{"slug":"ametek","name":"아메텍","name_en":"AMETEK, Inc.","ticker":"AME","updated_at":"2026-09-11T22:22:34.230712+00:00","canonical":"https://valuechain.wiki/ametek","citable":"밸류체인 그래프 기준 아메텍의 직접 연결 기업은 2곳(관계 기준 공급 0·매출 2)이고, 사슬을 2차까지 넓히면 7곳에 닿는다. 링크의 근거 출처는 8건이며 그중 1차공시가 3건이다 (valuechain.wiki, 2026-09-11 기준).","citable_en":"Per the valuechain.wiki graph, AMETEK, Inc. is directly linked to 2 companies (0 supply, 2 revenue relationships) and reaches 7 companies within two hops; the links are backed by 8 dated sources, 3 of them primary filings (as of 2026-09-11).","kicker":"정밀 계측·항공 부품사","kicker_en":"Precision instruments and aerospace systems","lead":"아메텍은 공정·분석 계측, 항공우주·전력 계측, 자동화·엔지니어링 솔루션을 판매한다. 반도체와 전자부품, 금속·강재 및 외부 전문 서비스를 조달하고, 인수로 정밀 측정 포트폴리오를 넓힌다.","lead_en":"AMETEK sells process and analytical instruments, aerospace and power instrumentation, and automation and engineered solutions. It buys semiconductors, electronic components, metals, steel parts, and professional services while expanding its precision-measurement portfolio through acquisitions.","categories":[{"key":"industrial-sensing-test","ko":"산업 센싱·계측","en":"Industrial Sensing & Test","theme":"industrial-automation","theme_ko":"산업자동화·로봇","theme_en":"Industrial Automation & Robotics","theme_kind":"chain","primary":true}],"segments":{"parts":[{"name":"공정·분석 계측","note":"FY2025 매출 $3,464,289,000"},{"name":"항공우주·전력","note":"FY2025 매출 $2,187,172,000"},{"name":"자동화·엔지니어링 솔루션","note":"FY2025 매출 $1,749,655,000"}],"total":"$7,401,116,000 (FY2025)","track":"C"},"segments_en":{"parts":[{"name":"Process and analytical instrumentation","note":"FY2025 revenue of $3,464,289,000"},{"name":"Aerospace and power","note":"FY2025 revenue of $2,187,172,000"},{"name":"Automation and engineered solutions","note":"FY2025 revenue of $1,749,655,000"}],"total":"$7,401,116,000 (FY2025)"},"returns_yearly":{"2021":22.3,"2022":-4.3,"2023":18.8,"2024":10,"2025":14.7,"2026":16.1},"return_asof":"2026-09-04","value_chain":{"leading":[{"slug":"w-w-grainger","name":"W. W. 그레인저","name_en":"W. W. Grainger","tier":3,"returns_yearly":{"2021":28.8,"2022":8.7,"2023":50.5,"2024":28.2,"2025":-3.4,"2026":32}},{"slug":"williams-sonoma","name":"윌리엄스 소노마","name_en":"Williams-Sonoma, Inc.","tier":3,"returns_yearly":{"2021":68.6,"2022":-30.5,"2023":80.2,"2024":86.6,"2025":-2.1,"2026":28.7}},{"slug":"delta-air-lines","name":"델타항공","name_en":"Delta Air Lines","tier":3,"returns_yearly":{"2021":-2.8,"2022":-15.9,"2023":23,"2024":52,"2025":16.1,"2026":19.3}},{"slug":"jpmorgan-chase","name":"JPMorgan Chase","name_en":"JPMorgan Chase","tier":3,"returns_yearly":{"2021":27.7,"2022":-12.6,"2023":30.6,"2024":44.3,"2025":37.3,"2026":12.9}},{"slug":"amazon","name":"아마존","name_en":"Amazon","tier":3,"returns_yearly":{"2021":2.4,"2022":-49.6,"2023":80.9,"2024":44.4,"2025":5.2,"2026":12}},{"slug":"autozone","name":"오토존","name_en":"AutoZone","tier":3,"returns_yearly":{"2021":76.8,"2022":17.6,"2023":4.8,"2024":23.8,"2025":5.9,"2026":-12}},{"slug":"viasat","name":"바이어샛","name_en":"Viasat","tier":2,"returns_yearly":{"2021":36.4,"2022":-28.9,"2023":-11.7,"2024":-69.6,"2025":304.9,"2026":109}},{"slug":"fedex","name":"페덱스","name_en":"FedEx","tier":2,"returns_yearly":{"2021":0.7,"2022":-31.6,"2023":49.1,"2024":13.5,"2025":5.1,"2026":39.6}},{"slug":"united-parcel-service","name":"유나이티드 파셀 서비스","name_en":"United Parcel Service, Inc.","tier":2,"returns_yearly":{"2021":30,"2022":-16.2,"2023":-6,"2024":-15.9,"2025":-15.9,"2026":8}},{"slug":"united-airlines-holdings","name":"유나이티드항공","name_en":"United Airlines Holdings, Inc.","tier":2,"returns_yearly":{"2021":1.2,"2022":-13.9,"2023":9.4,"2024":135.3,"2025":15.2,"2026":-3.9}},{"slug":"ses","name":"SES","name_en":"SES S.A.","tier":2,"returns_yearly":{"2021":2.8,"2022":10.6,"2023":-13,"2024":-36,"2025":141.5,"2026":-43.7}},{"slug":"boeing","name":"보잉","name_en":"Boeing","tier":1,"returns_yearly":{"2021":-6,"2022":-5.4,"2023":36.8,"2024":-32.1,"2025":22.7,"2026":-2.2}},{"slug":"leonardo","name":"Leonardo","name_en":"Leonardo S.p.A.","tier":1,"returns_yearly":{"2021":11.3,"2022":50.3,"2023":73.6,"2024":89.1,"2025":88.1,"2026":-9.3}}],"benefiting":[],"analysis":"정밀 계측·항공 부품사 기업. 최근 몇 년간 견조한 상승이 이어졌고 2026년 +16.1%다. 본주(+16.1%)와 수요단(평균 -5.7%)이 같은 보폭으로 움직인다. 연결 노드 중 가장 앞선 곳은 보잉(-2.2%), 가장 처진 곳은 레오나르도(-9.3%)다. 격차가 사슬 논리로 설명되면 후자가 다음 전파 후보이고, 설명되지 않으면 그 연결 자체를 다시 봐야 한다.","analysis_en":"AMETEK, Inc. operates across Precision instruments and aerospace systems. It stayed steadily positive in recent years and is +16.1% in 2026. The stock (+16.1%) and its demand side (avg -5.7%) are moving in step. Among connected nodes the furthest ahead is Boeing (-2.2%) and the furthest behind is Leonardo S.p.A. (-9.3%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It buys semiconductors, electronic components, metals, steel parts, and professional services while expanding its precision-measurement portfolio through acquisitions.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"FARO Technologies","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2025-07-21","basis":"FARO Technologies 인수 대가, 취득 현금 차감 후 근사치","value":920000000,"period":"2025 acquisition","basis_en":"Approximate FARO Technologies acquisition consideration, net of cash acquired","qualifier":null},"note":"아메텍은 2025년 7월 FARO Technologies를 주당 44달러, 취득 현금 차감 후 약 9억2000만달러에 인수했다. FARO는 아메텍 전자계측그룹의 초정밀 기술 사업부에 편입됐다.","note_en":"AMETEK acquired FARO Technologies in July 2025 for $44 per share in cash, or about $920 million net of cash acquired. FARO joined AMETEK's Ultra Precision Technologies Division within EIG.","sources":[{"stance":"confirms","publisher":"Delancey Street Partners","publisher_en":"Delancey Street Partners","kind":"research","lang":"en","published_at":"2026-02-01","url":"https://www.delanceystreetpartners.com/wp-content/uploads/2026/02/DSP-Industrial-Technology-2025-Year-in-Review.pdf","title":"산업기술 2025년 리뷰","title_en":"Industrial Technology 2025 Year in Review","excerpt":"M&A 보고서는 아메텍이 2025년 7월 FARO를 약 9억2000만달러의 기업가치로 인수했다고 분석했다.","excerpt_en":"In July 2025, AMETEK completed the acquisition of FARO Technologies for an enterprise value of approximately $920.0 million."},{"stance":"confirms","publisher":"캐드앤그래픽스","publisher_en":"CAD&Graphics","kind":"news","lang":"ko","published_at":"2025-07-28","url":"https://www.cadgraphics.co.kr/newsview.php?catecode=2&num=77038&pages=news&sub=news01","title":"아메텍, 파로 테크놀로지스 인수 완료와 함께 3D 측정 기술 강화","title_en":"AMETEK Strengthens 3D Measurement Technology After Completing FARO Technologies Acquisition","excerpt":"인수 금액은 주당 현금 44달러로, 인수 현금을 제외한 총인수가는 약 9억 2000만 달러에 이른다.","excerpt_en":"The cash offer was $44 per share, valuing the acquisition at approximately $920 million net of acquired cash."},{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-07-21","url":"https://www.sec.gov/Archives/edgar/data/1037868/000103786825000053/exhibit991faroclosing72125.htm","title":"AMETEK, FARO Technologies 인수 완료","title_en":"AMETEK Completes Acquisition of FARO Technologies","excerpt":"아메텍은 FARO를 주당 현금 44달러, 취득 현금 차감 후 약 9억2000만달러에 인수했다고 밝혔다.","excerpt_en":"AMETEK completed its acquisition of FARO Technologies for $44.00 per share in cash, or approximately $920 million, net of cash acquired."}]},{"direction":"cost","counterparty":"기초금속·철강 부품 공급사(복수)","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-17","basis":"기초금속·철강 부품 공급사별 조달액","value":null,"period":"FY2025","basis_en":"Procurement spend by base-metal and steel-component supplier","qualifier":"confirmed_no_disclosed_value"},"note":"아메텍의 전자기계그룹은 기초금속과 일부 철강 부품을 제한된 수의 공급사에서 조달한다. 공급사별 거래액은 공개되지 않았다.","note_en":"AMETEK's Electromechanical Group sources base metals and certain steel components from a limited number of suppliers. Spend by supplier is not disclosed.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-17","url":"https://www.sec.gov/Archives/edgar/data/1037868/000103786826000016/ame-20251231.htm","title":"AMETEK 2025 회계연도 10-K","title_en":"AMETEK INC/ 10-K (2026-02-17)","excerpt":"전자기계그룹의 기초금속과 일부 철강 부품은 제한된 수의 공급사에서만 조달할 수 있다.","excerpt_en":"For EMG, however, certain items, including various base metals and certain steel components, are available from only a limited number of suppliers."}]},{"direction":"cost","counterparty":"Assent","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-05-19","basis":"Assent 공급망 실사 서비스 대가","value":null,"period":"2025 production year","basis_en":"Fees for Assent supply-chain due-diligence services","qualifier":"confirmed_no_disclosed_value"},"note":"아메텍은 2025년 생산분의 분쟁광물 공급망 조사와 위험 평가를 위해 Assent의 서비스와 플랫폼을 사용했다. 서비스 대가는 공개되지 않았다.","note_en":"AMETEK used Assent's services and platform for conflict-minerals supply-chain surveys and risk assessment covering 2025 production. The service fee is not disclosed.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-05-19","url":"https://www.sec.gov/Archives/edgar/data/1037868/000103786826000160/formsdexhibit1012025.htm","title":"AMETEK 2025년 분쟁광물 보고서","title_en":"AMETEK Conflict Minerals Report for 2025","excerpt":"아메텍은 2025년 생산분의 3TG 공급망 정보 평가와 위험 식별을 지원하도록 Assent를 계속 고용했다.","excerpt_en":"For the 2025 production year, AMETEK continued to employ Assent to assist with evaluating supply chain information regarding 3TGs."}]},{"direction":"revenue","counterparty":"보잉","counterparty_slug":"boeing","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2026-02-17","basis":"보잉 대상 매출액","value":null,"period":"FY2025","basis_en":"Revenue attributable to Boeing","qualifier":"confirmed_no_disclosed_value"},"note":"아메텍의 항공우주 사업은 보잉 항공기에 전력·구동·센서·특수금속 제품을 공급한다. 고객별 매출액과 비중은 공개되지 않았다.","note_en":"AMETEK's aerospace businesses supply power, motion-control, sensor, and specialty-metal products for Boeing aircraft. Revenue and share attributable to Boeing are not disclosed.","sources":[{"stance":"confirms","publisher":"Aviation Outlook","publisher_en":"Aviation Outlook","kind":"analysis","lang":"en","published_at":"2026-04-30","url":"https://www.aviationoutlook.com/p/ametek-company-analysis-outlook-report","title":"AMETEK 기업 분석 및 전망 보고서 2026","title_en":"AMETEK - Company Analysis and Outlook Report 2026","excerpt":"분석은 보잉과 에어버스의 생산량 회복을 아메텍 항공우주 매출의 수요 요인으로 제시한다.","excerpt_en":"Higher commercial OEM build rates at Boeing and Airbus."},{"stance":"mentions","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-17","url":"https://www.sec.gov/Archives/edgar/data/1037868/000103786826000016/ame-20251231.htm","title":"AMETEK 2025 회계연도 10-K","title_en":"AMETEK INC/ 10-K (2026-02-17)","excerpt":"아메텍은 세계 주요 상업·군용 항공기 및 엔진 제조사와 장기 관계를 맺고 있다고 공시했다.","excerpt_en":"AMETEK has long-standing relationships with the world's leading commercial and military aircraft, jet engine and original equipment manufacturers."},{"stance":"confirms","publisher":"AMETEK 항공우주·방위","publisher_en":"AMETEK Aerospace & Defense","kind":"ir","lang":"en","published_at":"2025-01-01","url":"https://www.ametekpds.com/-/media/ametekpds/datasheets-pdf/2025-ad-brochure.pdf?hash=7D46BBB75266CD93C66F4BB59D990936&la=en&revision=cc2d3d10-ab18-4ba3-9de9-359944eede64","title":"복잡한 항공우주 과제 해결","title_en":"Solving Complex Aerospace Challenges","excerpt":"2025년 항공우주 자료는 보잉을 특수금속 제품의 고객 승인 대상에 포함한다.","excerpt_en":"Aerospace customer approvals include: Airbus, Boeing, Bombardier, Embraer, GE Aviation, Liebherr, Lockheed Martin, Raytheon, Rolls-Royce, SNECMA-SAFRAN, UTC."}]},{"direction":"revenue","counterparty":"Leonardo","counterparty_slug":"leonardo","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2026-02-06","basis":"Leonardo 대상 매출액","value":null,"period":"2026 approved-supplier list","basis_en":"Revenue attributable to Leonardo","qualifier":"confirmed_no_disclosed_value"},"note":"Leonardo의 2026년 승인 공급사 명단에는 아메텍의 항공우주 제조·정비·시험 법인이 여러 곳 등재돼 있다. 상대별 거래액은 공개되지 않았다.","note_en":"Leonardo's 2026 approved-supplier list includes multiple AMETEK aerospace manufacturing, maintenance, and laboratory entities. Transaction value is not disclosed.","sources":[{"stance":"confirms","publisher":"Leonardo","publisher_en":"Leonardo S.p.A.","kind":"ir","lang":"en","published_at":"2026-02-06","url":"https://www.leonardo.com/documents/15646808/16759780/Approved%2BSupplier%2BList_full_06_02_26.pdf/10c37e3e-dd36-3c5a-f847-1123b61e9f4a?t=1770389907719","title":"승인 공급사 명단","title_en":"Approved Supplier List","excerpt":"Leonardo는 AMETEK Aerospace & Defense를 제조·정비 공급사로, AMETEK S.R.L.을 시험기관으로 등재했다.","excerpt_en":"AMETEK AEROSPACE & DEFENSE: manufacturer and maintenance; AMETEK S.R.L.: laboratories."}]}]}