Jun 2026 (Q2 FY26) — Aug 4, 2026
AMETEK Q2 FY26 — Record Performance Driven by Strong Orders and Secular Tailwinds
Read the full callAMETEK earnings: last reported Tue, 4 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 2,044 | +15.0% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 25.8 | −0.1 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 407 | +13.5% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Guidance
24 of 30 judged targets kept · 28 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Adjusted EPS | $1.96 to $2 | Mar 2026 | Diluted earnings per share were a record $2.09, up 17% versus the second quarter of 2025 and above our guidance range of $1.96 to $2 per share. | Achieved |
| Aerospace & Defense organic sales growth | high single-digit | Dec 2025 | We now expect our aerospace and defense businesses to be up low double digits versus last year, balanced growth across commercial and defense businesses. | Revised Up |
| Adjusted EPS | $2.08 to $2.10 | Jun 2026 | with adjusted earnings of $2.08 to $2.10 per share, up 10% to 11% versus the prior year. | New |
6 of AMETEK INC/'s 58 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 55 more targets are in the full ledger.
Claimed
Qualified
Price
1Y: $185.47 on 17 Oct 2025 → $247.22. High $258.52 (12 Aug 2026), low $184.19 (29 Oct 2025).
Overview
Guidance
24 of 30 judged targets kept · 28 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Adjusted EPS | $1.96 to $2 | Mar 2026 | Diluted earnings per share were a record $2.09, up 17% versus the second quarter of 2025 and above our guidance range of $1.96 to $2 per share. | Achieved |
| Aerospace & Defense organic sales growth | high single-digit | Dec 2025 | We now expect our aerospace and defense businesses to be up low double digits versus last year, balanced growth across commercial and defense businesses. | Revised Up |
| Adjusted EPS | $2.08 to $2.10 | Jun 2026 | with adjusted earnings of $2.08 to $2.10 per share, up 10% to 11% versus the prior year. | New |
Claimed
Qualified
The full ledger
A free account opens 5 company ledgers a month. All 58 tracked commitments, with each call’s wording and source.
Call summaries
AMETEK Q2 FY26 — Record Performance Driven by Strong Orders and Secular Tailwinds
Read the full callAMETEK Q1 FY26 — Record orders inflection lifts EPS guide amid conservative macro stance
Read the full callAMETEK Q4 FY25 — Record Performance Across Sales, Orders, and Profit
Read the full callEvery analysed call
Financials
Net profit, year on year: +14% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,709 | 1,762 | 1,732 | 1,778 | 1,893 | 1,998 | 1,928 | 2,044 |
| Expenses | 1,263 | 1,293 | 1,277 | 1,316 | 1,404 | 1,493 | 1,414 | 1,516 |
| Operating profit | 446 | 469 | 455 | 462 | 488 | 505 | 515 | 528 |
| Operating margin | 26.1% | 26.6% | 26.3% | 26.0% | 25.8% | 25.3% | 26.7% | 25.8% |
| Interest | 25 | 22 | 19 | 17 | 23 | 23 | 21 | 30 |
| Profit before tax | 419 | 444 | 434 | 442 | 448 | 474 | 493 | 492 |
| Tax rate | 18.8% | 12.8% | 19.0% | 18.9% | 17.1% | 15.9% | 19.0% | 17.4% |
| Net profit | 340 | 387 | 352 | 358 | 371 | 399 | 399 | 407 |
| EPS ($ per share) | 1.47 | — | 1.52 | 1.55 | 1.61 | — | 1.74 | 1.78 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 |
| Reserves | 5,654 | 6,388 | 7,095 | 7,900 | 8,857 | 9,940 | 11,058 | 12,252 |
| Total liabilities | 4,420 | 4,729 | 4,408 | 5,026 | 4,955 | 6,293 | 4,976 | 5,439 |
| Fixed assets | 554 | 549 | 527 | 617 | 636 | 891 | 819 | 855 |
| Total assets | 8,662 | 9,845 | 10,357 | 11,898 | 12,431 | 15,024 | 14,631 | 16,068 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 926 | 1,114 | 1,281 | 1,160 | 1,149 | 1,735 | 1,829 | 1,802 |
| Cash from investing | -1,210 | -1,151 | 62 | -2,056 | -553 | -2,376 | -245 | -1,063 |
| Cash from financing | 13 | 73 | -539 | 39 | -576 | 697 | -1,602 | -686 |
| Net cash flow | -292 | 39 | 820 | -866 | -1 | 64 | -36 | 84 |
| Capital expenditure | -82 | -102 | -74 | -111 | -139 | -136 | -127 | -130 |
| Free cash flow | 843 | 1,012 | 1,207 | 1,050 | 1,010 | 1,599 | 1,702 | 1,672 |
Electromechanical Group grew from 34% to 35% of revenue over the last two years.
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Electronic Instruments Group | 66% | 69% | 66% | 65% | 66% | 69% | 66% | 65% | +13.9% |
| Electromechanical Group | 34% | 31% | 34% | 35% | 34% | 31% | 34% | 35% | +16.9% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
| KPI | Dec 2024 Q4 FY24 | Mar 2025 Q1 FY25 | 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.
Q2 FY2026 · share of revenue
As AME cuts its regions in its filings; they can nest, so they need not add to 100%.
103 filings between Oct 31, 2025 and Aug 11, 2026.
Purchases
$1.02M
1 purchase by 1 insider
Sales
$34.80M
10 sales by 7 insiders
Also filed: 18 other filings, 4 gifts.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| ZAPICO DAVID A | — | $23.01M | Dec 12, 2025 |
| Oscher Ronald J | — | $5.26M | Oct 31, 2025 |
| Marecic Thomas C | — | $2.89M | Dec 15, 2025 |
| Hermance David F. | — | $1.68M | Aug 7, 2026 |
| MONTGOMERY THOMAS M | — | $1.31M | Dec 22, 2025 |
| Stanage Nick L | $1.02M | — | Aug 11, 2026 |
| Speranza Emanuela | — | $540.0K | Nov 12, 2025 |
| AMATO THOMAS A | — | $114.9K | Mar 24, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 11, 2026 | Stanage Nick L Director | Purchase | 4,000 | $1.02M |
| Aug 7, 2026 | Hermance David F. PRESIDENT - ELECTROMECHANICAL | Sale | 6,608 | $1.68M |
| Aug 7, 2026 | Hermance David F. PRESIDENT - ELECTROMECHANICAL | Option exercise | 6,608 | $564.7K |
| May 27, 2026 | Oscher Ronald J CHIEF ADMINISTRATIVE OFFICER | Other | 39,954 | $0 |
| May 27, 2026 | Oscher Ronald J CHIEF ADMINISTRATIVE OFFICER | Other | 39,954 | $0 |
| May 7, 2026 | Stanage Nick L Director | Award | 760 | $178.4K |
| Mar 24, 2026 | AMATO THOMAS A Director | Other | 500 | $0 |
| Mar 24, 2026 | AMATO THOMAS A Director | Sale | 530 | $114.9K |
| Mar 24, 2026 | AMATO THOMAS A Director | Other | 500 | $0 |
| Mar 22, 2026 | Speranza Emanuela CHIEF COMMERCIAL OFFICER | Option exercise | 344 | $0 |
| Mar 22, 2026 | ZAPICO DAVID A CHIEF EXECUTIVE OFFICER | Tax withheld | 2,092 | $438.0K |
| Mar 22, 2026 | Oscher Ronald J CHIEF ADMINISTRATIVE OFFICER | Tax withheld | 266 | $55.7K |
| Mar 22, 2026 | Puri Dalip Executive VP- CFO | Tax withheld | 67 | $14.0K |
| Mar 22, 2026 | Marecic Thomas C PRES. - ELECTRONIC INSTRUMENTS | Tax withheld | 294 | $61.6K |
| Mar 22, 2026 | CIAMPITTI TONY J PRES. - ELECTRONIC INSTRUMENTS | Tax withheld | 266 | $55.7K |
| Mar 22, 2026 | Hermance David F. PRESIDENT - ELECTROMECHANICAL | Tax withheld | 283 | $59.3K |
| Mar 22, 2026 | Amodei Robert Senior VP, Controller | Tax withheld | 63 | $13.2K |
| Mar 22, 2026 | Hardin John Wesley PRES. - ELECTRONIC INSTRUMENTS | Tax withheld | 279 | $58.4K |
| Mar 22, 2026 | Speranza Emanuela CHIEF COMMERCIAL OFFICER | Tax withheld | 155 | $32.5K |
| Mar 19, 2026 | Oscher Ronald J CHIEF ADMINISTRATIVE OFFICER | Tax withheld | 169 | $35.7K |
| Mar 19, 2026 | Puri Dalip Executive VP- CFO | Tax withheld | 237 | $50.1K |
| Mar 19, 2026 | Speranza Emanuela CHIEF COMMERCIAL OFFICER | Option exercise | 230 | $0 |
| Mar 19, 2026 | ZAPICO DAVID A CHIEF EXECUTIVE OFFICER | Tax withheld | 1,412 | $298.6K |
| Mar 19, 2026 | Marecic Thomas C PRES. - ELECTRONIC INSTRUMENTS | Tax withheld | 186 | $39.3K |
| Mar 19, 2026 | Amodei Robert Senior VP, Controller | Tax withheld | 48 | $10.2K |
| Mar 19, 2026 | Speranza Emanuela CHIEF COMMERCIAL OFFICER | Tax withheld | 104 | $22.0K |
| Mar 19, 2026 | CIAMPITTI TONY J PRES. - ELECTRONIC INSTRUMENTS | Tax withheld | 169 | $35.7K |
| Mar 19, 2026 | Hermance David F. PRESIDENT - ELECTROMECHANICAL | Tax withheld | 186 | $39.3K |
| Mar 19, 2026 | Hardin John Wesley PRES. - ELECTRONIC INSTRUMENTS | Tax withheld | 178 | $37.6K |
| Mar 18, 2026 | Speranza Emanuela CHIEF COMMERCIAL OFFICER | Tax withheld | 134 | $28.5K |
| Mar 18, 2026 | Speranza Emanuela CHIEF COMMERCIAL OFFICER | Option exercise | 296 | $0 |
| Mar 18, 2026 | ZAPICO DAVID A CHIEF EXECUTIVE OFFICER | Award | 11,930 | $2.54M |
| Mar 18, 2026 | Oscher Ronald J CHIEF ADMINISTRATIVE OFFICER | Tax withheld | 229 | $48.7K |
| Mar 18, 2026 | Oscher Ronald J CHIEF ADMINISTRATIVE OFFICER | Award | 1,300 | $276.6K |
| Mar 18, 2026 | Marecic Thomas C PRES. - ELECTRONIC INSTRUMENTS | Award | 1,240 | $263.8K |
| Mar 18, 2026 | Puri Dalip Executive VP- CFO | Tax withheld | 335 | $71.3K |
| Mar 18, 2026 | Puri Dalip Executive VP- CFO | Award | 3,780 | $804.3K |
| Mar 18, 2026 | Hermance David F. PRESIDENT - ELECTROMECHANICAL | Tax withheld | 248 | $52.8K |
| Mar 18, 2026 | Hermance David F. PRESIDENT - ELECTROMECHANICAL | Award | 1,240 | $263.8K |
| Mar 18, 2026 | Hardin John Wesley PRES. - ELECTRONIC INSTRUMENTS | Tax withheld | 237 | $50.4K |
| Mar 18, 2026 | Hardin John Wesley PRES. - ELECTRONIC INSTRUMENTS | Award | 1,360 | $289.4K |
| Mar 18, 2026 | Marecic Thomas C PRES. - ELECTRONIC INSTRUMENTS | Tax withheld | 253 | $53.8K |
| Mar 18, 2026 | Amodei Robert Senior VP, Controller | Tax withheld | 69 | $14.7K |
| Mar 18, 2026 | Amodei Robert Senior VP, Controller | Award | 360 | $76.6K |
| Mar 18, 2026 | CIAMPITTI TONY J PRES. - ELECTRONIC INSTRUMENTS | Tax withheld | 229 | $48.7K |
| Mar 18, 2026 | ZAPICO DAVID A CHIEF EXECUTIVE OFFICER | Tax withheld | 1,604 | $341.3K |
| Mar 18, 2026 | CIAMPITTI TONY J PRES. - ELECTRONIC INSTRUMENTS | Award | 1,300 | $276.6K |
| Mar 18, 2026 | Stefany Suzanne Director | Award | 950 | $202.1K |
| Mar 18, 2026 | Seavers Dean Director | Award | 950 | $202.1K |
| Mar 18, 2026 | Conti Anthony James Director | Award | 950 | $202.1K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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