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Mar 31, 2024

AMETEK Q1 2024 Earnings Report

AMETEK announced record first quarter results and raised 2024 guidance.

Key Takeaways

AMETEK reported record first quarter sales of $1.74 billion, a 9% increase year-over-year. Adjusted earnings per diluted share were $1.64, up 10% from the first quarter of 2023. The company raised its 2024 adjusted earnings per diluted share guidance to a range of $6.74 to $6.86.

Record first quarter sales of $1.74 billion, a 9% increase over the first quarter of 2023.

GAAP earnings per diluted share were $1.34.

Adjusted earnings per diluted share were $1.64, up 10% from the first quarter of 2023.

Adjusted operating income was a record $446.4 million, up 10% versus last year’s first quarter.

Total Revenue
$1.74B
Previous year: $1.6B
+8.7%
EPS
$1.64
Previous year: $1.49
+10.1%
Operating Margin
24%
Previous year: 25.4%
-5.5%
Gross Profit
$591M
Previous year: $575M
+2.9%
Cash and Equivalents
$374M
Previous year: $400M
-6.5%
Free Cash Flow
$383M
Previous year: $367M
+4.4%
Total Assets
$14.9B
Previous year: $12.6B
+17.8%

AMETEK

AMETEK

AMETEK Revenue by Segment

Forward Guidance

AMETEK expects overall sales to be up low double digits on a percentage basis compared to 2023. Adjusted earnings per diluted share are now expected to be in the range of $6.74 to $6.86. For the second quarter of 2024, overall sales are expected to be up mid to high single digits on a percentage basis compared to the same period last year. Adjusted earnings in the quarter are anticipated to be in the range of $1.63 to $1.65 per share.

Positive Outlook

  • Overall sales expected to be up low double digits compared to 2023.
  • Adjusted earnings per diluted share expected in the range of $6.74 to $6.86.
  • Sales for Q2 2024 expected to be up mid to high single digits compared to the same period last year.
  • Adjusted earnings for Q2 2024 anticipated to be in the range of $1.63 to $1.65 per share.
  • Leading positions within attractive market segments.

Challenges Ahead

  • Normalization of inventory levels across a portion of customer base.

Revenue & Expenses

Visualization of income flow from segment revenue to net income