Vontier (NYSE:VNT) Announces Quarterly Earnings Results

Vontier (NYSE:VNT) posted its quarterly earnings data on Thursday. The company reported $0.80 EPS for the quarter, missing the consensus estimate of $0.82 by ($0.02), Briefing.com reports. The firm had revenue of $750.60 million for the quarter, compared to analysts’ expectations of $737.21 million. Vontier had a return on equity of 37.88% and a net margin of 13.37%.The firm’s quarterly revenue was up 1.3% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.77 earnings per share. 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 Trading Down 1.8%

Shares of VNT traded down $0.54 during trading hours on Friday, reaching $30.13. 3,714,048 shares of the company traded hands, compared to its average volume of 1,334,036. The company has a current ratio of 1.23, a quick ratio of 0.90 and a debt-to-equity ratio of 1.26. The stock’s fifty day moving average price is $36.78 and its 200 day moving average price is $37.78. The firm has a market cap of $4.25 billion, a price-to-earnings ratio of 10.65, a PEG ratio of 1.18 and a beta of 1.24. Vontier has a 12-month low of $30.01 and a 12-month high of $48.20.

Vontier Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Thursday, March 5th were paid a dividend of $0.025 per share. This represents a $0.10 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend was Thursday, March 5th. Vontier’s payout ratio is currently 3.53%.

Institutional Trading of Vontier

Several institutional investors and hedge funds have recently made changes to their positions in the company. Lazard Asset Management LLC raised its holdings in shares of Vontier by 7.7% in the second quarter. Lazard Asset Management LLC now owns 3,534 shares of the company’s stock valued at $129,000 after acquiring an additional 253 shares in the last quarter. Great Lakes Advisors LLC raised its holdings in shares of Vontier by 5.6% in the fourth quarter. Great Lakes Advisors LLC now owns 6,104 shares of the company’s stock valued at $227,000 after acquiring an additional 321 shares in the last quarter. Deutsche Bank AG raised its holdings in shares of Vontier by 2.2% in the fourth quarter. Deutsche Bank AG now owns 17,829 shares of the company’s stock valued at $663,000 after acquiring an additional 390 shares in the last quarter. Advisory Services Network LLC raised its holdings in shares of Vontier by 2.3% in the third quarter. Advisory Services Network LLC now owns 17,474 shares of the company’s stock valued at $733,000 after acquiring an additional 400 shares in the last quarter. Finally, Captrust Financial Advisors raised its holdings in shares of Vontier by 0.3% in the third quarter. Captrust Financial Advisors now owns 131,970 shares of the company’s stock valued at $5,539,000 after acquiring an additional 433 shares in the last quarter. 95.83% of the stock is currently owned by institutional investors.

More Vontier News

Here are the key news stories impacting Vontier this week:

• Positive Sentiment: Vontier’s DRB unit was selected by Super Star Car Wash for a 118-site software transformation, highlighting continued demand for its automotive service technology and potentially supporting future revenue growth. Vontier’s DRB Selected by Super Star Car Wash for 118-Site Software Transformation
• Positive Sentiment: Despite the quarter’s earnings miss, Vontier beat sales expectations, reporting $750.6 million in revenue versus estimates of $737.2 million, and reaffirmed full-year guidance, which may help reassure investors about underlying demand. Vontier earnings report
• Neutral Sentiment: Barclays and KeyCorp both cut their price targets on VNT but kept “overweight” ratings, indicating analysts still see upside even after lowering near-term expectations. Barclays and KeyCorp price target updates
• Negative Sentiment: Vontier’s Q1 EPS of $0.80 missed the $0.82 consensus, and management guided Q2 revenue and EPS below Wall Street expectations, a key reason the stock is trading lower today. Vontier earnings miss and guidance
• Negative Sentiment: Vontier also announced it will sell a majority of Teletrac Navman for $220 million, a strategic portfolio move that may signal a shift away from slower-growth assets, but can create uncertainty in the near term. Vontier announces agreement to sell Teletrac Navman

Analysts Set New Price Targets

Several research firms have commented on VNT. Citigroup dropped their price objective on shares of Vontier from $50.00 to $44.00 and set a “buy” rating for the company in a research note on Friday. Barclays dropped their price objective on shares of Vontier from $50.00 to $45.00 and set an “overweight” rating for the company in a research note on Friday. KeyCorp lowered their target price on shares of Vontier from $50.00 to $40.00 and set an “overweight” rating for the company in a research note on Friday. Robert W. Baird set a $37.00 target price on shares of Vontier in a research note on Friday. Finally, Weiss Ratings lowered shares of Vontier from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, April 6th. Six equities research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $43.75.

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.