Overview

• Industrial technology firm's Q4 sales rose 4.1%, beating analyst expectations

• Adjusted EPS for Q4 beat analyst expectations

• Company completed $300 mln in share repurchases for the year

Outlook

• Vontier initiates Q1 2026 EPS guidance of $0.78 to $0.81

• Company forecasts FY 2026 EPS between $3.35 and $3.50

• Vontier expects FY 2026 sales of $3,100 to $3,150 mln

Result Drivers

• ENVIRONMENTAL & FUELING SOLUTIONS - Sales increased 5.4% due to strong demand for fuel dispensing equipment and environmental solutions, with improved profit margin from volume leverage and simplification initiatives

• MOBILITY TECHNOLOGIES - Sales rose 9.3% driven by demand for convenience retail payment and point-of-sale technologies, but profit margins declined due to a one-time reserve adjustment at Invenco

• REPAIR SOLUTIONS - Sales declined 2.4% due to macroeconomic pressures impacting service technicians' discretionary spending, leading to lower volume leverage and profit margins

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 3 "hold" and 1 "sell" or "strong sell"

• The average consensus recommendation for the electronic equipment & parts peer group is "buy"

• Wall Street's median 12-month price target for Vontier Corp is $45.00, about 10.5% above its February 11 closing price of $40.71

• The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 11 three months ago

Press Release: ID:nBwFjH95a

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)