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What smart money is saying about Gates Industrial Corporation plcUnited States flag

GTES · Industrials · Industrial - Machinery · Market cap $5.66B

2 funds in our archive have pitched Gates Industrial Corporation plc — most recently The London Company Small Cap in December 2025.

Company profile

Gates Industrial Corporation plc manufactures and sells engineered power transmission and fluid power solutions worldwide. It operates in two segments, Power Transmission and Fluid Power. The company offers synchronous or asynchronous belts, including V-belts, CVT belts, and Micro-V belts, as well as related components, such as sprockets, pulleys, water pumps, tensioners, or other accessories; solutions for stationary and mobile drives, engine systems, personal mobility, and vertical lifts application platforms; metal drive components; and kits for automotive replacement channels. It also provides fluid power solutions comprising stationary hydraulics, mobile hydraulics, engine systems, and other industrial application platforms; and hydraulics, including hoses, tubing, and fittings, as well as assemblies. The company serves construction, agriculture, energy and resources, automotive, transportation, mobility and recreation, consumer products, and various industrial applications, such as automated manufacturing and logistics systems. It sells its engineered products under the Gates brand. The company offers its products to replacement channel customers, as well as to original equipment manufacturers. Gates Industrial Corporation plc was founded in 1911 and is headquartered in Denver, Colorado.

Fund coverage · 2 theses

  • The London Company Small Cap
    December 2025

    Gates Industrial Corporation plc is positioned for strong earnings growth supported by secular tailwinds like electrification and operational improvements despite near-term margin pressure.

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  • Heartland Value Plus Fund
    June 2025

    Gates Industrial Corporation plc (GTES) is a well-positioned small-cap manufacturer benefiting from strong replacement demand and ongoing cost optimization, making it an attractive investment despite recent tariff concerns.

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