Vontier (VNT)

• Vontier's convenience retail market, which accounts for two-thirds of its revenue, is performing strongly, driven by digitalization, integrated solutions, and favorable industry dynamics such as expanding storefronts and healthy gas margins.
• The Matco Tools business is experiencing short-term impacts from macro conditions affecting technicians, despite intact long-term secular drivers, but Vontier is implementing initiatives to stimulate demand and stabilize the business.
• Key product innovations like FlexPay 6 and NFX are driving unified payment and enterprise productivity in convenience retail, enabling remote software upgrades, reducing complexity, and enhancing consumer engagement. The DRB vehicle wash system is seeing growth from Pantheon conversions to cloud-connected point-of-sale software.
• Vontier anticipates margin expansion through its 80/20 process (simplifying product platforms, standardizing components), strategic pricing, and R&D leverage, notably through the deployment of AI for code generation and automated testing.
• The company reported a book-to-bill ratio of approximately 0.99 in the quarter and roughly one for the year, indicating healthy backlog levels.

• Vontier Corporation reported third-quarter 2025 adjusted earnings of $0.78 per share and revenue of $752.5 million, surpassing analyst estimates.
• The company raised its full-year earnings per share guidance to a range of $3.15 to $3.20 but shares declined approximately 4% due to cautious fourth-quarter revenue guidance of $760 million to $770 million, which was below the $780.5 million consensus.
• Vontier generated $111 million in operating cash flow and $94 million in adjusted free cash flow in Q3, and repurchased approximately 1.7 million shares for $70 million.
• Segment performance was mixed, with Mobility Technologies sales up 5.1% and Environmental & Fueling Solutions sales up 2.3%, while Repair Solutions sales declined 6.9% due to macroeconomic pressures.

• Vontier reported Q3 2025 total sales of $753 million and adjusted EPS of $0.78, with core sales essentially flat.
• The company generated $94 million in adjusted free cash flow in Q3, contributing to over $275 million year-to-date, and deployed $175 million to share buybacks.
• Vontier raised the midpoint of its full-year 2025 guidance, now projecting sales of over $3.03 billion (core sales up 2%-2.5%) and adjusted EPS of $3.18.
• Segment performance included 5% core sales growth in Mobility Technologies and 2% in Environmental & Fueling Solutions, while Repair Solutions sales declined 7%. The car wash business returned to growth ahead of schedule.

• Vontier delivered solid Q3 2025 results with total sales of $753 million and adjusted EPS of $0.78, while generating $94 million in adjusted free cash flow.
• The company raised the midpoint of its full-year 2025 guidance, now expecting sales of just over $3.03 billion and adjusted EPS of $3.18 at the midpoint, with core sales projected to be up 2% to 2.5%.
• Mobility Technologies and Environmental & Fueling Solutions segments showed strength, with Mobility Technologies core sales growing approximately 5% and Environmental & Fueling Solutions core growth at approximately 2%, while Repair Solutions sales declined 7% but showed signs of sequential stabilization.
• Vontier deployed $175 million to share buybacks year-to-date and completed targeted portfolio actions, divesting two non-core assets and exiting a minority equity stake, which generated $60 million in proceeds.
• The car wash business returned to growth a quarter ahead of expectations, driven by strong demand for Patheon software upgrades.

• Vontier reported Q3 2025 adjusted EPS of $0.78 and total sales of $753 million, with core sales essentially flat, landing at or near the high end of its guidance.
• The company raised the midpoint of its full-year 2025 guidance, now expecting sales of just over $3.03 billion and adjusted EPS of $3.18 at the midpoint, with core sales projected to be up 2% to 2.5%.
• Vontier is advancing its Connected Mobility strategy, which includes reinvigorating new product development and optimizing its portfolio through 80/20 simplification efforts.
• The company completed $175 million in share buybacks year-to-date, including $70 million in Q3, and divested two non-core assets and exited a minority equity stake, generating $60 million in proceeds.

Vontier Corporation reported the following financial results for Q3 2025 and updated its full-year 2025 guidance:

• Vontier Corporation raised its full-year 2025 guidance midpoint for sales and Adjusted Diluted Net EPS, reflecting strong operational execution.
• The company repurchased approximately $70 million in shares during Q3 2025, totaling $175 million year-to-date, and generated ~$60 million from non-core divestitures, resulting in a Net Leverage Ratio of 2.4x.
• Vontier is advancing its Connected Mobility strategy and is on track for +10% FY Adjusted Diluted EPS growth at the midpoint.

• Vontier reported Q3 2025 sales of $753 million, an increase of 0.3% compared to the prior year, with core sales remaining flat.
• For Q3 2025, GAAP diluted net EPS was $0.70, and adjusted diluted net EPS was $0.78.
• The company generated $111 million in operating cash flow and $94 million in adjusted free cash flow in Q3 2025.
• Vontier raised its Full Year 2025 adjusted diluted net EPS guidance to $3.15 to $3.20 and initiated Q4 2025 adjusted diluted net EPS guidance of $0.82 to $0.86.
• The company repurchased approximately 1.7 million shares for $70 million during the quarter, totaling approximately 4.6 million shares for $175 million year-to-date.

• Vontier reported Q3 2025 sales of $752.5 million, an increase of 0.3% year-over-year, with GAAP diluted net EPS of $0.70 and adjusted diluted net EPS of $0.78.
• The company raised its Full Year 2025 adjusted diluted net EPS guidance to $3.15 to $3.20 and initiated Q4 2025 adjusted diluted net EPS guidance of $0.82 to $0.86.
• Operating cash flow for Q3 2025 was $111 million, and adjusted free cash flow was $94 million.
• Vontier repurchased approximately 1.7 million shares for ~$70 million during Q3 2025, contributing to a year-to-date total of ~4.6 million shares for $175 million.

• Vontier is undergoing a strategic transformation, focusing on three synergistic end markets: Convenience Retail, Fleets, and Auto Repair Tools, with Convenience Retail representing approximately 67% of its end markets.
• The company is executing a Connected Mobility Strategy to deliver integrated site-wide solutions, which is projected to expand its Total Addressable Market (TAM) from $30 billion to $40 billion and increase recurring revenue to 40%.
• Vontier has significantly accelerated new product launches, growing from 3 in 2020 to 30 in 2024, and has invested approximately $1.2 billion in acquisitions since 2020 to support its strategy.
• Financial projections for 2025 estimate Core Sales Growth of +2.1% and Adjusted Free Cash Flow Conversion of >95%, both exceeding peer averages.

• Vontier (VNT), a $3 billion company that recently passed its fifth-year anniversary, is strategically focused on the transforming convenience retail market, with 70% of its business serving this sector.
• The company is driving a connected mobility strategy to address the evolution of convenience stores into complex mobility hubs, leveraging digitalization, regulations, and energy expansion as key secular tailwinds.
• Vontier has generated over $2 billion in cash since its October 2020 spin-off, primarily deployed in acquisitions and share repurchases, and has significantly increased product launches through self-funded investments and an 80/20 process.
• The company aims to expand its target addressable market from $30 billion to $40 billion by pivoting from products to integrated solutions, with a target to achieve 40% recurring revenue through new software and services.
• Vontier's integrated solutions for customers have resulted in measurable outcomes, including 50% cost reduction through remote resolution, 75% acceleration in certification, and 200% faster deployment.