“The increase in orders for the first six months of 2026 was due to a 24% organic order increase, a 4% increase from acquisitions, partially offset by a 2% unfavorable effect of foreign currency translation.”10-Q · Aug 4, 2026 ↗
AMETEK, Inc.
AME
Market read
AMETEK, Inc.'s current read is isolated; its market group is not confirming.
The latest filing is mixed. 0 of 12 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.
- Revenue increased 15.0% versus the comparable filing period.
- AME's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if AME's group or a disclosed connection begins moving with it.
Research brief
The story so far
The latest filing is mixed. 0 of 12 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.
- Revenue increased 15.0% versus the comparable filing period.
No thresholded adverse filing evidence is available yet.
- AME's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +6.6% year over year.
- Demand and volume has repeated favorable evidence across 5 filings.
No qualifying adverse evidence was identified; that is not proof there is no downside.
- P/E is 69% below the available filing-peer median; determine whether growth and quality justify the difference.
- EV/sales is 49% above the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 9, 2026
236.31Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“Interest expense increased in the first six months of 2026 primarily due to $10.0 million of fees associated with the bridge loan financing entered into in connection with the definitive agreement to acquire Indicor Instrumentation.”10-Q · Aug 4, 2026 ↗
“Auditing management’s indefinite-lived intangible asset impairment tests was complex and highly judgmental due to the significant measurement uncertainty in estimating the fair value of the trademarks and trade names.”10-K · Feb 17, 2026 ↗
“As a result of the British-pound and Euro-denominated loans being designated and 100 % effective as net investment hedges, $ 100.3 million of pre-tax currency remeasurement losses and $ 45.6 million of pre-tax currency remeasurement gains have been included i…”10-K · Feb 17, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 7.4× · EV/sales 7.5×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 9 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for AME. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
The latest filing presents a mixed picture
10-Q filed 2026-08-04 against the comparable filing from 2025-07-31.
Capital and cash conversion
Cash conversion improved
Capital-spending intensity declined while free-cash-flow margin improved.
- Capital spending YoY
- +9.8%
- Capital spending / revenue
- +1.4%
- Free-cash-flow margin
- +22.1%
- FCF margin change
- +1.5 pts
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
What improved
- Revenue increased 15.0% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“Interest expense increased in the first six months of 2026 primarily due to $10.0 million of fees associated with the bridge loan financing entered into in connection with the definitive agreement to acquire Indicor Instrumentation.”
“Interest expense increased in the second quarter of 2026 primarily due to $10.0 million of fees associated with the bridge loan financing entered into in connection with the definitive agreement to acquire Indicor Instrumentation.”
“The cost of sales increase was primarily due to the net sales increase discussed above, partially offset by continued benefits from the Company's Operational Excellence initiatives.”
Historical filing backfill generated after the original filing window. It is not part of Jodie's live track record.
Business ecosystem
The relationships behind AME
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
ALNTAllient Inc.competitorMar 5, 2026 ▾
“Our competitors include Ametek, Inc., Parker Hannifin Corporation, Regal Rexnord, and other smaller competitors.”
Filing peers
No filing peers are available for this name yet.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 7 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
AME is currently a Early Follower in the organic co-movement group Specialty Industrial Machinery. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.