Gates Industrial Corporation is poised for FY26 revenue growth, driven by strong demand in diversified industrial, personal mobility, and commercial on-highway end markets. GTES expects margin expansion in FY26, supported by operating leverage, productivity initiatives, and pricing actions to offset inflationary pressures. According to my DCF model, the stock is trading at a discount of ~14% to its fair value.
GTES raises its 2026 outlook as industrial demand broadens, data-center growth accelerates and margins improve, but cost and agriculture risks remain.
GTES enters the second half of 2026 with stronger sales, margins and cash flow, but agriculture weakness and rising costs temper its recovery.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 14,287 | $275,860.85 | $426,324.08 | $150,463.23 | 54.54% |
Curtis Ellergodt Rothschild Investment LLC | 175 | $4,021.95 | $5,222 | $1,200.05 | 29.84% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 300 | $6,441 | $8,472 | $2,031 | 31.53% |
| JM John Malone Amundi | 83,485 | $1.83M | $2.37M | $543,892.76 | 29.77% |
Point72 Asset Management LP Point72 Asset Management LP | 936,051 | $22.61M | $25.98M | $3.36M | 14.87% |
| Machinery Industry | Industrials Sector | Ivo Jurek CEO | NYSE Exchange | G39108108 CUSIP |
| US Country | 13,000 Employees | - Last Dividend | - Last Split | 25 Jan 2018 IPO Date |
Gates Industrial Corporation plc is a global leader in the engineering, manufacturing, and sales of power transmission and fluid power solutions. The company, with a rich heritage dating back to 1911, operates globally, providing a comprehensive range of products aimed at a wide spectrum of markets. These include industrial off-highway vehicles, automotive, energy, resources, and various industrial applications, such as automated manufacturing and logistics systems. Headquartered in Denver, Colorado, Gates Industrial serves both original equipment manufacturers (OEMs) and the replacement channel, ensuring broad access to its high-quality solutions. Its operations are segmented into two primary areas: Power Transmission and Fluid Power, enabling it to cater to the diverse needs of its clientele across stationary and mobile applications.