Strong beat and raised guidance support positive momentum. Monitor acquisition integration and next quarter's margin trajectory. The stock likely reacts favorably to the EPS beat and outlook increase.
Price Chart
Executive Summary
AMETEK reported record Q1 2026 results with sales of $1.93B (up 11% YoY) and adjusted EPS of $1.97 (up 13%, beating consensus of $1.91). The company raised full-year 2026 adjusted EPS guidance to $7.94-$8.14 from $7.87-$8.07 and announced the bolt-on acquisition of First Aviation Services (annual sales ~$80M). Strong organic growth, record orders (+23%), and margin expansion drove the beat and outlook upgrade.
Key Financial Metrics
Key Facts
- Q1 2026 sales $1.93B, +11% YoY, record for Q1
- GAAP EPS $1.74; adjusted EPS $1.97, +13% YoY, beat consensus of $1.91
- Adjusted operating income $516.6M, +14% with 26.8% margin (up 50bps)
- Record orders up 23% driving record backlog
- Raised FY2026 adjusted EPS guidance to $7.94-$8.14 (up from $7.87-$8.07)
- Q2 2026 adjusted EPS guidance $1.96-$2.00, above consensus of $1.90
- Announced acquisition of First Aviation Services (~$80M annual revenue)
Financial Impact
Q1 revenue $1.928B, adjusted EPS $1.97; FY guidance raised by $0.07 midpoint
Risk Factors
- Integration risk for First Aviation acquisition
- Macroeconomic sensitivity in industrial end markets
- Potential tariff or supply chain headwinds
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001037868-26-000141 |
| Document: ame-20260430.htm | 0001037868-26-000141 |
| Document: ametek8kexhibit99204302026.htm | 0001037868-26-000141 |
| Document: 0001037868-26-000141-index-headers.html | 0001037868-26-000141 |
| Document: 0001037868-26-000141-index.html | 0001037868-26-000141 |
| Document: 0001037868-26-000141.txt | 0001037868-26-000141 |
| 8-K Data (Synthetic) | 0001037868-26-000141 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 26, 2026 5w ago | 8-K | $243.67 $247.74 | ▲ +1.67% | ▲ +2.18% | $253.10 (+3.87%) |
Aug 26, 2026 5w ago | Press Release | $243.67 $247.74 | ▲ +1.67% | ▲ +2.18% | $253.10 (+3.87%) |
Aug 12, 2026 7w ago | Insider Cluster | $258.52 $234.24 | ▼ −9.39% | ▼ −7.49% | $253.10 (−2.10%) |
Aug 11, 2026 7w ago | 8-K | $256.30 $236.27 | ▼ −7.82% | ▼ −6.76% | $253.10 (−1.25%) |
Aug 7, 2026 8w ago | Press Release | $253.66 $237.72 | ▼ −6.28% | ▼ −5.89% | $253.10 (−0.22%) |
Aug 4, 2026 8w ago | 8-K | $254.05 $231.32 | ▼ −8.95% | ▼ −7.71% | $253.10 (−0.37%) |
Jul 24, 2026 10w ago | Institutional Cluster | $241.97 $239.55 | ▼ −1.00% | ▼ −4.63% | $253.10 (+4.60%) |
Jul 16, 2026 11w ago | Press Release | $237.30 $256.22 | ▲ +7.97% | ▲ +4.36% | $253.10 (+6.66%) |
Jun 15, 2026 15w ago | Court Ruling | $230.45 $232.10 | ▲ +0.72% | ▲ +1.47% | $253.10 (+9.83%) |
Jun 12, 2026 15w ago | 8-K | $227.12 $233.98 | ▲ +3.02% | ▲ +1.24% | $253.10 (+11.44%) |
US Market Status
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