Gates Industrial Corporation Ltd.

Report azionario NYSE:GTES

Capitalizzazione di mercato: US$6.5b

Gates Industrial Crescita futura

Criteri Future verificati 1/6

Gates Industrial prevede che gli utili e i ricavi cresceranno rispettivamente di 6.3% e 4.8% all'anno. Si prevede che l'EPS crescerà di 6.7% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 12.4% in 3 anni.

Informazioni chiave

6.3%

Tasso di crescita degli utili

6.68%

Tasso di crescita dell'EPS

Machinery crescita degli utili16.5%
Tasso di crescita dei ricavi4.8%
Rendimento futuro del capitale proprio12.43%
Copertura analitica

Good

Ultimo aggiornamento15 Sep 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento narrativa • Sep 03

GTES: Industrial Upswing Exposure Will Drive Fair Value Reassessment

Analysts have lifted the fair value estimate for Gates Industrial to $29.0, supported by higher Street price targets in the $29 to $35 range and views that the company offers leverage to an industrial upcycle, healthier balance sheet metrics, and solid free cash flow, while still facing near term pressure from auto production softness and the ICE to EV transition. Analyst Commentary Recent Street commentary on Gates Industrial points to a mixed setup.
Seeking Alpha • Aug 20

Gates Industrial: Earnings Recovery With Re-Rating Potential

Summary 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. I recommend a Buy rating on GTES, driven by robust bookings, volume growth, and the valuation discount. Read the full article on Seeking Alpha
Aggiornamento narrativa • Aug 18

GTES: Raised Guidance And Clean Quarter Expectations Set Up Next 90 Days

Analysts have raised the consolidated price target for Gates Industrial to $33.45 from $31.08. The change reflects updated views on revenue growth, profit margins, and the future P/E ratio, following several recent target increases across the Street in a range of $28 to $35.
Aggiornamento narrativa • Aug 04

GTES: Fair Value View Will Weigh Upgraded Views Against Execution And Redomiciliation Risks

Gates Industrial’s updated analyst price target has moved from $26.00 to $28.00, reflecting recent research in which several firms raised their price targets into the low to mid $30s and cited a steadier operating backdrop and sector level support. Analyst Commentary Recent research updates on Gates Industrial cluster in a similar range, with targets between US$28 and US$35, and a mix of ratings that span from Equal Weight to Buy and Overweight.
Aggiornamento narrativa • Jul 07

GTES: Fair Value View Will Balance Redomiciliation And Execution Risks

Analysts have raised their fair value estimate for Gates Industrial to $26, reflecting updated views on revenue growth, profit margins and longer term P/E assumptions in light of recent price target changes to a range of $27 to $28. Analyst Commentary on Gates Industrial Recent research updates on Gates Industrial show a mix of signals, with some firms lifting price targets while others take a more cautious stance on execution and growth risk.
Aggiornamento narrativa • Jun 23

GTES: Future Returns Will Hinge On 90 Day Catalyst Watch

Analysts have made only modest adjustments to their assumptions on Gates Industrial, with a slightly lower discount rate and a future P/E of about 25.66x helping to support a Street price target revision that now centers around the recent $28 updates, despite mixed target changes from firms such as Morgan Stanley, Baird, and Barclays. Analyst Commentary Recent research on Gates Industrial highlights a mix of optimism and caution around the stock, with price targets clustering around the US$28 level and differing views on execution risks and upside catalysts.
Aggiornamento narrativa • Jun 02

GTES: Future Returns Will Reflect 90 Day Catalyst Watch Versus AI Hardware Risk

Analysts now estimate fair value for Gates Industrial at $31.08 per share, down by about $0.50. This reflects a balance between slightly higher discount rate assumptions and updated views on revenue growth, margin potential, and future P/E following recent mixed price target revisions across the Street.
Aggiornamento narrativa • Apr 25

GTES: Future Returns Will Reflect Buybacks As AI Hardware Risk Intensifies

Gates Industrial's updated analyst price target reflects a slight adjustment to $31.58 from $31.67, as analysts fine-tune their models after a mix of recent target changes and discussions about AI related hardware across the sector. Analyst Commentary Recent Street research on Gates Industrial highlights a mix of optimism around execution and valuation, alongside fresh questions about AI related risks for high margin hardware suppliers.
Aggiornamento narrativa • Apr 08

GTES: Future Returns Will Reflect Ongoing Buybacks Against AI Hardware Disruption Risk

Gates Industrial's updated analyst price target has moved slightly lower to about $31.67, with analysts citing refreshed earnings models, sector-wide target adjustments, and evolving views on AI risks to high-margin industrial hardware as key drivers of the change. Analyst Commentary Recent Street research on Gates Industrial reflects a mix of optimism around execution and earnings modeling, alongside caution about how AI could affect high-margin industrial hardware over time.
Aggiornamento narrativa • Mar 25

GTES: Future Returns Will Reflect AI Hardware Risk Against Ongoing Buyback Activity

Analysts have nudged the average price target on Gates Industrial slightly higher to $32, reflecting refreshed models after recent earnings and broad target increases across several firms, even as they continue to flag AI related risks for higher margin manufacturing hardware suppliers. Analyst Commentary Bullish and cautious views are both emerging as analysts refresh their models on Gates Industrial, with price targets shifting around updated earnings forecasts and sector level AI debates.
Aggiornamento narrativa • Mar 10

GTES: Future Returns Will Weigh AI Hardware Risk Against Ongoing Buyback Support

Analysts have nudged their price targets for Gates Industrial higher by about $0.20, reflecting updated fair value work that factors in a slightly higher discount rate, a small adjustment to long term revenue growth, a lower profit margin outlook and a higher assumed future P/E multiple, while also weighing both recent target hikes from several firms and fresh industry concerns about AI pressure on high margin hardware suppliers. Analyst Commentary Recent research on Gates Industrial reflects a mix of optimism on execution and valuation, alongside fresh questions about how AI could affect high margin hardware suppliers.
Aggiornamento narrativa • Feb 23

GTES: Future Returns Will Balance Buybacks With Revised Cash Flow Assumptions

The updated analyst price target for Gates Industrial has increased by about $4.50, as analysts factor in Street research that points to adjusted fair value estimates, a slightly lower discount rate, and revised assumptions for revenue growth, profit margins, and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts are lifting their price targets, which suggests they see the recent revision to revenue growth and margin assumptions as supportive of a higher fair value range.
Nuova narrativa • Feb 14

Liquid Cooling And Personal Mobility Will Ultimately Undermine This Overvalued Industrial Supplier

Catalysts About Gates Industrial Gates Industrial supplies power transmission and fluid power solutions for industrial, transportation and personal mobility applications worldwide. What are the underlying business or industry changes driving this perspective?
Articolo di analisi • Feb 10

Gates Industrial (NYSE:GTES) Might Have The Makings Of A Multi-Bagger

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
Aggiornamento narrativa • Feb 08

GTES: Future Returns Will Balance Buybacks With Data Center Cooling Demand

Analysts have trimmed their price expectations for Gates Industrial, with a recent Street target moving to US$27 from US$28 as part of a broader reset of industrial coverage. Another firm initiated at US$23, framing a more mixed but still engaged view on the stock.
Aggiornamento narrativa • Jan 23

GTES: Future Returns Will Be Driven By Buybacks And Data Center Cooling

Analysts have reduced their average price target on Gates Industrial by about $0.67 to reflect slightly softer revenue growth assumptions, a modestly lower future P/E multiple, and a small adjustment to the discount rate, while profit margin expectations remain broadly steady. Analyst Commentary Recent research views on Gates Industrial cluster around modestly lower price targets, with ratings that sit in the middle of the range rather than at clear extremes.
Aggiornamento narrativa • Jan 08

GTES: Future Returns Will Be Supported By Buybacks And Data Center Cooling

Analysts have trimmed their price targets on Gates Industrial, with our updated fair value edging from US$28.01 to US$27.84 as they factor in a slower growth backdrop and a preference for other machinery names, while still seeing broadly similar profitability and P/E assumptions for the stock. Analyst Commentary Recent research coverage frames Gates Industrial as a middle of the road idea within the broader machinery and industrials group, with price targets clustered in the low to mid US$20s and an Equal Weight stance rather than an outright conviction call.
Articolo di analisi • Jan 05

Gates Industrial Corporation plc's (NYSE:GTES) Intrinsic Value Is Potentially 30% Above Its Share Price

Key Insights The projected fair value for Gates Industrial is US$28.76 based on 2 Stage Free Cash Flow to Equity...
Articolo di analisi • Dec 18

What Is Gates Industrial Corporation plc's (NYSE:GTES) Share Price Doing?

While Gates Industrial Corporation plc ( NYSE:GTES ) might not have the largest market cap around , it saw significant...
Aggiornamento narrativa • Dec 14

GTES: Future Returns Will Benefit From Share Repurchases And Data Center Cooling

Analysts have trimmed their price expectations for Gates Industrial, with the average target edging lower from $28.00 to $26.00 as they factor in a slower growth backdrop and relatively more attractive opportunities elsewhere in the industrials space. Analyst Commentary Recent Street research underscores a more balanced stance on Gates Industrial, with valuation now seen as fair relative to a slower growth outlook and more compelling alternatives in adjacent industrial subsectors.
Aggiornamento narrativa • Nov 28

GTES: Future Profitability Will Benefit From Share Buybacks and Data Center Trends

Analysts have adjusted their price target for Gates Industrial downward from $28.82 to $28.01. They cite industry-wide slow growth trends and a shifting preference toward machinery stocks as key factors in their updated outlook.
Aggiornamento narrativa • Nov 14

GTES: Future Profitability Will Benefit From Secular Trends In Data Center Demand

The analyst price target for Gates Industrial has been modestly reduced to $28.82 from $29.18. Analysts cite slower projected revenue growth and a higher discount rate, despite signs of improving profitability.
Aggiornamento narrativa • Oct 30

GTES: Secular Mobility And Data Trends Will Drive 39% Upside Potential

Gates Industrial's analyst price target has been revised down slightly from $30.27 to $29.18. This change reflects analyst expectations for lower profit margins, although there is still ongoing optimism about the company's potential for multiple expansion and transformation into a growth platform.
Aggiornamento narrativa • Aug 27

Future Data Center Cooling And Mobility Will Unlock Global Markets

Analysts have modestly raised Gates Industrial’s price target to $30.27, citing the company’s successful transformation toward higher-growth markets, effective management execution, and margin expansion potential amidst sector tailwinds. Analyst Commentary Bullish analysts believe Gates Industrial is successfully transforming from a traditional industrial supplier to a growth compounder by leveraging structural trends in mobility and data center infrastructure.
Aggiornamento narrativa • Aug 07

Future Data Center Cooling And Mobility Will Unlock Global Markets

With both consensus revenue growth and future P/E forecasts holding steady, analysts maintained the Gates Industrial fair value unchanged at $29.20. What's in the News Gates Industrial provided Q3 earnings guidance with estimated total revenues of $845 million to $885 million and core revenues up approximately 3% at the midpoint.
Seeking Alpha • Dec 17

Gates Industrial: Bullish Sentiment Continuing Due To Strong Momentum And Elevated EPS Growth

Summary We initially doubled down on Gates Industrial Corporation due to growing profitability, improving margins, and a bullish technical pattern, resulting in a 34%+ return. Despite favorable sales mix and cost-saving initiatives, concerns remain about the sustainability of margin expansion in a negative sales environment. Management's significant stock buybacks raise questions about the long-term trajectory of earnings growth and capital efficiency. Mute ROCE trends and declining free cash flow suggest caution; we await Q4 results before upgrading the stock to a 'Strong Buy'. Read the full article on Seeking Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:GTES - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20283,9504305166258
12/31/20273,79638946956811
12/31/20263,61637940149311
6/27/20263,505364378477N/A
3/28/20263,447250392501N/A
12/31/20253,443252364478N/A
9/27/20253,416238285399N/A
6/28/20253,391204300417N/A
3/29/20253,393218293408N/A
12/28/20243,408196273380N/A
9/28/20243,442222281378N/A
6/29/20243,484253283370N/A
3/30/20243,535247333408N/A
12/30/20233,570234410481N/A
9/30/20233,600256470539N/A
7/1/20233,588229453532N/A
4/1/20233,559217340424N/A
12/31/20223,554221179266N/A
10/1/20223,47719999188N/A
7/2/20223,478218108189N/A
4/2/20223,487261216301N/A
1/1/20223,474297295382N/A
10/2/20213,453259309395N/A
7/3/20213,303230265349N/A
4/3/20212,964112181254N/A
1/2/20212,79380242309N/A
9/26/20202,72575261331N/A
6/27/20202,75968288357N/A
3/28/20202,992112N/A428N/A
12/28/20193,087691N/A349N/A
9/28/20193,154747N/A316N/A
6/29/20193,235771N/A283N/A
3/30/20193,301836N/A292N/A
12/29/20183,348246N/A314N/A
9/29/20183,337289N/A312N/A
6/30/20183,270242N/A327N/A
3/31/20183,164156N/A306N/A
12/30/20173,042151N/A320N/A
9/30/20172,92834N/A321N/A
7/1/20172,84340N/A352N/A
4/1/20172,77552N/A306N/A
12/31/20162,74745N/A377N/A
1/2/20162,74525N/A276N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di GTES ( 6.3% all'anno) è superiore al tasso di risparmio ( 3.7% ).

Guadagni vs Mercato: Si prevede che gli utili di GTES ( 6.3% all'anno) cresceranno più lentamente rispetto al mercato US ( 17.4% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di GTES cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di GTES ( 4.8% all'anno) crescerà più lentamente rispetto al mercato US ( 13.6% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di GTES ( 4.8% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di GTES sarà basso tra 3 anni ( 12.4 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/09/21 20:37
Prezzo dell'azione a fine giornata2026/09/18 00:00
Utili2026/06/27
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Gates Industrial Corporation Ltd. è coperta da 21 analisti. 11 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Michael HalloranBaird
Mark TromanBofA Global Research
Andrew KaplowitzCitigroup Inc