VNT

EX-99.1

2 a20261002-ex991.htm

EX-99.1

Document

Exhibit 99.1

Vontier Reports Strong Third Quarter Results and Raises Full Year Adjusted EPS Guidance

Third Quarter 2026 Results

•Sales of $736.9 million, down 2.1% vs. prior year; Core sales up 5.7% year-over-year

•GAAP diluted net EPS of $0.73; Adjusted diluted net EPS of $0.92

•Operating cash flow was $142.8 million; Adjusted free cash flow was $133.1 million, representing 107% adjusted free cash flow conversion

2026 Outlook

•Initiates Q4 2026 guidance for adjusted diluted net EPS of $0.99 to $1.03

•Raises FY 2026 guidance for adjusted diluted net EPS of $3.60 to $3.64

RALEIGH, North Carolina, November 5, 2026 -- Vontier Corporation (NYSE: VNT), a leading global provider of critical technologies and solutions to connect, manage and scale the mobility ecosystem, today announced results for the third quarter ended October 2, 2026.

Reported sales in the third quarter decreased 2.1% year-over-year to $736.9 million, reflecting the impact from the divestiture of Teletrac Navman. Core sales increased 5.7% driven primarily by ongoing strength across our convenience retail facing businesses. Operating profit of $158.4 million increased 11.2% from the prior year, and operating profit margin increased approximately 260 basis points, to 21.5%. Adjusted operating profit of $179.3 million increased 12.1% from the prior year and adjusted operating profit margin increased 300 basis points to 24.3%. Net earnings were $99.0 million, and adjusted net earnings were $124.3 million, resulting in GAAP diluted net earnings per share of $0.73 and adjusted diluted net earnings per share of $0.92.

"Vontier delivered a strong third quarter, with results exceeding our guidance across sales, margin, and EPS. Increasing adoption of our innovative products and solutions is contributing to above-market growth. Our simplification and 80/20 initiatives are delivering more meaningful operating leverage, with savings now tracking ahead of our original commitment. These dynamics are strengthening our earnings profile and give us the confidence to raise our full-year outlook," said Mark Morelli, President and Chief Executive Officer.

Segment Results

Environmental & Fueling SolutionsQ3 2026Q3 2025Change

Sales ($M) $388.9$357.88.7%

Segment Operating Profit ($M) $122.8$104.417.6%

Segment Operating Profit Margin31.6%29.2%240bps

Environmental & Fueling Solutions reported sales increased 8.7% versus the prior year. Core sales increased 13.1%, led by strong demand for fuel dispensing and environmental equipment, as well as aftermarket parts. Segment operating profit margin increased 240 basis points driven by strong volume leverage and ongoing simplification initiatives.

Mobility TechnologiesQ3 2026Q3 2025Change

Sales(a) ($M) $233.6$270.6(13.7)%

Segment Operating Profit ($M) $60.4$50.120.6%

Segment Operating Profit Margin25.9%18.5%740bps

(a) Includes $25.9 million and $17.5 million of intersegment sales for Q3 2026 and Q3 2025, respectively, that are eliminated in consolidation.

Mobility Technologies reported sales decreased 13.7% versus the prior year. Core sales increased 2.2% year-over-year, reflecting healthy demand for convenience retail payment, store automation and asset management technologies. Segment operating profit margin increased 740 basis points year-over-year, driven primarily by cost savings associated with simplification initiatives.

Repair SolutionsQ3 2026Q3 2025Change

Sales ($M) $140.3$141.6(0.9)%

Segment Operating Profit ($M) $26.8$29.6(9.5)%

Segment Operating Profit Margin19.1%20.9%-180bps

Repair Solutions reported sales decreased 0.9% versus the prior year. Core sales decreased 1.0% reflecting ongoing macroeconomic pressures impacting service technicians’ discretionary spending and lower interest income. Segment operating profit margin decreased 180 basis points year-over-year due primarily to unfavorable mix.

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Other Items

•Repurchased 2.6 million shares for $80.0 million during the quarter; Year-to-date, share repurchases total 8.8 million shares for $280.0 million.

•Net leverage ratio ended Q3 at 2.3X

2026 Outlook

•Total sales of approximately $3,030 million; Core sales growth midpoint of approximately 3%

•Adjusted operating profit margin expansion of approximately 180 basis points year-over-year at the midpoint

•Adjusted diluted net EPS in the range of $3.60 to $3.64

•Adjusted free cash flow conversion of approximately 95%

Q4 2026 Outlook

•Total sales of approximately $785 million; Core sales growth of approximately 3%

•Adjusted operating profit margin expansion of approximately 280 basis points year-over-year at the midpoint

•Adjusted diluted net EPS in the range of $0.99 to $1.03

Conference Call Details

Vontier will discuss results and outlook during its quarterly investor conference call today starting at 8:00 a.m. ET. A link to the live webcast can be found here. Additionally, the webcast and an accompanying slide presentation c

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