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Jul 02, 2021

Fortive Q2 2021 Earnings Report

Reported strong revenue growth and increased full year guidance.

Key Takeaways

Fortive reported strong second quarter results with a 26.7% increase in total revenue and a 21.3% increase in core revenue. Adjusted earnings per share increased by 53% year-over-year. The company also raised its full year revenue, operating profit margin and EPS guidance.

Total revenue increased by 26.7%, with core revenue up 21.3%.

Fluke and Tektronix led broad-based strengthening across the portfolio.

Software businesses delivered low double digit SaaS growth.

Revenue outperformance and strong core OMX drove excellent free cash flow.

Total Revenue
$1.32B
Previous year: $1.57B
-16.0%
EPS
$0.66
Previous year: $0.68
-2.9%
Core Revenue Growth
21.3%
Previous year: -16.8%
-226.8%
Gross Profit
$756M
Previous year: $814M
-7.2%
Cash and Equivalents
$1.57B
Previous year: $1.06B
+47.3%
Free Cash Flow
$271M
Previous year: $446M
-39.3%
Total Assets
$14.5B
Previous year: $16.7B
-13.2%

Fortive

Fortive

Fortive Revenue by Segment

Forward Guidance

For the third quarter of 2021, Fortive anticipates diluted net earnings per share from continuing operations to be in the range of $0.41 to $0.45 and adjusted diluted net earnings per share from continuing operations to be in the range of $0.62 to $0.66. For the full year 2021, Fortive anticipates diluted net earnings per share from continuing operations to be in the range of $1.70 to $1.80 and adjusted diluted net earnings per share from continuing operations to be in the range of $2.65 to $2.75.

Revenue & Expenses

Visualization of income flow from segment revenue to net income