AME · NYSE
Consensus is $2.10 EPS for Sep 2026 across 1 estimates, ranging $2.10 to $2.10.
No consensus figures are on file, so the quarter cannot be judged against an external revenue or earnings estimate. Consolidated sales reached $2,044.397 million, up from $1,778.056 million in the second quarter of 2025, while net income rose to $0.41 billion from $0.36 billion. EIG was the larger contributor, producing $1,321.153 million of sales, led by $943.965 million from process and analytical instrumentation. EMG contributed $723.244 million, with automation and engineered solutions accounting for $501.326 million. Aerospace and power sales were $599.106 million across the two segments. The quarter continued the acceleration visible in the supplied comparisons, with sales above the $1.93 billion reported for the first quarter of 2026 and the $1.89 billion reported for the third quarter of 2025. The supplied material does not provide quarterly operating or net margins, so margin movement and its causes cannot be assessed.
No forward revenue, earnings, margin, cash flow, capital expenditure, or segment guidance was provided in the supplied material. Management did disclose that the Indicor Instrumentation acquisition, valued at approximately $5.0 billion, is expected to close in the second half of 2026, subject to customary closing conditions and regulatory approvals. The transaction is supported by a $3.5 billion revolving credit facility and a term loan facility of up to $4.0 billion, although neither facility had borrowings outstanding at June 30, 2026. Management also said the acquired LKC and First Aviation businesses had an immaterial impact on reported second-quarter results.
