Vontier Corporation provides mobility ecosystem solutions worldwide. It operates through three segments: Mobility Technologies, Repair Solutions, and Environmental and Fueling Solutions. The Mobility Technologies segment provides digitally enabled equipment and operating software solutions for mobility ecosystem, such as convenience retail operating platform, point-of-sale and payment solutions, remote diagnostics and site-management tools, workflow automation solutions, data analytics, operating software platform for electric vehicle charging networks, integrated solutions for alternative fuel dispensing, and IoT-based fleet telematics. Its Repair Solutions segment manufactures and distributes aftermarket vehicle repair tools, toolboxes, automotive diagnostic equipment and software through mobile franchise network. The Environmental and Fueling Solutions segment offers environmental monitoring and leak detection systems, forecourt controllers, vapor recovery equipment, and fuel dispenser systems for petroleum under the Gilbarco and Veeder-Root brands. The company markets its products and services to retail and commercial fueling, convenience store, and car wash operators; commercial vehicle repair businesses, fleet owners/operators and electric vehicle charging network operators, as well as direct sales personnel and independent distributors. It serves customers in North America, the Asia Pacific, Europe, and Latin America. Vontier Corporation was incorporated in 2019 and is headquartered in Raleigh, North Carolina.
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Vontier Q2 Earnings Beat, Analysts Probe Margins and Repair Solutions
Vontier reported second-quarter results that beat Wall Street expectations on revenue and non-GAAP earnings, with revenue of $756.7 million versus analyst estimates of $746.9 million and adjusted EPS of $0.89 versus $0.80. Management raised full-year adjusted EPS guidance to $3.50 at the midpoint, a 2.2% increase, while revenue guidance of $3.03 billion was roughly in line with expectations. During the earnings call, analysts pressed on margin guidance, memory chip inflation, durability of the Environmental & Fueling Solutions segment, and turnaround steps for the underperforming Repair Solutions segment, where leadership changes were announced. CEO Mark Morelli credited robust aftermarket sales, convenience retailer investment in site modernization, and strong traction from new payment and asset management products, while CFO Anshooman Aga noted price increases are mitigating higher memory chip costs. The company also discussed the EKOS acquisition as a strategic addition to enhance fleet energy management capabilities.
Vontier reported second quarter 2026 results that beat expectations on both the top and bottom line, with total sales of $757 million and core sales approximately flat year-over-year. Adjusted operating margin increased 190 basis points, including a net benefit of approximately 120 basis points from IEEPA tariff refunds, while underlying margin expanded 70 basis points. The company raised its full-year adjusted EPS guidance to $3.45 to $3.55, representing growth of 8% to 11% versus the prior year, and increased its share repurchase authorization to $1 billion. Vontier also completed the sale of Teletrac and announced the acquisition of EKOS, a fleet energy management business with ARR representing approximately 80% of revenue and growing at a 25% compound annual rate over the last three years.
Rockwell Automation Leads IoT Earnings with 11.9% Revenue Growth
Rockwell Automation reported first-quarter revenues of $2.24 billion, up 11.9% year on year and exceeding analyst expectations by 3.8%, making it the standout performer among six tracked internet of things stocks. The company also posted the largest analyst estimate beat, fastest revenue growth, and highest full-year guidance raise in its peer group, sending its stock up 18.3% to $473.50. Trimble delivered revenues of $939.9 million, up 11.8% year on year and beating estimates by 3.8%, but its shares fell 15.9% to $57.48. SmartRent, the weakest performer, saw revenues decline 6.4% to $38.68 million, missing EBITDA estimates significantly, and its stock dropped 29.7% to $1.01. Emerson Electric reported $4.56 billion in revenue, up 2.9% but 0.7% below expectations, while Vontier posted $750.6 million, up 1.3% and beating estimates by 1.8%, though its next-quarter guidance missed. Overall, the group beat revenue estimates by 1.8% but issued next-quarter guidance 1.3% below consensus, and average share prices declined 4% since the results.
Palm Valley Capital Management adds Vontier to portfolio in Q2 2026
Palm Valley Capital Management initiated a new position in Vontier Corporation during the second quarter of 2026. The firm's Palm Valley Capital Fund gained 1.80% in the quarter, trailing the S&P SmallCap 600's 19.7% return and the Morningstar Small Cap Total Return Index's 14.0% return, partly because the strategy held 75% in cash equivalents. Vontier, a global industrial technology and mobility solutions company, was acquired alongside Clorox and Molson Coors Beverage. The fund manager noted Vontier's operations span fueling equipment and payment systems, vehicle repair and diagnostics tools, and car wash technology, and highlighted its evolution toward fuel-agnostic products including electric vehicle charging software.
Vontier flagged as risky with three warning signs, one alternative stock recommended
Vontier has been flagged as a risky investment due to three concerning factors, with analysts recommending an alternative stock instead. The company's organic revenue growth averaged only 2.6% annually over the past two years, signaling weak demand in its core business. Wall Street forecasts a 2.3% revenue decline over the next 12 months, a sharp reversal from its 1.9% annualized growth over the past five years. Additionally, earnings per share have grown just 1.2% annually over five years, mirroring sluggish revenue performance. Following a 23.3% stock decline to $29.01, Vontier trades at 8.3 times forward earnings, but its shaky fundamentals suggest potential further downside.
Vontier Named to TIME's World's Most Sustainable Companies List for Third Consecutive Year
Vontier Corporation has been named to TIME's World's Most Sustainable Companies 2026 list for the third year in a row. The recognition follows the company's 2026 Sustainability Report, which announced the completion of its 2030 greenhouse gas emissions target five years early. Vontier's score rose 18% year over year, increasing from 57.58 to 68.03 out of a maximum of 100. The list, compiled by TIME and Statista, assessed over 5,800 companies across more than 20 key performance indicators, with the top 750 awarded based on revenue, market capitalization, and public prominence.
Vontier Survey Finds Speed and Small Rewards Redefine Convenience-Store Loyalty
A new national survey from Vontier finds that Americans are redefining convenience-store loyalty around two expectations: faster, more seamless transactions and small rewards that deliver an immediate emotional payoff. Nearly half of the more than 600 U.S. drivers surveyed want the ability to purchase snacks, beverages and everyday essentials directly at the fuel pump or EV charger, marking the rise of what Vontier calls Order at the Pump. Over 90% of drivers spend less than ten minutes on site, and seven in ten say dependable payment and fueling systems are extremely important in determining where they return. At the same time, more than half of drivers say free coffee or snacks make a loyalty program more appealing, with even stronger responses among Millennials and Gen Z. Vontier CEO Mark Morelli said drivers expect the same speed and simplicity they get from digital experiences but still respond to the small details that make an in-store visit feel rewarding.
Cameron Richardson Joins Vontier as Group President of Repair Solutions, Leading Matco Tools
Vontier Corporation has appointed Cameron Richardson as Group President of its Repair Solutions business segment, where he will lead Matco Tools. Richardson brings more than 25 years of global leadership experience, most recently serving as Senior Vice President of Store Operations at NAPA Auto Parts, where he led the modernization of over 6,500 stores including 4,500 franchise retail locations. Vontier CEO Mark Morelli cited Richardson's strong background in the automotive aftermarket and commitment to franchisee success. Richardson expressed excitement about joining Matco Tools and plans to focus on supporting franchisees, deepening customer relationships, and positioning the business for long-term growth.
Vontier shares drop 15% after Q1 revenue and guidance miss
Vontier, one of six Internet of Things stocks tracked, reported first-quarter revenue of $750.6 million, up 1.3% year on year and beating analyst estimates by 1.8%, but its revenue and EPS guidance for the next quarter fell short of expectations. The stock has fallen 15% since the report and now trades at $29.80. Among the group, Rockwell Automation was the best performer with revenue of $2.24 billion, up 11.9% year on year and beating estimates by 3.8%, while SmartRent was the weakest with revenue of $38.68 million, down 6.4% year on year. Overall, the six companies beat revenue estimates by 1.8% on average, but their share prices have declined by an average of 6.1% since reporting.