VNT
Vontier Corporation37.67
+0.38+1.02%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A adds color on beats, phasing
Q&A drilled into Mobility Tech's Q4 beat at 8.5%, crediting quicker FlexPay 6/NFX ramps versus prior flattish expectations, while quantifying Invenco's $4M legacy inventory reserve as a 130bps margin hit—underlying at ~20%. EFS drew bullish customer color from NACS summit, backing low-single-digit Q1 growth amid sustained builds; Mobility and Repair eyed flat. Patheon stays early innings despite DRB momentum, tunnel builds flat YoY. No walk-backs surfaced, just phasing details and Repair prudence amid macro fog. Answers reaffirmed script. Confident visibility holds; watch savings ramp, segment execution.
Key Stats
Market Cap
5.53BP/E (TTM)
13.85Basic EPS (TTM)
2.72Dividend Yield
0%Recent Filings
8-K
Director Klein retires post-spin-off
8-K
Strong Q4, 2026 guidance
Vontier posted Q4 sales of $808.5M, up 4.1% year-over-year with core sales rising 5.1%, driven by Environmental & Fueling and Mobility Technologies. Full-year adjusted EPS hit $3.20 amid $300M share repurchases; net leverage fell to 2.3x. It guides FY2026 adjusted EPS to $3.35-$3.50. Momentum builds.
10-K
FY2025 results
Vontier posted FY2025 sales of $3.08B, up 3.2% y/y with 3.7% core growth, as Mobility Technologies accelerated 10.8% on convenience retail demand while Repair Solutions dropped 6.9% from technician spending weakness; Environmental & Fueling gained 5.7% via environmental solutions. Operating profit hit $562M (18.3% margin, +30bps) on volume and productivity, yet Q4 buybacks tallied 3.4M shares. Debt fell to $2.1B with $750M revolver capacity; operating cash surged to $511M. Core sales growth eyed for 2026. Supply chain disruptions threaten momentum.
10-Q
Q3 FY2025 results
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 lifts 2025 EPS outlook
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.
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