Gates Industrial (NYSE:GTES) Issues FY 2026 Earnings Guidance

Gates Industrial (NYSE:GTES) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 1.520-1.680 for the period, compared to the consensus estimate of 1.560. The company issued revenue guidance of $3.5 billion-$3.6 billion, compared to the consensus revenue estimate of $3.5 billion.

Analysts Set New Price Targets

A number of equities research analysts recently commented on GTES shares. JPMorgan Chase & Co. decreased their price objective on Gates Industrial from $33.00 to $32.00 and set an “overweight” rating for the company in a research note on Tuesday, December 16th. Weiss Ratings restated a “hold (c+)” rating on shares of Gates Industrial in a report on Monday, December 29th. Wells Fargo & Company began coverage on Gates Industrial in a research note on Thursday, November 13th. They issued an “equal weight” rating and a $23.00 price target for the company. UBS Group cut their price target on shares of Gates Industrial from $29.00 to $28.00 and set a “buy” rating on the stock in a research report on Monday, January 5th. Finally, Wall Street Zen cut shares of Gates Industrial from a “strong-buy” rating to a “buy” rating in a report on Saturday, January 10th. Six analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $27.45.

Gates Industrial Stock Up 4.0%

Shares of Gates Industrial stock opened at $27.58 on Friday. The company has a market capitalization of $7.12 billion, a P/E ratio of 30.30 and a beta of 1.27. The company has a debt-to-equity ratio of 0.61, a current ratio of 3.52 and a quick ratio of 2.50. The business has a 50-day moving average of $22.97 and a two-hundred day moving average of $23.83. Gates Industrial has a 1 year low of $14.70 and a 1 year high of $28.13.

Gates Industrial (NYSE:GTES) last released its quarterly earnings data on Thursday, February 12th. The company reported $0.38 earnings per share for the quarter, beating the consensus estimate of $0.37 by $0.01. Gates Industrial had a return on equity of 10.38% and a net margin of 6.93%.The business had revenue of $856.20 million for the quarter, compared to analysts’ expectations of $853.35 million. During the same quarter in the previous year, the business posted $0.36 EPS. Gates Industrial’s revenue for the quarter was up 3.2% on a year-over-year basis. Gates Industrial has set its FY 2026 guidance at 1.520-1.680 EPS. As a group, equities analysts predict that Gates Industrial will post 1.36 EPS for the current year.

Gates Industrial News Summary

Here are the key news stories impacting Gates Industrial this week:

• Positive Sentiment: Q4 adjusted EPS beat and revenue slightly exceeded estimates: adjusted EPS was $0.38 vs. consensus $0.37, and revenue was $856.2M (up 3.2% y/y), supporting the beat narrative. Gates Industrial (GTES) Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Company repurchased approximately $105M of shares in Q4 — a direct capital return that can support EPS and investor sentiment. Gates Industrial Reports Fourth-Quarter and Full Year 2025 Results
• Positive Sentiment: Underlying profitability and cash flow remain solid: adjusted EBITDA margin ~21.9% in Q4 and full‑year adjusted EBITDA $770.1M; generated $478.1M operating cash flow in 2025. Gates Industrial Reports Fourth-Quarter and Full Year 2025 Results
• Neutral Sentiment: FY‑2026 guidance set to $1.520–1.680 EPS (consensus ~1.560) and revenue guidance $3.5B–$3.6B — the range overlaps Street expectations but the low end is slightly below consensus, leaving mixed interpretation. Gates Industrial Reports Fourth-Quarter and Full Year 2025 Results
• Neutral Sentiment: Multiple outlets note Q4 sales were essentially in line with estimates — reinforces that results were not a large surprise but slightly favorable. Gates Industrial Corporation (NYSE:GTES) posts Q4 CY2025 sales in line with estimates
• Negative Sentiment: GAAP net income and EPS lag adjusted results: GAAP net income attributable was $51.3M (GAAP EPS $0.20) vs. adjusted EPS $0.38 — investors sensitive to adjustments may view the gap cautiously. Gates Industrial Reports Fourth-Quarter and Full Year 2025 Results

Hedge Funds Weigh In On Gates Industrial

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Los Angeles Capital Management LLC bought a new stake in shares of Gates Industrial in the fourth quarter valued at about $26,000. Northwestern Mutual Wealth Management Co. raised its position in Gates Industrial by 273.2% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 2,911 shares of the company’s stock valued at $67,000 after buying an additional 2,131 shares during the last quarter. EverSource Wealth Advisors LLC lifted its stake in Gates Industrial by 1,976.9% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 2,970 shares of the company’s stock valued at $68,000 after acquiring an additional 2,827 shares in the last quarter. Quadrant Capital Group LLC acquired a new position in Gates Industrial during the 3rd quarter worth approximately $73,000. Finally, Quarry LP boosted its position in Gates Industrial by 98.5% during the 3rd quarter. Quarry LP now owns 5,902 shares of the company’s stock worth $146,000 after acquiring an additional 2,929 shares during the last quarter. 98.50% of the stock is owned by institutional investors and hedge funds.

Gates Industrial Company Profile

Gates Industrial Corporation PLC (NYSE: GTES) is a leading global manufacturer of engineered power transmission belts and fluid power products. The company’s portfolio includes synchronous belts, V-belts, hose assemblies, fittings and hydraulic components designed to support a wide range of industrial and automotive applications. Gates Industrial serves sectors such as agriculture, mining, construction, manufacturing, transportation and consumer markets, offering solutions that improve performance, reliability and efficiency in demanding operating environments.

In its power transmission segment, Gates Industrial produces high-strength belts engineered for precise motion control and minimal maintenance.