $935.2 million in the first six months of 2026 from $776.6 million in the prior-year period. The increase was driven primarily by higher net income and reduced…
• Revenue Performance and MixImportance 54 · Surprise 40
  Net sales for the first six months of 2026 increased 13.2% to $3,972.8 million from $3,510.0 million in the prior-year period, comprising 8% organic growth and 5% acquisition growth. EIG sales rose 12.3% to $2,585.7…
• Geographic Revenue ShiftImportance 54 · Surprise 40
  Six-month U.S. sales increased to $2.086 billion from $1.863 billion, while international sales increased to $1.887 billion from $1.647 billion. Asia was the largest international region at $808.7 million, up 18.5%…
• End-Market Demand TrendsImportance 54 · Surprise 40
  AMETEK reported record second-quarter 2026 sales and orders, with total sales up 15.0% year over year and organic sales up 10%. EIG sales increased 13.9%, including 7% organic growth, while EMG sales increased 16.9%,…
• Liquidity and Cash PositionImportance 52 · Surprise 30
  Cash and cash equivalents increased to $495.4 million at June 30, 2026 from $458.0 million at December 31, 2025. Six-month operating cash flow increased 20.4% to $935.2 million from $776.6 million, while acquisitions…
• Operating Expense TrendsImportance 47 · Surprise 22
  Second-quarter selling, general and administrative expense increased 18.7% to $206.8 million from $174.3 million, while six-month SG&A increased 18.9% to $409.5 million from $344.4 million. Second-quarter selling…
• OECD Global Minimum TaxImportance 40 · Surprise 42
  The OECD Pillar Two initiative establishes a 15% global minimum tax for certain multinational companies in most jurisdictions where AMETEK operates, effective January 1, 2024. In January 2026, the OECD proposed a…
• Income Tax Rate ChangesImportance 39 · Surprise 50
  The second-quarter effective tax rate decreased to 17.4% from 19.0% in the prior-year quarter. The 160-basis-point reduction primarily reflected favorable international tax-planning initiatives and favorable…
• Trade Policy and TariffsImportance 37 · Surprise 42
  AMETEK said its businesses were addressing tariff-related supply-chain risks through targeted pricing initiatives and strategic adjustments to global supply chains. The company is leveraging its worldwide manufacturing…
• Quarterly Dividend DeclarationImportance 36 · Surprise 14
  AMETEK declared and paid quarterly dividends of $0.34 per share in the second quarter, up 9.7% from $0.31 per share in the prior-year quarter. Six-month dividends paid increased to $155.7 million from $143.0 million.…
• FX / Currency HeadwindsImportance 26 · Surprise 24
  AMETEK had $298.3 million of British-pound-denominated loans and $656.4 million of Euro-denominated loans at June 30, 2026, designated as net investment hedges for foreign subsidiaries. These borrowings are intended to…
• Middle East Conflict ImpactImportance 25 · Surprise 42
  The conflict involving Iran has increased uncertainty in global markets during the six months ended June 30, 2026. AMETEK has limited Middle East sales exposure and no material operations or assets in the region, but…
• Capital ExpendituresImportance 24 · Surprise 14
  Six-month additions to property, plant and equipment increased 9.8% to $57.5 million from $52.3 million. Second-quarter capital expenditures totaled $32.0 million, including $15.7 million in EIG, $10.9 million in EMG…

Earnings call · 2026-08-04

• Guidance and OutlookImportance 85 · Surprise 76
  AMETEK raised 2026 sales guidance to approximately 10% growth, with organic sales now expected to increase by the mid- to high-single digits. Full-year diluted EPS guidance increased to $8.20-$8.30, representing 10% to…
• Free Cash Flow and LiquidityImportance 80 · Surprise 56
  Second-quarter operating cash flow increased 35% to $484 million, while free cash flow rose 37% to $452 million. Free cash flow conversion was 111% of net income in the quarter, and management continues to expect 2026…
• Acquisition / Partnership / DivestitureImportance 71 · Surprise 60
  AMETEK expects to deploy $5 billion on the acquisition of Indicor Instrumentation in the second half of 2026, subject to integration planning and regulatory approvals. Management expects Indicor to contribute…
• Operating Margin DriversImportance 60 · Surprise 40
  Second-quarter operating income increased 18% to a record $544 million, while operating margin expanded 60 basis points to 26.6%. Core operating margin rose 110 basis points to 27.1%, supported by approximately 40%…
• Order Backlog and Book-to-BillImportance 59 · Surprise 48
  AMETEK reported record overall orders of $2.3 billion, up 28% year over year, with organic orders up 25%, following 22% organic orders growth in the first quarter. Backlog reached $4.11 billion, up approximately 21%…
• Revenue Performance and MixImportance 54 · Surprise 40
  Second-quarter sales reached a record $2.04 billion, up 15% year over year, with organic sales up 10%, acquisitions contributing 5 percentage points, and foreign currency flat. Electronic Instruments Group sales…
• Capital Expenditure OutlookImportance 50 · Surprise 42
  AMETEK expects 2026 capital expenditures of approximately $160 million, or about 2% of sales. Management said roughly two-thirds of that amount is growth capital expenditure. The company has added capacity at multiple…
• Geopolitical Demand DriversImportance 46 · Surprise 40
  Management said geopolitical uncertainties and volatile energy prices are increasing focus on defense modernization and energy security. AMETEK expects its Aerospace & Defense businesses to grow at a low-double-digit…
• Operating Expense TrendsImportance 45 · Surprise 64
  General and administrative expenses were 1.5% of sales in the second quarter, unchanged from the prior-year quarter. Other operating expenses increased to $6 million from $3 million, reflecting higher acquisition…
• Capital ExpendituresImportance 42 · Surprise 24
  Second-quarter capital expenditures were $32 million. Full-year 2026 capital expenditures are expected to be approximately $160 million, or about 2% of sales, with roughly two-thirds classified as growth capital.…
• End-Market Demand TrendsImportance 42 · Surprise 40
  Process businesses delivered high-single-digit organic sales growth, with the strongest growth in semiconductor and energy-related instrumentation and continued strong project activity. Aerospace and Defense organic…
• Income Tax Rate ChangesImportance 41 · Surprise 32
  The effective tax rate declined to 17.5% in the second quarter of 2026 from 19% in the second quarter of 2025. Management now expects the full-year 2026 effective tax rate to range from 18.5% to 19%. Quarterly tax…
• Customer DynamicsImportance 39 · Surprise 50
  RTDS received a key order from a data center hyperscaler for power-system simulation supporting a broader data center build-out. Paragon Medical is seeing exceptional orders growth from new design wins in orthopedics,…
• Manufacturing and CapacityImportance 32 · Surprise 24
  Management said AMETEK is not at capacity limits because its flexible business model allows production to ramp up or down efficiently. Approximately two-thirds of planned full-year capital expenditures are…
• AI Infrastructure DemandImportance 31 · Surprise 42
  Management said AI is driving demand for ultra-precise optics, 3D metrology systems and expanded power infrastructure needed for advanced semiconductors and next-generation computing. RTDS Technologies received a key…
• Product Launch and TransitionImportance 31 · Surprise 42
  Hughes-Treitler introduced MicroFoil, a lightweight heat-exchanger technology for mission-critical aerospace, defense and industrial cooling applications. The product combines high heat-transfer performance with an…
• AI Adoption RecognitionImportance 31 · Surprise 42
  AMETEK is deploying AI across due diligence, document processing, customer-service agents, supply-delay prediction, predictive maintenance, and custom engineering design. The company completed a first wave of…
• Competition and Pricing PressureImportance 23 · Surprise 24
  Management characterized AMETEK's portfolio as highly differentiated, engineered and IP-driven, with mission-critical products, high switching costs and exposure to regulatory-driven markets. These attributes support…
• Geographic Revenue ShiftImportance 18 · Surprise 14
  AMETEK reported growth across all major regions in the second quarter. United States sales increased at a low-double-digit rate, led by Process and supported by Aerospace & Defense. Asia sales also rose at a…
• Geographic Market CommentaryImportance 18 · Surprise 14
  AMETEK reported growth across all major regions, with the United States and Asia strongest. U.S. sales increased at a low-double-digit rate, led by Process and supported by Aerospace & Defense. Europe grew at a…
• Trade Policy and TariffsImportance 14 · Surprise 24
  Management said AMETEK offset inflation and tariffs primarily through pricing and productivity during the second quarter. The company expects to continue offsetting these pressures through price and productivity across…

8-K · 2026-08-04

• Guidance and OutlookImportance 79 · Surprise 76
  AMETEK raised its 2026 adjusted diluted EPS guidance to $8.20-$8.30, up 10%-12% from the comparable 2025 basis and above the prior $7.94-$8.14 range. Full-year 2026 sales are now expected to increase approximately 10%…
• Guidance / OutlookImportance 79 · Surprise 76
  AMETEK raised its 2026 full-year sales outlook to approximately 10% growth versus 2025. Adjusted diluted earnings per share are now expected at $8.20 to $8.30, representing 10% to 12% growth and an increase from the…
• Revenue Performance and MixImportance 58 · Surprise 40
  Second-quarter 2026 sales reached a record $2.044 billion, up 15% year over year from $1.778 billion. Electronic Instruments Group sales increased 14% to $1.321 billion, representing approximately 65% of consolidated…
• Operating Cash Flow TrendsImportance 57 · Surprise 38
  Second-quarter operating cash flow increased 35% to $483.7 million from $359.1 million. Free cash flow rose to $451.7 million from $329.8 million after $32.0 million of capital expenditures, compared with $29.3 million…
• End-Market Demand TrendsImportance 54 · Surprise 40
  EIG sales increased 14% year over year to $1.32 billion, with growth balanced between organic expansion and contributions from recent acquisitions. EIG management identified semiconductor and commercial aerospace as…
• Operating Margin DriversImportance 47 · Surprise 22
  GAAP operating income increased to a record $528.2 million from $461.6 million, while adjusted operating income rose 18% to $544.4 million. Adjusted operating margin expanded 60 basis points to 26.6%, and adjusted core…
• Operating Expense TrendsImportance 47 · Surprise 22
  Second-quarter selling, general and administrative expense increased 19% to $206.8 million from $174.3 million. SG&A increased $32.6 million year over year, compared with 15% consolidated sales growth. Six-month SG&A…
• Liquidity and Debt PositionImportance 47 · Surprise 22
  Cash and cash equivalents totaled $495.4 million at June 30, 2026, up from $458.0 million at December 31, 2025. Short-term borrowings and the current portion of long-term debt declined 19% to $980.6 million from $1.209…
• Order Backlog and Book-to-BillImportance 32 · Surprise 48
  AMETEK reported exceptional orders growth of 28% in the second quarter, marking the second consecutive quarter of 28% order growth. Electronic Instruments Group (EIG) orders showed notable strength in semiconductor and…
• Acquisition-Related CostsImportance 28 · Surprise 42
  AMETEK recorded $16.2 million of second-quarter acquisition-related costs, consisting of $15.0 million in EIG and $1.2 million in EMG. The costs included integration expenses in cost of sales and one-time Indicor…

News · 2026-08-04

• Guidance / OutlookImportance 74 · Surprise 68
  AMETEK raised its full-year 2026 adjusted EPS guidance to $8.20-$8.30 per share from its prior outlook. Third-quarter adjusted EPS guidance was set at $2.08-$2.10 per share. The company also raised its full-year sales…
• Revenue Performance and MixImportance 54 · Surprise 40
  AMETEK reported second-quarter 2026 net sales of $2.04 billion, up 15.0% year over year from the quarter ended June 30, 2025. Organic sales increased 10%, while both the Electronic Instruments Group (EIG) and…
• Product Launch and TransitionImportance 31 · Surprise 42
  AMETEK launched the Grabner Vision Pro Series, a next-generation analytical instrumentation platform for fuel analysis. The product has a refreshed design, more intuitive user interface, and improvements in…
• End-Market Demand TrendsImportance 17 · Surprise 24
  Demand was described as strong for AMETEK’s niche equipment in semiconductor manufacturing, electric grids, aerospace, and medical technology. The company also cited infrastructure build-out for AI, semiconductor fabs,…