Vontier (VNT) Q4 2025 earnings summary

Executive summary

• Q4 2025 core sales grew 5–5.1%, with adjusted EPS up 8% year-over-year and full-year EPS up 11%, exceeding guidance.

• Strategic repositioning, simplification, and innovation in unified payment solutions and car wash offerings drove growth and customer engagement.

• Sequential growth in Repair Solutions and above-market growth in Convenience Retail, though Repair Solutions declined year-over-year.

• $300 million in share repurchases completed in 2025, with $125 million in Q4.

• Operating cash flow for Q4 was $190.1 million; adjusted free cash flow for the year was $462.3 million, with 98% conversion.

Financial highlights

• Q4 2025 sales reached $809 million, up 4.1% year-over-year, with core growth of 5–5.1%.

• Adjusted EPS for Q4 was $0.86, up 8% year-over-year; full-year adjusted EPS was $3.20, up 11%.

• Adjusted operating profit margin was 21.3%, impacted by a one-time Invenco inventory reserve and higher costs.

• Adjusted free cash flow for Q4 was $185 million, with 147% conversion; full-year adjusted FCF was $462 million, 98% conversion.

• Net leverage ratio improved to 2.3x from 2.6x year-over-year.

Outlook and guidance

• FY 2026 sales expected at $3.1–$3.15 billion, with ~3% core growth at midpoint.

• Adjusted operating profit margin to expand by ~80 basis points; adjusted EPS guidance is $3.35–$3.50.

• Q1 2026 sales guidance of $730–$740 million, ~1% core growth; adjusted EPS of $0.78–$0.81.

• Adjusted free cash flow conversion expected at ~95% for FY 2026.