Chairman of the Board and Chief Executive Officer, Ametek
Search every verified David Zapico interview, podcast appearance, and on-the-record quote β each transcript cross-checked by AI and human review to confirm speaker identity. David Zapico, chairman and CEO of Ametek, discussed the company's performance and outlook during earnings calls in February 2025 and April 2026. On the Q4 2024 call, Zapico said the company had a "really good pipeline" of projects that were expected to move forward in 2025, noting that the automation side of the business had "bottomed" and that the medical technology side had begun to see inventory destocking abate. He also expressed optimism about mergers and acquisitions, stating that the company's balance sheet allowed it to be "very aggressive" in that area while also pursuing share buybacks and increasing dividends. On the Q1 2026 call, Zapico attributed strong order growth to continued strength in the company's businesses, stating that the company is "in niche markets where technology is really really needed." He noted that the company had been making contingency plans for tariffs since shortly after the elections, referencing a "2017 and 2018 playbook" that involved a "China for China manufacturing strategy" and decoupling supply chains from China. Zapico said the company planned to pass on the cost impact of any enacted tariffs to customers. He also cited potential benefits from "pro-growth policies" including regulatory relief, a different approach to antitrust, a focus on energy development, increased military spending, and lower taxes for products manufactured in the U.S.
“We have, you know, regulatory relief. We're looking forward to projects moving ahead faster. There's a different approach to antitrust. Uh we have a focus on energy development. That's good for us. There's an increased focus on military spending. That's good for us. There's lower taxes for products manufactured in the...”
“We've been making contingency plans since shortly after the elections um for tariffs and our 2017 and 2018 playbook is relevant. That's when we executed a China for China manufacturing strategy and um decoupled our supply chains from China, we executed flawlessly and and we're ready to do the same thing now if it's req...”
“We have a comprehensive plan to go after it. We have select pricing increases. We have supply chain adjustments. We have some manufacturing local is that local is that We have some targeted cost reductions and we saw direct benefits from these these actions in the second quarter. Including, you know, pricing, supply ch...”
“if we levered up to 2.5 times, then we got about 4.5 to 5 billion dollars to spend. And and though I think that we have the opportunity to differentiate our performance with the M&A element of our growth strategy combined with our balance sheet and combined with our strong cash flow. So, you know, we we excel at this a...”
“We have a comprehensive plan to go after it. We have select pricing increases. We have supply chain adjustments. We have some manufacturing local is that local is that We have some targeted cost reductions and we saw direct benefits from these these actions in the second quarter. Including, you know, pricing, supply ch...”
“I think the certainty around the trade back and forth is important to get it resolved. So, as we're seeing the uh high number of trade deals of get negotiated, get concluded, that takes the uncertainty off the table to a degree and we can go forward. So, I I I I I I I don't think it's the the level of the tariffs, it's...”
“We are managing a very strong pipeline of acquisition opportunities across a wide range of deal sizes and markets and are encouraged by the strong pipeline of high quality acquisition candidates. As Dallup will touch on, our significant financial capacity provides the opportunity to deploy well over $5 billion in capit...”
“We now expect overall sales to be up high single digits on a percentage basis with organic sales now expected to increase mid single digits versus the prior year. With the strong results from the first quarter, diluted earnings per share for the year are now expected to be in the range of $7.94 to $8.14, up 7 to 10% co...”
“AMETEK completed a strong year with excellent results in the fourth quarter, highlighted by double-digit growth in sales, orders, and operating profit, robust core margin expansion, strong cash flow growth, and earnings per share ahead of our expectations. In the quarter, we established records for sales, orders, opera...”
“For the full year '26, we're confident we can offset inflation and the existing known tariffs. We have highly differentiated businesses, AMETEK product portfolio, leadership in niche markets around the globe. And these are mission-critical products. And the pricing is not going backwards. It's going to stick.”
“AMETEK delivered outstanding results in the third quarter with double-digit growth in sales, orders, operating profit, and diluted earnings per share. Organic sales growth was strong in the quarter, leading to outstanding margin expansion and earnings, well ahead of our expectations. Given these excellent results and o...”
“We are seeing positive inflection in our automation and engineered solutions markets, along with continued strength across our aerospace and defense businesses. Additionally, we are managing a growing pipeline of opportunities within our power businesses and are benefiting from the strong secular trends driving that ma...”
“AMETEK delivered outstanding results in the third quarter with double-digit growth in sales, orders, operating profit, and diluted earnings per share. Organic sales growth was strong in the quarter, leading to outstanding margin expansion and earnings, well ahead of our expectations. Given these excellent results and o...”
“We are seeing positive inflection in our automation and engineered solutions markets, along with continued strength across our aerospace and defense businesses. Additionally, we are managing a growing pipeline of opportunities within our power businesses and are benefiting from the strong secular trends driving that ma...”
“We estimate our annual tariff impact direct impact of tariffs to be about $100 million dollars. And we expect to be able to offset this direct impact through our mitigating actions and that we we and that's why we feel you know, comfortable to reaffirm our full year sales and EPS guidance.”
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AMETEK Q4 2025 Earnings Conference Call. #earningscall #StockMarketNews #conferenceCall Earnings Call | Earnings Conference Call | Earnings concall | concall | quarterly results | Stock News | Full Year results | Fiscal Year results | investment news | stock latest news If you want us to remove your company's earnings call or any other conference call, please reach out to [email protected].
02/03/2026 Q&A: 20:37 AMETEK, Inc. manufactures and sells electronic instruments (EIG) and electromechanical (EMG) devices in the United States and internationally. The company's EIG segment offers advanced instruments for the process, aerospace, power, and industrial markets; process and analytical instruments for the oil and gas, petrochemical, pharmaceutical, semiconductor, automation, and food and beverage industries; instruments to the laboratory equipment, ultra-precision manufacturing, medical, and test and measurement markets; power quality monitoring and metering devices, uninterruptiβ¦
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