What does Vontier do and what are its main business segments?

What is Vontier's gross profit margin?

What is Vontier's latest dividend and current dividend yield?

What were the key takeaways from Vontier’s earnings call?

What is the market's earnings forecast for Vontier next quarter?

What guidance did Vontier's management provide for the next earnings period?

What factors drove the changes in Vontier's revenue and profit?

What were the key takeaways from Vontier's earnings call?

- **Q4 Growth Strong**: 5% core growth driven by Mobility Tech (8.5%) and Environmental Solutions (6%). Full-year EPS up 11%.
- **Unified Payment Solution**: Strategic initiative reduces certification costs, with a major C-store customer agreement.
- **2026 Guidance**: 3% core growth, 80bps margin expansion, $3.35-$3.50 EPS. $15M cost savings from simplification.
- **Free Cash Flow Excellence**: 15% of sales in 2025, 95% conversion in 2026.
- **Q1 2026 Outlook**: 1% core growth, flat margins due to timing of expenses.

**【CEO Summary Section】**
- Vontier delivered 5% core growth in Q4 2025, driven by high single-digit growth in Mobility Tech and Environmental & Fueling segments. Full-year organic sales rose 4%, with EPS up 11%.
- The company generated $460 million in adjusted free cash flow for the year, equating to 15% of sales. Q4 adjusted EPS was $0.86, at the high end of guidance despite a one-time inventory reserve adjustment.
- Key initiatives include the unified payment solution, which reduces certification costs and enhances customer experience. This solution was adopted by a global C-store customer, with positive early feedback.
- 2026 guidance includes 3% core growth and 80 basis points of operating margin expansion. Simplification efforts will yield $15 million in annualized cost savings, primarily from AI-driven efficiency improvements.

**【CFO Financial Commentary】**
- Q4 2025 total sales were $809 million, with core growth of 5%. Adjusted operating margin was 21.3%, impacted by one-time costs. Full-year free cash flow conversion was 98%, representing 15% of sales.
- Segment performance: Environmental & Fueling Solutions grew 6% organically, Mobility Tech (including Invenco) saw 8.5% growth, and Repair Solutions showed sequential improvement.
- 2026 guidance: Sales $3.1-$3.15 billion, adjusted EPS $3.35-$3.50, and free cash flow conversion of ~95%. Q1 2026 sales expected at $730-$740 million, with core growth of 1% at midpoint.

**【Q&A Highlights】**
- **Mobility Tech Growth**: Q4 growth of 8.5% was driven by new product adoption (FlexPay 6, NFX Payment Server) and unified payment solution. 2026 growth expected to be back-end loaded due to project timing.
- **EFS Segment Strength**: Sustained capital investment in fueling equipment, with NACS data showing 1% growth in fueling sites. Environmental Solutions saw low-teens growth from connected tank gauge upgrades.
- **Margin Phasing**: Q1 2026 margins expected to be flat year-over-year due to timing of R&D expenses. Full-year margin expansion will benefit from simplification savings ramping in H2.
- **Patheon Software Adoption**: DRB segment growth accelerated in Q4, with Patheon adoption driving mid-teens revenue growth for customers. Car wash tunnel builds expected flat in 2026.
- **Repair Solutions Momentum**: Distributor sell-through improved in Q4, with sequential growth in diagnostics and tool storage. 2026 outlook is flattish, but early signs of stabilization.


Vontier Corporation (VNT) Q4 2025 Earnings Call Transcript

- **Revenue Growth & Guidance Update**: Full-year core sales up 2-2.5%, adjusted EPS $3.18 (10% growth), driven by Mobility Tech and EFS. Q3 car wash sales growth ahead of schedule.
- **Strategic Portfolio Actions**: $60M proceeds from divestitures, removing $70M annualized sales at 10% margin. Focus on convenience retail with 2/3 revenue exposure.
- **Margin Expansion**: Mobility Tech margin +40bps in Q3, targeting 50%+ drop-through in 2026 vs. 30-35% historical rate. Repair Solutions stabilizing sequentially.
- **Cash Generation**: $275M+ free cash flow year-to-date, 12% of sales. Share buybacks $175M YTD.
- **2026 Outlook**: Above-market growth in convenience retail, with car wash and digital solutions driving recurring revenue. 80/20 simplification to enhance margins.

**【CEO Summary Section】**
- Vontier delivered Q3 revenue of $753 million, flat year-over-year, with core sales growth of 2% to 2.5% for the full year. The Connected Mobility strategy drove car wash sales growth a quarter ahead of schedule, supported by Patheon software upgrades.
- The company raised full-year guidance, projecting adjusted EPS of $3.18 at midpoint, up 10%, with mid-single-digit operating profit growth. Divestitures of non-core assets generated $60 million in proceeds, removing $70 million in annualized sales at 10% margin.
- Repair Solutions stabilized sequentially, while Environmental & Fueling Solutions (EFS) and Mobility Tech segments offset macro pressures.

**【CFO Financial Commentary】**
- Q3 adjusted EPS was $0.78, up high single digits year-over-year, with $94 million in free cash flow. Full-year free cash flow exceeded $275 million, 12% of sales.
- Segment performance: EFS grew 2%, Mobility Tech core sales up 5% (retail solutions +12%), Repair Solutions down 7% but stabilizing. Mobility Tech margins expanded 40bps, EFS margin declined 20bps, Repair Solutions margin down 50bps.
- Q4 guidance: $760 million-$770 million in sales, adjusted EPS $0.82-$0.86, with $15 million sales headwind from divestitures.

**【Q&A Highlights】**
- **Order Trends**: Book-to-bill near 1.0, with long-cycle digital solutions driving future growth. Car wash business inflecting positive, supported by Patheon adoption.
- **Portfolio Management**: Pruning non-core assets is a playbook priority, with $70 million annualized sales removed in Q3. Expect continued portfolio optimization.
- **Segment Insights**: Mobility Tech Q4 margin +50bps, EFS +100bps, Repair Solutions -50bps. Repair Solutions sees sequential stabilization but macro challenges persist.
- **2026 Outlook**: Target above-market growth in convenience retail, with 80/20 simplification driving margin expansion. Drop-through rate could reach 50%+ vs. typical 30-35%.
- **Competitive Position**: 2/3 of revenue exposed to convenience retail, with leadership in fueling equipment and integrated solutions. Car wash market share gains despite flat industry trends.

Vontier Corporation (VNT) Q3 2025 Earnings Call Transcript

- **Revenue Growth**: Q2 core sales +11% YoY, driven by Mobility (+18%) and Environmental (+16%). Full-year guide raised to $3.02B-$3.07B.
- **Margin Expansion**: Adjusted EPS up 25% to $0.79, operating margin +80 bps YoY. Free cash flow conversion target 100%.
- **Strategic Wins**: 4,500-site ATG upgrade deal, 1B+ iNFX transactions, and 50% FlexPay 6 adoption on new dispensers.
- **Tariff Mitigation**: 50% of tariff impact offset via pricing; full mitigation by year-end.
- **Repair Stabilization**: Lower-price tools (+50% vitality) show resilience, but higher-ticket sales remain challenged.
- **Invenco Momentum**: 2025 revenue ~$625M, targeting mid-single-digit growth in 2026 with iNFX and FlexPay 6 adoption.

**【CEO Summary Section】**
- **Strong Q2 Results**: Core sales grew 11% YoY, driven by Mobility Technologies (18%) and Environmental & Fueling Solutions (16%). Adjusted EPS rose 25% to $0.79, exceeding guidance.
- **Margin Expansion**: Adjusted operating profit margin increased 80 bps YoY, benefiting from cost savings (e.g., 10% labor cost reduction at Greensboro facility) and tariff mitigation efforts.
- **Strategic Initiatives**: 
  - **Pillar 1 (Core Optimization)**: Divesting European Service business, reducing China supply chain exposure to <10% by year-end, and automating 30% of Invenco engineering roles.
  - **Pillar 2 (Innovation Growth)**: FlexPay 6 payment terminals now on 50% of new dispensers; recurring revenue in Mobility Technologies up 17% YoY.
  - **Connected Mobility**: 1 billion transactions on iNFX platform, with Shell and Chevron expanding deployments.
- **Tariff Mitigation**: Price actions offset ~50% of tariff headwinds, with full mitigation expected by year-end.
- **Guidance Update**: Full-year sales raised to $3.02-$3.07 billion (prev. $2.98-$3.03B), EPS at $3.15 midpoint (+9% YoY). Free cash flow conversion target raised to 100%.

**【CFO Financial Commentary】**
- **Top Line**: Q2 revenue $774M (+11% YoY), with 70% of portfolio outperforming. Environmental & Fueling Solutions (+16%), Mobility Technologies (+18%) offset Repair Solutions flatness.
- **Profitability**: Adjusted operating margin 15.2% (vs. 14.4% YoY), driven by volume leverage and cost control. Free cash flow $89M (76% of net income).
- **Segment Performance**: 
  - **Environmental & Fueling**: Dispenser shipments +20%, TLS-450PLUS ATG wins 4,500-site upgrade deal.
  - **Mobility Technologies**: Invenco +25% YoY, DRB software revenue +2%.
  - **Repair Solutions**: Lower-price tools (+50% vitality) offset higher-ticket declines; margin stabilization underway.
- **Balance Sheet**: Net leverage 2.5x, $50M share buybacks in Q2 (total $105M YTD).

**【Q&A Key Highlights】**
- **Repair Solutions**: Q2 flat, guided to -mid to high single digits for H2. Lower-price tools (e.g., folding clip lifter) outperform, but macro uncertainty persists.
- **Tariff Progress**: 50% of tariff impact mitigated via pricing; full mitigation by year-end. China supply chain diversification on track.
- **Invenco Growth**: 2025 revenue ~$625M, targeting mid-single-digit growth in 2026. iNFX adoption and FlexPay 6 integration driving recurring revenue.
- **Big Beautiful Bill Impact**: R&D expensing boosts free cash flow conversion to 100%. Accelerated depreciation benefits customers, but impact on Vontier likely 2026+.
- **Recurring Revenue**: 40% of Mobility Technologies, 35% of Vontier overall. Environmental Solutions spare parts and software add to mix.


Vontier Corporation (VNT) Q2 2025 Earnings Call Transcript

- **Q1 Outperformance**: $741M sales (+0.7% core), $0.77 EPS, $96M FCF all beat expectations.
- **Resilient Core Markets**: 2/3 of sales from Convenience Retail & Fueling, which grew >GDP in 2008-09 recession.
- **Tariff Mitigation**: $50M annualized impact neutralized via supply chain diversification and price adjustments.
- **Share Buybacks**: $55M repurchased in Q1; >$200M expected for 2025.
- **Mobility Tech Momentum**: Invenco +20% Q3, 100bps margin expansion targeted for 2025.
- **Long-Term Growth**: 150bps margin expansion by 2026 via simplification and SaaS (Drives platform +110k plugs).

**【CEO Opening Remarks】**
- Q1 revenue, adjusted EPS, and free cash flow exceeded expectations, driven by low double-digit growth in Mobility Technologies and Environmental & Fueling Solutions.
- 2/3 of sales come from resilient Convenience Retail & Fueling market, which outperformed GDP in prior downturns.
- Tariff mitigation strategies include supply chain diversification (China exposure reduced by >3x) and price adjustments; estimated $50M annualized tariff impact to be neutralized.
- $500M share repurchase authorization replenished, with >50% of 2025 free cash flow allocated to buybacks.

**【CFO Financial Highlights】**
- Q1 sales: $741M (vs. $720-740M guidance), +0.7% core growth vs. -1-1% expectation.
- Adjusted EPS: $0.77 (vs. $0.71-0.74 guidance), +4% YoY.
- Free cash flow: $96M (13% of sales), +20% YoY.
- Mobility Technologies: +13% core sales, 20bps margin expansion vs. 2024.
- Repair Solutions: -280bps margin decline due to Matco Expo timing shift; 2025 outlook for mid-single-digit decline.
- 2025 full-year guidance maintained: $3-3.15 EPS, reflecting cautious H2 demand assumptions.

**【Q&A Key Takeaways】**
- **Tariff Management**: 50% of tariff impact to be offset by price increases; no material pre-buying observed.
- **Mobility Tech Growth**: Invenco +20% Q3, DRB recurring revenue +low single digits; 100bps margin expansion expected for 2025.
- **Repair Solutions**: Short-cycle business sensitivity to macro; 2025 sales expected to decline mid-single digits.
- **Long-Term Margin Target**: 150bps margin expansion by 2026 achievable via product line simplification and SaaS growth (e.g., Drives platform +110k plugs under management).

Vontier (VNT)-1 May 25-2025 Q1 Earnings call transcript

- **Core Growth Resilience**: Q4 core +3.5%, full-year +2% despite car wash/repair headwinds. Q4 bookings up 9% organically.
- **EFS Margin Strength**: 28.6% segment margin, +110bps YoY expansion. India wins and aftermarket drive international growth.
- **Mobility Tech Breakout**: Invenco orders up double digits, FlexPay6 adoption gains. 2025 margin expansion >100bps expected.
- **2025 Outlook**: Revenue $3B (1-3.5% core), EPS $3-3.15. Q1 headwinds ($30M Expo shift), but Q2+ acceleration.

**【CEO Opening Remarks】**
- **Q4 Performance Highlights**: Core revenue growth of 3.5% driven by Environmental & Fueling Solutions (EFS) and Mobility Technologies. Full-year core growth of 2% reflects challenges in car wash and repair markets, but Q4 bookings up 9% organically.
- **Market Momentum**: Convenience retail and fueling end markets show sustained demand, with EFS bookings up 6% for the year. India tender wins (e.g., underground dispenser contracts) contribute to international growth.
- **Strategic Initiatives**: 
  - **Pillar 1 (Optimize Core)**: Simplification efforts (e.g., EFS dispenser platforms reduced to under 10) improve margins (+200bps in 2 years to 29%). Global software factory in Bangalore drives AI innovation.
  - **Pillar 2 (Expand Core)**: FlexPay6 payment solution adoption gains traction with Costco Canada and major North American operators. Recurring revenue now 1/3 of Invenco total.
  - **Supply Chain Resilience**: Reduced China sourcing to $50M, mitigating tariff risks.

**【CFO Financial Overview】**
- **Q4 Results**: 
  - Revenue: $777M, core growth 3.5%. Adjusted EPS: $0.80 (vs. midpoint guidance). Free cash flow: $155M (128% conversion).
  - **Segment Margins**: 
    - EFS: 28.6% (down 30bps YoY due to mix, but +110bps YoY margin expansion). 
    - Mobility Tech: 10bps improvement YoY, despite DRB drag.
  - **Full-Year Outlook 2025**: 
    - Revenue: $3B (1-3.5% core growth). 
    - Operating margin: +35-50bps, driven by Mobility Tech (>$100bps expansion). 
    - EPS: $3-3.15 (mid-single-digit growth). 
    - Q1 headwinds: $30M from Matco Expo shift, core decline ~3%.

**【Q&A Key Takeaways】**
- **EFS Growth Drivers**: Strong convenience retail CapEx, India tender wins, and aftermarket parts growth (20% Q4). Margin resilience despite mix headwinds.
- **Mobility Tech Momentum**: Invenco orders up double digits, FlexPay6 adoption accelerating. Mid-single-digit 2025 growth expected.
- **Repair Solutions Recovery**: Stabilizing technician sentiment, but cautious outlook due to macro uncertainty. Recurring revenue (60% of DRB) to grow low single-digits.
- **Margin Expansion Path**: Cost optimization (e.g., EFS simplification) and higher-margin solutions (e.g., connected mobility) drive 2025 margin expansion.


Actual	0.8	0.87	0.63	0.61	0.8	0.83	0.7	0.72	0.86	0.81	0.68	0.67	0.73	0.8	0.74	0.63	0.73	0.8	0.77	0.79	0.78	0.86
Forecast	0.7008	0.8557	0.5526	0.5529	0.7376	0.8019	0.6569	0.6989	0.856	0.7861	0.6113	0.6531	0.6844	0.7803	0.6989	0.7049	0.6881	0.7866	0.7243	0.7209	0.769	0.8566
Surprise	+14.16%	+1.67%	+14.01%	+10.33%	+8.46%	+3.50%	+6.56%	+3.02%	+0.47%	+3.04%	+11.24%	+2.59%	+6.66%	+2.52%	+5.88%	-10.63%	+6.09%	+1.70%	+6.31%	+9.59%	+1.43%	+0.40%

VNT

VNT fundamentals

VNT Q4 2025 Earnings

Earnings Call

You can ask Aime

VNT

VNT fundamentals

VNT Q4 2025 Earnings

Earnings Call

VNT Earnings Call Summary for Q4/20258:30 AM on Feb 12, 2026

VNT Earnings Call Summary for Q3/20258:30 AM on Oct 30, 2025

VNT Earnings Call Summary for Q2/20258:30 AM on Jul 31, 2025

VNT Earnings Call Summary for Q1/20258:30 AM on May 1, 2025

VNT Earnings Call Summary for Q4/20248:30 AM on Feb 13, 2025

You can ask Aime