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Dec 31, 2025
Vontier Q4 2025 Earnings Report
Vontier reported strong fourth quarter and full year 2025 results, with sales up 4.1% year-over-year and adjusted diluted net EPS of $0.86.
Key Takeaways
Vontier concluded 2025 with a strong fourth quarter, reporting sales of $808.5 million, a 4.1% increase from the prior year, driven by robust core sales growth of 5.1%. Adjusted diluted net EPS reached $0.86, and the company generated $184.6 million in adjusted free cash flow, representing a 147% conversion rate. For the full year, sales were $3.1 billion, with adjusted diluted net EPS of $3.20.
Fourth quarter sales increased 4.1% year-over-year to $808.5 million, with core sales up 5.1%.
GAAP diluted net EPS was $0.85, and adjusted diluted net EPS was $0.86 for Q4 2025.
Operating cash flow for the quarter was $190.1 million, with adjusted free cash flow at $184.6 million, achieving 147% conversion.
The company repurchased 3.4 million shares for $125 million during the quarter, contributing to a total of 8.0 million shares for $300 million in the full year.
Revenue by Segment
Forward Guidance
Vontier initiates Q1 2026 guidance for adjusted diluted net EPS of $0.78 to $0.81 and full year 2026 guidance for adjusted diluted net EPS of $3.35 to $3.50, anticipating continued momentum and margin expansion.
Positive Outlook
- FY 2026 total sales projected between $3,100 million and $3,150 million.
- FY 2026 core sales growth midpoint of approximately 3%.
- FY 2026 adjusted operating profit margin expansion midpoint of approximately 80bps year-over-year.
- FY 2026 adjusted diluted net EPS in the range of $3.35 to $3.50.
- FY 2026 adjusted free cash flow conversion of approximately 95%.
Challenges Ahead
- Q1 2026 total sales projected between $730 million and $740 million, indicating a sequential decrease from Q4 2025.
- Q1 2026 core sales growth midpoint of approximately 1%, lower than FY 2026 guidance.
- Q1 2026 adjusted operating profit margins expected to be approximately flat.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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