AMETEK, Inc. (AME) SEC Filings & Earnings Calls

Integration risk from acquisition of multiple businesses.

“Acquisition of a portfolio of instrumentation businesses from Indicor, LLC.” · word for word

Increased debt capacity could lead to higher leverage if used for acquisitions.

“Program serves as flexible funding for acquisitions; revolving credit facility backstop ensures total debt under both facilities does not exceed $3.5B.”

Supply chain disruptions, tariffs, and trade disputes remain potential headwinds.

“risks related to... supply chain disruptions, tariffs, trade disputes and currency conditions” · word for word

Acquisition integration and financing costs could impact near-term GAAP results.

“acquisition-related costs comprise integration costs... one-time Indicor bridge financing fees” · word for word

Tariff Impact Risk

“While recent tariff-related changes did not have a material impact on our results of operations for the six months ended June 30, 2026, as the situation continues to evolve, we cannot be certain of the outcome, which could adversely impact demand for our products, costs, inflation, customers, suppliers, and the overall global economy.” · word for word

Geopolitical Risk

“Recent geopolitical developments, including the conflict involving Iran, have contributed to increased uncertainty in global markets.” · word for word

Acquisition Integration Risk

“In the second quarter of 2026, the Company recorded $16.2 million of pre-tax acquisition-related costs related to the FARO, LKC, and First Aviation acquisitions” · word for word

Tariff impact uncertainty

“While recent tariff-related changes did not have a material impact on our results of operations for the three months ended March 31, 2026, as the situation continues to evolve, we cannot be certain of the outcome, which could adversely impact demand for our products, costs, inflation, customers, suppliers, and the overall global economy.” · word for word

Geopolitical macroeconomic risk

“Recent geopolitical developments in the Middle East, including the conflict involving Iran, have contributed to increased uncertainty in global markets.” · word for word

Acquisition integration risk

“The Company recorded $1.6 million of pre-tax acquisition-related costs related to the FARO acquisition, which are comprised of ongoing integration costs, in the first quarter of 2026.” · word for word

Macroeconomic headwinds

“The executive team demonstrated exceptional leadership in a challenging macro-economic environment. They adeptly managed inflation, tariffs, and cautious customer behavior.” · word for word

Acquisition integration risk

“The company deployed approximately $1 billion on strategic acquisitions.” · word for word

Cyclical market exposure

“A number of the industries in which we operate are cyclical in nature and therefore are affected by factors beyond our control.” · word for word

International trade and tariff risk

“Trade protection measures, such as the imposition of or increase in tariffs and other trade barriers, including in the United States.” · word for word

Acquisition integration risk

“The process of integrating acquired businesses into our existing operations may result in unforeseen operating difficulties.” · word for word

Supply chain disruption

“A disruption in, shortage of, or price increases for, supply of our components and raw materials may adversely impact our operations.” · word for word

Cybersecurity breach risk

“Our business and financial performance could be adversely impacted by a significant disruption in, or breach in security of, our information technology systems.” · word for word

Integration risk associated with the acquisition.

“Standard acquisition integration risk.”

Integration risk from FARO Technologies acquisition; $19.7M pre-tax costs in Q3.

“excludes acquisition-related pre-tax costs of $19.7 million, or $0.07 per diluted share, for the FARO Technologies acquisition” · word for word

Tariff uncertainty

“The recent tariff modifications did not materially impact our results for the first nine months of 2025, however, as the situation continues to evolve, we cannot be certain of the outcome, which could adversely impact demand for our products, costs, inflation, customers, suppliers, and the overall global economy.” · word for word

Acquisition integration risk

“Segment operating margins, as a percentage of net sales, decreased to 27.3% for the third quarter of 2025, compared with 27.5% for the third quarter of 2024. In the third quarter of 2025, segment operating margins were negatively impacted 90 basis points by the dilutive impact of recent acquisitions and 40 basis points from acquisition-related costs.” · word for word