Slide 1: Q2 2026 Earnings Presentation
Q2 2026 Earnings Presentation August 6, 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, a
Slide 3: Q2 2026: Executive Summary
Q2 2026: Executive Summary Solid Q2; Raising full year adjusted EPS outlook 1 Connected Mobility strategy and new product Core Sales ~Flat innovation continue to gain traction 2 Convenience Retail end market demand remains robust, supporting topline growth Adjusted OP Margin 23.0%* 3 Maintaining dis
Slide 4: EKOS Acquisition Advances Our Connected Mobility Strategy
EKOS Acquisition Advances Our Connected Mobility Strategy Adds scaled, high-growth software platform that strengthens Vontier’s end-to-end fleet & fueling workflow • Cloud-based fleet energy management platform connects private fueling sites, vehicles, transactions and workflows through a centralize
Slide 5: Q2 2026: Adjusted Guidance Framework
Q2 2026: Adjusted Guidance Framework Strong Q2 execution with operational results above guidance Comments Official Teletrac Guide with Adjusting prior guide framework Q2 Actuals Guide Adjustment Teletrac to include full quarter of Teletrac • Adds back ~1mo of Teletrac Sales $730 – 740M ~$15M $745 –
Slide 6: Q2 2026: Summary Financial Results
Q2 2026: Summary Financial Results Sales Adj. Operating Profit Margin Adj. Diluted Net EPS Adj. Free Cash Flow ($M) (%) ($) ($M) $774 $0.89 $757 23.0% $0.79 21.1% $98 $89 Q2 2025 Q2 2026 Q2 2025 Q2 2026 Q2 2025 Q2 2026 Q2 2025 Q2 2026 • Total growth: (2.2)% • Accelerated progress on structural • GAA
Slide 7: Segment Results: Environmental & Fueling Solutions (EFS)
Segment Results: Environmental & Fueling Solutions (EFS) Sales Segment Operating Profit ($M) ($M) Q2 Highlights Total +1.3% • Strong demand for fueling equipment and aftermarket parts 31.6% Core +4.6% +240bps • Strength in global Dispensers supported by the successful new product launch of the next
Slide 8: Segment Results: Mobility Technologies (MT)
Segment Results: Mobility Technologies (MT) Sales Segment Operating Profit ($M) ($M) Q2 Highlights Total (6.2)% • Strong demand for in-store payment technologies and asset 21.0% management solutions Core (4.9)% +190bps • Difficult prior year comparison related to Vehicle Identification $280 System p
Slide 9: Segment Results: Repair Solutions (RS)
Segment Results: Repair Solutions (RS) Sales Segment Operating Profit ($M) ($M) Q2 Highlights Total (1.3)% • Same-Store Sales Flat 19.0% Core (1.3)% (180bps) • Strength in Tool Storage & Diagnostics • Focus on productivity and quick payback categories $151 • Segment Operating Profit Margin: impacted
Slide 10: Q2 2026: Balance Sheet & Cash Flow
Q2 2026: Balance Sheet & Cash Flow Q2 Capital Deployment Q2 2025 Q2 2026 • Healthy balance sheet with strong liquidity Free Cash Flow ($M) • Net Leverage Ratio 2.3X; Target ~2.5-3.0X Cash from Operating Activities $100 $116 • Solid Adj. FCF enabling capital deployment Capital Expenditures $(17) $(21
Slide 11: Guidance: Q3 and Full Year 2026 Guidance
Guidance: Q3 and Full Year 2026 Guidance Other Modeling Assumptions FY 2026 FY 2026 Q3 2026 Q3 2026 Previous Guide Current Guide • Sales • Intersegment Sales1: ~$24M Sales $720 – $735M $2,990 – 3,040M $3,000 – 3,050M • FX: ~$2M headwind YoY • Net M&A: ~$(60M) ~+5% ~+3% ~+3% • Other P&L Assumptions C
Slide 12: Appendix
Powering the way the world moves Appendix
Slide 13: 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 14: 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 15: Supplemental Reconciliation Data
Supplemental Reconciliation Data Trusted intelligence 15
Slide 16: Components of Sales Growth
Components of Sales Growth % Change Three Months Ended July 3, 2026 vs. Comparable 2025 Period Environmental & Fueling Solutions Mobility Technologies Repair Solutions Total Total Sales Growth (GAAP) 1.3% (6.2%) (1.3%) (2.2%) Core sales growth (Non-GAAP) 4.6% (4.9%) (1.3%) (0.2%) Acquisitions and di
Slide 17: Reconciliation of Operating Profit to Adjusted Operating Profit
Reconciliation of Operating Profit to Adjusted Operating Profit Three Months Ended Six Months Ended $ in millions July 3, 2026 June 27, 2025 July 3, 2026 June 27, 2025 Sales (GAAP) $ 756.7 $ 773.5 $ 1,507.3 $ 1,514.6 Operating Profit (GAAP) $ 146.7 $ 136.4 $ 281.5 $ 266.5 Amortization of acquisition
Slide 18: Reconciliation of Net Earnings to Adjusted Net Earnings
Reconciliation of Net Earnings to Adjusted Net Earnings Three Months Ended Six Months Ended $ in millions July 3, 2026 June 27, 2025 July 3, 2026 June 27, 2025 Net Earnings (GAAP) $ 27.4 $ 91.9 $ 121.7 $ 179.8 Amortization of acquisition-related intangible assets 15.6 19.2 32.7 38.8 Restructuring- a
Slide 19: 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 Six Months Ended $ in millions July 3, 2026 June 27, 2025 July 3, 2026 June 27, 2025 Operating Cash Flow (GAAP) $ 116.3 $ 100.0 $ 162.8 $ 210.4 Less: Purchases of property, plant & equipmen
Slide 20: Reconciliation of Operating Cash Flow to Adjusted Free Cash Flow and Conversion
Reconciliation of Operating Cash Flow to Adjusted Free Cash Flow and Adjusted Free Cash Flow Conversion Ratio Three Months Ended Six Months Ended $ in millions July 3, 2026 June 27, 2025 July 3, 2026 June 27, 2025 Operating Cash Flow (GAAP) $ 116.3 $ 100.0 $ 162.8 $ 210.4 Less: Purchases of property
Slide 21: Net Leverage Ratio and Reconciliation from Net Earnings to EBITDA to Adjusted EBITDA
Net Leverage Ratio and Reconciliation from Net Earnings to EBITDA to Adjusted EBITDA Total Debt $ 1,905.1 Less: Cash (265.8) Net Debt $ 1,639.3 Adjusted EBITDA (Non-GAAP) $ 714.3 Net Leverage Ratio 2.3 Three Months Ended LTM $ in millions July 3, 2026 July 3, 2026 Net Earnings (GAAP) $ 27.4 $ 348.0