10-K · February 12, 2026
Vontier reports modest top-line growth and stronger cash generation in 2025, driven by steady quarterly revenue and a material improvement in free cash flow. Backlog declined to $615.7 million at year-end and management…
Earnings analysis · 10-Q
VNT earnings analysis
Filed May 7, 2026 · Our reading of the company's report
The latest report
Vontier reported Q1 2026 revenue of $750.6 million, a 1.3% increase year-over-year, exceeding estimates modestly. Gross margin declined slightly to 46.9% but operating profit increased to $134.8 million, resulting in…
Read full summary
Vontier reported Q1 2026 revenue of $750.6 million, a 1.3% increase year-over-year, exceeding estimates modestly. Gross margin declined slightly to 46.9% but operating profit increased to $134.8 million, resulting in EPS of $0.80, matching expectations. The company reaffirms its FY 2026 guidance amidst ongoing macroeconomic challenges.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
From revenue to operating profit
Where each $100 of revenue went in this report.
Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $0.8
- Segment
- Environmental & Fueling Solutions
- Segment
- Mobility Technologies
- Segment
- Repair Solutions
What stood out
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Revenue Growth Exceeds Estimates
Vontier's revenue for Q1 2026 was $750.6M, beating estimates by $1.8M.
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EPS Matches Consensus
Diluted EPS for Q1 2026 is reported at $0.80, aligned with consensus estimates.
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Environmental & Fueling Solutions Growth
Segment revenue increased by 4.5% to $344.8M year-over-year, driven by core sales.
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Increased Operating Profit
Operating profit rose 3.6% to $134.8M, with operating margin at 18.0%.
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Reduced Corporate Costs
Corporate costs decreased by $10.3M to $42.2M, improving expense efficiency.
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Strong Liquidity Position
The company held $233.8M in cash and had $750M available under its credit facility.
What to watch
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Mobility Technologies Segment Decline
Mobility Technologies revenue fell 0.4%, reflecting weaker core sales due to project timing.
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Decreased Operative Cash Flow
Operating cash flow dropped significantly to $46.5M, down $63.9M year-over-year.
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Increased Debt Load
Outstanding debt totaled $1.9 billion with an additional $750M capacity, raising financial risk.
Management's outlook
Management reaffirms FY 2026 guidance for revenue and adjusted EPS.
Earlier filings 4
10-Q · May 1, 2025
Vontier reported quarterly sales of $741.1 million (three months ended March 28, 2025) versus $755.8 million in the year-ago quarter, and diluted EPS of $0.59 versus $0.88 a year earlier. Gross margin declined to 47.3%…
10-Q · August 1, 2024
Vontier reported quarterly sales of $696.4 million and net earnings of $70.1 million (diluted EPS $0.45) for the three months ended June 28, 2024. Operating profit was $114.1 million (≈16.4% operating margin) and gross…
10-Q · May 2, 2024
Vontier reported quarterly sales of $755.8 million and diluted EPS of $0.88 for the three months ended March 29, 2024. Operating profit increased to $142.1 million and net earnings rose to $136.8 million versus $82.8…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.