Earnings Releases·Nov 5, 2026, 6:43 AM ET

Vontier — Third Quarter 2026 Earnings Summary

Reported Q3 2026 sales of $736.9 million (down 2.1% YoY due to Teletrac Navman divestiture; core sales up 5.7%), with adjusted diluted net EPS of $0.92 and adjusted operating profit margin expanding 300 basis points to 24.3%.
Raised full-year 2026 adjusted diluted net EPS guidance to $3.60–$3.64 and initiated Q4 2026 guidance of $0.99–$1.03, projecting full-year core sales growth of approximately 3% and adjusted operating profit margin expansion of 180 basis points.
Delivered $133.1 million in adjusted free cash flow (107% conversion) and reduced net leverage to 2.3X, while repurchasing 2.6 million shares ($80.0 million) during the quarter.
Segment performance varied: Environmental & Fueling Solutions sales rose 8.7% with a 31.6% margin, Mobility Technologies sales fell 13.7% (core up 2.2%) with a 25.9% margin, and Repair Solutions sales declined 0.9% amid macroeconomic pressures and unfavorable mix.