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Gates Industrial
Gates Industrial (GTES) investor relations material
Gates Industrial Barclays 43rd Annual Industrial Select Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 43rd Annual Industrial Select Conference summary19 Feb, 2026
Market outlook and demand trends
Industrial OEM demand has shown robust recovery, with a book-to-bill ratio of 1.06, indicating strengthening order intake.
Commercial construction equipment and on-highway segments are improving, while agricultural markets are recovering from previous lows.
The industrial economy is emerging from a prolonged downturn, with cautious optimism for a better 2026.
Distributors typically follow large OEMs with a one to two quarter lag, and confidence is building as PMIs begin to firm.
Diversified industrial end markets and in-plant demand recovery are contributing to a positive outlook.
Growth initiatives and segment performance
Personal mobility is targeted for high-20s to 30% CAGR through 2028, with $300 million revenue expected and long-term growth potential.
Data center products are projected to reach a $100–$200 million run rate by 2028, driven by liquid cooling adoption.
Automotive OE exposure has been reduced to 8% of revenue, down from 15% in 2018, focusing on selective participation and higher returns.
Automotive aftermarket remains steady, growing at GDP-plus rates, with positive organic growth expected in 2026 due to an aging car fleet.
Operational efficiency and cost management
European ERP rollout is past maximum risk, with operations stabilizing and efficiency expected to normalize in 1–1.5 quarters.
Manufacturing footprint optimization will complete by Q2–Q3, providing earnings benefits into 2027 and further flexibility.
Inflation is mainly in labor and energy, with pricing power in aftermarket and ongoing efficiency improvements through material science and AI.
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Next Gates Industrial earnings date
Q1 202629 Apr, 2026
Gates Industrial
Next Gates Industrial earnings date
Q1 202629 Apr, 2026
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Frequently asked questions
Gates Industrial is a global manufacturer and distributor of power transmission and fluid power products, including belts, hoses, valves, couplings and filters under the Gates® and IHS™ brands. They serve an extensive variety of markets and applications including agriculture, construction equipment, material handling, automotive aftermarket parts logistics, trucking, aerospace and transportation (locomotives), off-highway equipment and watercraft. With state-of-the-art manufacturing and application engineering capabilities, Gates aims to enable its customers to further increase efficiency and lower cost of ownership.
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