Vontier Corporation · NYSE:VNT
Vontier — Q3 2026 Earnings Presentation
20 slides from Vontier's earnings presentation, Nov 5, 2026
Slide 1: Q3 2026 Earnings Presentation
Q3 2026 Earnings Presentation November 5, 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: Key Messages
Key Messages Strong Q3 results; Raising full year outlook 1 Increasing adoption of innovative solutions delivering Core Sales ~6% above-market growth 2 Constructive end market demand, Book-to-Bill 1.05x 3 Strong margin expansion; Disciplined execution on Adjusted OP Margin 24.3% self-help initiative
Slide 4: Connected Forecourt Creates a Differentiated Growth Platform
Connected Forecourt Creates a Differentiated Growth Platform Connecting the full site simplifies operations, enriches insights, and elevates the consumer experience CONNECTED MOBILITY IN ACTION Unified payments and commerce One payment architecture across forecourt and store touchpoints creates a co
Slide 5: Q3 2026: Summary Financial Results
Q3 2026: Summary Financial Results Sales Adj. Operating Profit Margin Adj. Diluted Net EPS Adj. Free Cash Flow ($M) (%) ($) ($M) $133 $753 24.3% $0.92 $737 21.3% $0.78 $94 Q3 2025 Q3 2026 Q3 2025 Q3 2026 Q3 2025 Q3 2026 Q3 2025 Q3 2026 • Total growth: (2.1)% • Strong execution in EFS and MT • GAAP D
Slide 6: Environmental & Fueling Solutions (EFS)
Environmental & Fueling Solutions (EFS) Sales Segment Operating ($M) Profit ($M) & Margin (%) Q3 Highlights Total +8.7% • Strong, broad-based demand across the portfolio driven by new- 31.6% build and replacement activity Core +13.1% +240bps • Above market growth in Dispensers driven by innovation a
Slide 7: Mobility Technologies (MT)
Mobility Technologies (MT) Sales Segment Operating ($M) Profit ($M) & Margin (%) Q3 Highlights Total (13.7)% • Decline in reported revenues reflects Teletrac divestiture 25.9% Core +2.2% +740bps • Strong demand across C-Retail portfolio – Payment, Store Automation and Asset Management solutions $271
Slide 8: Repair Solutions (RS)
Repair Solutions (RS) Sales Segment Operating ($M) Profit ($M) & Margin (%) Q3 Highlights Total (0.9)% • Same-Store Sales up low-single digits 19.1% Core (1.0)% (180bps) • Continued strength in Tool Storage & Diagnostics • Focus on productivity and quick payback categories $142 • Total sales decline
Slide 9: Q3 2026: Balance Sheet & Cash Flow
Q3 2026: Balance Sheet & Cash Flow Q3 Capital Deployment Q3 2025 Q3 2026 • Healthy balance sheet with strong liquidity Free Cash Flow ($M) • Net Leverage Ratio 2.3X; Target ~2.5-3.0X Cash from Operating Activities $111 $143 • Solid Adj. FCF enabling capital deployment Capital Expenditures $(21) $(21
Slide 10: Guidance: Q4 and Full Year 2026 Guidance
Guidance: Q4 and Full Year 2026 Guidance Other Modeling Assumptions FY 2026 FY 2026 Q4 2026 Q4 2026 Previous Guide Current Guide • Sales • Intersegment Sales1: ~$28M Sales ~$785 $3,000 – 3,050M ~$3,030M • FX: ~$4-5M headwind YoY (midpoint) (midpoint) • Net M&A: ~$(45M) ~+3% ~+3% ~+3% • Other P&L Ass
Slide 11: Appendix
Powering 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 Trusted intelligence 14
Slide 15: Components of Sales Growth
Components of Sales Growth Total Sales Growth (GAAP) Core sales growth (Non-GAAP) Acquisitions and divestitures (Non-GAAP) Currency exchange rates (Non-GAAP) Total Sales Growth (GAAP) Core sales growth (Non-GAAP) Acquisitions and divestitures (Non-GAAP) Currency exchange rates (Non-GAAP) % Change Th
Slide 16: Reconciliation of Operating Profit to Adjusted Operating Profit
Reconciliation of Operating Profit to Adjusted Operating Profit
Slide 17: Reconciliation of Net Earnings to Adjusted Net Earnings
Reconciliation of Net Earnings to Adjusted Net Earnings
Slide 18: Reconciliation of Operating Cash Flow to Free Cash Flow and Conversion Ratio
Reconciliation of Operating Cash Flow to Free Cash Flow and Free Cash Flow Conversion Ratio
Slide 19: Reconciliation of Operating Cash Flow to Adjusted Free Cash Flow Conversion Ratio
Reconciliation of Operating Cash Flow to Adjusted Free Cash Flow and Adjusted Free Cash Flow Conversion Ratio
Slide 20: Net Leverage Ratio and Reconciliation from Net Earnings to Adjusted EBITDA
Net Leverage Ratio and Reconciliation from Net Earnings to EBITDA to Adjusted EBITDA