Vontier Corporation · NYSE:VNT
Vontier — Q2 2025 Earnings Presentation
21 slides from Vontier's earnings presentation, Jul 31, 2025
Slide 1: Q2 2025 | Earnings Results
Q2 2025 | Earnings Results July 31, 2025
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: Q2 2025 | Financial & Operational Highlights
Q2 2025 | Financial & Operational Highlights 1 Strong execution in a dynamic environment • Optimizing core operations (Pillar 1) • VBS & ongoing 80/20 initiatives Core Sales +11% 2 Strategic focus on driving above-market growth • Traction on innovation/new products • Advancing our Connected Mobility
Slide 4: Q2 2025 | Summary Financial Results
Q2 2025 | Summary Financial Results Sales Adj. Operating Profit Margin Adj. Diluted Net EPS Adj. Free Cash Flow ($M) (%) ($) ($M) $774 $0.79 $696 20.3% 21.1% $0.63 $89 $26 Q2 2024 Q2 2025 Q2 2024 Q2 2025 Q2 2024 Q2 2025 Q2 2024 Q2 2025 • Total growth: +11.1% • Adj. OP Margin +80bps YoY • GAAP Dilute
Slide 5: Segment Results | Environmental & Fueling Solutions (EFS)
Segment Results | Environmental & Fueling Solutions (EFS) Sales Segment Operating Profit Q2 Highlights: ($M) ($M) • Innovation and go-to-market (channel) strength reading through in healthy end market Total +16.2% 29.2% • Broad-based growth across in equipment and service Core +15.7% +50bps • Fuel d
Slide 6: Segment Results | Mobility Technologies (MT)
Segment Results | Mobility Technologies (MT) Sales Segment Operating Profit Q2 Highlights: ($M) ($M) • Strong demand for enterprise productivity and unified payment solutions Total +17.9% 19.1% • Invenco >20% for 4 consecutive quarters Core +17.8% +180bps • Benefit from shipment timing related to pl
Slide 7: Segment Results | Repair Solutions (RS)
Segment Results | Repair Solutions (RS) Sales Segment Operating Profit Q2 Highlights: ($M) ($M) • Results reflect ongoing U.S. macro impacts on technician spend which offset annual “Expo” sales Total +0% 20.8% • Service techs continue to favor quick payback items Core +0% (50bps) • Segment Operating
Slide 8: Q2 2025 | Balance Sheet & Cash Flow
Q2 2025 | Balance Sheet & Cash Flow Q2 Capital Deployment Q2 2024 Q2 2025 • Healthy balance sheet; Strong liquidity (Cash + $750M undrawn revolver) Free Cash Flow ($M) • Net Leverage Ratio 2.5X; Target ~2.5-3.0X Cash from Operating Activities $46 $100 • Repurchased ~$50M in shares in Q2; $105M YTD •
Slide 9: Guidance | Q3 and Full Year 2025 Guidance
Guidance | Q3 and Full Year 2025 Guidance Guide Commentary & Assumptions Q3 2025 Prior FY 2025 Updated FY 2025 Q3 2025 Guide Guide Sales (May 2025) (July 2025) • Intersegment Sales2: ~$20M Sales $745 - $755M $2,970 - $3,050M $3,020 - $3,070M • FX: Neutral YoY Core Growth (at midpoint) ~Flat ~+2% ~+2
Slide 10: Guidance | FY25 Sales & Adj. EPS Bridge
Guidance | FY25 Sales & Adj. EPS Bridge FY25 Midpoint FY updates vs. prior guidance Prior Sales $3,010 • Strong Q2 & H1 results Segment Performance ~$15 • Core growth flattish in H2 FX ~$20 – Shipment timing benefits in Q2 impacting Q3 New Sales $3,045 – Underlying momentum in our Fueling and Invenc
Slide 11: Appendix
) Joa: ENABLING THE WAY THE WORLD MOVES™ APPENDIX
Slide 12: 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 13: 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 14: Supplemental Reconciliation Data
Supplemental Reconciliation Data
Slide 15: Tariffs | Actively Managing Tariff Exposure to Protect Margins
Tariffs | Actively Managing Tariff Exposure to Protect Margins Estimated 2025 Tariff Impacts Ongoing Mitigation Actions May 1st Current Key Assumptions 20% IEEPA + 1 Continuing supply chain optimization, including further reductions in China China ~$40M ~$13M 10% reciprocal tariff – OR – Sec. 232 ta
Slide 16: Components of Sales Growth
COMPONENTS OF SALES GROWTH % Change Three Months Ended June 27, 2025 vs. Comparable 2024 Period Mobility Technologies Repair Solutions Environmental & Fueling Solutions Total Total Sales Growth (GAAP) 17.9% —% 16.2% 11.1% Core sales growth (Non-GAAP) 17.8% —% 15.7% 10.8% Acquisitions and divestiture
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 June 27, 2025 June 28, 2024 June 27, 2025 June 28, 2024 Sales (GAAP) $ 773.5 $ 696.4 $ 1,514.6 $ 1,452.2 Operating Profit (GAAP) $ 136.4 $ 114.1 $ 266.5 $ 256.2 Amortization of acquisiti
Slide 18: Reconciliation of Net Earnings to Adjusted Net Earnings
RECONCILIATION OF NET EARNINGS TO ADJUSTED NET EARNINGS
Slide 19: Reconciliation of Operating Cash Flow to Free Cash Flow and Conversion
RECONCILIATION OF OPERATING CASH FLOW TO FREE CASH FLOW AND FREE CASH FLOW CONVERSION RATIO Three Months Ended Six Months Ended $ in millions June 27, 2025 June 28, 2024 June 27, 2025 June 28, 2024 Operating Cash Flow (GAAP) $ 100.0 $ 46.1 $ 210.4 $ 137.6 Less: Purchases of property, plant & equipme
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 June 27, 2025 June 28, 2024 June 27, 2025 June 28, 2024 Operating Cash Flow (GAAP) $ 100.0 $ 46.1 $ 210.4 $ 137.6 Less: Purchases of propert
Slide 21: Net Leverage Ratio and Reconciliation from Net Earnings to Adjusted EBITDA
NET LEVERAGE RATIO AND RECONCILIATION FROM NET EARNINGS TO EBITDA TO ADJUSTED EBITDA