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Gates Industrial Earnings Calls
| Release date | Oct 29, 2025 |
| EPS estimate | $0.380 |
| EPS actual | $0.390 |
| EPS Surprise | 2.63% |
| Revenue estimate | 855.319M |
| Revenue actual | 855.7M |
| Revenue Surprise | 0.0445% |
| Release date | Jul 30, 2025 |
| EPS estimate | $0.390 |
| EPS actual | $0.390 |
| Revenue estimate | 837.332M |
| Revenue actual | 883.7M |
| Revenue Surprise | 5.54% |
| Release date | Apr 30, 2025 |
| EPS estimate | $0.330 |
| EPS actual | $0.360 |
| EPS Surprise | 9.09% |
| Revenue estimate | 866.972M |
| Revenue actual | 847.6M |
| Revenue Surprise | -2.23% |
| Release date | Feb 06, 2025 |
| EPS estimate | $0.330 |
| EPS actual | $0.360 |
| EPS Surprise | 9.09% |
| Revenue estimate | 827.43M |
| Revenue actual | 829.4M |
| Revenue Surprise | 0.238% |
Last 4 Quarters for Gates Industrial
Below you can see how GTES performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 06, 2025 |
| Price on release | $23.22 |
| EPS estimate | $0.330 |
| EPS actual | $0.360 |
| EPS surprise | 9.09% |
| Date | Price |
|---|---|
| Jan 31, 2025 | $20.69 |
| Feb 03, 2025 | $20.25 |
| Feb 04, 2025 | $20.50 |
| Feb 05, 2025 | $20.77 |
| Feb 06, 2025 | $23.22 |
| Feb 07, 2025 | $22.57 |
| Feb 10, 2025 | $22.57 |
| Feb 11, 2025 | $22.38 |
| Feb 12, 2025 | $22.19 |
| 4 days before | 12.23% |
| 4 days after | -4.44% |
| On release day | -2.80% |
| Change in period | 7.25% |
| Release date | Apr 30, 2025 |
| Price on release | $18.92 |
| EPS estimate | $0.330 |
| EPS actual | $0.360 |
| EPS surprise | 9.09% |
| Date | Price |
|---|---|
| Apr 24, 2025 | $18.00 |
| Apr 25, 2025 | $17.99 |
| Apr 28, 2025 | $18.05 |
| Apr 29, 2025 | $17.98 |
| Apr 30, 2025 | $18.92 |
| May 01, 2025 | $19.05 |
| May 02, 2025 | $19.77 |
| May 05, 2025 | $20.00 |
| May 06, 2025 | $20.10 |
| 4 days before | 5.11% |
| 4 days after | 6.24% |
| On release day | 0.687% |
| Change in period | 11.67% |
| Release date | Jul 30, 2025 |
| Price on release | $25.07 |
| EPS estimate | $0.390 |
| EPS actual | $0.390 |
| Date | Price |
|---|---|
| Jul 24, 2025 | $24.96 |
| Jul 25, 2025 | $25.31 |
| Jul 28, 2025 | $25.26 |
| Jul 29, 2025 | $24.76 |
| Jul 30, 2025 | $25.07 |
| Jul 31, 2025 | $24.80 |
| Aug 01, 2025 | $24.34 |
| Aug 04, 2025 | $24.64 |
| Aug 05, 2025 | $24.22 |
| 4 days before | 0.441% |
| 4 days after | -3.39% |
| On release day | -1.08% |
| Change in period | -2.96% |
| Release date | Oct 29, 2025 |
| Price on release | $22.50 |
| EPS estimate | $0.380 |
| EPS actual | $0.390 |
| EPS surprise | 2.63% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $26.05 |
| Oct 24, 2025 | $26.13 |
| Oct 27, 2025 | $26.01 |
| Oct 28, 2025 | $25.82 |
| Oct 29, 2025 | $22.50 |
| Oct 30, 2025 | $21.86 |
| Oct 31, 2025 | $22.08 |
| Nov 03, 2025 | $22.13 |
| Nov 04, 2025 | $21.48 |
| 4 days before | -13.63% |
| 4 days after | -4.53% |
| On release day | -2.84% |
| Change in period | -17.54% |
Gates Industrial Earnings Call Transcript Summary of Q3 2025
Gates reported solid Q3 2025 results with total revenue of $856M, core revenue growth of 1.7% and record third-quarter adjusted EBITDA margin of 22.9% (adjusted EBITDA $196M). Replacement channels — notably Automotive Replacement and Personal Mobility — drove growth while OEM and several industrial end markets (agriculture, North American commercial truck) remained weak. Net leverage improved to 2.0x after $100M debt paydown and management expects to be under 2x by year-end. Management raised the 2025 adjusted EPS midpoint to $1.50, maintained adjusted EBITDA midpoint at $780M, narrowed core sales growth guidance (midpoint ~1%) and lowered free-cash-flow conversion guidance due to higher restructuring cash outlays. The Board approved a new $300M share repurchase authorization. Management reiterated an ongoing footprint optimization and ERP conversion (completing mid-2026) that will cause transitory margin headwinds (first-half 2026) but deliver structural savings thereafter, targeting ~24%+ adjusted EBITDA margin run rate exiting 2026 (midterm target 24.5%). Strategic growth areas highlighted: Personal Mobility (management expects very strong multi-year growth) and expanding data center/liquid-cooling design pipeline. Capital allocation will balance buybacks, debt reduction and bolt-on M&A as leverage improves.
