Executive Summary
AMETEK Inc (0HF7.L) delivered a robust performance in Q2 2025, with revenue reaching $1.778 billion, up 2.49% year-over-year and 2.66% sequentially. This growth reflects the company's strong demand across its two primary segments: Electronic Instruments and Electromechanical Devices, facilitated by strategic investments in advanced technologies. Notably, net income increased by 6.13% year-over-year to $358.4 million, further enhancing shareholders' confidence with an EPS of $1.55, which represents a 6.16% growth year-over-year and 1.97% quarter-over-quarter.
Management expressed optimism during the earnings call, indicating that the momentum from the previous quarters is expected to continue, supported by robust order backlog and favorable market conditions in industrial automation and energy sectors. However, the effects of inflation and supply chain constraints in raw materials have been persistent challenges which the company is closely monitoring.
Key Performance Indicators
Revenue
1.78B
QoQ: 2.66% | YoY:2.49%
Operating Income
461.63M
QoQ: 1.49% | YoY:3.15%
Net Income
358.37M
QoQ: 1.88% | YoY:6.13%
EPS
1.55
QoQ: 1.97% | YoY:6.16%
Revenue Trend
Margin Analysis
Key Insights
- **Revenue**: $1.778 billion (YoY +2.49%, QoQ +2.66%)
- **Gross Profit**: $635.9 million (YoY +1.84%, QoQ +1.74%)
- **Operating Income**: $461.6 million (YoY +3.15%, QoQ +1.49%)
- **Net Income**: $358.4 million (YoY +6.13%, QoQ +1.88%)
- **EPS (Diluted)**: $1.55 (YoY +6.16%, QoQ +1.97%) **Balance Sheet Strength**: