Vontier Corporation · NYSE:VNT
Vontier — Investor Day (October 2025)
111 slides from Vontier's investor day presentation, Oct 15, 2025
Slide 1: Convenience Retail Technology Showcase
Convenience Retail Technology Showcase 15 October 2025
Slide 2: Welcome, Opening Remarks, & Agenda
Welcome, Opening Remarks, & Agenda Ryan Edelman Vice President, Investor Relations
Slide 3: Safe Harbor and Forward-Looking Statements
Safe Harbor and Forward-Looking Statements This release 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”) anticipated sales growth and anticipated adjust
Slide 4: Non-GAAP Financial Measures
Non-GAAP Financial Measures This presentation contains references to “core sales growth,” “adjusted free cash flow,” “adjusted free cash flow conversion,” “adjusted diluted net earnings per share,” and “net leverage ratio” financial measures which are, in each case, not presented in accordance with
Slide 5: Today’s Agenda
Today’s Agenda 8:00am Welcome, Opening Remarks, Agenda 9:45am Q&A Session Ryan Edelman Vice President, Investor Relations 9:55am Break 8:05am Vontier Enterprise Strategy 10:05am Industry Panel Mark Morelli Tracy Long – CEO, D&H United President & Chief Executive Officer Dan Munford – CEO Insight Res
Slide 6: Vontier Enterprise Strategy
Vontier Enterprise Strategy Mark Morelli President & Chief Executive Officer
Slide 7: Executive Summary
Executive Summary What you will hear today… 1 A More-Focused Vontier 2 Leading Positions in Attractive End Markets 3 Well Positioned to Lead the Evolution of Convenience Retail 4 Executing on Our Connected Mobility Strategy to Accelerate Growth 5 Unlocking Value for Our Customers and Shareholders Tr
Slide 8: Vontier – Powering the Way the World Moves
Vontier – Powering the Way the World Moves Trusted partner transforming complexity into productivity and growth at scale Vontier powers customer operations with integrated site-wide solutions – uniting hardware, software and data to drive uptime, productivity, consumer engagement, and revenue – leve
Slide 9: Vontier – At a Glance
Vontier – At a Glance Leading supplier of critical technologies & solutions to the mobility ecosystem Business Segments End Markets Geography ~20% ~13% ~8% Repair Fleets APAC* Solutions ~20% ~2% Auto Latam Repair Tools ~20% ~$3.0B ~$30B EMEA >65% FY25E TAM U.S. Sales1 Sales ~35% ~45% ~67% ~70% Mobil
Slide 10: Vontier’s Transformation Journey
Vontier’s Transformation Journey Disciplined approach building synergy, recurring revenues, & capabilities to lead the mobility ecosystem 2020 2025 Focus Scale Today • Spun out as a Hardware-Centric, • Built global Software factory • 3 synergistic end markets: decentralized portfolio (500 → 1,200+ s
Slide 11: Highly Attractive and Growing End Markets
Highly Attractive and Growing End Markets Infrastructure needed to keep vehicles in operation moving safely, sustainably, frictionlessly Convenience Fleet Auto Repair Retail Solutions Tools ~$11B, +L/MSD CAGR ~$11B, +HSD/DD CAGR ~$8B, +L/MSD CAGR • Market consolidation & site • Increasing complexity
Slide 12: Leading Positions Across End Markets
Leading Positions Across End Markets Operating in 50 countries with deep domain expertise and unmatched portfolio breadth Convenience Retail Fleet Solutions #1 #1 Fueling Compressed & Solutions ~260K Sites | 155+ Years | EFS Renewable Gas in NA ~2,400 Sites | 40+ Years | MT #1 #1 Point-of-Sale Fleet
Slide 13: Durable Secular Tailwinds
Durable Secular Tailwinds Several key trends impacting the mobility ecosystem Digitalization Regulations & Compliance Energy Expansion • Expectations for seamless, • Payments and data security • Multi-energy Infrastructure connected experiences across convenience retail & fleets required – Tradition
Slide 14: Secular Shifts – Real World Challenges for Customers
Secular Shifts – Real World Challenges for Customers These shifts create pain points for our customers that cannot be solved with point solutions Digitalization Regulations & Compliance Energy Expansion • Integration challenges • Implementation cost & timing • Infrastructure upgrade • Lack of action
Slide 15: 3-Pillar Value Creation Framework
3-Pillar Value Creation Framework We drive value through organic growth, operational excellence, and strategic capital deployment Accelerating Optimizing Deploying Organic Growth Margin Expansion Capital Allocation • Connected Mobility Strategy • Driving operational excellence • Returns driven • Imp
Slide 16: Connected Mobility Strategy
Accelerating Connected Mobility Strategy Delivering integrated site-wide solutions that reduces complexity, lowers TCO*, drives new revenues Mobility Ecosystem 4.0 Vision What Does It Deliver to Customers • Easy to develop: Modern open, microservices, cloud-first design Tank Modern, Modular Point of
Slide 17: Delivering Differentiated Value for Customers
Accelerating Delivering Differentiated Value for Customers Unifying hardware, connectivity, software and data to create seamless, efficient operations Examples of Integrated Solutions How This Creates Value Forecourt & Energy Delivery • Native integration by design for reliability 50%+ 75% and uptim
Slide 18: Example: Integrated Solutions for Convenience Retail
Accelerating Example: Integrated Solutions for Convenience Retail Solution for Shell creates a unified experience improving productivity & consumer experience 12,000+ ~1 Million+ Stations Transaction Installed (Daily) “This is the most Media Shell Loyalty comprehensive presentation of end-to-end int
Slide 19: Example: Integrated Solutions for Fleets
Accelerating Example: Integrated Solutions for Fleets Vehicle identification solution (VIS) reduces fraud & enables revenue growth 12 Million 12,000+ Vehicles Stations (Potential) Installed Connected RFID “We are thrilled to have been Forecourt Authorization entrusted as the partner for & Loyalty th
Slide 20: Creates Growth and Efficiency Opportunities for Vontier
Accelerating Creates Growth and Efficiency Opportunities for Vontier Approach expands TAM, improves margins and increases customer stickiness Expands Increases Recurring Improves OPEX & TAM Revenue Profitability From $30B to $40B* Recurring Rev 40%** 11 → 1 site controller platforms** • Creating whi
Slide 21: New Product Development Strong Growth Lever
Accelerating New Product Development Strong Growth Lever Increased focus on innovation and new products to market Doubled New Product Development Spend Accelerated New Product Launches 10x 30 40% 63% 20 12 60% 8 37% 3 2020 2024 2020 2021 2022 2023 2024 Sustaining New Product Development • Conscious
Slide 22: Driving Growth with Product Innovation Across Vontier
Accelerating Driving Growth with Product Innovation Across Vontier Launching exciting and differentiated solutions across the portfolio Major New Products – Examples Car Retail Environmental Repair Wash Solutions Solutions Solutions Product Next Gen Point of Sale Integrated Forecourt Next Gen Automa
Slide 23: Optimizing Through Simplification & Rationalization Efforts
Optimizing Optimizing Through Simplification & Rationalization Efforts Creating capacity for investment and margin expansion in Fueling Optimizing Targets Timeline & Progress Pathway Planned Outcomes 2023 2025 2027 Product Line 16 10 8 • 32 → 8 Platforms Simplification Platforms Footprint • 6 → 2 Hy
Slide 24: Disciplined Capital Deployment Maximizing Returns
Deploying Disciplined Capital Deployment Maximizing Returns Strong cash flow generation and ~$2B invested to maximize returns Historical Cash Generation Total Capital Deployed ~96% Adj. FCF Conversion ~$0.1B Dividends ~$2.2B ~$0.7B Share Repurchases ~$2.0B Since 2020 ~$1.2B 2020-2024 Acquisitions Cu
Slide 25: Well Positioned for Long Term Value Creation
Well Positioned for Long Term Value Creation Propelled by market leading positions, differentiated strategy & solutions and strong secular tailwinds 1 Attractive end-markets – large and expanding TAM Unmatched portfolio depth and breadth with leadership positions 2 across verticals Differentiated st
Slide 26: Today’s Deep-Dive: Convenience Retail
Today’s Deep-Dive: Convenience Retail We will focus our discussion today on the convenience retail end market Total Addressable Market ($B) and 3-Yr Market CAGR • Retail format providing quick access to Fueling essential services EV + Alt Fuel +LSD +HSD • What defines convenience retail ~$1.5B ~$2.0
Slide 27: Modern Convenience Retail
Modern Convenience Retail NON TIER’ Powering the way the world moves
Slide 28: Convenience Retail
Convenience Retail Most resilient and customer-centric format in modern commerce of Brick & Mortar Retail Locations Weekly Consumer Visits CAGR (’25 – ’30 ) 33% are Convenience Retail locations 2-3x (vs. Other Format) 6% Market** Growth **Fuel sales + inside sales Trusted intelligence 28
Slide 29: Convenience Retail is Resilient
Convenience Retail is Resilient Growth coupled with increased investment signals confidence in long-term value creation for market Non-Fuel Sales ($B) are Resilient and Growing C-Retail Formats Are Getting Larger1 Great COVID Recession +2% Average Store Size +8% +4% $336B ~13% ~4,500 Square Feet For
Slide 30: A Vibrant Format – Essential, Everywhere, Evolving
A Vibrant Format – Essential, Everywhere, Evolving The format is strong due to its proximity, critical nature, and format innovation Proximity – “Always Within Reach” • ~150k convenience stores in the US Proximity • Nearly 50% of US population lives within 1 mile of a store • In rural areas, they ar
Slide 31: Made-to-Order Food Becoming a Key Growth Driver
Made-to-Order Food Becoming a Key Growth Driver Convenience retailers are investing in proprietary prepared food options Margin from Made- Viewed as a viable 20% In-Store Sales 65% to-Order Food 72% alternative to QSR Trusted intelligence 31
Slide 32: Today There Are Varying Formats and Offerings
Today There Are Varying Formats and Offerings These divergent formats require unique solutions as they evolve into mobility hubs Small Format Urban Location Multi-Purpose Rural Format Large Format Mobility Hub ~2,000 sq.ft. ~5,000 sq.ft. ~15,000+ sq.ft. Gas Dispensing Fresh & Made-to-order Food Mult
Slide 33: C-Store: Fragmented and Undergoing Consolidation
C-Store: Fragmented and Undergoing Consolidation Vontier is winning with the scaled players that are consolidating the market and investing National Players are Consolidating the Market and Making Investments in New Sites – North America National / Regional / Hyper-market ~$1.1B ~65%+ ~150 organizat
Slide 34: Car Wash: Consolidation Unlocking Scale Advantages
Car Wash: Consolidation Unlocking Scale Advantages Private equity and family office sponsors are scooping up fragmented independents National / Regional Players are Consolidating the Market; Vontier Poised to ‘Win with the Winners’ National / Regional* ~$400M ~30% ~40 organizations TAM** Market Shar
Slide 35: Consolidation and Growth Will Continue
Consolidation and Growth Will Continue Scaled players invest more as they consolidate, build new, and refresh existing sites 8,000 800+ ~3.6M 500+ C-Store Sites Acquired Annual C-Store Adds Sq. Footage Growth Tunnel Carwash Adds National and Regional New to industry C-Store Approximate square. Annua
Slide 36: An Unmatched Breadth and Depth Creates Advantage
An Unmatched Breadth and Depth Creates Advantage A strong presence in all markets allows us to lead our customers in a unified fashion Fueling Environmental Retail Solutions Car Wash EV + Alt Fuel TAM ~$1.5B ~$1.5B ~$4B ~$2B ~$2B Trusted intelligence 36
Slide 37: The Real Unlock: Integrated Solutions Across Our Businesses
The Real Unlock: Integrated Solutions Across Our Businesses Logical, connected solutions that turn the sites into a unified ecosystem Fueling Environmental Retail Car EV Systems Solutions Solutions Wash Charging Offering Modules Offering Modules Offering Modules Offering Modules Offering Modules • D
Slide 38: What We Will Discuss Next
What We Will Discuss Next Differentiated solutions across our core businesses – then connecting it all through our strategy Integrated Forecourt & Retail Solutions – above-ground, below-ground, inside retail 1 (Mark Williams) Enabling Energy Expansion – managing EV + Alt Fuels alongside fuels and re
Slide 39: Integrated Forecourt & Retail Solutions
Integrated Forecourt & Retail Solutions Mark Williams President, Forecourt Solutions ©2025 Vontier Corporation. All rights reserved | Confidential |
Slide 40: Integrated Forecourt & Retail Solutions
Integrated Forecourt & Retail Solutions Vontier has leading positions across the forecourt and in-store point of sale ~$1.5B Fueling ~$1.5B Environmental ~$4B Retail Solutions TAM TAM TAM Above Ground Below Ground Consumer Engagement #1 ~260K #1 ~220K #2 ~65K Fueling Automatic Tank Point-of-Sale Sit
Slide 41: Attractive Market Driven by Proximity, Format & Innovation
Attractive Market Driven by Proximity, Format & Innovation Resiliency factors along with increased consumer engagement key to ongoing growth Format is Resilient Due to Multiple Factors Consumer Engagement is Key to Growth Footprint and Proximity 47% 160M Of Consumers Noticed Transaction per Day Form
Slide 42: Market is Fragmented with Few Scaled Players
Market is Fragmented with Few Scaled Players We have strong site market share across all five convenience retail segments Customer Segments Sample Logo’s # of Firms # of Sites Go-To-Market National ~18 ~34,000 Direct Accounts Major Oil ~55,000 ~9 Affiliates* (influence) Regional ~123 ~13,000 Account
Slide 43: Nationals & Regionals Lead Consolidation & New Build Growth
Nationals & Regionals Lead Consolidation & New Build Growth Consolidation is creating sophisticated, well-capitalized firms with scale & investment capacity ~8,000 US Sites Were Acquired National & Regional Companies Between 2021-2025 (to date) Lead both Consolidation & New Builds Growth Vontier wel
Slide 44: Customer Investment Drivers Across C-Retail
Customer Investment Drivers Across C-Retail Strong Fuel & In-Store margins are funding continued investment New to Industry & Natural Refresh Regulation Cycles & Innovation & Raze & Rebuild Cycles & Remodels Compliance Technology Upgrades Sites 800+ ~4-6% Varies Ongoing Impacted Annual New Builds Of
Slide 45: Fueling: From Isolated Hardware to a Connected Ecosystem
Fueling: From Isolated Hardware to a Connected Ecosystem Seamless forecourt experience that reduces costs, ensures compliance, & drives in-store conversion Dispenser Fueling ~$1.5B +LSD Remote TAM Growth Management Value Proposition Outdoor Empowers operators to Payment maximize efficiency & Termina
Slide 46: Environmental Solutions that Lower Risk and Improve Uptime
Environmental Solutions that Lower Risk and Improve Uptime A unified system providing real-time visibility, remote resolution, and risk mitigation at lower cost Environmental REMOTE ~$1.5B LSD CONNECTIVITY TAM Growth Value Proposition Guaranteeing compliance & inventory AIR management with real- PRO
Slide 47: Retail Solutions: Seamless, Smart, & Connected Experiences
Retail Solutions: Seamless, Smart, & Connected Experiences Integrated solution boosts revenue, cuts costs, & drives innovation through unified retail experiences Consumer Engagement Touch Points & Workflows Retail Solutions Self ~$4.0B L/MSD Checkout TAM Growth (SCO) Value Proposition Integrating co
Slide 48: Customer Example: Reducing Operational Costs
Customer Example: Reducing Operational Costs Example of regional customer that is investing in integrated hardware and technology Asset Dispenser Management OUTCOMES • Estimated elimination of up to 75% of truck rolls: o Improved early issue Payment Media Terminal (Working detection to minimize Flex
Slide 49: Key Messages
Key Messages Integrated Forecourt & Retail Solutions Vontier stands as a leader in forecourt and retail solutions that address 1 fueling, environmental, and customer engagement needs Vontier’s leading market share with the scaled players ensures we will grow 2 as they lead the industry in consolidat
Slide 50: Enabling Energy Expansion
Enabling Energy Expansion Andy Bennett Group President, Convenience Retail ©2025 Vontier Corporation. All rights reserved | Confidential |
Slide 51: Energy Expansion
Energy Expansion Expanding beyond traditional fuels Traditional Fuels +LSD Market Growth ~$2.0B TAM Alternative Fuels EV + Alt Fuel (CNG / RNG / Biofuels) +HSD CAGR +HSD Market Growth EV Charging +DD Market Growth Trusted intelligence 51
Slide 52: Energy Demand and Fuel-Mix Increasing
Energy Demand and Fuel-Mix Increasing Mix of fuels to co-exist with petroleum derived fuels remaining dominant Road Transportation Energy Demand and Fuel Mix Increasing Drivers +1% • Vehicle parc growth ~810B GGE ~750B GGE* 1% 1% 8% 1% • Greenhouse gas and emissions related policies and regulations
Slide 53: Global Convenience Retailers Expanding Offerings
Global Convenience Retailers Expanding Offerings Expanding beyond traditional fueling to alternate fuels and EV charging | Bio-Diesel Fueling | EV Charging | CNG Fueling Trusted intelligence 53
Slide 54: Convenience Retailers Have Innate Advantages
Convenience Retailers Have Innate Advantages Uniquely advantaged over other retail formats to host multi-energy infrastructure BEST LOCATIONS ICS Proximity to consumers OM L +90% of US population lives within 10 minutes of a store N OC ECO ATION ONSITE AMENITIES Best consumer experience Onsite QSR,
Slide 55: Gilbarco + ANGI – Leading Biofuel & CNG Solutions
Gilbarco + ANGI – Leading Biofuel & CNG Solutions Helping customers expand into alternative fuels Bio-diesel & Flex Fueling Solutions Integrated CNG Fueling Solution Ultra-high flow Flex Fuel CNG / RNG Controller Compressor bio-diesel / diesel Dispensers Dispenser and DEF* dispenser *Diesel exhaust
Slide 56: Gilbarco – Fully Integrated Turnkey EV Charging
Gilbarco – Fully Integrated Turnkey EV Charging Helping customers manage complexity by delivering a unified experience “Our customers’ response to the Konect solution has been overwhelmingly positive. Even our Tesla customers are excited to finally have a reliable and convenient alternative to the S
Slide 57: Driivz – Most Trusted EV Charging Software
Driivz – Most Trusted EV Charging Software Helping customers monetize and operate EV charging infrastructure Enterprise grade EV charging #2 platform helping customers to… EV charging software • Establish unique business models o Pricing, billing, rating, payments o Enhance driver experience ~20% Of
Slide 58: Driivz – On a Strong Growth Trajectory
Driivz – On a Strong Growth Trajectory Winning key accounts and growing significantly above market rate Reasons Driivz Winning Customer From To 2030 # Plugs Scalability Home Grown ~12k Highly-stable platform 99.9% availability vs. ~75% industry average Home Grown ~7k Flexibility & Interoperability C
Slide 59: Driivz – Premier Energy Management Solution
Driivz – Premier Energy Management Solution Addressing the top-most concern of EV charging operators EV Charging Sites Have ~4x Peak Load of Grocery Stores • Only player with a deeply integrated Energy Management System and on-site controller to ~5 solve any customer need • Proprietary real-time dat
Slide 60: Differentiated Solutions Growing Rapidly
Differentiated Solutions Growing Rapidly Unique offerings delivering customer outcomes better than alternatives Diesel (DEF*) Unit Sales Growing LDD EV Plugs Under Management Growing HDD # of Dispenser units # of Plugs +13% ~3k ~110k +90% ~1.8k ~8k 2020 2024 2020 2024 *Diesel Exhaust Fluid and Biofu
Slide 61: Key Messages
Key Messages Minimizing complexity for convenience retailers on their energy expansion journey 1 Energy demand significant and growing Convenience retailers increasingly offering alternate fuels and EV 2 charging; are uniquely advantaged as multi-energy infrastructure hosts 3 Vontier has a strong so
Slide 62: Scaling Growth in Car Wash
Scaling Growth in Car Wash Devon Watson President, Car Wash Solutions ©2025 Vontier Corporation. All rights reserved | Confidential |
Slide 63: Car Wash Solutions
Car Wash Solutions Integral part of convenience retail ecosystem Tunnel / Conveyor Car Wash ~12,000 Industry installed Base +MSD Site Growth #1 (~45% Site Share) $1.8B TAM Car Wash ~$2.0B +L/MSD TAM CAGR In-Bay Automatic Car Wash ~29,000 Industry installed Base +LSD Site Growth #1 (~55% Site Share)
Slide 64: Modern Car Wash: Complex, Interconnected Set of Workflows
Modern Car Wash: Complex, Interconnected Set of Workflows Consistent, high-quality wash experience requires end-to-end workflow management Customer Identification Kiosk Attendant Terminals/Tablets Vehicle Profile Detection Touch Queuing Tunnel Controls + Motor Control Center Customer Acquisition & E
Slide 65: Tunnel Car Wash: Attractive Growth Market
Tunnel Car Wash: Attractive Growth Market Strong industry fundamentals with multiple long-term secular tailwinds Long-term Secular Long-term Same Profitable Operator Durable Network Growth Store Sales Growth Economics End-Market 15-20 Year <15% 45-65% Resilient Build-out runway Membership penetratio
Slide 66: Resilient Sector, Significant Runway for Memberships
Resilient Sector, Significant Runway for Memberships Car wash spend historically resilient with significant growth opportunity in memberships Car Wash Consumer Spending Car Wash Poised for Substantial Demonstrates Resilience ($B)* Growth in Subscriptions Great COVID Recession $18 +6% 16 15 ~30-45% 1
Slide 67: Car Wash: Consolidation Unlocking Scale Advantages
Car Wash: Consolidation Unlocking Scale Advantages Private equity and family office sponsors are scooping up fragmented independents National / Regional Players are Consolidating the Market; Vontier Poised to ‘Win with the Winners’ National / Regional* ~$400M ~30% ~40 organizations TAM** Market Shar
Slide 68: Vontier Offers Industry Leading Solutions
Vontier Offers Industry Leading Solutions Integrated platform unlocks network scale for professional operators Elements of Stack Our Products Outcomes Delivered • Large-Network Scalability Enterprise Point of Sale (POS) • Enterprise-grade Software + • Subscription Management Consumer Engagement • Ma
Slide 69: Patheon is Simplifying Operator Workflows
Patheon is Simplifying Operator Workflows Modular, cloud native software stack delivers measurable customer outcomes Customer Benefits +10% Membership Growth* POS & Wash Management Marketing Automation Loyalty & eCommerce -5% Churn Reduction* “Training takes little to no time. The “The backend tool
Slide 70: End-to-End Consumer Engagement & Site Management
End-to-End Consumer Engagement & Site Management Flexible and integrated solution set delivers higher revenues and lower operating costs Digital POS Payment Marketing “The solutions give you the ability to pivot on the spot, make great decisions and take better action on what Mobile Tunnel you see i
Slide 71: We Unlock Digital Orchestration of The Modern Car Wash
We Unlock Digital Orchestration of The Modern Car Wash Deeply embedded in customer workflows that impact operations and customer experience “Brains” of the Car Wash Pay Station Tunnel Controller Motor Control Center Devices Motors, Pumps, Blowers System Position Market #1 #1 #1 Outcomes Customer • C
Slide 72: Leading Position with Acceleration Underway
Leading Position with Acceleration Underway We are the market leader and continue to build on our differentiated position Double Digit Installed Base Growth ARR* Growing 2X Installed Base Growth DRB Tunnel Sites (units) DRB Annual Recurring Revenue ($M) +12% 4,800 115 +24% 3,400 60 2021 2024 2021 20
Slide 73: Key Messages
Key Messages Enabling Scalable Growth in Car Wash Car wash end-market is fundamentally attractive; significant secular 1 growth ahead Market consolidation and professionalization in-progress; compelling 2 need for enterprise-grade solutions Vontier is leading the industry with integrated, enterprise
Slide 74: Connected Mobility Strategy – Integrated Solutions
Connected Mobility Strategy – Integrated Solutions Austin Lieb Chief Product Officer, Convenience Retail
Slide 75: Bringing It All Together…
Bringing It All Together… As sites evolve into Mobility Hubs, customers are facing a number of pain points Market Evolution Customer Pain Points Solution Patchwork • Convenience retail is evolving into multi- • Technology silos service mobility hubs • High integration burden • Redundant solutions (a
Slide 76: Why Now: Convergence of Forces & Transformation Readiness
Why Now: Convergence of Forces & Transformation Readiness Technology, market pressures, and rising risks make integrated transformation essential today Multiple Forces Technology Has Matured The Risk of Standing Still Colliding at Once to Enable Transformation is Higher Than Ever Individual forces h
Slide 77: Vontier’s Integrated Solutions Strategy
Vontier’s Integrated Solutions Strategy Integrated solutions that simplify operations, increase uptime, reduce TCO*, and create agility Asset What Does It Deliver to Customers - Outcomes Management • Easy to develop: Modern open, microservices, cloud-first design Enterprise Improve • Easy to deploy:
Slide 78: Integration Sits at Two Levels – First at the Solution Level
Integration Sits at Two Levels – First at the Solution Level Components share a common architecture for higher reliability and lower maintenance Fueling Systems Example: HW + Payments + Media Solution Level: Integration by Design Dispenser Remote Management • Seamless communication • Higher uptime a
Slide 79: Second – at the Network Level to Create Unified Experiences
Second – at the Network Level to Create Unified Experiences Integration is not just devices working together, its also creating a unified experience across a network Network Level Platforms for Unified Experience Asset Management Example EV Chargers iNFX Dispensers Point-of-Sale • Unified Experience
Slide 80: Network Example: Unified Payments for Seamless Transactions
Network Example: Unified Payments for Seamless Transactions Mitigates compliance burden and improves cost while delivering better customer experience Vontier Unified Payment Solution What is Unified Payment Being able to pay for everything through a single HW + SW platform, no matter what the consum
Slide 81: Enabling the Connected Mobility Strategy
Enabling the Connected Mobility Strategy Building core capabilities across hardware, software, data, platforms Physical Layer Digital Layer Intelligence Layer Smarter Hardware Scaled Software Unified Data & Platforms • Invested in foundational • Established global SW factory • Developing scalable pl
Slide 82: Innovation Examples
Innovation Examples These innovations create differentiated building blocks for the integrated solutions strategy Physical Layer Digital Layer Intelligence Layer Smarter Hardware Scaled Software Unified Data & Platforms TLS 450PLUS Veeder Root The Hub Automatic Tank Gauge (ATG) Device Management Sof
Slide 83: Approach Unlocks Significant Customer Value
Approach Unlocks Significant Customer Value Strategy achieves quicker innovation, better customer experiences, and lower costs for customers How This Creates Value Unlock new revenue, improve uptime, enhance customer experience, and lower costs and complexity • Lower total cost of ownership – elimin
Slide 84: Creates Growth and Efficiency Opportunities for Vontier
Creates Growth and Efficiency Opportunities for Vontier Approach expands TAM, Improves margins and increases customer stickiness Expands Increases Recurring Improves OPEX & TAM Revenue Profitability From $30B to $40B* Recurring Revenue 40%** 11 → 1 site controller platforms** • Creating white space
Slide 85: Key Messages
Key Messages Integrated Solutions Sites evolving into multi-service destinations where integration matters 1 more than point-solutions Our customers need flexible and scalable solutions that simplify 2 operations, increase uptime and adapt to the future Our integrated solution strategy achieves quic
Slide 86: Q&A Panel
O&A Panel NON TIER’ Powering the way the world moves
Slide 87: Break
Break NON TIER’ Powering the way the world moves
Slide 88: Industry Panel
Industry Panel NON TIER’ Powering the way the world moves
Slide 89: Financial Update
Financial Update Anshooman Aga Chief Financial Officer
Slide 90: Preliminary Q3 Results
Preliminary Q3 Results Tracking towards the high-end of our guidance ranges Q3 Prelim Q3 Guidance Results (Jul 31st) (Oct. 15th) Sales $745-755M Slightly above midpoint Adj. EPS $0.74-0.78 Near/At high-end Preliminary results for the third quarter 2025 are unaudited Note: See “Non-GAAP Financial Mea
Slide 91: What You Heard Today
What You Heard Today Evolving trends in Convenience Retail offer above-market growth opportunities Convenience of Total Retail ~67% Vontier Sales 1 Vontier has leading positions, with unmatched portfolio depth & breadth, ~45% and decades of domain expertise Environmental & Fueling 2 Industry is evol
Slide 92: 3-Pillar Value Creation Framework
3-Pillar Value Creation Framework We drive value through organic growth, operational excellence, and strategic capital deployment Accelerating Optimizing Deploying Organic Growth Margin Expansion Capital Allocation • Connected Mobility Strategy • Driving operational excellence • Returns driven • Imp
Slide 93: Convenience Retail Poised for +MSD growth
Accelerating Convenience Retail Poised for +MSD growth Vontier delivering above market growth enabled by integrated solutions Fueling EV + Alt Fuel Why We Win +LSD +HSD ~$1.5B ~$2.0B • #1 / #2 across all key verticals Environmental ~$1.5B +LSD ~$11B • Trusted partner with large-scale operators Car W
Slide 94: Differentiated Solutions Gaining Traction
Accelerating Differentiated Solutions Gaining Traction High-value offerings enabling above-market growth Payment + Media* Poised for +M/HSD Growth Key Growth Drivers Revenue in $M 1 Payments & Transactions CAGR • Regulations driving replacement ~$400+ 24-28 cycle; Invenco’s innovative +7% payments o
Slide 95: Driving Higher Recurring Revenues
Accelerating Driving Higher Recurring Revenues Integrated Solutions across Convenience Retail key to accelerating recurring revenues over time Recurring Projected Growth Revenue Base* (2028E) Retail Solutions $160M +M/HSD SaaS, SW maintenance & upgrades Convenience Retail Car Wash $125M +MSD SaaS, P
Slide 96: Multi-Year Margin Expansion Opportunity
Optimizing Multi-Year Margin Expansion Opportunity Sustainable 30-35% incrementals with upside from simplification and higher recurring revenue Focus & Prioritization Process (80/20) Solid Pipeline of Savings Potential Expect above average incrementals over the next 3 years Focused Strategic Growth
Slide 97: Creating Capacity for Profitable Growth
Optimizing Creating Capacity for Profitable Growth Driving cost efficiency and redeploying resources towards accretive growth opportunities Strategic Pricing Cost of Engineering Simplification Customer Segmentation 20-25% overall cost reduction Portfolio management Focus on high value customers; Pre
Slide 98: Disciplined Approach to Capital Allocation
Deploying Disciplined Approach to Capital Allocation Reinvesting in our business and maximizing shareholder value creation Total Capital Deployed Clear Capital Allocation Priorities ~$0.1B Dividends 1 Accelerate organic growth 2 Maintain dividend ~$0.7B ~$2.0B Allocate capital to the highest Share 3
Slide 99: Effective Portfolio Management
Deploying Effective Portfolio Management Supplementing organic growth with strategic bolt-on acquisitions while divesting non-core assets Strategic Bolt-On Strategic Criteria • Clear “right to win” • VOC identified clear customer need for real-time visibility into car • High barriers to entry wash o
Slide 100: Strong Balance Sheet and Cash Generation
Strong Balance Sheet and Cash Generation Ample liquidity and optionality to amplify shareholder returns Committed to Maintaining Strong Free Cash Flow Investment Grade Credit Rating Supports Significant Optionality Net Leverage Ratio Adj. Free Cash Flow 1 3.3X ~$1.5B 2.5X <2.5X 2025E: ~95% Adj. FCF
Slide 101: Compelling Opportunity
Compelling Opportunity Financial performance ahead of or in line with Industrial peers Core Sales Growth Adj. EBITDA % Adj. FCF Conversion % EV/EBITDA* 2023 - 2025E 2025E 2025E 2025E >95% 15.0x 24.8% 94% +2.1% 23.3% 10.9x +0.9% Vontier Peer Vontier Peer Vontier Peer Vontier Peer Average Average Aver
Slide 102: Key Messages
Key Messages Executing on our strategy, delivering differentiated solutions and driving above-market growth Focused. 1 Vontier is transforming, with a more focused portfolio and clear strategic priorities Leading. 2 Leading positions in attractive end markets, with a unique portfolio and global scal
Slide 103: Appendix
Appendix NON TIER’ Powering the way the world moves
Slide 104: Mapping Segments to End Markets
Mapping Segments to End Markets Segment Key: EFS MT RS Convenience Retail & Fueling Auto Repair Tools Fleets ~67% FY Sales ~20% FY Sales ~13% FY Sales Global Dispensers Retail Solutions (Invenco) Matco Alt Fuels (ANGI) Environmental Car Wash (DRB) Fleets (Teletrac) Aftermarket & Service EV (Driivz)
Slide 105: Environmental & Fueling Solutions (EFS)
Environmental & Fueling Solutions (EFS) • Leading global provider of emission limiting EFS Highlights HW and SW solutions and aftermarket services for fueling infrastructure ~$7B+ ~4% #1 TAM CAGR* Growth Global Fueling Infrastructure • Delivering integrated, digitally-enabled solutions through a com
Slide 106: Mobility Technologies (MT)
Mobility Technologies (MT) • Leading global solutions provider to MT Highlights convenience retailing, independent retailing, car washes, and fleets ~$8B+ ~5% #1 TAM CAGR* Growth Car Wash Technology Solution • Providing POS and payment acceptance, IoT- based vehicle monitoring, EV charger network ~$
Slide 107: Repair Solutions (RS)
Repair Solutions (RS) • Leading manufacturer and distributor of RS Highlights vehicle tools, toolboxes, diagnostic equipment, and SW for auto aftermarket ~$3B+ ~(5%) #2 TAM CAGR* Growth Provider of Specialized Auto Tools & Equipment • Providing quality equipment and financial services to franchisees
Slide 108: Vontier Business System (VBS)
Vontier Business System (VBS) The Cornerstone of Our Culture and a Competitive Advantage Culture of Continuous Improvement VBS | FUNDAMENTALS PRODUCTIVITY Growth / Innovation ✓ Purchase Price Variance (PPV) IP • Agile Software Development • Supplier management G SH • Transformative Marketing RO • Su
Slide 109: Sustainability Is at the Heart of Our Business
Sustainability Is at the Heart of Our Business • Launched our corporate purpose: Mobilize the Future to Alternative Energy and Non-ICE Acquisitions 2020 Create a Better World 2021 2022 • Created our North Star Vision: Accelerating Smart Sustainable Solutions 2021 • Completed and published first GHG
Slide 110: Sustainability Goals and Progress
Sustainability Goals and Progress Trusted intelligence 110
Slide 111: Recognitions & Achievements
Recognitions & Achievements Trusted intelligence 111