Abstract

Vontier Corporation will report results on February 12, 2026 Pre-Market, with the market looking for revenue of $764.70 million, adjusted EPS of $0.85, and EBIT of $167.66 million as investors assess margin resilience and sequential earnings momentum into year-end.

Market Forecast

Based on the latest compiled expectations, Vontier Corporation’s to-be-reported quarter is projected to deliver revenue of $764.70 million, representing a year-over-year decrease of 0.31%, with adjusted EPS of $0.85 implying year-over-year growth of 8.48% and EBIT of $167.66 million implying year-over-year growth of 7.81%. Forecasts do not include explicit gross margin or net margin targets, so consensus attention centers on the interplay of price, mix, and cost control to sustain earnings growth against modest top-line pressure.

The company’s principal revenue stream last quarter was Environmental and Fueling Solutions at $357.80 million, supported by steady upgrade cycles and service attach rates, while Mobility Technologies and Repair Solutions together added material diversification to the mix. The segment with the greatest growth potential near term is Mobility Technologies at $270.60 million last quarter, where recurring and software-adjacent revenue characteristics can support compounding if attach and retention metrics remain healthy.

Last Quarter Review

Vontier Corporation’s prior quarter delivered revenue of $752.50 million, a gross profit margin of 47.32%, GAAP net profit attributable to shareholders of $103.00 million, a net profit margin of 13.66%, and adjusted EPS of $0.78, up 6.85% year over year.

A key financial highlight was a sequential improvement in earnings, with net profit rising 11.86% quarter on quarter, indicating solid cost containment and operating leverage as mix normalization continued. Main business performance remained balanced: Environmental and Fueling Solutions contributed $357.80 million, Mobility Technologies delivered $270.60 million, and Repair Solutions added $141.60 million, with intersegment eliminations of $17.50 million aligning the sum to consolidated revenue.

Current Quarter Outlook

Environmental and Fueling Solutions: Margin Discipline and Upgrade Cycles

Environmental and Fueling Solutions remains the largest contributor to quarterly revenue and a pivotal driver of earnings quality. Into the reported quarter, the market is watching whether disciplined pricing and an orderly mix of equipment, services, and aftermarket parts can offset normal seasonal softness and macro capex pacing among retail fuel and convenience operators. With the prior quarter’s consolidated gross margin at 47.32%, there is clear sensitivity to product mix within this segment, particularly the balance between capital equipment shipments and higher-margin software, services, and consumables. The sequential uplift in GAAP net profit by 11.86% provides a constructive baseline for operating efficiency, but the forthcoming print will test whether this segment can sustain margin resilience while revenue is forecast to be broadly flat to slightly down at the enterprise level. Conversion of backlog to shipments, cadence of retrofit and compliance-related work, and service attach rates should influence EBIT conversion, and consensus EBIT growth of 7.81% suggests incremental efficiency even if top-line growth remains subdued.

Mobility Technologies: Recurring Revenue and Execution on Attach

Mobility Technologies carries promising attributes that can cushion cyclicality, including embedded software, data, and service components that typically monetize through recurring or subscription-like models. At $270.60 million last quarter, this business is large enough to influence consolidated margins, and its contribution will be monitored to validate the market’s expectation for adjusted EPS growth of 8.48% year over year despite a slight decline in revenue overall. The quarter’s setup hinges on execution around attach rates for software and analytics, expansion within existing customer footprints, and stable churn dynamics; favorable performance on these items can support gross margin durability even if hardware volumes remain mixed. Investors will also look for signs of cross-sell progress and modular adoption across customer bases, as these tend to compound over time and support EBIT scalability. Should Mobility Technologies’ mix modestly tilt toward higher-margin recurring streams, it can help bridge any shortfall from equipment-heavy subsegments and reinforce the projected EBITDA and EBIT uplift.

Stock Price Drivers This Quarter: EPS Quality, Margin Trajectory, and Cash Dynamics

The headline drivers for the share price into this print are likely to be the quality of EPS and the durability of margin improvements implied by the forecast. With adjusted EPS expected at $0.85, up 8.48% year over year, investors will parse how much of the expansion stems from structural mix and cost actions versus transitory factors such as timing of shipments or favorable components of operating expense. Absent explicit gross margin or net margin guidance, any commentary on price-cost, mix, and productivity will be important to triangulate whether the sequential earnings momentum seen last quarter can persist. Additionally, cash conversion and working-capital discipline are in focus into year-end closures, as these influence deleveraging capacity and flexibility for reinvestment; steady cash generation would validate an earnings beat more than accrual measures alone. On the top line, the modest anticipated revenue contraction of 0.31% underscores that execution on margin and cost levers matters as much as incremental sales growth to meet or beat consensus.

Main Business Dynamics to Watch: Pricing, Backlog Burn, and Services Mix

For the core Environmental and Fueling Solutions portfolio, price realization and backlog conversion are central to near-term performance. Where customers continue to invest in site upgrades, dispensers, monitoring systems, and environmental compliance, the mix between higher-ticket equipment and follow-on consumables or service contracts will define gross profitability. A favorable services mix can support gross margin near or better than the prior quarter’s 47.32% level, but a heavier equipment mix without offsetting pricing or productivity gains could compress margins. The segment’s quarter may also be influenced by timing of large account shipments and installation windows, which can create intra-quarter variability that does not alter full-year run-rates but can affect a single quarter’s reported revenue. As consensus expects EBIT to rise 7.81% year over year despite flattish revenue, operating efficiency within this segment will be scrutinized to confirm improved throughput and disciplined overhead.

Most Promising Growth Vector: Software- and Data-Led Expansion in Mobility Technologies

Mobility Technologies’ path to compounding value rests on continued growth in software and data services that monetize installed bases and augment customer workflows. Where attach and upsell are effective, revenue growth can outpace unit shipments while also enriching gross margins, enabling stronger EBIT flow-through than hardware-only sales. Investors will look for signals around contract wins, expansion within existing fleets or sites, and indicators of renewal health, all of which help validate consistent subscription revenue and improved visibility. The last quarter’s $270.60 million contribution highlights the scale of this segment; even modest growth in its higher-margin offerings can meaningfully influence consolidated EPS, supporting the forecasted 8.48% year-over-year EPS expansion. Execution risks remain, including the possibility of longer sales cycles for new modules or integration timelines, but clarity on pipeline conversion and pricing discipline would bolster confidence in sustained profit growth even against a near-flat revenue backdrop.

What Could Tilt the Quarter: Guidance Framing and Mix-Driven Margins

Beyond the numerical results, management’s framing of the coming quarter and full-year cadence will shape the equity reaction. If commentary indicates that the slight revenue headwind is transitory and that pricing, productivity, and services penetration can sustain margin improvements, the market is likely to weight EBIT and EPS upside more heavily than modest sales softness. Conversely, an outlook that points to lower equipment demand or delayed customer projects without a compensating shift toward higher-margin services could raise questions about the durability of EPS growth relative to the 8.48% year-over-year expectation. Clarity around cost programs, procurement savings, and SG&A run-rate will be key to substantiating EBIT of $167.66 million, especially if revenue delivery is near the $764.70 million midpoint. Investors will also focus on free cash flow seasonality and working capital, as strong cash metrics can validate earnings quality and support capital allocation flexibility.

ESG and Corporate Developments: Potential Sentiment Tailwinds

Into the event, corporate developments with non-financial implications can influence sentiment and valuation multiples. Recent recognition for climate-related disclosure and management indicates ongoing progress in sustainability practices, which may matter for investors who integrate ESG assessments into ownership decisions. While such developments do not directly alter quarterly revenue or EPS, they can support investor confidence in long-term risk management and customer alignment and may marginally improve receptivity to strategic investments that enhance software and services capabilities. The net effect on near-term valuation is subtle but potentially supportive if accompanied by consistent execution and transparent capital allocation.

Scenario Framing: Meeting, Beating, or Missing

Given revenue expectations of $764.70 million and adjusted EPS of $0.85, a beat would likely require either better equipment shipment timing than embedded in consensus or a more favorable services mix alongside tight cost management. A meet scenario would imply stable operations with limited variation in product mix and cost absorption versus plan, effectively validating the 7.81% EBIT growth despite the slight revenue decline. A miss would most plausibly stem from a heavier equipment mix with pricing pressure, delayed project revenue recognition, or shortfalls in services attachment, any of which could compress gross margin and slow EBIT flow-through, undermining the anticipated year-over-year EPS expansion. Management’s commentary on order intake and backlog for the next quarter will help investors gauge whether any single-quarter volatility represents timing rather than trend.

Analyst Opinions

Within the specified collection period from January 01, 2026 to February 05, 2026, we did not identify institutional earnings-preview notes that quantify revenue or EPS relative to consensus for Vontier Corporation, and thus no clear majority view between bullish and bearish previews can be established. In the absence of a defined majority, the focus turns to how reported figures align with the current consensus of $764.70 million revenue, $0.85 adjusted EPS, and $167.66 million EBIT, and whether management’s guidance commentary supports sustained margin discipline and cash conversion. Investor discussions are likely to frame a constructive case around stable services mix, recurring revenue lift within Mobility Technologies, and ongoing cost control that preserves EBIT growth despite flat revenue, while more cautious observers may seek confirmation that equipment order activity and project execution remain well-paced to mitigate the 0.31% year-over-year revenue headwind. As the quarter is reported, revisions in EPS or free cash flow expectations and qualitative margin guidance are set to be the main drivers of any recalibration in institutional stances.