AMETEK, Inc. (AME) Earnings Call Transcripts

AMETEK, Inc.'s Latest Earnings Call - Q2 FY2026

In Q2 2026, AMETEK, Inc. reported record sales of $2.04 billion, reflecting a 15% increase year-over-year, and diluted earnings per share of $2.09, up 17% from the prior year. The company raised its full-year sales and earnings guidance, now expecting sales growth of approximately 10% and EPS in the range of $8.20 to $8.30, up from a previous range of $7.94 to $8.14. This strong performance was driven by double-digit organic sales growth and robust order momentum across all divisions, positioning AMETEK favorably for continued growth in a multiyear infrastructure investment environment.

Reported metrics

Guidance from management

For 2026, AMETEK expects overall sales to increase approximately 10% with organic sales growth projected in the mid- to high single digits. EPS guidance has been raised to a range of $8.20 to $8.30, reflecting strong performance and positive outlook.

What management said

Sure, Deane. Before I answer your question, I wanted to take a moment to congratulate you on your retirement. It's been a complete pleasure working with you. You are a true pro at what you do and the entire AMETEK team appreciates all of the support you provided us through all the years, really all the best team to you and your family.

Yes. I think the data center/AI part of it, along with the military modernization along with the the commercial aerospace, along with the power infrastructure, I put that whole bucket together, and it's about half of our business. In terms of data center, in the data center, it's actually smaller but in all the related parts of it in terms of semiconductor, in terms of the power grid, in terms of the items that I t...

What analysts pressed on

Analysts expressed concerns about the sustainability of order growth and potential deceleration in organic revenue growth in the upcoming quarters. There were questions regarding the impact of economic conditions on demand across various sectors, particularly in light of recent industrial reports indicating a two-speed economy.

Main topics on the call

• Record Sales and Earnings — AMETEK achieved record sales of $2.04 billion, a 15% increase year-over-year, and diluted EPS of $2.09, surpassing guidance of $1.96 to $2.00. Management stated, "We delivered fantastic results in the second quarter with...
• Strong Order Growth — Orders reached a record $2.3 billion, up 28% year-over-year, with organic orders increasing 25%. This growth reflects "broad-based growth across all AMETEK divisions," indicating strong demand across various end markets.
• Margin Expansion — Operating income rose to a record $544 million, with operating margins at 26.6%, up 60 basis points from the prior year. Core margins improved significantly, reaching 27.1%, up 110 basis points, driven by productivity im...
• Increased Guidance — Management raised full-year sales guidance to approximately 10% growth and EPS guidance to $8.20 to $8.30, reflecting confidence in continued strong performance. This was a notable increase from the prior guidance of $7....

Read the full AMETEK, Inc. transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 33 AMETEK, Inc. earnings call transcripts on record, spanning February 5, 2020 to August 4, 2026. Based on this history, AMETEK, Inc. reports quarterly. The most recent call on file is dated August 4, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

AME

Exchange

NYSE

Country

US

Sector

Industrials

Industry

Electrical Equipment

Calls on record

33

First call

February 5, 2020

Most recent

August 4, 2026

Reporting cadence

quarterly