{"id":57732,"date":"2026-02-19T18:06:15","date_gmt":"2026-02-19T18:06:15","guid":{"rendered":"https:\/\/prosfunds.com\/?p=57732"},"modified":"2026-02-19T18:06:17","modified_gmt":"2026-02-19T18:06:17","slug":"gates-industrial-corporation-plc-gtes-presents-at-barclays-43rd-annual-industrial-select-conference-transcript","status":"publish","type":"post","link":"https:\/\/prosfunds.com\/?p=57732","title":{"rendered":"Gates Industrial Corporation plc (GTES) Presents at Barclays 43rd Annual Industrial Select Conference Transcript"},"content":{"rendered":"<div>\n<header class=\"flex flex-col items-start justify-between\"><\/header>\n<div class=\"relative mb-18 flex items-start justify-between\" data-test-id=\"author-brief\">\n<div class=\"relative z-0 mr-18 flex\">\n<div class=\"flex shrink-0 items-center justify-center relative size-36 rounded-full\" data-test-id=\"user-pic-wrapper\"><\/div>\n<\/div>\n<p><button data-state-text=\"Following\" aria-label=\"Follow SA Transcripts\" class=\"ihjjQ py-8 px-18 ml-auto print:hidden relative inline-flex cursor-pointer select-none items-center whitespace-nowrap break-words transition-colors hover:no-underline motion-reduce:transition-none border-black bg-black text-white hover:bg-black-70 disabled:border-transparent disabled:bg-black-20 dark:border-black-10 dark:bg-black-10 dark:text-black dark:hover:border-black-30 dark:hover:bg-black-30 dark:disabled:bg-black-30 w-auto min-h-36 justify-center border px-16 py-1 text-medium-b rounded-8\" data-test-id=\"follow-button\" type=\"button\"><span class=\"\"><span aria-hidden=\"true\" class=\"wMAFB relative flex justify-center\" data-state-placeholder=\"Following\"><span class=\"absolute\">Follow<\/span><\/span><\/span><\/button><\/div>\n<blockquote class=\"Qozfr w-full border-l-6 border-l-orange-60 bg-black-5 py-18 pl-18 pr-24 text-x-large-2-r dark:bg-black-95 print:break-inside-avoid mb-24 lg:mb-30\" data-test-id=\"transcript-player\">\n<h3 class=\"text-4x-large-b lg:text-2x-large-b mb-8\" data-test-id=\"transcript-title\">Q4: 2026-02-12 Earnings Summary<\/h3>\n<p>EPS of $0.38 <span class=\"text-teal\">beats by $0.01 <\/span><\/p>\n<p>\u00a0|\u00a0<!-- -->Revenue of <!-- -->$856.20M<!-- --> (3.23% Y\/Y)<!-- --> <span class=\"text-teal\">beats by $2.85M<\/span><\/p>\n<\/blockquote>\n<div class=\"paywall-full-content R6FbO flex sa-text-content sa-media-content sa-table-content sa-content-helpers print:block mb-32\">\n<div class=\"w-0 grow print:w-auto\">\n<div>\n<div class=\"T2G6W\" data-test-id=\"content-container\">\n<div class=\"transcript-headline\">\n<p data-eci=\"true\">Gates Industrial Corporation plc (<span class=\"ticker-hover-wrapper\">GTES<\/span>) Barclays 43rd Annual Industrial Select Conference February 19, 2026 10:25 AM EST<\/p>\n<\/div>\n<div class=\"transcript-company-participants\">\n<p class=\"transcript-company-participants-title\"><strong>Company Participants<\/strong><\/p>\n<p><span>Ivo Jurek &#8211; CEO &amp; Director<\/span><\/p>\n<\/p><\/div>\n<div class=\"transcript-other-participants\">\n<p class=\"transcript-other-participants-title\"><strong>Conference Call Participants<\/strong><\/p>\n<p><span>Julian Mitchell &#8211; Barclays Bank PLC, Research Division<\/span><\/p>\n<\/p><\/div>\n<div class=\"transcript-presentation\">\n<p class=\"transcript-presentation-title\"><strong>Presentation<\/strong><\/p>\n<div class=\"transcript-presentation-section\" seq=\"0\">\n<p class=\"transcript-presentation-section-title\"><span><strong>Julian Mitchell<\/strong><\/span><br \/><span><i>Barclays Bank PLC, Research Division<\/i><\/span><\/p>\n<p>Fantastic. Well, it&#8217;s my pleasure to have up next Gates Industrial Corporation. Ivo Jurek, CEO. So Ivo, thanks very much for being here today.<\/p>\n<p>I suppose we&#8217;ll start off with a topic that&#8217;s been exercising a lot of people&#8217;s minds this week, is around what green shoots, how bright or thick are they? Or whatever in terms of the U.S. industrial economy. So Gates has some very broad exposures across the motion control industry. So maybe help us understand what you&#8217;re seeing on that front, please.<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"transcript-qna\">\n<p class=\"transcript-qna-title\"><strong>Question-and-Answer Session<\/strong><\/p>\n<div class=\"transcript-qna-section answer\" seq=\"1\">\n<p class=\"transcript-qna-section-title\"><span class=\"answer\"><strong>Ivo Jurek<\/strong><\/span><br \/><span><i>CEO &amp; Director<\/i><\/span><\/p>\n<p>Yes. Thank you, Julian, for hosting. Look, we&#8217;ve just reported our Q4 earnings, and I think we&#8217;ve given pretty substantial color about what we are seeing there. And we&#8217;ve discussed the green shoots that we see, particularly on the industrial OEM side that actually have been more robust than what we truly have anticipated. We&#8217;ve exited the quarter with very robust book-to-bill.<\/p>\n<p>Our book-to-bill was about 1.06, which is very, very good for us. When I take a look back at some of the prior cycles, for Gates specifically, to be able to see kind of a more robust recovery in demand, you really need to see a strong performance out of the industrial OEs. And so we have seen that. I spoke about some strength in commercial construction, equipment makers. We&#8217;ve talked about ag being less bad, but recovering. And I think there are certain components of the ag makers that are recovering and they&#8217;re recovering nicely. On-Highway has been doing better. So I think that those are all green shoots that give us some<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/div>\n<aside><\/aside>\n<\/div>\n<\/div>\n<\/div>\n<footer class=\"border-t border-share-separator-thin py-18 sm:py-24 print:hidden paywall-full-content\" data-test-id=\"post-footer\"><\/footer>\n<\/div>\n<p>Read the full article <a href=\"https:\/\/seekingalpha.com\/article\/4872210-gates-industrial-corporation-plc-gtes-presents-at-barclays-43rd-annual-industrial-select?source=feed_all_articles\" target=\"_blank\" rel=\"noopener\" rel=\"nofollow\">here<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Follow Q4: 2026-02-12 Earnings Summary EPS of $0.38 beats by $0.01 \u00a0|\u00a0Revenue of $856.20M (3.23% Y\/Y) beats by $2.85M Gates Industrial Corporation plc (GTES) Barclays 43rd Annual Industrial Select Conference February 19, 2026 10:25 AM EST Company Participants Ivo Jurek &#8211; CEO &amp; Director Conference Call Participants Julian Mitchell &#8211; Barclays Bank PLC, Research Division [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":3613,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","footnotes":""},"categories":[38],"tags":[],"class_list":{"0":"post-57732","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-news"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Gates Industrial Corporation plc (GTES) Presents at Barclays 43rd Annual Industrial Select Conference Transcript | Prosfunds<\/title>\n<meta name=\"description\" content=\"FollowQ4: 2026-02-12 Earnings SummaryEPS of $0.38 beats by $0.01 \u00a0|\u00a0Revenue of $856.20M (3.23% Y\/Y) beats by $2.85M Gates Industrial Corporation plc\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link 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