Q2 FY2026 EarningsQ2 FY2026 results exceeded consensus across all key profitability metrics, despite a slight miss on the top line. Adjusted EPS of $0.44 beat the $0.416 mean estimate by 5.8%, and Adjusted EBITDA margin reached 22.5%, roughly 70 bps above implicit expectations. While revenue of $941.6M was slightly below the $945M high-end consensus, a core sales increase of 4.9% and a significant upward revision to FY2026 guidance (Adjusted EPS raised to $1.62-$1.70) signal strengthening industrial demand and operational efficiency.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Gates Industrial(GTES) the Revenue is 941.6 M (+6.55%), Beat estimate;the EBIT is 183.9 M (+5.15%), Beat estimate;the EPS is 0.67 (+204.6%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.94B6.55%
0.93B4.72%
+0.02B1.83%
EBITExceed expectations
0.18B5.15%
0.18B2.34%
+0.00B2.81%
EPSExceed expectations
0.67204.55%
0.278826.71%
+0.3912177.84%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf