VNT earnings analysis
What we found in VNT's 10-Q: the parts that mattered, the offsets in the same document, and what the company said about what comes next.
Our reading of the filing · Free to read, no account needed
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.
The parts that mattered.
Pulled out of the filing itself, with the figures the company reported.
- Revenue Growth Exceeds Estimates
- Vontier's revenue for Q1 2026 was $750.6M, beating estimates by $1.8M.
- EPS Matches Consensus
- Diluted EPS for Q1 2026 is reported at $0.80, aligned with consensus estimates.
- Environmental & Fueling Solutions Growth
- Segment revenue increased by 4.5% to $344.8M year-over-year, driven by core sales.
- Increased Operating Profit
- Operating profit rose 3.6% to $134.8M, with operating margin at 18.0%.
- Reduced Corporate Costs
- Corporate costs decreased by $10.3M to $42.2M, improving expense efficiency.
- Strong Liquidity Position
- The company held $233.8M in cash and had $750M available under its credit facility.
And the other side of it.
The offsets in the same document — the things a summary that only listed the good news would have left out.
- Mobility Technologies Segment Decline
- Mobility Technologies revenue fell 0.4%, reflecting weaker core sales due to project timing.
- Decreased Operative Cash Flow
- Operating cash flow dropped significantly to $46.5M, down $63.9M year-over-year.
- Increased Debt Load
- Outstanding debt totaled $1.9 billion with an additional $750M capacity, raising financial risk.
What they reported.
What the company itself reported, taken out of the document.
- Earnings per share
- $0.8
- Gross margin
- 46.9%
- Operating margin
- 18.0%
- Segment
- Environmental & Fueling Solutions
- Segment
- Mobility Technologies
- Segment
- Repair Solutions
What they said about what is next.
Management reaffirms FY 2026 guidance for revenue and adjusted EPS.
The filing reads about the same as the one before it.
What came before.
- 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…
- 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. Read the original on SEC.gov · Educational only. Nothing here is investment advice.
Read the next one first.
We read every filing VNT makes the day it lands, and put it next to what the options market did about it. Members get both, and an alert when a filing arrives.
Cancel anytime · Month to month · Switch tiers whenever