AME AMETEK (AME) Q3 FY25 earnings call
AMETEK delivered an outstanding third quarter, achieving record sales, orders, and EPS, driven by strong organic growth and robust margin expansion. The company is leveraging its distributed operating structure and operational excellence to navigate macroeconomic uncertainties, particularly in trade, while benefiting from positive inflections in Automation & Engineered Solutions and continued strength in Aerospace & Defense. Management is optimistic about future growth, fueled by strategic acquisitions and increased investment in organic initiatives.
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AME operating KPIs by quarter
| KPI | Dec 2024 Q4 FY24 | Mar 2025 Q1 FY25 | This call Sep 2025 Q3 FY25 | Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|---|---|---|
| Backlog | $3.4Bwith positive organic growth across both our EIG and EMG segments, and we ended the quarter with a strong backlog of $3.4 billion.Source: earnings call transcript | $3.47BBook-to-bill in the quarter was 1.04, and we ended the first quarter with a backlog of $3.47 billion near record levels.Source: earnings call transcript | $3.54BOrders were also very strong in the quarter with overall orders up 13% to a record $1.97 billion and organic orders up 7%, leading to a record backlog of $3.54 billion.Source: earnings call transcript | $3.58BOrders were very strong in the quarter with overall orders up 18% to a record $2 billion and organic orders up 7% versus the prior year, leading to a record backlog of $3.58 billion.Source: earnings call transcript | $3.87BOverall, orders were a record $2.2 billion, up 23% versus the prior year organic orders were up 22%, leading to a record backlog of $3.87 billion.Source: earnings call transcript | — | +8.1% |
| Book-to-bill ratio | — | 1.04 ratioBook-to-bill in the quarter was 1.04, and we ended the first quarter with a backlog of $3.47 billion near record levels.Source: earnings call transcript | — | 1.02 ratioSo it was broad-based, and there was a similar pattern from Q3 and the book-to-bill of AMETEK was 1.02, and it was pretty broad-based.Source: earnings call transcript | — | 1.12 ratioOur backlog was now $4.11 billion, up about 21% from the end of the year, and we had a positive book-to-bill of 1.12 in the quarter, both groups positive -- and we also are executing very well.Source: earnings call transcript | — |
| Vitality Index | — | 26%Our vitality index, which measures the sales of new products introduced in the past 3 years was a strong 26% in the first quarter.Source: earnings call transcript | 26%The tangible results of this focus are clear with our third quarter Vitality Index, a strong 26%.Source: earnings call transcript | 30%In the fourth quarter, our Vitality Index, which measures sales of new products introduced over the last 3 years was an outstanding 30%.Source: earnings call transcript | 25%In the first quarter, our vitality index which measures sales of new products introduced over the last 3 years was an outstanding 25%.Source: earnings call transcript | 25%In the second quarter, our new product vitality was a strong 25%.Source: earnings call transcript | 0 pt |
| Orders | — | — | $1.97BOrders were also very strong in the quarter with overall orders up 13% to a record $1.97 billion and organic orders up 7%, leading to a record backlog of $3.54 billion.Source: earnings call transcript | $2BOrders were very strong in the quarter with overall orders up 18% to a record $2 billion and organic orders up 7% versus the prior year, leading to a record backlog of $3.58 billion.Source: earnings call transcript | $2.2BOverall, orders were a record $2.2 billion, up 23% versus the prior year organic orders were up 22%, leading to a record backlog of $3.87 billion.Source: earnings call transcript | $2.3BOverall orders were a record $2.3 billion, up 28% versus the prior year, with organic orders up sharply at 25%, being to a record backlog of $4.1 billion.Source: earnings call transcript | +4.5% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
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