Vontier (VNT1) AI Stock Analysis

Company Guidance

For the fourth quarter, Vontier expects sales in the range of $780 million-$790 million, core sales growth of about 3% at the midpoint, operating margin to expand approximately 280 basis points at the midpoint, and adjusted EPS in the range of $0.99-$1.03, representing earnings growth in the mid-to-high teens; EFS core growth should be mid-single digits plus, Mobility Technologies should be flattish, Repair Solutions should be down low single digits, and Mobility Technologies margins will be up about 600 basis points, in the 24%-25% range. For the full year, the company expects sales of approximately $3.03 billion, core growth at approximately 3%, adjusted operating margin to expand approximately 180 basis points at the midpoint to just over 23%, and adjusted EPS in the range of $3.60-$3.64, representing low double-digit growth versus the prior year and above the high end of the previous guide. For 2027, it is a little early to give guidance, but the company expects incremental margins of 30%+ on core growth, about a $10 million incremental benefit next year from its cost improvement program, convenience retail and fleet end markets growing in the 4%-5% range, Mobility Technologies to return back to growth next year, Repair to be flat to down low single digits, and blended growth in the 3%-4% range.