(GTES) Gates Industrial - Overview
Sector: Industrials | Industry: Specialty Industrial Machinery | Exchange: NYSE (USA) | Market Cap: 5.953m USD | Total Return: 14.2% in 12m
Avg Turnover: 48.2M
EPS Trend: -7.4%
Qual. Beats: 0
Rev. Trend: -82.6%
Qual. Beats: 0
Warnings
Below Avwap Earnings
Tailwinds
Confidence
Gates Industrial Corporation plc (GTES) is a global manufacturer of engineered power transmission and fluid power solutions. Headquartered in Denver, Colorado, the company operates through two primary segments: Power Transmission, focusing on belt drive systems and metal components, and Fluid Power, which provides hydraulic hoses, tubing, and thermal management products. Its portfolio serves diverse end-markets, including construction, agriculture, energy, automotive replacement, and data center infrastructure.
The company utilizes an omnichannel distribution strategy, selling products under the Gates brand to both original equipment manufacturers (OEMs) and aftermarket customers. In the industrial machinery sector, high-margin aftermarket sales often provide a specialized revenue cushion against the cyclical nature of OEM capital expenditure cycles. Furthermore, the shift toward electrification in personal mobility and industrial automation has increased demand for synchronous belt drives, which offer lower maintenance and higher efficiency compared to traditional chain drives.
Investors can further evaluate these industrial tailwinds and historical performance trends on ValueRay. Gates Industrial Corporation maintains a significant international footprint, with manufacturing and sales operations spanning North America, Europe, Asia, and South America.
- Global industrial production levels dictate demand for power transmission and fluid power systems
- Automotive aftermarket replacement cycles drive consistent high-margin recurring revenue streams
- Raw material price volatility for elastomers and metals impacts consolidated gross margins
- Expansion into data center cooling and automation sectors accelerates long-term growth profile
- Capital expenditure trends in agriculture and construction markets influence original equipment sales
| Net Income: 249.1m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.06 > 0.02 and ΔFCF/TA 1.66 > 1.0 |
| NWC/Revenue: 52.54% < 20% (prev 48.85%; Δ 3.69% < -1%) |
| CFO/TA 0.07 > 3% & CFO 501.0m > Net Income 249.1m |
| Net Debt (1.71b) to EBITDA (706.1m): 2.43 < 3 |
| Current Ratio: 3.67 > 1.5 & < 3 |
| Outstanding Shares: last quarter (256.9m) vs 12m ago -1.80% < -2% |
| Gross Margin: 40.20% > 18% (prev 0.40%; Δ 3.98k% > 0.5%) |
| Asset Turnover: 49.24% > 50% (prev 49.28%; Δ -0.04% > 0%) |
| Interest Coverage Ratio: 3.26 > 6 (EBITDA TTM 706.1m / Interest Expense TTM 149.9m) |
| A: 0.25 (Total Current Assets 2.49b - Total Current Liabilities 678.5m) / Total Assets 7.12b |
| B: 0.24 (Retained Earnings 1.67b / Total Assets 7.12b) |
| C: 0.07 (EBIT TTM 488.8m / Avg Total Assets 7.00b) |
| D: 0.22 (Book Value of Equity 752.0m / Total Liabilities 3.39b) |
| Altman-Z'' = 3.14 = A |
| DSRI: 1.00 (Receivables 837.5m/821.3m, Revenue 3.45b/3.39b) |
| GMI: 1.01 (GM 40.20% / 40.47%) |
| AQI: 0.99 (AQ_t 0.54 / AQ_t-1 0.55) |
| SGI: 1.02 (Revenue 3.45b / 3.39b) |
| TATA: -0.04 (NI 249.1m - CFO 501.0m) / TA 7.12b) |
| Beneish M = -3.05 (Cap -4..+1) = AA |
As of May 25, 2026, the stock is trading at USD 24.07 with a total of 1,837,834 shares traded.
Over the past week, the price has changed by +0.33%,
over one month by -4.11%,
over three months by -12.73% and
over the past year by +14.23%.
Gates Industrial has received a consensus analysts rating of 4.27. Therefore, it is recommended to buy GTES.
- StrongBuy: 6
- Buy: 2
- Hold: 3
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 31 | 28.8% |
P/E Forward = 15.8228
P/S = 1.7273
P/B = 1.9673
Revenue TTM = 3.45b USD
EBIT TTM = 488.8m USD
EBITDA TTM = 706.1m USD
Long Term Debt = 2.20b USD (from longTermDebt, last quarter)
Short Term Debt = 30.9m USD (from shortTermDebt, last quarter)
Debt = 2.50b USD (from shortLongTermDebtTotal, last quarter) + Leases 135.5m
Net Debt = 1.71b USD (calculated: Debt 2.50b - CCE 785.3m)
Enterprise Value = 7.67b USD (5.95b + Debt 2.50b - CCE 785.3m)
Interest Coverage Ratio = 3.26 (Ebit TTM 488.8m / Interest Expense TTM 149.9m)
EV/FCF = 18.20x (Enterprise Value 7.67b / FCF TTM 421.3m)
FCF Yield = 5.49% (FCF TTM 421.3m / Enterprise Value 7.67b)
FCF Margin = 12.22% (FCF TTM 421.3m / Revenue TTM 3.45b)
Net Margin = 7.23% (Net Income TTM 249.1m / Revenue TTM 3.45b)
Gross Margin = 40.20% ((Revenue TTM 3.45b - Cost of Revenue TTM 2.06b) / Revenue TTM)
Gross Margin QoQ = 40.01% (prev 40.10%)
Tobins Q-Ratio = 1.08 (Enterprise Value 7.67b / Total Assets 7.12b)
Interest Expense / Debt = 6.00% (Interest Expense 149.9m / Debt 2.50b)
Taxrate = 14.76% (11.5m / 77.9m)
NOPAT = 416.6m (EBIT 488.8m * (1 - 14.76%))
Current Ratio = 3.67 (Total Current Assets 2.49b / Total Current Liabilities 678.5m)
Debt / Equity = 0.74 (Debt 2.50b / totalStockholderEquity, last quarter 3.37b)
Debt / EBITDA = 2.43 (Net Debt 1.71b / EBITDA 706.1m)
Debt / FCF = 4.07 (Net Debt 1.71b / FCF TTM 421.3m)
Total Stockholder Equity = 3.33b (last 4 quarters mean from totalStockholderEquity)
RoA = 3.56% (Net Income 249.1m / Total Assets 7.12b)
RoE = 7.47% (Net Income TTM 249.1m / Total Stockholder Equity 3.33b)
RoCE = 8.84% (EBIT 488.8m / Capital Employed (Equity 3.33b + L.T.Debt 2.20b))
RoIC = 6.47% (NOPAT 416.6m / Invested Capital 6.44b)
WACC = 9.24% (E(5.95b)/V(8.45b) * Re(10.97%) + D(2.50b)/V(8.45b) * Rd(6.00%) * (1-Tc(0.15)))
Discount Rate = 10.97% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -91.11 | Cagr: -1.79%
[DCF] Terminal Value 75.15% ; FCFF base≈370.0m ; Y1≈424.2m ; Y5≈624.3m
[DCF] Fair Price = 25.25 (EV 8.12b - Net Debt 1.71b = Equity 6.41b / Shares 253.9m; r=9.24% [WACC]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: -7.36 | EPS CAGR: -0.61% | SUE: 0.77 | # QB: 0
Revenue Correlation: -82.59 | Revenue CAGR: -2.01% | SUE: -0.79 | # QB: 0
EPS current Quarter (2026-06-30): EPS=0.42 | Chg30d=+3.46% | Revisions=+43% | Analysts=12
EPS next Quarter (2026-09-30): EPS=0.43 | Chg30d=-0.42% | Revisions=+17% | Analysts=12
EPS current Year (2026-12-31): EPS=1.63 | Chg30d=+1.41% | Revisions=+69% | GrowthEPS=+7.3% | GrowthRev=+3.7%
EPS next Year (2027-12-31): EPS=1.87 | Chg30d=+0.41% | Revisions=+27% | GrowthEPS=+14.4% | GrowthRev=+4.4%
[Analyst] Revisions Ratio: +69%