AMETEK, Inc. (AME)

AMETEK beat expectations on both the top and bottom line in the second fiscal quarter of 2026, reported Aug. 4, 2026, as adjusted EPS of $2.09 topped the roughly $1.99 estimate by about 5% and revenue of about $2.0 billion exceeded the $1.95 billion consensus by 4.6%. Revenue rose 15% from $1.78 billion a year ago, led by the largest segment, Products transferred at a point in time, which generated about $1.69 billion and grew 14.2%; EMG climbed 16.9% to roughly $723.2 million, and EIG | Products transferred at a point in time increased 15.9% to about $1.07 billion. Gross profit reached about $735 million, with gross margin near 36%, while operating income came in at roughly $528.2 million and operating margin was about 25.8%; net income rose 13.5% to roughly $406.9 million from $358.4 million a year ago. Operating cash flow was about $483.7 million, AMETEK repurchased roughly $265,000 of stock and paid $77.9 million in dividends, and consensus for the next period calls for EPS of $2.04 on revenue of $2.02 billion.