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- **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

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

VNT

VNT fundamentals

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