Want to see VNT full AI Analyst Report?
Earnings Data
Report Date
Jul 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.8Last Year’s EPS
0.79Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a generally constructive picture: revenue and order growth, strong performance in Environmental & Fueling Solutions, product launches and a successful Teletrac divestiture that improves portfolio focus and is margin-accretive. Management maintained full-year guidance (after adjusting for the divestiture), reiterated confidence in $15M of in-year savings, and emphasized buybacks and disciplined capital allocation. Offsetting these positives were a Q1 margin shortfall, pronounced margin pressure in Mobility Technologies (–260 bps) driven by mix and elevated R&D, softer adjusted free cash flow ($28M) due to timing, and some near-term top-line reduction from the Teletrac sale. Overall, the strategic actions, product momentum, and stable guidance outweighed the operational and timing headwinds.Company Guidance
Total Sales and Core Growth
Total sales of $751 million in Q1 with core sales growth of 1.7% (above company guide). Orders were up approximately 5% on a core basis, driven by strong demand for fueling equipment and retail solutions.
EFS Segment Outperformance
Environmental & Fueling Solutions delivered strong results: dispenser sales increased low double digits globally (led by North America) and segment margin remained near 30%, benefitting from national account bookings and robust aftermarket parts demand.
Adjusted EPS and Financial Discipline
Adjusted EPS was $0.80, up 4% year-over-year. Management accelerated share repurchases, buying back $70 million in Q1 and assuming roughly $150 million of buybacks for the year, funded in part by divestiture proceeds.
Teletrac Divestiture — Value Realization
Agreement to sell Teletrac for a $220 million valuation (consisting of $80M cash + $100M seller's note) while retaining ~30% equity. Transaction completes a multi-year turnaround, is expected to close in June, will be margin-accretive (~+50 bps) and free up proceeds for buybacks and bolt-on M&A.
New Product Momentum and Connected Mobility Wins
Launched next-generation FlexPay6 outdoor payment terminal and reported continued traction for Invenco retail solutions (payment, media, POS). Company highlighted strong bookings and pipeline for unified payment and VIS offerings, reinforcing connected mobility strategy.
Guidance and Cost Savings Confidence
Full-year guidance left largely unchanged post-Teletrac (new midpoint sales ~just over $3.0B after removing ~ $110M sales contribution). Management expects operating margin expansion of ~130 basis points to ~22.5% (including $15M of in-year savings) and maintains free cash flow conversion target of ~95% (~15% of sales).
VNT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
VNT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $35.01 | $30.64 | -12.47% |
Feb 12, 2026 | $40.65 | $42.04 | +3.41% |
Sep 26, 2025 | $41.67 | $42.07 | +0.96% |
Jun 27, 2025 | $37.20 | $36.90 | -0.80% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Vontier Corp (VNT) report earnings?
Vontier Corp (VNT) is schdueled to report earning on Jul 30, 2026, Before Open (Confirmed).
What is Vontier Corp (VNT) earnings time?
Vontier Corp (VNT) earnings time is at Jul 30, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is VNT EPS forecast?
VNT EPS forecast for the fiscal quarter 2026 (Q2) is 0.8.