Overview

• US industrial technology firm's Q1 sales rose 1.3%, beating analyst expectations

• Adjusted diluted net EPS for Q1 met analyst expectations

Outlook

• Company expects Q2 adjusted diluted net EPS of $0.78 to $0.81

• Vontier reaffirms FY 2026 adjusted diluted net EPS guidance of $3.35 to $3.50

Result Drivers

• FUELING DEMAND - Environmental & Fueling Solutions segment growth led by strong demand for fuel dispensing equipment and aftermarket parts

• LOWER VEHICLE ID SHIPMENTS - Mobility Technologies sales fell due to lower shipments of vehicle identification solutions, despite strong demand for payment and point-of-sale technologies

• MACRO PRESSURE ON TECHNICIANS - Repair Solutions sales held flat as growth initiatives offset macroeconomic pressures impacting service technicians’ discretionary spending

Company press release: ID:nBw8dkzpza

Key Details

Metric	Beat/Miss	Actual	Consensus Estimate
Q1 Sales	Beat	$750.60 mln	$737.08 mln (8 Analysts)
Q1 Adjusted EPS	Meet	$0.80	$0.80 (10 Analysts)
Q1 EPS		$0.66

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 3 "hold" and 1 "sell" or "strong sell"

• The average consensus recommendation for the electronic equipment & parts peer group is "buy"

• Wall Street's median 12-month price target for Vontier Corp is $49.33, about 40.8% above its May 6 closing price of $35.04

• The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 11 three months ago

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