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Jun 30, 2023

Vontier Q2 2023 Earnings Report

Vontier reported solid results in Q2 2023, exceeding EPS guidance due to baseline core sales growth and strong operational execution. The company is advancing its connected mobility strategy and has raised full-year guidance.

Key Takeaways

Vontier Corporation announced its Q2 2023 results, with sales of $764.4 million, a 1.5% decrease year-over-year. GAAP diluted EPS was $0.62, while adjusted diluted net EPS was $0.67, exceeding prior guidance. The company has raised its full-year 2023 adjusted diluted net EPS guidance to $2.79 to $2.87.

Sales declined 1.5% year-over-year to $764.4 million, with a core sales decrease of 1.6%.

GAAP diluted EPS was $0.62, and adjusted diluted net EPS was $0.67, surpassing the prior guidance of $0.61 to $0.66.

Operating profit was $120.6 million, down 11.6% year-over-year, while adjusted operating profit was $160.1 million, a 4.1% decrease.

The company repurchased approximately $32 million in shares and repaid $100 million in debt during the quarter.

Total Revenue
$764M
Previous year: $776M
-1.5%
EPS
$0.67
Previous year: $0.72
-6.9%
Core Revenue Growth
-1.6%
Gross Profit
$348M
Previous year: $348M
+0.0%
Cash and Equivalents
$244M
Previous year: $127M
+91.5%
Free Cash Flow
$65.1M
Previous year: -$6.4M
-1117.2%
Total Assets
$4.21B
Previous year: $4.22B
-0.3%

Vontier

Vontier

Forward Guidance

Vontier provided Q3 2023 and full-year 2023 outlook. For Q3 2023, adjusted diluted EPS is expected to be $0.65 to $0.69. The full-year 2023 adjusted diluted EPS guidance is increased to $2.79 to $2.87.

Positive Outlook

  • Baseline core sales growth of mid-single digits-plus
  • Adjusted diluted EPS $0.65 to $0.69
  • Adjusted diluted EPS in the range of $2.79 to $2.87
  • Adjusted free cash flow conversion of ~90-100%

Challenges Ahead

  • Total sales down mid-single digits
  • Core sales down mid-single digits
  • Adjusted operating profit margin down 370 to 420 basis points year-over-year
  • Baseline adjusted operating profit margin down 70 to 100 basis points year-over-year