{
  "report_id": "security_ame",
  "report_type": "security_detail",
  "site_path": "securities/ame/index.html",
  "title": "AME - AMETEK Operating Console",
  "ticker": "AME",
  "company": "AMETEK",
  "as_of": "2026-07-04T17:26:59.231168Z",
  "generated_at": "2026-07-05T08:58:59Z",
  "summary": "Static report-layer operating console projection of the canonical AME knowledge lane with a live selected-security chart module, KPI strip, source-routed proof blocks, exposure cards, guidance tests, trigger board, risk punch cards, diagnostics, and official filing links.",
  "boundaries": {
    "canonical_research_storage": "../../../knowledge/wiki/lanes/security/ame.md",
    "report_role": "Readable projection, routing surface, and chart host only.",
    "discovery_policy": "Read local report API outputs only; do not mutate discovery from this page.",
    "chart_rules_policy": "Persisted chart overlays and plan rules remain in assets/chart-level-rules.js.",
    "portfolio_policy": "No portfolio action, sizing, buy/sell recommendation, or trade instruction is stored in this report."
  },
  "freshness": {
    "knowledge_lane_reviewed_as_of": "2026-07-04T17:26:59.231168Z",
    "latest_research_run_id": "security_refresh_next50_clean_20260704",
    "market_data_in_lane_as_of": "2026-07-02",
    "web_links_checked_as_of": "2026-07-05",
    "chart_data_as_of": "latest available from /api/securities/AME/chart",
    "latest_source_diagnostics": {
      "has_stale_sources": true,
      "missing_required_source_ids": [
        "last_four_earnings_call_transcripts",
        "rating_agency_reports",
        "full_peer_filing_and_call_set",
        "current_consensus_estimates",
        "institutional_13f_local_coverage",
        "indicor_pro_forma_economics"
      ],
      "source_count": 13,
      "stale_source_ref_ids": [
        "src_local_discovery_status"
      ],
      "diagnostic_gaps": [
        "Full last-four-quarter earnings-call transcripts were not retrieved.",
        "Peer filings, peer calls, and a complete peer valuation table were not normalized.",
        "Rating-agency reports were not retrieved.",
        "Local institutional 13F coverage for AME was absent.",
        "Indicor pro forma margins, purchase-accounting effects, integration costs, leverage, and return profile are not yet reported."
      ]
    },
    "limitations": [
      "The dashboard summarizes the filed AME lane rather than refreshing canonical research.",
      "Operating evidence remains anchored to the latest paired AME source projections generated July 4, 2026.",
      "Market valuation, price, short-interest, and return values are sourced from the lane's local market-data snapshot through July 2, 2026.",
      "Live price and market-cap values resolve only when the local report API is running.",
      "Official web links were checked on July 5, 2026 only to route filings and IR context; they do not replace the canonical knowledge lane.",
      "The page does not store chart overlay definitions, page-specific trigger prices, or portfolio instructions."
    ]
  },
  "source_trail": {
    "canonical_knowledge_lane": "../../../knowledge/wiki/lanes/security/ame.md",
    "profile_source_id": "security_profile__ame__security_refresh_next50_clean_20260704",
    "research_source_id": "security_research__ame__security_refresh_next50_clean_20260704",
    "latest_profile_output": "../../../knowledge/raw/sources/security_profile__ame__security_refresh_next50_clean_20260704/output.md",
    "latest_profile_output_json": "../../../knowledge/raw/sources/security_profile__ame__security_refresh_next50_clean_20260704/output.json",
    "latest_profile_manifest": "../../../knowledge/raw/sources/security_profile__ame__security_refresh_next50_clean_20260704/source.json",
    "latest_profile_output_hash": "sha256:5430a1360018bf4d63bd9e7249cc1fd3738f29c911d2ae2e161b2c31b41d2ff6",
    "latest_research_output": "../../../knowledge/raw/sources/security_research__ame__security_refresh_next50_clean_20260704/output.md",
    "latest_research_output_json": "../../../knowledge/raw/sources/security_research__ame__security_refresh_next50_clean_20260704/output.json",
    "latest_research_manifest": "../../../knowledge/raw/sources/security_research__ame__security_refresh_next50_clean_20260704/source.json",
    "latest_research_output_hash": "sha256:86dc0c93dc576fbea80918eb821b4aa8ff96cf058532faae0d41da87affa16ab",
    "profile_generated_at_utc": "2026-07-04T17:26:59.231168Z",
    "profile_exported_at_utc": "2026-07-05T04:36:12Z",
    "research_generated_at_utc": "2026-07-04T17:26:59Z",
    "research_exported_at_utc": "2026-07-05T04:36:12Z",
    "profile_used_reused_inputs": true,
    "research_used_reused_inputs": false,
    "run_id": "security_refresh_next50_clean_20260704",
    "child_id": "ame",
    "upstream_hashes": {
      "security_research": "86dc0c93dc576fbea80918eb821b4aa8ff96cf058532faae0d41da87affa16ab",
      "sector_context_industrials": "c9ad5a56d820af3a96eaaf0539ee5edc4507cd25cd16054a98278abe7e6c5721"
    },
    "source_claims_projected": [
      "claim_q1_growth_quality",
      "claim_eig_engine",
      "claim_emg_margin_recovery",
      "claim_cash_conversion",
      "claim_indicor_reframes_story",
      "claim_balance_sheet_shift",
      "claim_guidance_positive",
      "claim_non_gaap_dependence",
      "claim_market_prices_quality",
      "claim_ownership_flows_low_short"
    ],
    "source_evidence_ids_projected": [
      "ev_identity",
      "ev_q1_2026_income",
      "ev_q1_2026_release",
      "ev_q1_2026_segments",
      "ev_q1_2026_cash_flow",
      "ev_q1_2026_balance_sheet",
      "ev_fy2025_income",
      "ev_fy2025_cash_flow",
      "ev_fy2025_segments",
      "ev_fy2025_debt_stack",
      "ev_q1_2026_guidance",
      "ev_indicor_deal",
      "ev_first_aviation_deal",
      "ev_indicor_term_loan",
      "ev_proxy_business_model",
      "ev_proxy_ownership",
      "ev_recent_insider",
      "ev_short_interest",
      "ev_market_price",
      "ev_market_returns"
    ],
    "profile_object_ids_projected": [
      "cp_orders_backlog_conversion",
      "cp_cost_pass_through_margin",
      "cp_rates_indicor_financing",
      "cp_trade_hormuz_supply_chain",
      "cp_aero_defense_mro",
      "fc_revenue_growth",
      "fc_margin_quality",
      "fc_cash_leverage",
      "fc_valuation_expectations",
      "kpi_sales_growth",
      "kpi_orders_backlog",
      "kpi_operating_margin",
      "kpi_fcf_conversion",
      "kpi_pro_forma_leverage",
      "risk_indicor_execution",
      "risk_premium_multiple",
      "risk_cost_and_supply",
      "risk_adjusted_quality",
      "ku_indicor_proforma",
      "ku_transcripts",
      "ku_peer_depth",
      "ku_inflation_breadth",
      "ku_policy_liquidity_path",
      "ku_hormuz_durability",
      "scn_base_quality_execution_with_indicor_test",
      "scn_upside_broadening_orders_clean_indicor",
      "scn_downside_indicor_financing_slippage",
      "scn_downside_cost_funding_stress",
      "trig_confirm_backlog_conversion",
      "trig_weaken_orders_backlog",
      "trig_confirm_indicor_deleveraging",
      "trig_invalidate_indicor_economics",
      "trig_watch_cost_pass_through",
      "trig_invalidate_adjusted_quality",
      "trig_confirm_aero_mro_support"
    ],
    "source_refs_projected": [
      "src_sec_submissions",
      "src_q1_2026_10q",
      "src_2025_10k",
      "src_2024_10k",
      "src_q1_2026_earnings_release",
      "src_2026_proxy",
      "src_indicor_8k",
      "src_first_aviation_8k",
      "src_indicor_term_loan",
      "src_recent_rule144",
      "src_local_discovery_status",
      "src_local_daily_prices",
      "src_local_flows"
    ],
    "source_ref_urls": {
      "src_sec_submissions": "https://data.sec.gov/submissions/CIK0001037868.json",
      "src_q1_2026_10q": "https://www.sec.gov/Archives/edgar/data/1037868/000103786826000144/ame-20260331.htm",
      "src_2025_10k": "https://www.sec.gov/Archives/edgar/data/1037868/000103786826000016/ame-20251231.htm",
      "src_2024_10k": "https://www.sec.gov/Archives/edgar/data/1037868/000103786825000012/ame-20241231.htm",
      "src_q1_2026_earnings_release": "https://www.sec.gov/Archives/edgar/data/1037868/000103786826000141/ametek8kexhibit99104302026.htm",
      "src_2026_proxy": "https://www.sec.gov/Archives/edgar/data/1037868/000103786826000062/ame-20260311.htm",
      "src_indicor_8k": "https://www.sec.gov/Archives/edgar/data/1037868/000103786826000146/exhibit-991projectivy5626.htm",
      "src_first_aviation_8k": "https://www.sec.gov/Archives/edgar/data/1037868/000103786826000163/exhibit-991firstaviation52.htm",
      "src_indicor_term_loan": "https://www.sec.gov/Archives/edgar/data/1037868/000103786826000166/exhibit102ametek-termloanc.htm",
      "src_recent_rule144": "https://www.sec.gov/Archives/edgar/data/1037868/000192109426000349/xsl144X01/primary_doc.xml"
    },
    "local_chart_endpoints": [
      "/api/securities/AME/chart?frequency=daily&window=9m&as_of=latest",
      "/api/securities/AME/chart?frequency=weekly&window=5y&as_of=latest"
    ],
    "route_registry_route": "../../assets/security-page-routes.js#AME",
    "chart_level_registry_route": "../../assets/chart-level-rules.js#AME",
    "fallback_chart_route": "../index.html?ticker=AME",
    "raw_source_file_presence": {
      "profile": {
        "source_id": "security_profile__ame__security_refresh_next50_clean_20260704",
        "exists": true,
        "output_md": true,
        "output_json": true,
        "source_json": true,
        "output_json_size_bytes": 47598,
        "run_id": "security_refresh_next50_clean_20260704",
        "child_id": "ame",
        "generated_at_utc": "2026-07-04T17:26:59.231168Z",
        "exported_at_utc": "2026-07-05T04:36:12Z"
      },
      "research": {
        "source_id": "security_research__ame__security_refresh_next50_clean_20260704",
        "exists": true,
        "output_md": true,
        "output_json": true,
        "source_json": true,
        "output_json_size_bytes": 54200,
        "run_id": "security_refresh_next50_clean_20260704",
        "child_id": "ame",
        "generated_at_utc": "2026-07-04T17:26:59Z",
        "exported_at_utc": "2026-07-05T04:36:12Z"
      }
    }
  },
  "web_source_trail": {
    "checked_at": "2026-07-05",
    "official_links": [
      {
        "label": "AMETEK investor relations",
        "url": "https://investors.ametek.com/",
        "publication_date": null,
        "checked_at": "2026-07-05",
        "dated_note": "IR overview page checked 2026-07-05; it links to news, quarterly results, SEC filings, analyst coverage, and the April 2026 investor presentation."
      },
      {
        "label": "AMETEK Q1 2026 earnings release",
        "url": "https://investors.ametek.com/news-releases/news-release-details/ametek-announces-record-first-quarter-2026-results-and-raises",
        "publication_date": "2026-04-30",
        "checked_at": "2026-07-05",
        "dated_note": "Release dated 2026-04-30; it reports Q1 sales of $1.93B, adjusted EPS of $1.97, adjusted operating margin of 26.8%, record orders up 23%, and raised FY2026 adjusted EPS guidance of $7.94-$8.14."
      },
      {
        "label": "AMETEK IR SEC filings",
        "url": "https://investors.ametek.com/financial-information/sec-filings",
        "publication_date": null,
        "checked_at": "2026-07-05",
        "dated_note": "Company-hosted filings page checked 2026-07-05; first-page entries included a 2026-06-25 11-K and a 2026-06-12 8-K."
      },
      {
        "label": "AMETEK analyst coverage",
        "url": "https://investors.ametek.com/stock-information/analyst-coverage",
        "publication_date": null,
        "checked_at": "2026-07-05",
        "dated_note": "Official coverage list checked 2026-07-05; AMETEK listed 15 covering firms and disclaimed endorsement of analyst estimates."
      },
      {
        "label": "AMETEK April 2026 investor presentation",
        "url": "https://investors.ametek.com/static-files/3160f46e-4ebc-4b2e-9aa7-41b99686a7a3",
        "publication_date": "2026-04",
        "checked_at": "2026-07-05",
        "dated_note": "Presentation checked 2026-07-05; it describes AMETEK as a niche industrial technology company with about $7.5B of annual sales and summarizes Q1 2026 results."
      },
      {
        "label": "Q1 2026 Form 10-Q",
        "url": "https://www.sec.gov/Archives/edgar/data/1037868/000103786826000144/ame-20260331.htm",
        "publication_date": "2026-03-31",
        "checked_at": "2026-07-05",
        "dated_note": "SEC filing route for the quarterly period ended 2026-03-31; used in the lane for Q1 income statement, balance sheet, segment, and cash-flow data."
      },
      {
        "label": "FY2025 Form 10-K",
        "url": "https://www.sec.gov/Archives/edgar/data/1037868/000103786826000016/ame-20251231.htm",
        "publication_date": "2025-12-31",
        "checked_at": "2026-07-05",
        "dated_note": "SEC filing route for the fiscal year ended 2025-12-31; used in the lane for FY2025 income, cash flow, segments, debt stack, and business-model context."
      },
      {
        "label": "Indicor acquisition 8-K exhibit",
        "url": "https://www.sec.gov/Archives/edgar/data/1037868/000103786826000146/exhibit-991projectivy5626.htm",
        "publication_date": "2026-05-06",
        "checked_at": "2026-07-05",
        "dated_note": "SEC exhibit route for AMETEK's 2026-05-06 announcement of the roughly $5.0B Indicor Instrumentation acquisition."
      },
      {
        "label": "Indicor term loan agreement",
        "url": "https://www.sec.gov/Archives/edgar/data/1037868/000103786826000166/exhibit102ametek-termloanc.htm",
        "publication_date": "2026-06-09",
        "checked_at": "2026-07-05",
        "dated_note": "SEC exhibit route for the 2026-06-09 delayed-draw term loan agreement supporting the Indicor acquisition."
      },
      {
        "label": "First Aviation acquisition 8-K exhibit",
        "url": "https://www.sec.gov/Archives/edgar/data/1037868/000103786826000163/exhibit-991firstaviation52.htm",
        "publication_date": "2026-05-26",
        "checked_at": "2026-07-05",
        "dated_note": "SEC exhibit route for AMETEK's 2026-05-26 First Aviation Services acquisition announcement."
      }
    ],
    "street_view_items": [
      {
        "provider": "AMETEK investor relations",
        "url": "https://investors.ametek.com/stock-information/analyst-coverage",
        "as_of": "2026-07-05",
        "detail": "Official AMETEK analyst coverage page listed 15 covering firms; the page does not provide ratings or target prices and should not be treated as consensus."
      }
    ]
  },
  "chart": {
    "ticker": "AME",
    "initializer": "assets/report.js initializeSecurityChartPage reads data-security-ticker=\"AME\"",
    "api_required": true,
    "daily_endpoint": "/api/securities/AME/chart?frequency=daily&window=9m&as_of=latest",
    "weekly_endpoint": "/api/securities/AME/chart?frequency=weekly&window=5y&as_of=latest",
    "price_source": "Local report API backed by discovery daily_ohlc and derived weekly rows.",
    "instrument_source": "Local report API backed by discovery instruments.",
    "chart_level_registry_route": "../../assets/chart-level-rules.js#AME",
    "route_registry_route": "../../assets/security-page-routes.js#AME",
    "fallback_route": "../index.html?ticker=AME",
    "overlay_policy": "Do not store page-specific chart overlays in report.json or HTML."
  },
  "page_sections": [
    {
      "id": "selected-security",
      "title": "Selected-Security Chart",
      "role": "Live local API chart host and chart-rule attachment point."
    },
    {
      "id": "current-company-view",
      "title": "Current Company Proof Window",
      "role": "Setup, measured base, proof issue, valuation context, and next evidence."
    },
    {
      "id": "selected-security-trade-plan",
      "title": "Selected Security Trade Plan",
      "role": "Generated trade-plan host populated from shared chart-level rules when available."
    },
    {
      "id": "business-profile-exposure",
      "title": "Business Profile, Segments, And Exposure Map",
      "role": "Business model, segment map, acquisition exposure, and sector transmission channels."
    },
    {
      "id": "relative-value-drivers",
      "title": "Relative Value And Value Driver Board",
      "role": "Backlog, margin, cash conversion, and Indicor financing drivers."
    },
    {
      "id": "guidance-path",
      "title": "Guidance Path And Tests",
      "role": "Guidance credibility, confirmation tests, and warning tests."
    },
    {
      "id": "operating-evidence-kpis",
      "title": "Operating Evidence And KPIs",
      "role": "Sales, orders, margin, cash conversion, and leverage evidence tiles."
    },
    {
      "id": "financial-quality-capital-allocation",
      "title": "Financial Quality And Capital Ledger",
      "role": "Cash-backed earnings, low capex, buybacks, dividends, and acquisition funding."
    },
    {
      "id": "competitive-position",
      "title": "Competitive Position",
      "role": "What is proven versus what remains unproven around niche edge and acquisition returns."
    },
    {
      "id": "ownership-flows-valuation-street",
      "title": "Ownership, Flows, Valuation, And Street View",
      "role": "Official coverage, local market tape, valuation frame, ownership, and short-interest context."
    },
    {
      "id": "scenario-assessment",
      "title": "Scenario Assessment And Sensitivities",
      "role": "Base, upside, and downside paths from the profile projection."
    },
    {
      "id": "monitoring-triggers",
      "title": "Monitoring Trigger Stack",
      "role": "Next evidence checks for orders, margins, Indicor, and adjusted quality."
    },
    {
      "id": "risks-invalidations-quality-flags",
      "title": "Risks, Invalidations, And Quality Punch Cards",
      "role": "Indicor, premium multiple, cost/supply, adjusted quality, and source-gap risks."
    },
    {
      "id": "diagnostics-freshness-unknowns",
      "title": "Diagnostics, Freshness, And Known Unknowns",
      "role": "Source freshness, stale-source status, web check date, missing sources, and known unknowns."
    },
    {
      "id": "links-filings",
      "title": "Links, Filings, And Source Bay",
      "role": "Human-useful links to canonical lane, metadata, investor relations, SEC filings, and local chart endpoints."
    }
  ],
  "machine_provenance_limitations": [
    "Report JSON is a manual report-layer projection, not a canonical research refresh.",
    "Live chart values depend on the local report API and are not persisted in report.json.",
    "Chart overlays belong in assets/chart-level-rules.js; report JSON stores only the registry route.",
    "Raw source ids, claim ids, evidence ids, object ids, hashes, and artifact routes are retained in metadata rather than visible HTML.",
    "The latest profile reused upstream inputs, so the page preserves upstream hashes and does not imply fresh independent collection.",
    "Market data is through July 2, 2026; it may differ from live market data.",
    "Transcript coverage, rating-agency context, peer valuation, current consensus, 13F coverage, and Indicor pro forma economics remain unresolved source gaps."
  ],
  "revision": {
    "version": 1,
    "created_at": "2026-07-05",
    "updated_at": "2026-07-05T08:58:59Z",
    "updated_label": "Created AME detailed security page from the July 4, 2026 filed security lane.",
    "metadata_path": "securities/ame/report.json",
    "curation_source": "Manual report projection from ../../../knowledge/wiki/lanes/security/ame.md plus paired AME raw source outputs and dated AMETEK IR/SEC web checks.",
    "change_note": "Created the AME security-article page with the required chart hooks, trade-plan host, source trail, web source trail, and chart-overlay boundary."
  }
}