Fortive Corporation · NYSE:FTV
Fortive — Baird Global Industrials Conference 2025
10 slides from Fortive's conference presentation, Nov 11, 2025
Slide 1: Baird Global Industrials Conference
Baird Global Industrials Conference November 11, 2025 OLUMIDE SOROYE President & CEO © Fortive © Fortive 2025 2025 1
Slide 2: Forward Looking Statements, Non-GAAP Financial Measures, & Basis of Presentation
Forward Looking Statements, Non-GAAP Financial Measures, & Basis of Presentation FORWARD-LOOKING STATEMENTS Statements in this presentation that are not strictly historical, including statements regar ding anticipated financial results, gl obal and re gional economic conditions, industry trends, ge
Slide 3: New Fortive at a Glance
New Fortive at a Glance Investment Highlights Simplified Company, Focused on Safety and Productivity • Strong, durable financial profile with high $4.1B 4% ~50% Revenue Core Growth Recurring recurring revenue, (5-year CAGR) attractive margin profile, and robust free cash ~65% $1.2B $0.9B flow genera
Slide 4: Fortive Accelerated Strategy
Fortive Accelerated Strategy 1 2 3 Faster Profitable Disciplined Capital Build and Maintain Organic Growth Allocation Investor Trust • Innovation Acceleration • Invest in organic growth • Clear expectations and consistent delivery • Commercial Acceleration • Smaller bolt-on M&A • Simplified guidance
Slide 5: Supplemental Reconciliation Data
Supplemental Reconciliation Data 5
Slide 6: Adjusted Gross Profit and Adjusted Gross Profit Margin
ADJUSTED GROSS PROFIT AND ADJUSTED GROSS PROFIT MARGIN – TRAILING TWELVE MONTHS Three Months Ended Trailing Twelve Months $ in millions September 26, 2025 June 27, 2025 March 28, 2025 December 31, 2024 Revenue (GAAP) $ 1,027.1 $ 1,016.4 $ 993.1 $ 1,072.8 $ 4,109.4 Gross Profit (GAAP) $ 649.2 $ 645.5
Slide 7: Adjusted EBITDA and Adjusted EBITDA Margin from Continuing Operations
ADJUSTED EBITDA AND ADJUSTED EBITDA MARGIN FROM CONTINUING OPERATIONS – TRAILING TWELVE MONTHS Total Fortive Three Months Ended Trailing Twelve Months $ in millions September 26, 2025 June 27, 2025 March 28, 2025 December 31, 2024 Revenue (GAAP) $ 1,027.1 $ 1,016.4 $ 993.1 $ 1,072.8 $ 4,109.4 Net Ea
Slide 8: Segment Adjusted EBITDA and Segment Adjusted EBITDA Margin
SEGMENT ADJUSTED EBITDA AND SEGMENT ADJUSTED EBITDA MARGIN – TRAILING TWELVE MONTHS Intelligent Operating Solutions Three Months Ended Trailing Twelve Months $ in millions September 26, 2025 June 27, 2025 March 28, 2025 December 31, 2024 Revenue (GAAP) $ 698.8 $ 696.9 $ 690.9 $ 730.9 $ 2,817.5 Opera
Slide 9: Free Cash Flow from Continuing Operations
FREE CASH FLOW FROM CONTINUING OPERATIONS – TRAILING TWELVE MONTHS Three Months Ended Trailing Twelve Months $ in millions September 26, 2025 June 27, 2025 March 28, 2025 December 31, 2024 Operating Cash Flows from Continuing Operations (GAAP) $ 294.7 $ 205.0 $ 191.8 $ 327.7 $ 1,019.2 Less: Purchase
Slide 10: Core Revenue Growth
CORE REVENUE GROWTH Three Months Ended Trailing Twelve Months September 26, 2025 June 27, 2025 March 28, 2025 December 31, 2024 Total revenue growth (GAAP) 2.3% (0.4)% 0.9% 3.9% 1.7% Excluding impact of: Acquisitions and divestitures 0.3% 0.4% —% (0.2)% 0.1% Currency exchange rates (0.7)% (0.7)% 1.3