Research · Sep 3, 2026
[AME] AMETEK Thesis 2026: Record Fourth Quarter Sets Up Guided Earnings Growth
AMETEK FY25 (Dec 31, 2025) at $7.40B revenue (+7%). NI $1.48B; EPS $6.40 (+8%). Record Q4 sales/orders/OI/EBITDA/EPS + record backlog. EIG Q4 +13% (org +2%, M&A +10pp) margin 32.3%; EMG Q4 +15% (org +14%) margin 22.6% +200bp. LKC Technologies acquisition announced. FY26 guide: sales +mid-single, organic +low-to-mid single, EPS $7.87-$8.07 (+6-9%); Q1 sales +~10% YoY / EPS $1.90-$1.95.