Access comprehensive financial analyses and make smarter investments - get the Manual of Investments on Amazon!

VNT

Vontier Corp Reports Strong Sales Growth in 2025

Vontier Corporation (NYSE: VNT) has reported strong fourth quarter and full year 2025 results, with sales reaching $808.5 million in the fourth quarter, up 4.1% from the prior year. Full year 2025 sales amounted to $3.1 billion, reflecting a 3.2% increase compared to the previous year.

In the fourth quarter, GAAP diluted net earnings per share (EPS) stood at $0.85, while adjusted diluted net EPS was slightly higher at $0.86. For the entire year, GAAP diluted net EPS reached $2.76, with adjusted diluted net EPS at $3.20. The company also completed $300 million in share repurchases during the year.

Vontier's operating cash flow in the fourth quarter was $190.1 million, with adjusted free cash flow amounting to $184.6 million, representing a robust 147% adjusted free cash flow conversion. For the full year, the company reported an adjusted free cash flow conversion of approximately 95%.

Segment results for the fourth quarter showed that Environmental & Fueling Solutions reported sales increased by 5.4% to $387.5 million, with a segment operating profit margin of 29.5%. Mobility Technologies reported sales of $302.6 million, up 9.3% from the prior year, with a segment operating profit margin of 18.5%. Repair Solutions reported sales of $144.5 million, a 2.4% decline from the previous year, with a segment operating profit margin of 20.0%.

Looking ahead to 2026, Vontier initiated guidance for the first quarter with adjusted diluted net EPS projected to be in the range of $0.78 to $0.81. For the full fiscal year 2026, the company expects adjusted diluted net EPS to be in the range of $3.35 to $3.50, with total sales projected to be between $3,100 and $3,150 million and a core sales growth midpoint of approximately 3%.

Furthermore, the company expects adjusted operating profit margin expansion midpoint of approximately 80 basis points year-over-year and adjusted free cash flow conversion of approximately 95% for the full year.

Vontier's President and CEO, Mark Morelli, expressed confidence in the company's ability to deliver on its outlook, including meaningful margin expansion, and emphasized the maintenance of a disciplined approach to capital deployment.

Vontier will discuss these results and provide an outlook during its quarterly investor conference call. The call will be accessible via webcast or by dialing in, and a replay will be available on the company's website.

Vontier (NYSE: VNT) is a global industrial technology company dedicated to meeting the needs of a rapidly evolving, more connected mobility ecosystem. Leveraging leading market positions and unparalleled portfolio breadth, Vontier aims to deliver smart, safe, and sustainable solutions to its customers and the planet.

The non-GAAP financial measures used in this release, such as core sales growth, adjusted operating profit, adjusted net earnings, and free cash flow, provide useful information to investors and should be read in conjunction with the GAAP financial measures. The market has reacted to these announcements by moving the company's shares -2.57% to a price of $37.88. Check out the company's full 8-K submission here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

IN FOCUS