Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

Gates Industrial Corp plc
Next earnings Jul 28, 2026 · consensus $0.42 EPS, $945M rev
Last earnings -6.1% on 2026-05-01
Quality power-transmission maker with a sticky replacement-parts base and rising margins, but ~1% revenue growth doesn't justify 29x earnings.
Sources: SEC EDGAR (CIK 0001718512, latest 10-Q filed 2026-05-01) · EODHD · analysis by claude-code · as of 6/21/2026, 8:52:13 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Fundamentals and price both look middling — no strong edge either way.
Gates Industrial makes power-transmission and fluid-power products (belts, hoses) with a large, sticky replacement/aftermarket component that gives it more durability than a typical industrial. FY2025 was a year of earnings quality improving on a flat top line: revenue grew just 1.0% to $3.44B, but net income jumped 29.0% to $251M and diluted EPS rose 29.7% to $0.96, helped by cost discipline (operating income was roughly flat) and below-the-line improvements. Gross margin is a healthy 39.8% and the company converted earnings to cash well — operating cash flow rose 25.9% to $478M against modest $73.2M capex.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $2.79B | $3.55B | $3.57B | $3.41B | $3.44B |
| Gross profit | $1.03B | $1.25B | $1.36B | $1.36B | $1.37B |
| Operating income | $211M | $384M | $460M | $472M | $465M |
| Net income | $79.4M | $221M | $233M | $195M | $251M |
| Diluted EPS | $0.27 | $0.77 | $0.84 | $0.74 | $0.96 |
| Net margin | 2.8% | 6.2% | 6.5% | 5.7% | 7.3% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
2 buys · 2 members · last 180d
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1482 tracked peers · median
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
| 2026-03-30 | CANTIE JOSEPH S Director | Tax | 4.00 @ $22.11 | $88.44 |
| 2026-03-04 | Jurek Ivo Chief Exec Officer & Director | Exercise | 63.9K | |
| 2026-03-04 | Jurek Ivo Chief Exec Officer & Director | Tax | 28.0K @ $26.37 | $737K |
| 2026-03-04 | Pitstick Thomas G. President, Americas | Exercise | 10.6K | |
| 2026-03-04 | Pitstick Thomas G. President, Americas | Tax | 4.65K @ $26.37 | $123K |
| 2026-03-04 | Bracken Cristin C. Chief Legal Officer | Exercise | 9.97K | |
| 2026-03-04 | Bracken Cristin C. Chief Legal Officer | Tax | 4.37K @ $26.37 | $115K |
| 2026-03-04 | Mallard Lawrence B Chief Financial Officer | Exercise | 16.6K | |
| 2026-03-04 | Mallard Lawrence B Chief Financial Officer | Tax | 7.25K @ $26.37 | $191K |
| 2026-03-04 | Eliasson Fredrik J Director | Award | 6.10K | |
| 2026-03-04 | CANTIE JOSEPH S Director | Award | 6.10K |