Feed / AME

AMETEK, Inc.

AME

Industrials · 236.31 -0.6% today

Isolated · not yet confirmedMarket checked 9 Sept, 15:55 GMT-4

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.

What changed
  • Revenue increased 15.0% versus the comparable filing period.
Company-0.6% todayVolume comparison unavailable
Market group0 of 12 activeSpecialty Industrial Machinery · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • 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.

Watch this read

Research brief

The story so far

Industrials · Specialty Industrial Machinery

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.

Evidence that supports
  • Revenue increased 15.0% versus the comparable filing period.
Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • AME's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 10, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations600
Usable filing statements63
Verified relationships8
Evidence supporting the case
  • Latest annual revenue changed +6.6% year over year.
  • Demand and volume has repeated favorable evidence across 5 filings.
Evidence challenging the case

No qualifying adverse evidence was identified; that is not proof there is no downside.

Questions before a position
  • 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.
Longer-term price context

Price as of Sep 9, 2026

236.31
6m+4.4%12m+25.3%24m+41.1%
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$5.5B+22.2%+0.7%
2022-12-31$6.2B+10.9%-0.5%
2023-12-31$6.6B+7.3%-0.0%
2024-12-31$6.9B+5.2%+0.3%
2025-12-31$7.4B+6.6%-0.4%

What management says matters

Persistent and emerging business drivers

Demand and volumemixed · 5 filings
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
Credit and interest ratespositive · 1 filings
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
Restructuring and cost reductionsmixed · 1 filings
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
Supply chain and availabilitymixed · 1 filings
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.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

236.31-0.6% today

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.

mixed
OperationsmixedEvidence score +1
liquidityneutralEvidence score 0
valuationmixed

Capital and cash conversion

Cash conversion improved

supportive

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.