Conference Call Participants
Tomohiko Sano – JPMorgan Chase & Co, Research Division
Presentation
Tomohiko Sano
JPMorgan Chase & Co, Research Division
Thank you very much, everyone, for joining Gates Industrial Corporation. This is Tomo Sano SMID-cap Industrial Analyst at JPMorgan. And with me, we have Brooks Mallard, CFO; Rich Kwas, Senior Vice President, Investor Relations and Strategy. Brooks, Rich, thank you very much for joining.
L. Mallard
Executive VP & CFO
Absolutely.
Tomohiko Sano
JPMorgan Chase & Co, Research Division
So before we begin, I wanted to highlight why Gates Industrial is such a compelling story for this conference. And Gates is a global leader in Power Transmission and Fluid Power with outsized growth in personal mobility, data centers and robotics and over 70% of sales coming from resilient aftermarket channels.
So their innovation-driven transformation has delivered record margins and strong free cash flow, positioning them for continued structural growth.
So to kick things off, Brooks, if you could help us to start with the introduction to Gates, who the company is, what you do and your story.
L. Mallard
Executive VP & CFO
Well, look, I think one thing, Gates has got a long history, it’s got a great brand name, but we’re still a relatively young company, right? And so if you think about the DNA of Gates, going back many, many years, over 100 years, I think. They have a culture of material science, innovating new products, a very strong customer focus. And really being the brand of preference for the Power Transmission and Fluid Power products we make.
And you can go anywhere in