VNT Research | Milton Maxwell

VNT

Vontier Corporation

37.67

+0.38+1.02%

Dec 16, 4:00:02 PM EST

Upcoming Earnings

Report date

-/-

Earnings Call Transcripts

This Quarter (Q4 '25)

No earnings call transcript available yet

Last Quarter (Q3 '25)

No earnings call transcript available

Key Stats

Market Cap

5.53B

P/E (TTM)

13.85

Basic EPS (TTM)

2.72

Dividend Yield

Recent Filings

8-K

Vontier lifts 2025 EPS outlook

10/30/25Oct 30, 2025

Vontier Corporation reported Q3 2025 sales of $752.5 million, up 0.3% year-over-year, with core sales flat amid offsetting gains in convenience retail and car wash tech against Repair Solutions' 6.9% drop from macroeconomic pressures. Operating profit rose 8.3% to $142.4 million, boosting margins to 18.9%, while adjusted EPS hit $0.78. The company raised full-year 2025 adjusted EPS guidance to $3.15-$3.20, signaling confidence in its Connected Mobility strategy. Divestitures of non-core assets yielded $60 million in proceeds. Yet, Repair Solutions struggles persist.

10-Q

Q3 FY2025 results

10/30/25Oct 30, 2025

Vontier eked out a 0.3% y/y sales bump to $752.5M in Q3 FY2025 ended September 26, 2025, while YTD revenue climbed 2.9% to $2,267.1M; operating profit surged 8.3% y/y to $142.4M with margins expanding 140bps to 18.9%, fueled by productivity gains and lower amortization, though Repair Solutions dipped 6.9% y/y on softer tool demand. Diluted EPS held steady at $0.70, matching the prior quarter's figure amid share buybacks, with YTD EPS of $1.90 edging down 1.6% y/y on higher taxes. Cash swelled to $433.8M, bolstered by $320.9M operating cash flow (up 23.7% y/y derived) minus $54.6M capex for $266.3M free cash flow (derived), while total debt eased to $2.1B after repaying $50M term loans; the $13.1M Sergeant Sudz acquisition in June added car wash tech to Mobility Technologies. Yet tariff hikes on imports could squeeze margins if prolonged.

8-K

Vontier previews strong Q3 results

10/15/25Oct 15, 2025

Vontier Corporation unveiled preliminary Q3 2025 results at its Convenience Retail Technology Showcase on October 15, 2025, projecting sales slightly above the midpoint of prior guidance and adjusted EPS at or near the high end. Management highlighted growth opportunities in convenience retail through advanced connected technologies that enhance customer productivity and revenue. Full earnings will follow on October 30. Economic instability poses risks to these projections.

8-K

Vontier boosts Q2 sales, raises outlook

7/31/25Jul 31, 2025

Vontier Corporation reported Q2 2025 sales of $774 million, up 11.1% year-over-year, with core sales rising 10.8% on strong demand in environmental and fueling solutions plus mobility technologies, while repair solutions held flat amid macro pressures. Adjusted operating profit climbed 15.4% to $163.4 million, boosting margins to 21.1%. Vontier raised full-year adjusted EPS guidance to $3.10-$3.20. Strong cash flow fuels share repurchases.

10-Q

Q2 FY2025 results

7/31/25Jul 31, 2025

Vontier posted solid Q2 results, with sales climbing 11.1% year-over-year to $773.5 million, fueled by 17.9% growth in Mobility Technologies and 16.2% in Environmental & Fueling Solutions, though Repair Solutions held flat amid shifting expo timing and softer technician spending. Operating profit rose 19.5% to $136.4 million, lifting margins to 17.6% from 16.4%, while diluted EPS held steady at $0.62 despite share repurchases; YTD, sales gained 4.3% to $1,514.6 million, but EPS dipped to $1.21 from $1.33 due to a prior-year divestiture gain. Cash from operations surged to $210.4 million YTD, enabling $105.1 million in buybacks and $10.3 million for the Sergeant Sudz tuck-in acquisition in June for $13.1 million cash plus up to $3.0 million contingent. Debt eased to $2.1 billion with $750 million revolver availability and covenant compliance intact. Solid cash flow supports steady returns. Yet tariff hikes could squeeze import costs.

About

Vontier Corporation provides mobility ecosystem solutions worldwide. The company operates through three segments: Mobility Technologies, Repair Solutions, and Environmental and Fueling Solutions. The Mobility Technologies segment provides digitally enabled equipment and operating software solutions for mobility ecosystem, such as convenience retail operating platform, point-of-sale and payment solutions, remote diagnostics and site-management tools, workflow automation solutions, data analytics, operating software platform for electric vehicle charging networks, integrated solutions for alternative fuel dispensing, and IoT-based fleet telematics. The Repair Solutions segment manufactures and distributes aftermarket vehicle repair tools, toolboxes, automotive diagnostic equipment and software through mobile franchise network. The Environmental and Fueling Solutions segment offers environmental monitoring and leak detection systems, forecourt controllers, vapor recovery equipment, and fuel dispenser systems for petroleum under the Gilbarco and Veeder-Root brands. The company markets its products and services to retail and commercial fueling, convenience store, and car wash operators; commercial vehicle repair businesses, fleet owners/operators and electric vehicle charging network operators, as well as direct sales personnel and independent distributors. It serves customers in North America, the Asia Pacific, Europe, and Latin America. Vontier Corporation was incorporated in 2019 and is headquartered in Raleigh, North Carolina.

CEO

Mr. Mark D. Morelli

IPO

9/24/2020

Website

https://www.vontier.com

Employees

8,000

Sector

Technology

Industry

Scientific & Technical Instruments