종목/GTES
Gates Industrial Corporation plc
• Core sales growth in the range of 1% to 4% year-over-year
• Adjusted EBITDA of $775 million to $835 million
• Adjusted Earnings Per Share of $1.52 to $1.68
• Capital Expenditures of approximately $120 million
• Free Cash Flow conversion exceeding 90%
아래 내용은 AI 가 8-K Item 2.02 본문과 보도자료(Exhibit 99.x)를 종합해 한국어로 정리한 요약입니다. 핵심 하이라이트·가이던스·운영 코멘트·시장 평가 네 섹션 모두 AI 생성이며, 실제 원문은 EDGAR 링크에서 확인하세요.
Gates Industrial Corporation plc manufactures and sells engineered power transmission and fluid power solutions in the United States, rest of North America, South America, the United Kingdom, Luxembourg, rest of Europe, the Middle East, Africa, India, East Asia, and Greater China. It operates through two segments, Power Transmission and Fluid Power. The company offers solutions for stationary and mobile drives, engine systems, and personal mobility application platforms; elastomer drive belts; asynchronous and synchronous belts, including V-belts, continuously-variable transmission belts, and Micro-V belts; metal drive components, such as tensioners, idlers, pulleys, sprockets, mechanical water pumps, and other accessories used in belt drive systems; and kits for the automotive replacement channel. It also provides fluid power solutions for stationary and mobile hydraulics, vehicle systems, and other industrial application platforms; hydraulics comprising hoses, tubing, couplings, and fittings, as well as assemblies; thermal and emissions management and related products; and industrial hoses, including data center pumps. The company's products are used in applications across various markets, including diversified industrial applications comprising automated manufacturing, logistics systems, and data centers; everyday consumer applications consisting of printers, power washers, automatic doors, and vacuum cleaners; industrial off-highway, such as construction and agriculture; industrial on-highway commercial vehicles including heavy-duty trucks and buses; energy and resources markets, such as oil, gas, and mining; and personal mobility, including scooters, motorcycles, bicycles, all-terrain vehicles, and snowmobiles. It sells its products under the Gates brand. The company offers its products to aftermarket channel customers and original equipment manufacturers. Gates Industrial Corporation plc was founded in 1911 and is headquartered in Denver, Colorado.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 5월 1일 (금) | 2026 Q1 | $0.33 | $0.35 | +4.7% | $851M | ▼ −6.1% |
| RTX |
| RTX |
| 240B |
| +16.1% |
| 100% (4/4) |
| ABBNY | ABB Ltd | 193B | −6.6% | 50% (2/4) |
실적은 매출에서 근소한 YoY 성장(정책적 환율·M&A 영향 제외 시 코어는 하락)과 EPS가 컨센서스 대비 소폭 상회 또는 근접한 '안정적' 결과로 해석될 가능성이 크다. 회사의 가이던스 재확인은 보수적 리스크 요인(거시·공급망)을 반영하면서도 향후 성장과 현금창출에 대한 자신감을 보여 투자자들이 호의적으로 받아들일 여지가 있으나, 코어 성장 둔화와 마진 압력이 리스크로 남음.