Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Ametek (AME)
NYSEIndustrialsElectrical Equipment & PartsSnapshot 2026-11-04
$222.99-5.95%
Close 2026-11-05 · 1-day change
NYSEIndustrialsElectrical Equipment & PartsSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
9.34 → 9.58 EPS · FY ending Dec 31, 2027 · 11 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 7 to 11; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for AME yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Quarterly dividend at least $0.34 per share | The company raised its quarterly dividend to $0.34 per share. | Intact | Dividend falls below $0.31 per share quarterly | Required source inputs unavailable Cannot calculate Dividend per share from the available matching source inputs. Missing inputs are not treated as zero. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
AME is a steady industrial growth business with an acquisition-supported growth record, rather than a turnaround or speculative growth story. Its long-term thesis is intact, with recent performance in the top half of its industry, though the sector backdrop is a headwind.
Valuation is expensive, despite the evidence also describing AME as cheap versus peers. The expectations gap is slightly negative, and the valuation measure has risen recently, so the current setup appears to leave limited room for execution to weaken; the evidence gives no precise estimate of market expectations.
Over the multi-year view, management has remained on track with double-digit adjusted EPS growth, raised guidance, and acquisition integration. Revenue and adjusted EPS guidance have increased, though recent financial performance is rated neutral and the sector backdrop is a headwind. Near term, the estimated miss risk is low, but a guidance cut would be a meaningful negative.
The thesis hinges on AME sustaining its earnings growth and integrating acquisitions while continuing to raise guidance. Near-term sector signals matter: continued strong results from bellwethers could support industrial momentum, while misses or lower guidance could remove that support. The evidence on shareholder returns is mixed, with dividend increases delivered but the priority rated watch.
AME’s 1-to-3-year thesis remains intact, but expensive valuation and sector exposure make continued execution important. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A primary condition in Ametek's published investment case. The stated target is >=8.14 USD per share. |
| Recovered |
| EPS falls below $7.06 in FY26 |
Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue growth near 7.6% per year | A primary condition in Ametek's published investment case. The stated target is >=7.6% YoY. | Improving | Revenue growth falls below 5% YoY | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Complete strategic acquisitions to grow portfolio | A supporting condition in Ametek's published investment case. The stated target is Complete multiple strategic acquisitions in 2026. | Intact | No strategic acquisitions completed in FY26 | 1 acquisition completed vs multiple targeted Ametek completed the Indicor Instrumentation acquisition in August 2026, reinforcing its strategic M&A thesis. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$8.81 → $9.58 · observed estimates
$8.49B → $9.98B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $8.81 | $8,491,026,350 | 16 / 16 |
| 2026-07-25 | $8.81 | $8,491,026,350 | 16 / 16 |
| 2026-07-26 | $8.81 | $8,491,026,350 | 16 / 16 |
| 2026-07-27 | $8.84 | $8,486,424,790 | 12 / 13 |
| 2026-07-28 | $8.81 | $8,491,026,350 | 16 / 16 |
| 2026-07-29 | $8.81 | $8,491,026,350 | 16 / 16 |
| 2026-07-30 | $8.81 | $8,491,026,350 | 16 / 16 |
| 2026-07-31 | $8.81 | $8,491,026,350 | 16 / 16 |
| 2026-08-01 | $8.84 | $8,486,424,790 | 12 / 13 |
| 2026-08-02 | $8.81 | $8,491,026,350 | 16 / 16 |
| 2026-08-03 | $8.81 | $8,491,026,350 | 16 / 16 |
| 2026-08-04 | $8.81 | $8,491,026,350 | 16 / 16 |
| 2026-08-05 | $8.81 | $8,491,026,350 | 16 / 16 |
| 2026-08-06 | $8.81 | $8,491,026,350 | 16 / 16 |
| 2026-08-07 | $9.10 | $8,683,387,185 | 12 / 13 |
| 2026-08-08 | $9.10 | $8,683,387,185 | 12 / 13 |
| 2026-08-09 | $8.98 | $8,683,346,360 | 15 / 15 |
| 2026-08-10 | $8.98 | $8,683,346,360 | 15 / 15 |
| 2026-08-11 | $8.98 | $8,683,346,360 | 15 / 15 |
| 2026-08-12 | $8.98 | $8,683,346,360 | 15 / 15 |
| 2026-08-13 | $8.98 | $8,683,346,360 | 15 / 15 |
| 2026-08-14 | $9.10 | $8,683,387,185 | 12 / 13 |
| 2026-08-15 | $9.10 | $8,683,387,185 | 11 / 12 |
| 2026-08-16 | $9.10 | $8,683,387,185 | 11 / 12 |
| 2026-08-17 | $9.10 | $8,683,387,185 | 11 / 12 |
| 2026-08-18 | $9.10 | $8,683,387,185 | 11 / 12 |
| 2026-08-19 | $9.10 | $8,683,387,185 | 11 / 12 |
| 2026-08-20 | $9.10 | $8,683,387,185 | 11 / 12 |
| 2026-08-21 | $9.11 | $8,696,053,852 | 11 / 12 |
| 2026-08-22 | $9.11 | $8,696,053,852 | 11 / 12 |
| 2026-08-23 | $9.11 | $8,696,053,852 | 11 / 12 |
| 2026-08-24 | $9.11 | $8,696,053,852 | 11 / 12 |
| 2026-08-25 | $9.13 | $8,715,696,251 | 11 / 12 |
| 2026-08-26 | $9.13 | $8,715,669,585 | 11 / 12 |
| 2026-08-27 | $9.13 | $8,715,669,585 | 11 / 12 |
| 2026-08-28 | $9.13 | $8,715,669,585 | 11 / 12 |
| 2026-08-29 | $9.16 | $8,721,931,698 | 11 / 12 |
| 2026-08-30 | $9.16 | $8,721,931,698 | 11 / 12 |
| 2026-08-31 | $9.16 | $8,721,931,698 | 11 / 12 |
| 2026-09-01 | $9.16 | $8,721,931,698 | 10 / 9 |
| 2026-09-02 | $9.16 | $8,721,931,698 | 10 / 9 |
| 2026-09-03 | $9.17 | $8,720,341,828 | 7 / 6 |
| 2026-09-04 | $9.17 | $8,720,341,828 | 7 / 6 |
| 2026-09-05 | $9.17 | $8,720,341,828 | 7 / 5 |
| 2026-09-06 | $9.17 | $8,720,341,828 | 7 / 5 |
| 2026-09-07 | $9.17 | $8,720,341,828 | 7 / 5 |
| 2026-09-08 | $9.17 | $8,720,341,828 | 7 / 5 |
| 2026-09-09 | $9.21 | $8,742,639,527 | 7 / 6 |
| 2026-09-10 | $9.21 | $8,742,639,527 | 7 / 6 |
| 2026-09-11 | $9.21 | $8,742,639,527 | 7 / 6 |
| 2026-09-12 | $9.24 | $8,739,370,393 | 7 / 6 |
| 2026-09-13 | $9.24 | $8,739,370,393 | 7 / 6 |
| 2026-09-14 | $9.24 | $8,739,370,393 | 8 / 7 |
| 2026-09-15 | $9.24 | $8,739,370,393 | 8 / 7 |
| 2026-09-16 | $9.24 | $8,739,370,393 | 8 / 7 |
| 2026-09-17 | $9.24 | $8,739,370,393 | 8 / 7 |
| 2026-09-18 | $9.24 | $8,739,370,393 | 8 / 7 |
| 2026-09-19 | $9.23 | $8,739,370,393 | 8 / 7 |
| 2026-09-20 | $9.23 | $8,739,370,393 | 8 / 7 |
| 2026-09-21 | $9.23 | $8,739,370,393 | 8 / 7 |
| 2026-09-22 | $9.23 | $8,739,370,393 | 8 / 7 |
| 2026-09-23 | $9.23 | $8,739,370,393 | 8 / 7 |
| 2026-09-24 | $9.23 | $8,739,370,393 | 8 / 7 |
| 2026-09-25 | $9.23 | $8,739,370,393 | 8 / 7 |
| 2026-09-26 | $9.27 | $8,728,888,268 | 8 / 7 |
| 2026-09-27 | $9.27 | $8,728,888,268 | 8 / 7 |
| 2026-09-28 | $9.27 | $8,728,888,268 | 8 / 7 |
| 2026-09-29 | $9.27 | $8,728,888,268 | 8 / 7 |
| 2026-09-30 | $9.27 | $8,728,888,268 | 8 / 7 |
| 2026-10-01 | $9.32 | $8,725,431,409 | 9 / 8 |
| 2026-10-02 | $9.32 | $8,725,431,409 | 9 / 8 |
| 2026-10-03 | $9.32 | $8,725,431,409 | 7 / 8 |
| 2026-10-04 | $9.34 | $8,719,364,086 | 7 / 9 |
| 2026-10-05 | $9.34 | $8,719,364,086 | 7 / 9 |
| 2026-10-06 | $9.34 | $9,929,491,440 | 7 / 9 |
| 2026-10-07 | $9.34 | $9,925,945,985 | 8 / 9 |
| 2026-10-08 | $9.34 | $9,925,945,985 | 7 / 9 |
| 2026-10-09 | $9.36 | $9,925,945,985 | 8 / 10 |
| 2026-10-10 | $9.38 | $9,922,780,569 | 9 / 10 |
| 2026-10-11 | $9.38 | $9,922,780,569 | 9 / 10 |
| 2026-10-12 | $9.38 | $9,922,780,569 | 9 / 10 |
| 2026-10-13 | $9.38 | $9,922,780,569 | 9 / 10 |
| 2026-10-14 | $9.40 | $9,906,489,756 | 9 / 11 |
| 2026-10-15 | $9.40 | $9,906,489,756 | 9 / 11 |
| 2026-10-16 | $9.40 | $9,906,512,833 | 9 / 11 |
| 2026-10-17 | $9.40 | $9,906,512,833 | 9 / 11 |
| 2026-10-18 | $9.44 | $9,906,512,833 | 10 / 11 |
| 2026-10-19 | $9.44 | $9,906,512,833 | 10 / 11 |
| 2026-10-20 | $9.44 | $9,906,512,833 | 10 / 11 |
| 2026-10-21 | $9.44 | $9,897,498,563 | 10 / 11 |
| 2026-10-22 | $9.44 | $9,886,389,991 | 10 / 11 |
| 2026-10-23 | $9.44 | $9,886,389,991 | 10 / 11 |
| 2026-10-24 | $9.44 | $9,886,389,991 | 10 / 11 |
| 2026-10-25 | $9.44 | $9,886,389,991 | 11 / 12 |
| 2026-10-26 | $9.44 | $9,886,389,991 | 11 / 12 |
| 2026-10-27 | $9.44 | $9,886,389,991 | 11 / 12 |
| 2026-10-28 | $9.44 | $9,886,389,991 | 11 / 12 |
| 2026-10-29 | $9.44 | $9,886,389,991 | 11 / 12 |
| 2026-10-30 | $9.44 | $9,886,389,991 | 11 / 12 |
| 2026-10-31 | $9.44 | $9,886,389,991 | 11 / 12 |
| 2026-11-01 | $9.44 | $9,886,389,991 | 11 / 12 |
| 2026-11-02 | $9.44 | $9,886,389,991 | 11 / 12 |
| 2026-11-03 | $9.46 | $9,886,389,991 | 11 / 12 |
| 2026-11-04 | $9.58 | $9,976,855,165 | 11 / 12 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 14 Buy / Strong Buy · 5 Hold · 1 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 3 recorded
2 raises · 0 cuts · 0 unchanged · 1 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.