Vontier (NYSE:VNT) Issues Earnings Results

Vontier (NYSE:VNT) announced its earnings results on Thursday. The company reported $0.86 EPS for the quarter, beating analysts’ consensus estimates of $0.85 by $0.01, FiscalAI reports. The business had revenue of $808.50 million during the quarter, compared to analysts’ expectations of $765.12 million. Vontier had a net margin of 13.34% and a return on equity of 40.49%. The firm’s revenue was up 4.1% on a year-over-year basis. During the same period in the prior year, the company earned $0.80 earnings per share. Vontier updated its FY 2026 guidance to 3.350-3.500 EPS and its Q1 2026 guidance to 0.780-0.810 EPS.

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

• Vontier finished 2025 strong — Q4 core sales were +5%, full-year organic sales ~4%, adjusted EPS was up ~11%, and the company generated over $460 million in adjusted free cash flow (~15% of sales).
• Strong cash allocation and balance sheet flexibility — Vontier repurchased $300 million of stock in 2025 (including $125M in Q4), ended the year with nearly $500 million cash and reduced net leverage to 2.3x.
• Momentum in Mobility Technologies — Invenco closed the year with a revenue base near $650 million (organic +22%), driven by new products (FlexPay 6, NFX, vehicle ID, indoor terminal) and a strategic win for its unified payment solution with a global C‑store customer.
• One-time headwinds pressured margins — a $4 million Invenco inventory reserve (legacy inventory) and higher corporate healthcare costs reduced Q4 adjusted operating margins and contributed to a ~200 bps decline in MobilityTech segment margins for the quarter.
• 2026 guidance and efficiency actions — Vontier expects ~3% core growth, ~80 bps operating margin expansion at the midpoint, ~$15 million of in‑year simplification savings (largely ramping H2), and ~95% adjusted free cash flow conversion (~15% of sales).

Vontier Trading Up 3.3%

Shares of VNT opened at $42.04 on Friday. The firm has a market cap of $6.10 billion, a P/E ratio of 15.40, a price-to-earnings-growth ratio of 1.69 and a beta of 1.28. The company has a debt-to-equity ratio of 1.29, a current ratio of 1.18 and a quick ratio of 0.90. Vontier has a 1 year low of $27.22 and a 1 year high of $48.20. The company has a 50 day simple moving average of $38.16 and a two-hundred day simple moving average of $39.63.

Wall Street Analyst Weigh In

A number of equities analysts recently commented on VNT shares. Wall Street Zen cut Vontier from a “buy” rating to a “hold” rating in a report on Sunday, February 1st. KeyCorp restated an “overweight” rating and issued a $50.00 price target on shares of Vontier in a research report on Friday. Weiss Ratings cut Vontier from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, February 4th. Bank of America reiterated an “underperform” rating and set a $40.00 price objective (down from $50.00) on shares of Vontier in a research note on Friday, November 14th. Finally, Robert W. Baird dropped their price target on shares of Vontier from $45.00 to $44.00 and set a “neutral” rating for the company in a research report on Monday, November 3rd. Six investment 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. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $47.25.

More Vontier News

Here are the key news stories impacting Vontier this week:

• Positive Sentiment: Q4 beat — Vontier reported $0.86 EPS and $808.5M revenue, topping expectations on both metrics and showing year-over-year revenue growth; the print is the primary catalyst for the rally. Vontier (NYSE:VNT) Surprises With Q4 CY2025 Sales, Stock Soars
• Positive Sentiment: Management tone and strategy — the earnings call highlighted strong core organic growth and strategic priorities (portfolio execution, margin expansion) that support medium-term profitability and ROIC. This reassures investors about sustainable earnings power. Vontier Corp (VNT) Q4 2025 Earnings Call Highlights
• Positive Sentiment: Market reaction explained — coverage and commentaries point to a strong upside move (AAII and other outlets) driven by the combination of the beat and bullish commentary. Why Vontier Corporation’s (VNT) Stock Is Up 17.04%
• Neutral Sentiment: Full materials available — the earnings slide deck, press release and full call transcript are posted for deeper due diligence (useful for model updates and segment-level detail). Vontier Q4 — press release & slide deck
• Neutral Sentiment: Beat was modest — EPS beat was small (+$0.01 vs. consensus), so some of the upside reflects sentiment and execution narrative rather than a blowout beat. Vontier Beats Q4 Earnings and Revenue Estimates (Zacks)
• Negative Sentiment: Near-term guidance miss risk — Q1 FY2026 guidance (EPS 0.780–0.810; revenue $730M–$740M) came in below Street revenue and modestly below EPS consensus, which could cap near-term upside if execution slips. Vontier 2025 Q4 — Results & Earnings Call Presentation

Hedge Funds Weigh In On Vontier

Institutional investors have recently bought and sold shares of the stock. Employees Retirement System of Texas purchased a new stake in Vontier in the 3rd quarter worth $58,000. Quarry LP increased its holdings in shares of Vontier by 5,897.1% in the third quarter. Quarry LP now owns 2,099 shares of the company’s stock worth $88,000 after purchasing an additional 2,064 shares during the last quarter. Northwestern Mutual Wealth Management Co. lifted its position in shares of Vontier by 19.5% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 3,486 shares of the company’s stock worth $129,000 after buying an additional 568 shares in the last quarter. Lazard Asset Management LLC boosted its stake in Vontier by 7.7% during the second quarter. Lazard Asset Management LLC now owns 3,534 shares of the company’s stock valued at $129,000 after buying an additional 253 shares during the last quarter. Finally, EverSource Wealth Advisors LLC boosted its stake in Vontier by 32.6% during the second quarter. EverSource Wealth Advisors LLC now owns 3,903 shares of the company’s stock valued at $144,000 after buying an additional 960 shares during the last quarter. 95.83% of the stock is owned by hedge funds and other institutional investors.

Vontier Company Profile

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.