Gates Industrial: Earnings Recovery With Re-Rating Potential

Impact · against what's priced in

Gates Industrial (GTES) appears undervalued based on expected revenue growth and margin expansion for FY26. The outlook for industrial and mobility markets suggests a recovery that may drive a valuation re-rating.

GTES+0.60

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In context

Expected FY26 revenue growth in industrial and mobility markets, combined with margin expansion from productivity and pricing, suggests the stock is trading at a 14% discount to fair value.

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• earnings
• revenue growth
• valuation
• GTES
• commercial vehicles
• dcf model
• industrials
• margin expansion
• mobility

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