$AME

Analysts issued new ratings for Global Payments (GPN) and Ametek (AME). William Blair analyst Andrew Jeffrey reiterated a Hold on GPN; shares closed at $87.48, with consensus Moderate Buy and a $87.58 target. Truist kept Hold with a $79 target. For AME, TD Cowen’s Joseph Giordano set a Buy target of $275; shares closed at $254.76, with consensus Moderate Buy and $274 target.

AMETEK (NYSE: AME) reported Q2 CY2026 revenue of $2.04 billion, up 15% year over year, beating Wall Street expectations. Non-GAAP EPS was $2.09, 4.8% above consensus. Management cited organic growth, rising orders and backlog of $4.11 billion, and contributions from acquisitions. Full-year guidance was raised, supported by AI, defense, and power grid demand.

AMETEK reported Q2 2026 momentum driven by multi-year infrastructure build-outs for AI, semiconductors, and power. Organic sales growth accelerated, with a record $4.11B backlog and about 80% expected to ship in 12 months. Core EMG margins rose 290 bps. Full-year 2026 organic sales guidance was raised to mid-to-high single digits; Indicor Instrumentation acquisition of $5B expected to close in H2 with 10% to 12% synergies.

AMETEK INC/ (AME) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 ametek8kexhibit99108042026.htm EX-99.1 Document Exhibit 99.1 AMETEK Announces Record Second Quarter 2026 Results and Raises Full Year Guidance Berwyn, Pa., Aug 4, 2026 – AMETEK, Inc. (NYSE: AME) today announced its financial results for the second quarter ended June 30,

AMETEK (NYSE:AME) reported Q2 CY2026 revenue of $2.04 billion, up 15% year on year, exceeding Wall Street estimates by 4.4%, according to the company. Non-GAAP adjusted EPS was $2.09, up from $1.78 and 4.8% above consensus. Analysts expect full-year EPS of $8.46, up from $7.96.

AMETEK (NYSE: AME) reported record Q2 2026 results. Sales rose 15% to $2.04B and GAAP EPS was $1.77. Adjusted EPS was $2.09, up 17%. Operating cash flow increased 35% to $483.7M. The company raised 2026 adjusted EPS guidance to $8.20 to $8.30 and Q3 adjusted EPS to $2.08 to $2.10.

AMETEK (NYSE: AME) is set to report Q2 results Tuesday before market open. The company beat last quarter’s revenue expectations with $1.93B revenue, up 11.3% YoY, and also beat EPS estimates. For Q2, analysts expect revenue up 10.1% YoY. The article cites an average analyst price target of $263.39 vs $241.71.

BofA Securities named AMETEK, Rockwell Automation, ITT Inc., Forgent Power Solutions, and Innio N.V. as top industrial/multi-industry picks for Q2 2026. BofA cited AMETEK’s 22% YoY organic order growth and a $5B cash deal for Indicor. For ITT, it cited Q1 2026 EPS of $1.98 on $1.2B revenue. Innio: equipment orders $1.22B (+122% YoY) and FY2027 revenue $3.80B, adj. EBITDA $720M.

AMETEK shares rose 5.1% versus a 1.4% gain in the S&P 500 after the company reported record orders and raised full-year guidance, according to the article. It cited Q1 orders of $2.2 billion (+23% y/y), organic orders +22%, backlog of $3.87 billion, and operating margin of 25.9%. The piece notes AMETEK’s high correlation to the S&P 500 (0.67), suggesting limited diversification.

AMETEK INC/ (AME) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-10.1 2 exhibit101jpm-ametekxcredi.htm EX-10.1 Document Exhibit 10.1 EXECUTION COPY AMENDED AND RESTATED CREDIT AGREEMENT dated as of September 22, 2011 as amended and restated as of March 10, 2016 as further amended and restated as of October 30, 2018 as further amended and re