Vontier (NYSE:VNT) Posts Earnings Results

Vontier (NYSE:VNT) announced its earnings results on Thursday. The company reported $0.80 earnings per share for the quarter, missing analysts’ consensus estimates of $0.82 by ($0.02), Briefing.com reports. Vontier had a net margin of 13.20% and a return on equity of 39.25%. The business had revenue of $750.60 million for the quarter, compared to the consensus estimate of $737.21 million. During the same period in the prior year, the business posted $0.77 EPS. Vontier’s revenue for the quarter was up 1.3% on a year-over-year basis. Vontier updated its FY 2026 guidance to 3.350-3.500 EPS and its Q2 2026 guidance to 0.780-0.810 EPS.

Here are the key takeaways from Vontier’s conference call:

• Vontier reported core sales up 1.7% and orders up ~5%, led by Environmental & Fueling Solutions with double‑digit dispenser and aftermarket parts growth and early customer traction on the new FlexPay 6 outdoor payment terminal.
• Adjusted operating margin missed expectations by ~70 basis points (Mobility Technologies down ~260 bps) due to unfavorable mix and higher R&D/timing, and adjusted free cash flow was pressured by timing items (bond interest, extra payroll) despite adjusted EPS of $0.80 (+4% YoY).
• Announced agreement to sell Teletrac Navman for $220 million ( $80M cash + $100M seller note) while retaining ~30% equity; the divestiture removes ~$110M of sales from guidance but is ~50 bps accretive to margin and proceeds will be prioritized for share repurchases and selective bolt‑on M&A.
• Management reconfirmed confidence in the full‑year outlook, reiterating $15 million of in‑year simplification savings, targeting ~130 bps of full‑year margin expansion to ~22.5%, maintaining EPS guidance of $3.35–$3.50, and expecting ~95% free cash flow conversion with ongoing buybacks (≈$150M assumed for the year).

Vontier Stock Performance

VNT stock traded down $4.54 on Thursday, hitting $30.50. The company had a trading volume of 5,339,203 shares, compared to its average volume of 1,173,916. Vontier has a 12-month low of $30.01 and a 12-month high of $48.20. The company has a current ratio of 1.16, a quick ratio of 0.90 and a debt-to-equity ratio of 1.27. The stock’s 50-day simple moving average is $36.99 and its 200 day simple moving average is $37.86. The stock has a market cap of $4.30 billion, a price-to-earnings ratio of 11.05, a P/E/G ratio of 1.34 and a beta of 1.24.

Vontier Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Thursday, March 5th were issued a $0.025 dividend. The ex-dividend date was Thursday, March 5th. This represents a $0.10 annualized dividend and a yield of 0.3%. Vontier’s dividend payout ratio (DPR) is currently 3.62%.

Analyst Ratings Changes

A number of equities analysts have weighed in on VNT shares. Weiss Ratings downgraded shares of Vontier from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, April 6th. Wall Street Zen upgraded shares of Vontier from a “hold” rating to a “buy” rating in a report on Saturday, February 14th. Barclays cut their price target on shares of Vontier from $55.00 to $50.00 and set an “overweight” rating on the stock in a report on Wednesday, April 1st. KeyCorp increased their price target on shares of Vontier from $45.00 to $50.00 and gave the company an “overweight” rating in a report on Friday, February 13th. Finally, Robert W. Baird cut their price target on shares of Vontier from $47.00 to $43.00 and set a “neutral” rating on the stock in a report on Monday, March 30th. Six research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $46.50.

Institutional Investors Weigh In On Vontier

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Lazard Asset Management LLC boosted its holdings in Vontier by 7.7% in the second quarter. Lazard Asset Management LLC now owns 3,534 shares of the company’s stock worth $129,000 after purchasing an additional 253 shares during the last quarter. Great Lakes Advisors LLC boosted its holdings in Vontier by 5.6% in the fourth quarter. Great Lakes Advisors LLC now owns 6,104 shares of the company’s stock worth $227,000 after purchasing an additional 321 shares during the last quarter. Deutsche Bank AG boosted its holdings in Vontier by 2.2% in the fourth quarter. Deutsche Bank AG now owns 17,829 shares of the company’s stock worth $663,000 after purchasing an additional 390 shares during the last quarter. Advisory Services Network LLC boosted its holdings in Vontier by 2.3% in the third quarter. Advisory Services Network LLC now owns 17,474 shares of the company’s stock worth $733,000 after purchasing an additional 400 shares during the last quarter. Finally, Captrust Financial Advisors boosted its holdings in Vontier by 0.3% in the third quarter. Captrust Financial Advisors now owns 131,970 shares of the company’s stock worth $5,539,000 after purchasing an additional 433 shares during the last quarter. Hedge funds and other institutional investors own 95.83% of the company’s stock.

Key Headlines Impacting Vontier

Here are the key news stories impacting Vontier this week:

• Positive Sentiment: Vontier agreed to sell a majority stake in Teletrac Navman for a total enterprise value of $220M, which will generate near-term cash proceeds and reduce portfolio complexity. Vontier Announces Agreement to Sell Teletrac Navman
• Positive Sentiment: Revenue beat in Q1: sales were $750.6M versus analyst estimates of ~$737M and were up ~1.3% year-over-year — a sign demand held up better than feared. Vontier (NYSE:VNT) beats Q1 CY2026 sales expectations
• Neutral Sentiment: Q1 profit growth was modest: EPS of $0.80 improved slightly year-over-year (was $0.77) but only narrowly missed consensus — mixed operational cues. Vontier Corporation 2026 Q1 – Results – Earnings Call Presentation
• Negative Sentiment: Q1 EPS slightly missed street estimates ($0.80 vs. $0.82), which can sap near-term sentiment even though the miss was small. Vontier Q1 Press Release / Slide Deck
• Negative Sentiment: Weak near-term outlook: Q2 guidance was lowered to $0.78–$0.81 EPS (consensus ~$0.83) and revenue guidance of $730M–$740M well below the ~$770.6M consensus — the biggest driver of the share decline.
• Negative Sentiment: FY 2026 guidance was narrowed to $3.35–$3.50 EPS with revenue targeted around $3.0B versus analyst revenue expectations near $3.1B, implying lower full‑year top‑line visibility. Vontier Reports First Quarter Results and Reaffirms Full Year 2026 Guidance

About Vontier

Vontier is a global industrial technology company focused on advancing mobility infrastructure and transportation solutions. Established as a standalone public company in October 2020 through the spin-off of Fortive’s mobility and transportation platforms, Vontier is headquartered in Raleigh, North Carolina. The company’s mission centers on delivering innovative products and services that help customers meet evolving demands in fuel retail, fleet management, and automotive service.

The company’s diversified portfolio spans several well-known brands.