Ametek 2025 Estimates Raised on 'Improving Macro Tailwinds,' BofA Says

MT Newswires Live12-17

Ametek's (AME) 2025 estimates have been raised, driven by improving tailwinds in macro environment and potential upside from mergers and acquisitions, BofA Securities said in a report Monday.

BofA now forecasts 10% year-over-year adjusted EPS growth for 2025, reaching $7.50, which is 4% higher than consensus.

This assumes 5.3% organic revenue growth, 70 basis points of EBITDA margin expansion with nearly 40% incremental margin, and potential upside from synergies related to the Paragon Medical acquisition, the report said. "After a period of digestion, we expect Ametek to be more active on M&A in 2025," it added.

Additionally, Ametek is more exposed to "cyclical" trends than peers, with more electronic and electrotechnical components for niche markets that offer pricing power, but short-cycle exposure, BofA said.

Orders increased in Q3 after five consecutive quarters of year-over-year declines, and the brokerage anticipates the trend to continue.

For 2026, the brokerage projects a 6% organic revenue growth and 50 basis points of margin expansion, resulting in an adjusted EPS of $8.20, a 9% increase from 2025.

BofA upgraded Ametek to buy from neutral and raised its price objective to $225 from $195.

Price: 189.54, Change: +2.16, Percent Change: +1.15

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