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Jun 27
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.
Vontier
Vontier
Vontier Revenue by Segment
Revenue by Segment
Mobility Technologies Revenue
CapyFin.comRepair Solutions Revenue
CapyFin.comEnvironmental & Fueling Solutions Revenue
CapyFin.com 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.
- Ongoing macroeconomic headwinds impacting the repair solutions segment are anticipated to continue.
- Lower demand for car wash technologies is anticipated to partially offset strong demand in other Mobility Technologies areas.