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Jun 27, 2025
Vontier Q2 2025 Earnings Report
Vontier reported strong second quarter 2025 results, exceeding prior year performance in sales, operating profit, and earnings per share, and raised its full-year outlook.
Key Takeaways
Vontier delivered robust second quarter results with sales increasing 11.1% year-over-year to $773.5 million, driven by strong core sales growth of 10.8%. The company saw significant improvements in operating profit and net earnings, leading to a GAAP diluted net EPS of $0.62 and adjusted diluted net EPS of $0.79. This strong performance led to an increased full-year adjusted diluted net EPS guidance.
Sales increased 11.1% year-over-year to $773.5 million, with core sales up 10.8%.
GAAP diluted net EPS was $0.62, and adjusted diluted net EPS was $0.79.
Operating profit rose 19.5% to $136.4 million, with operating profit margin expanding by 120 basis points to 17.6%.
Adjusted free cash flow was $89 million, representing a 76% adjusted free cash flow conversion.
Revenue by Segment
Forward Guidance
Vontier initiated Q3 2025 guidance for adjusted diluted net EPS and raised its full-year 2025 adjusted diluted net EPS guidance, reflecting confidence in continued performance.
Positive Outlook
- Full Year 2025 adjusted diluted net EPS guidance increased to $3.10 to $3.20.
- Full Year 2025 total sales guidance of $3,020 to $3,070 million.
- Full Year 2025 core sales midpoint approximately +2%.
- Full Year 2025 adjusted operating profit margin expansion of 20 to 40bps year-over-year.
- Full Year 2025 adjusted free cash flow conversion of approximately 100%.
Challenges Ahead
- Q3 2025 total sales guidance of $745 to $755 million, indicating a potential sequential decrease from Q2.
- Q3 2025 core sales midpoint approximately flat.
- Q3 2025 adjusted operating profit margin flat to down 50bps year-over-year, suggesting potential margin pressure.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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