EarningsQ2 2026 Earnings Report
MX:VNT1 Q2 2026 EPS Results
Actual EPS$16.16
Consensus EPS$14.62
Beat/MissBeat by +$1.54
One Year Ago EPS$14.35
MX:VNT1 Q2 2026 Revenue Results
Actual Revenue$13.74B
Expected Revenue$13.57B
Beat/MissBeat by +$174.00M
YoY Revenue Growth-2.17%
Earnings Announcement Details
QuarterQ2 2026
Date08/06/2026
TimeBefore Open
Conference CallThursday, August 6, 2026
MX:VNT1 Upcoming Earnings
Vontier's next earnings date is estimated for October 29, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
MX:VNT1 Q2 2026 Earnings Call
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Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a predominantly constructive outlook: despite flat core sales for the quarter and specific challenges in Repair Solutions and some timing delays in Mobility Technologies, the company showed clear operational progress — margin expansion (partly helped by tariff refunds), meaningful cost-savings execution, strong EFS performance, healthy cash generation and accelerated buybacks, and strategic portfolio actions (Teletrac divestiture, EKOS acquisition). Management raised full-year EPS guidance and expects continued momentum into the second half, while acknowledging areas that require targeted remediation.Company Guidance
Quarterly Revenue and Core Sales
Total sales of $757 million in Q2 2026 with core sales approximately flat year-over-year; results came in ahead of original guidance after adjusting for timing and tariff items.
Adjusted Operating Margin Expansion
Adjusted operating margin increased 190 basis points year-over-year in the quarter (including ~120 bps benefit from IEEPA tariff refunds); underlying margin expansion was ~70 bps.
Environmental & Fueling Solutions (EFS) Strength
EFS delivered ~5% core growth, driven by double-digit global dispenser sales and strong aftermarket parts demand; segment margin increased ~240 basis points (including a ~220 bps tariff tailwind).
Mobility Technologies Underlying Momentum
Mobility Technologies grew mid-single digits on an underlying basis when excluding an elevated prior-year vehicle identification shipment compare (~$25 million headwind / ~10 points); segment margin expanded ~190 bps (20 bps from tariffs) with underlying margins around 21%.
Cash Generation and Capital Return
Adjusted free cash flow of $98 million in Q2 (~80% conversion to adjusted net income, ~13% of sales); ended quarter with >$260 million cash and net leverage of 2.3x. Repurchased ~4 million shares (~$130 million) in Q2, YTD ~6 million shares (~$200 million), and increased buyback authorization to $1 billion.
Cost Savings and Simplification Progress
Delivered approximately $4 million of year-over-year savings in the quarter, tracking ahead of plan and expecting to exceed a $50 million full-year cost savings commitment; executed SKU rationalization (~1,400 SKUs YTD) and platform consolidation (moving from 32 to 8 dispenser platforms).
Connected Mobility and Customer Wins
Connected assets managed through applications are up >20% year-to-date; added over 2,000 new sites in Q2; QuikTrip deployment reduced truck rolls for service events by >80%, demonstrating productivity and uptime benefits.
Strategic M&A — EKOS Acquisition
Acquired EKOS for $43 million plus potential earn-out; EKOS ARR ~80% of revenue and grew ~25% CAGR over 3 years, connects >1 million vehicles and ~10,000 sites. Expected FY2027 revenue contribution of $15–$17 million and mid-teens+ margins, with double-digit ROIC by year 3.
Raised EPS Guidance and Comfortable Full-Year Outlook
Raised full-year adjusted EPS guidance to $3.45–$3.55 (up 8%–11% YoY); full-year operating margin expected to expand ~100 bps to over 22% at midpoint; Q3 sales guidance $720–$735 million with core growth ~5% at the midpoint.
Order Trends and Book-to-Bill
Orders up low single digits in the quarter and book-to-bill ratio above 1, supporting pipeline and second-half growth expectations.
MX:VNT1 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