Jun 2026 (Q2 FY26) — Aug 6, 2026
Vontier Q2 FY26 — Strong Performance Ahead of Expectations, Raised EPS Guidance
Read the full callVontier (VNT) earnings
- Jul 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Vontier earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 757 | −2.2% YoY | Quarterly, as filed | Quarter to Jul 2026 | Revenue from operations as filed. |
| Operating margin | 19.4 | +1.8 pts YoY | Operating profit / revenue | Quarter to Jul 2026 | For the quarter; a change is in percentage points. |
| Net profit | Quarterly, as filed | Quarter to Jul 2026 | Not in the filed figures for the quarter to jul 2026. No older figure is substituted. |
Guidance
What management said, and what became of it
22 of 24 judged targets kept · 15 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Quarterly adjusted EPS | $0.78 to $0.81 (including a $0.01 divestiture headwind) | Mar 2026 | We delivered a strong second quarter with results that came in ahead of our expectations on both the top and bottom line. | Achieved |
| Full-year adjusted EPS | $3.35 to $3.50 | Dec 2025 | We are raising our full year adjusted EPS guidance to $3.45 to $3.55, which represents growth of 8% to 11% versus the prior year. | Revised Up |
| Quarterly adjusted operating margin (y/y change) | relatively flat to start the year | Dec 2025 | Adjusted operating margin declined 70 basis points below our expectations, reflecting unfavorable mix and timing of R&D expenses. | Missed |
2 of Vontier Corp's 39 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 36 more targets are in the full ledger.
Claimed
- Core sales were flat, slightly ahead of guidance, driven by upside in Environmental & Fueling Solutions.
- Adjusted operating margin increased 190 basis points year-over-year, led by strong performance at Mobility Technologies.
- Orders were up low single digits in the quarter, and book-to-bill was above 1.
- Increased share repurchase authorization to $1 billion and accelerated buyback activity, repurchasing $130 million (4 million shares) in Q2 and $200 million (6 million shares) year-to-date.
- The acquisition of EKOS adds a high-growth fleet energy management business with approximately 80% recurring revenue (ARR) and a 25% compound annual growth rate over the last 3 years.
Qualified
- Repair Solutions margin performance was below expectations, decreasing 180 basis points, with a $1.5 million headwind versus guidance.
- Mobility Technologies core sales declined against a difficult prior-year comparison, representing a $25 million or 10-point growth headwind in the quarter.
- Migrations from legacy to new cloud-connected Patheon software in the DRB business are taking longer than expected and will likely slip out of the year.
Price
$33.17 −0.51% · −$0.17
Performance −22.0% 1Y
1Y: $42.51 on 17 Oct 2025 → $33.17. High $43.21 (21 Oct 2025), low $27.8 (19 May 2026).
- Previous close
- $33.34
- 52-week range
- $27.8 – $43.21
- One year
- −22.95%
Overview
- Symbol
- VNT
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
22 of 24 judged targets kept · 15 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Quarterly adjusted EPS | $0.78 to $0.81 (including a $0.01 divestiture headwind) | Mar 2026 | We delivered a strong second quarter with results that came in ahead of our expectations on both the top and bottom line. | Achieved |
| Full-year adjusted EPS | $3.35 to $3.50 | Dec 2025 | We are raising our full year adjusted EPS guidance to $3.45 to $3.55, which represents growth of 8% to 11% versus the prior year. | Revised Up |
| Quarterly adjusted operating margin (y/y change) | relatively flat to start the year | Dec 2025 | Adjusted operating margin declined 70 basis points below our expectations, reflecting unfavorable mix and timing of R&D expenses. | Missed |
Claimed
- Core sales were flat, slightly ahead of guidance, driven by upside in Environmental & Fueling Solutions.
- Adjusted operating margin increased 190 basis points year-over-year, led by strong performance at Mobility Technologies.
- Orders were up low single digits in the quarter, and book-to-bill was above 1.
- Increased share repurchase authorization to $1 billion and accelerated buyback activity, repurchasing $130 million (4 million shares) in Q2 and $200 million (6 million shares) year-to-date.
- The acquisition of EKOS adds a high-growth fleet energy management business with approximately 80% recurring revenue (ARR) and a 25% compound annual growth rate over the last 3 years.
Qualified
- Repair Solutions margin performance was below expectations, decreasing 180 basis points, with a $1.5 million headwind versus guidance.
- Mobility Technologies core sales declined against a difficult prior-year comparison, representing a $25 million or 10-point growth headwind in the quarter.
- Migrations from legacy to new cloud-connected Patheon software in the DRB business are taking longer than expected and will likely slip out of the year.
The full ledger
Open Vontier Corp’s full ledger
A free account opens 5 company ledgers a month. All 39 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q1 FY26) — May 7, 2026
Vontier Q1 FY26 — Solid Sales & Orders Growth, Teletrac Divestiture
Read the full callEvery analysed call
Vontier earnings calls (VNT)
Financials
What the filings say
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 750 | 777 | 741 | 774 | 753 | 809 | 751 | 757 |
| Operating profit | 132 | 149 | 130 | 136 | 142 | 153 | 135 | 147 |
| Operating margin | 17.5% | 19.2% | 17.6% | 17.6% | 18.9% | 18.9% | 18.0% | 19.4% |
| Profit before tax | 112 | 131 | 111 | 121 | 136 | 140 | 121 | 44 |
| Tax rate | 18.3% | 5.4% | 20.9% | 23.9% | 24.4% | 12.0% | 22.1% | 37.4% |
| EPS ($ per share) | 0.60 | — | 0.59 | 0.62 | 0.70 | — | 0.67 | 0.20 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | — | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | — | 0 | -14 | 387 | 771 | 1,132 | 1,539 | 1,931 |
| Total liabilities | — | 1,030 | 2,881 | 3,776 | 3,764 | 3,398 | 3,251 | 3,118 |
| Fixed assets | — | 102 | 97 | 101 | 92 | 102 | 120 | 130 |
| Total assets | — | 2,829 | 3,073 | 4,350 | 4,343 | 4,294 | 4,311 | 4,369 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 421 | 545 | 691 | 481 | 321 | 455 | 428 | 511 |
| Cash from investing | -123 | -40 | -42 | -1,008 | -330 | 69 | -11 | -21 |
| Cash from financing | -290 | -500 | -284 | 726 | -348 | -388 | -392 | -371 |
| Net cash flow | 0 | 0 | 381 | 192 | -368 | 136 | 16 | 136 |
| Capital expenditure | -42 | -38 | -36 | -48 | -60 | -60 | -83 | -70 |
| Free cash flow | 379 | 507 | 656 | 433 | 261 | 395 | 345 | 441 |
VNT revenue by segment
Environmental Fueling Solutions grew from 44% to 48% of revenue over the last two years.
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Environmental Fueling Solutions | 47% | 47% | 45% | 47% | 48% | 48% | 46% | 48% | +1.3% |
| Mobility Technologies | 34% | 32% | 35% | 34% | 34% | 34% | 34% | 32% | -7.4% |
| Repair Solutions | 20% | 19% | 21% | 20% | 19% | 18% | 20% | 20% | -1.3% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Revenue by region
Q2 FY2026 · share of revenue
- North America 73% ↑ 1 pt
- US 70% ↑ 2 pt
- EMEA 14%
- Asia Pacific 10%
- Latin America 3%
As VNT cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
36 filings between Nov 14, 2025 and Sep 25, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$688.4K
2 sales by 2 insiders
Compensation
not trading decisions- 21
- Award — granted as compensation
- 12
- Tax withheld — shares kept back by the company to cover tax
Also filed: 1 gift.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Rowen Kathryn K. | — | $467.9K | Feb 17, 2026 |
| Aga Anshooman | — | $220.4K | Mar 2, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 25, 2026 | Eatroff Robert L Director | Award | 1,060 | $33.9K |
| Sep 24, 2026 | Eatroff Robert L Director | Award | 1 | $40 |
| Jun 26, 2026 | Eatroff Robert L Director | Award | 1,160 | $33.8K |
| Jun 25, 2026 | Eatroff Robert L Director | Award | 1 | $40 |
| Jun 4, 2026 | Eatroff Robert L Director | Award | 6,055 | $175.1K |
| Jun 4, 2026 | FOULKES DAVID M Director | Award | 6,055 | $175.1K |
| Jun 4, 2026 | Sylvester Maryrose Director | Award | 6,055 | $175.1K |
| Jun 4, 2026 | Thomas James Darrell Director | Award | 6,055 | $175.1K |
| Jun 4, 2026 | Boyland Gloria R. Director | Award | 6,055 | $175.1K |
| Jun 4, 2026 | Francis Karen C Director | Award | 9,255 | $267.6K |
| Mar 27, 2026 | Eatroff Robert L Director | Award | 905 | $33.8K |
| Mar 26, 2026 | Eatroff Robert L Director | Award | 1 | $40 |
| Mar 2, 2026 | Aga Anshooman EVP, Chief Financial Officer | Sale | 5,489 | $220.4K |
| Feb 27, 2026 | Shimp Paul V. VP, Chief Accounting Officer | Tax withheld | 1,184 | $48.4K |
| Feb 27, 2026 | Morelli Mark D President and CEO | Tax withheld | 14,998 | $613.7K |
| Feb 27, 2026 | Aga Anshooman EVP, Chief Financial Officer | Tax withheld | 4,439 | $181.6K |
| Feb 27, 2026 | Rowen Kathryn K. EVP Chief Transf. & Op Officer | Tax withheld | 2,960 | $121.1K |
| Feb 19, 2026 | Rowen Kathryn K. EVP Chief Transf. & Op Officer | Tax withheld | 2,158 | $88.5K |
| Feb 19, 2026 | Shimp Paul V. VP, Chief Accounting Officer | Tax withheld | 1,088 | $44.6K |
| Feb 19, 2026 | Aga Anshooman EVP, Chief Financial Officer | Tax withheld | 3,563 | $146.1K |
| Feb 19, 2026 | Morelli Mark D President and CEO | Tax withheld | 10,181 | $417.5K |
| Feb 17, 2026 | Rowen Kathryn K. EVP Chief Transf. & Op Officer | Sale | 11,264 | $467.9K |
| Feb 16, 2026 | Aga Anshooman EVP, Chief Financial Officer | Award | 25,605 | $0 |
| Feb 16, 2026 | Aga Anshooman EVP, Chief Financial Officer | Award | 11,390 | $0 |
| Feb 16, 2026 | Morelli Mark D President and CEO | Award | 61,960 | $0 |
| Feb 16, 2026 | Rowen Kathryn K. EVP Chief Transf. & Op Officer | Award | 16,645 | $0 |
| Feb 16, 2026 | Rowen Kathryn K. EVP Chief Transf. & Op Officer | Award | 7,593 | $0 |
| Feb 16, 2026 | Shimp Paul V. VP, Chief Accounting Officer | Award | 4,100 | $0 |
| Feb 16, 2026 | Morelli Mark D President and CEO | Award | 40,623 | $0 |
| Feb 13, 2026 | Rowen Kathryn K. EVP Chief Transf. & Op Officer | Tax withheld | 2,381 | $99.5K |
| Feb 13, 2026 | Morelli Mark D President and CEO | Tax withheld | 8,679 | $362.7K |
| Feb 13, 2026 | Shimp Paul V. VP, Chief Accounting Officer | Tax withheld | 632 | $26.4K |
| Feb 13, 2026 | Aga Anshooman EVP, Chief Financial Officer | Tax withheld | 3,592 | $150.1K |
| Dec 31, 2025 | Eatroff Robert L Director | Award | 910 | $33.8K |
| Dec 11, 2025 | Eatroff Robert L Director | Award | 1 | $40 |
| Nov 14, 2025 | Boyland Gloria R. Director | Gift | 5,340 | $0 |
| Sep 26, 2025 | Eatroff Robert L Director | Award | 790 | $33.8K |
| Sep 25, 2025 | Eatroff Robert L Director | Award | 1 | $40 |
| Aug 15, 2025 | Rowen Kathryn K. SVP, Chief Admin. Officer | Tax withheld | 667 | $28.1K |
| Jun 27, 2025 | Eatroff Robert L Director | Award | 935 | $33.9K |
| Jun 26, 2025 | Eatroff Robert L Director | Award | 1 | $40 |
| May 27, 2025 | Eatroff Robert L Director | Award | 5,000 | $175.1K |
| May 27, 2025 | FOULKES DAVID M Director | Award | 5,000 | $175.1K |
| May 27, 2025 | KLEIN CHRISTOPHER J Director | Award | 5,000 | $175.1K |
| May 27, 2025 | Sylvester Maryrose Director | Award | 5,000 | $175.1K |
| May 27, 2025 | Thomas James Darrell Director | Award | 5,000 | $175.1K |
| May 27, 2025 | Boyland Gloria R. Director | Award | 5,000 | $175.1K |
| May 27, 2025 | Francis Karen C Director | Award | 7,645 | $267.7K |
| May 12, 2025 | Rowen Kathryn K. SVP, Chief Admin. Officer | Sale | 7,344 | $266.9K |
| Mar 28, 2025 | Eatroff Robert L Director | Award | 1,005 | $33.9K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Start an Inve Case for Vontier Corp
Free account. Everything above stays public.
Write why you follow Vontier Corp and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading