Slide 1: Q4 2025 Earnings Presentation
Q4 2025 Earnings Presentation 12 February 2026
Slide 2: Safe Harbor and Forward-Looking Statements
Safe Harbor and Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the federal securities laws. These statements include, but are not limited to statements regarding Vontier Corporation’s (the “Company’s”) business and acquisition opportunities, an
Slide 3: Q4 2025: Executive Summary
Q4 2025: Executive Summary Strong finish to a dynamic year…Well positioned to accelerate margin expansion in 2026 1 Strong financial performance in Q4 +5% • Above market growth in Convenience Retail driven by innovation Core Sales • Sequential growth within Repair Solutions • Adjusted EPS above the
Slide 4: 2025 Sales Highlights by Segment
2025 Sales Highlights by Segment 2025 Sales 2025 Sales 2025 2026 Outlook ($M) (Core % Chg) Commentary (Core Sales % Chg) Innovation-led demand reading through, driving above-market growth Constructive market backdrop; continued growth with large national and Environmental & $1,437 +6% regional c
Slide 5: Innovation Spotlight: Unified Payment
Innovation Spotlight: Unified Payment Driving operational productivity, and enabling consumer engagement, media, and loyalty Unified Payment Devices iNFX Outdoor Payment iNFX Electronic Indoor Payment Terminal Payment Server (EPS) Terminal Fueling Car Wash EV Charging In-Store POS Trusted intelligen
Slide 6: Q4 2025: Summary Financial Results
Q4 2025: Summary Financial Results Sales Adj. Operating Profit Margin Adj. Diluted Net EPS Adj. Free Cash Flow ($M) (%) ($) ($M) $809 $0.86 $185 $777 $0.80 $155 22.0% 21.3% Q4 2024 Q4 2025 Q4 2024 Q4 2025 Q4 2024 Q4 2025 Q4 2024 Q4 2025 • Total growth: +4.1% • Adj. OP Margin (70bps) YoY, as • GAAP D
Slide 7: Segment Results: Environmental & Fueling Solutions (EFS)
Segment Results: Environmental & Fueling Solutions (EFS) Sales Segment Operating Profit ($M) ($M) Q4 Highlights • Innovation and channel strength supporting above-market growth Total +5.4% 29.5% Core +8.1% +90bps • Broad growth across equipment and service $114 • Global dispenser +HSD $105 • Environ
Slide 8: Segment Results: Mobility Technologies (MT)
Segment Results: Mobility Technologies (MT) Sales Segment Operating Profit ($M) ($M) Q4 Highlights • Broad growth across all businesses, the result of strong demand Total +9.3% 18.5% for industry-leading payment, productivity, car wash and alt. fuels: Core +8.5% (220bps) • Retail Solutions (Invenco)
Slide 9: Segment Results: Repair Solutions (RS)
Segment Results: Repair Solutions (RS) Sales Segment Operating Profit ($M) ($M) Q4 Highlights • Sequential sales growth, reflecting progress on growth initiatives Total (2.4)% 20.0% Core (2.4)% (110bps) • Positive sales growth in both Tool Storage and Diagnostics • Distributor sales off the truck in
Slide 10: Q4 2025: Balance Sheet & Cash Flow
Q4 2025: Balance Sheet & Cash Flow Q4 Capital Deployment Q4 2024 Q4 2025 • Healthy balance sheet; Strong liquidity (Cash + $750M undrawn Free Cash Flow ($M) revolver) Cash from Operating Activities $168 $190 • Net Leverage Ratio 2.3X; Target ~2.5-3.0X Capital Expenditures ($20) ($15) • Repurchased ~
Slide 11: Guidance: Q1 and Full Year 2026 Guidance
Guidance: Q1 and Full Year 2026 Guidance Guide Commentary & Assumptions FY 2026 Q1 2026 Q1 2026 Guide • Sales • Intersegment Sales1: ~$20M Sales $730 – $740M $3,100 – $3,150M • FX: ~$5-7M tailwind • Net M&A: ~($15)M ~+1% ~+3% • Other P&L Assumptions Core Growth (YoY % chg) • Share Count ~143M (midpo
Slide 12: Structural Drivers Supporting Long-Term Attractive Returns
Structural Drivers Supporting Long-Term Attractive Returns Leading in Attractive End Top-Tier Margin & Cash Disciplined Capital Markets Profile Allocation Convenience Retail ~$11B Adj. OP Margin% of 21.3% at ~$2.7B in capital deployed +L/MSD CAGR FY’25 post-spin Fleet Solutions ~$11B Midpoint of +80
Slide 13: Appendix
Appendix Q4’25 Earnings Presentation
Slide 14: Safe Harbor and Forward-Looking Statements
Safe Harbor and Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the federal securities laws. These statements include, but are not limited to statements regarding Vontier Corporation’s (the “Company’s”) business and acquisition opportunities, an
Slide 15: Non-GAAP Financial Measures
Non-GAAP Financial Measures This presentation contains references to “core sales growth," “adjusted operating profit,” “adjusted operating profit margin,” “adjusted net earnings,” “adjusted diluted net earnings per share,” “free cash flow,” "free cash flow conversion," “adjusted free cash flow,” “ad
Slide 16: Non-GAAP Financial Measures (continued)
Non-GAAP Financial Measures (continued) • EBITDA refers to net earnings calculated in accordance with GAAP, excluding interest, taxes, depreciation and amortization of acquisition-related intangible assets. Adjusted EBITDA refers to EBITDA adjusted for Restructuring- and divestiture-related adjustme
Slide 17: Supplemental Reconciliation Data
Supplemental Reconciliation Data Trusted intelligence
Slide 18: Components of Sales Growth
Components of Sales Growth % Change Three Months Ended December 31, 2025 vs. Comparable 2024 Period Mobility Technologies Repair Solutions Environmental & Fueling Solutions Total Total Sales Growth (GAAP) 9.3% (2.4%) 5.4% 4.1% Core sales growth (Non-GAAP) 8.5% (2.4%) 8.1% 5.1% Acquisitions and dives
Slide 19: Reconciliation of Operating Profit to Adjusted Operating Profit
Reconciliation of Operating Profit to Adjusted Operating Profit Three Months Ended Year Ended $ in millions December 31, 2025 December 31, 2024 December 31, 2025 December 31, 2024 Sales (GAAP) $ 808.5 $ 776.8 $ 3,075.6 $ 2,979.0 Operating Profit (GAAP) $ 152.7 $ 149.3 $ 561.6 $ 537.0 Amortization of
Slide 20: Reconciliation of Net Earnings to Adjusted Net Earnings
Reconciliation of Net Earnings to Adjusted Net Earnings Three Months Ended Year Ended $ in millions December 31, 2025 December 31, 2024 December 31, 2025 December 31, 2024 Net Earnings (GAAP) $ 123.5 $ 123.5 $ 406.1 $ 422.2 Amortization of acquisition-related intangible assets 17.0 19.7 74.1 79.7 Re
Slide 21: Reconciliation of Operating Cash Flow to Free Cash Flow and Free Cash Flow Conversion
Reconciliation of Operating Cash Flow to Free Cash Flow and Free Cash Flow Conversion Ratio Three Months Ended Year Ended $ in millions December 31, 2025 December 31, 2024 December 31, 2025 December 31, 2024 Operating Cash Flow (GAAP) $ 190.1 $ 168.1 $ 511.0 $ 427.5 Less: Purchases of property, plan
Slide 22: Reconciliation of Operating Cash Flow to Adjusted Free Cash Flow
Reconciliation of Operating Cash Flow to Adjusted Free Cash Flow and Adjusted Free Cash Flow Conversion Ratio Three Months Ended Year Ended $ in millions December 31, 2025 December 31, 2024 December 31, 2025 December 31, 2024 Operating Cash Flow (GAAP) $ 190.1 $ 168.1 $ 511.0 $ 427.5 Less: Purchases
Slide 23: Net Leverage Ratio and Reconciliation from Net Earnings to Adjusted EBITDA
Net Leverage Ratio and Reconciliation from Net Earnings to EBITDA to Adjusted EBITDA Total Debt $ 2,102.4 Less: Cash (492.2) Net Debt $ 1,610.2 Adjusted EBITDA (Non-GAAP) $ 707.0 Net Leverage Ratio 2.3 Three Months Ended Year Ended $ in millions December 31, 2025 December 31, 2025 Net Earnings (GAAP