Small Industrial Companies Poised for 'Supercycle': Ten Stocks to Capitalize On.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 04 2025
0mins
Should l Buy GTES?
Source: Barron's
Definition of Supercycle: A supercycle refers to an extended period of strong economic growth that significantly boosts stock performance beyond typical cyclical upturns.
Impact on Stocks: Supercycles can lead to sustained increases in stock prices, driven by robust demand and favorable economic conditions.
Historical Context: Past supercycles have been influenced by major global trends, such as technological advancements and demographic shifts.
Current Outlook: Analysts are exploring whether current economic indicators suggest the onset of a new supercycle, which could reshape investment strategies.
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Analyst Views on GTES
Wall Street analysts forecast GTES stock price to rise
8 Analyst Rating
6 Buy
2 Hold
0 Sell
Strong Buy
Current: 26.510
Low
23.00
Averages
27.25
High
32.00
Current: 26.510
Low
23.00
Averages
27.25
High
32.00
About GTES
Gates Industrial Corporation plc is a global manufacturer of engineered power transmission and fluid power solutions. The Company offers a portfolio of products to diverse replacement channel customers, and to original equipment (first-fit) manufacturers as specified components. Its segments include Power Transmission and Fluid Power. Its Power Transmission segment includes elastomer drive belts and related components used to transfer power in a range of applications. Its power transmission solutions transfer power, convey materials, and provide motion control. Its Fluid Power segment includes hoses, tubing and fittings designed to convey hydraulic fluid at high pressures in both mobile and stationary applications, and other high-pressure and fluid transfer hoses. Its products play various roles in a diverse range of applications across a wide variety of end markets ranging from harsh and hazardous industries, such as agriculture, construction, manufacturing and energy, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Gates Industrial Reports Strong Q4 2025 Earnings with Growth in Key Segments
- Earnings Growth: Gates Industrial's adjusted EPS for Q4 2025 rose by 9% to $0.38, with sales reaching $856 million and nearly 1% core growth, demonstrating resilience in a challenging market environment.
- Strong Personal Mobility Segment: The Personal Mobility business achieved over 25% core growth in 2025, driving overall performance and indicating long-term growth potential and accelerating market demand in this sector.
- Share Repurchase Program: The company repurchased over $100 million of its shares in Q4, reflecting management's confidence in the company's valuation while providing capital returns to shareholders, thereby enhancing investor confidence.
- Optimistic Future Outlook: Management projects core sales growth between 1% and 4% for 2026, and despite cost pressures from ERP transition and footprint optimization, they maintain a cautiously optimistic stance on market recovery.
See More
Gates Industrial Issues 2026 Financial Guidance with Q4 Earnings Beat
- Earnings Beat: Gates Industrial reported Q4 non-GAAP EPS of $0.38, beating expectations by $0.01, with revenue of $856.2 million reflecting a 3.2% year-over-year increase, surpassing estimates by $2.85 million, indicating robust market performance.
- 2026 Financial Guidance: The company anticipates core sales growth between 1% and 4%, with adjusted EBITDA projected at $775 million to $835 million and adjusted EPS expected to range from $1.52 to $1.68, slightly below the consensus of $1.58, reflecting a cautious outlook on future growth.
- Capital Expenditure Plans: Gates plans approximately $120 million in capital expenditures for 2026, aimed at supporting long-term growth strategies and enhancing market competitiveness, which is crucial for sustaining operational efficiency.
- Strong Cash Flow Performance: The company expects free cash flow conversion to exceed 90%, demonstrating effective cash flow management that will facilitate further investments and shareholder returns, reinforcing its financial stability.
See More
Gates Industrial Reports 2025 Financial Results with Increased Net Income
- Performance Growth: Gates Industrial reported a net income of $251.4 million for 2025, up 28.8% from $194.9 million in 2024, demonstrating strong performance amid uncertain demand conditions, which enhances investor confidence.
- Earnings Per Share Increase: The company achieved an earnings per share of $0.20 in Q4, a 42.9% increase from $0.14 in the same quarter last year, reflecting a significant improvement in profitability that is likely to attract more investor interest.
- Strong Cash Flow: In 2025, Gates generated $478.1 million in cash from operating activities, a 26.0% increase from $379.6 million in 2024, providing a solid foundation for future capital investments and shareholder returns.
- Optimistic 2026 Outlook: The company expresses optimism regarding its financial outlook for 2026, anticipating continued long-term value creation through strategic investments and cost management, further solidifying its market position.
See More
Gates Industrial to Release Q4 Earnings on February 12, 2026
- Earnings Release Schedule: Gates Industrial will issue its fourth-quarter earnings report before the market opens on February 12, 2026, with management hosting a webcast and conference call at 10:00 a.m. Eastern Time to discuss financial results.
- Conference Call Access: An audio replay of the conference call will be available from approximately 1:00 p.m. Eastern Time on February 12, 2026, until 11:59 p.m. Eastern Time on February 19, 2026, accessible domestically at (800) 770-2030 and internationally at +1 (647) 362-9199, using passcode 5772067.
- Company Overview: Gates Industrial is a global manufacturer of innovative power transmission and fluid power solutions, with products essential across various industrial and consumer markets, from harsh environments to everyday applications.
- Global Market Reach: Gates products are sold in over 130 countries across four commercial regions: the Americas, Europe, Middle East & Africa, Greater China, and East Asia & India, demonstrating strong market penetration capabilities.
See More
Gates Industrial to Release Q4 2025 Earnings on February 12, 2026
- Earnings Release Schedule: Gates Industrial will issue its Q4 2025 earnings report before market open on February 12, 2026, highlighting the company's performance in the global power transmission and fluid power solutions sector.
- Management Conference Call: A webcast and conference call will be held at 10:00 a.m. Eastern Time on the same day, where management will discuss financial results in detail, enhancing investor confidence in the company's future prospects.
- Conference Call Access: Investors can join the call by dialing (888) 414-4601 (domestic) or +1 (646) 960-0313 (international), ensuring broad investor participation and transparency in communications.
- Audio Replay Service: An audio replay of the conference call will be available from 1:00 p.m. on February 12 until 11:59 p.m. on February 19, allowing investors who cannot attend live to access key information, thereby improving accessibility and transparency.
See More
Celsius Holdings (CELH) Options Volume Hits 34,690 Contracts, Significantly Exceeding Daily Average
- Active Options Trading: Celsius Holdings has seen an options trading volume of 34,690 contracts today, equivalent to approximately 3.5 million shares, indicating a significant 76.5% of its average daily trading volume over the past month.
- High Demand Options: Notably, the $50 strike call option expiring on January 16, 2026, has traded 7,192 contracts today, representing about 719,200 underlying shares, reflecting strong market interest at this price point.
- Gates Industrial Options Performance: In parallel, Gates Industrial Corp's options volume reached 14,642 contracts, approximately 1.5 million shares, which is 75.3% of its average daily trading volume over the past month, indicating notable market attention towards this company.
- High Demand Strike Price: The $22 strike call option for Gates has seen a trading volume of 8,502 contracts today, representing around 850,200 shares, showcasing bullish expectations from investors at this strike price.
See More
Gates Industrial Reports Strong Q4 2025 Earnings with Growth in Key Segments
- Earnings Growth: Gates Industrial's adjusted EPS for Q4 2025 rose by 9% to $0.38, with sales reaching $856 million and nearly 1% core growth, demonstrating resilience in a challenging market environment.
- Strong Personal Mobility Segment: The Personal Mobility business achieved over 25% core growth in 2025, driving overall performance and indicating long-term growth potential and accelerating market demand in this sector.
- Share Repurchase Program: The company repurchased over $100 million of its shares in Q4, reflecting management's confidence in the company's valuation while providing capital returns to shareholders, thereby enhancing investor confidence.
- Optimistic Future Outlook: Management projects core sales growth between 1% and 4% for 2026, and despite cost pressures from ERP transition and footprint optimization, they maintain a cautiously optimistic stance on market recovery.
See More
Gates Industrial Issues 2026 Financial Guidance with Q4 Earnings Beat
- Earnings Beat: Gates Industrial reported Q4 non-GAAP EPS of $0.38, beating expectations by $0.01, with revenue of $856.2 million reflecting a 3.2% year-over-year increase, surpassing estimates by $2.85 million, indicating robust market performance.
- 2026 Financial Guidance: The company anticipates core sales growth between 1% and 4%, with adjusted EBITDA projected at $775 million to $835 million and adjusted EPS expected to range from $1.52 to $1.68, slightly below the consensus of $1.58, reflecting a cautious outlook on future growth.
- Capital Expenditure Plans: Gates plans approximately $120 million in capital expenditures for 2026, aimed at supporting long-term growth strategies and enhancing market competitiveness, which is crucial for sustaining operational efficiency.
- Strong Cash Flow Performance: The company expects free cash flow conversion to exceed 90%, demonstrating effective cash flow management that will facilitate further investments and shareholder returns, reinforcing its financial stability.
See More
Gates Industrial Reports 2025 Financial Results with Increased Net Income
- Performance Growth: Gates Industrial reported a net income of $251.4 million for 2025, up 28.8% from $194.9 million in 2024, demonstrating strong performance amid uncertain demand conditions, which enhances investor confidence.
- Earnings Per Share Increase: The company achieved an earnings per share of $0.20 in Q4, a 42.9% increase from $0.14 in the same quarter last year, reflecting a significant improvement in profitability that is likely to attract more investor interest.
- Strong Cash Flow: In 2025, Gates generated $478.1 million in cash from operating activities, a 26.0% increase from $379.6 million in 2024, providing a solid foundation for future capital investments and shareholder returns.
- Optimistic 2026 Outlook: The company expresses optimism regarding its financial outlook for 2026, anticipating continued long-term value creation through strategic investments and cost management, further solidifying its market position.
See More
Gates Industrial to Release Q4 Earnings on February 12, 2026
- Earnings Release Schedule: Gates Industrial will issue its fourth-quarter earnings report before the market opens on February 12, 2026, with management hosting a webcast and conference call at 10:00 a.m. Eastern Time to discuss financial results.
- Conference Call Access: An audio replay of the conference call will be available from approximately 1:00 p.m. Eastern Time on February 12, 2026, until 11:59 p.m. Eastern Time on February 19, 2026, accessible domestically at (800) 770-2030 and internationally at +1 (647) 362-9199, using passcode 5772067.
- Company Overview: Gates Industrial is a global manufacturer of innovative power transmission and fluid power solutions, with products essential across various industrial and consumer markets, from harsh environments to everyday applications.
- Global Market Reach: Gates products are sold in over 130 countries across four commercial regions: the Americas, Europe, Middle East & Africa, Greater China, and East Asia & India, demonstrating strong market penetration capabilities.
See More
Gates Industrial to Release Q4 2025 Earnings on February 12, 2026
- Earnings Release Schedule: Gates Industrial will issue its Q4 2025 earnings report before market open on February 12, 2026, highlighting the company's performance in the global power transmission and fluid power solutions sector.
- Management Conference Call: A webcast and conference call will be held at 10:00 a.m. Eastern Time on the same day, where management will discuss financial results in detail, enhancing investor confidence in the company's future prospects.
- Conference Call Access: Investors can join the call by dialing (888) 414-4601 (domestic) or +1 (646) 960-0313 (international), ensuring broad investor participation and transparency in communications.
- Audio Replay Service: An audio replay of the conference call will be available from 1:00 p.m. on February 12 until 11:59 p.m. on February 19, allowing investors who cannot attend live to access key information, thereby improving accessibility and transparency.
See More
Celsius Holdings (CELH) Options Volume Hits 34,690 Contracts, Significantly Exceeding Daily Average
- Active Options Trading: Celsius Holdings has seen an options trading volume of 34,690 contracts today, equivalent to approximately 3.5 million shares, indicating a significant 76.5% of its average daily trading volume over the past month.
- High Demand Options: Notably, the $50 strike call option expiring on January 16, 2026, has traded 7,192 contracts today, representing about 719,200 underlying shares, reflecting strong market interest at this price point.
- Gates Industrial Options Performance: In parallel, Gates Industrial Corp's options volume reached 14,642 contracts, approximately 1.5 million shares, which is 75.3% of its average daily trading volume over the past month, indicating notable market attention towards this company.
- High Demand Strike Price: The $22 strike call option for Gates has seen a trading volume of 8,502 contracts today, representing around 850,200 shares, showcasing bullish expectations from investors at this strike price.
See More
