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VNT

Vontier Corporation

VNT

Vontier Corporation NYSE
$36.28 1.57% (+0.56)

Market Cap $5.26 B
52w High $43.88
52w Low $27.22
Dividend Yield 0.10%
P/E 13.34
Volume 502.98K
Outstanding Shares 145.10M

Income Statement

Period Revenue Operating Expense Net Income Net Profit Margin Earnings Per Share EBITDA
Q3-2025 $752.5M $213.7M $102.8M 13.661% $0.7 $181.9M
Q2-2025 $773.5M $234M $91.9M 11.881% $0.62 $168.3M
Q1-2025 $741.1M $220.1M $87.9M 11.861% $0.59 $158.7M
Q4-2024 $776.8M $213.1M $123.5M 15.899% $0.82 $181.6M
Q3-2024 $750M $222.7M $91.8M 12.24% $0.6 $163.2M

Balance Statement

Period Cash & Short-term Total Assets Total Liabilities Total Equity
Q3-2025 $433.8M $4.38B $3.141B $1.233B
Q2-2025 $364.2M $4.376B $3.167B $1.202B
Q1-2025 $333.6M $4.293B $3.187B $1.096B
Q4-2024 $356.4M $4.311B $3.251B $1.051B
Q3-2024 $330.9M $4.307B $3.264B $1.035B

Cash Flow Statement

Period Net Income Cash From Operations Cash From Investing Cash From Financing Net Change Free Cash Flow
Q3-2025 $102.8M $110.5M $30.3M $-68.5M $69.6M $90.3M
Q2-2025 $91.9M $100M $-27M $-54.9M $30.6M $83.3M
Q1-2025 $87.9M $110.4M $-17.7M $-119.7M $-22.8M $92.7M
Q4-2024 $123.5M $168.1M $-16.4M $-115.5M $25.5M $148M
Q3-2024 $91.8M $121.8M $-18.9M $-109.3M $-400K $103.2M

Revenue by Products

Product Q4-2024Q1-2025Q2-2025Q3-2025
Product
Product
$690.00M $660.00M $690.00M $680.00M
Service
Service
$90.00M $80.00M $90.00M $80.00M

Five-Year Company Overview

Income Statement

Income Statement Revenue has been broadly flat over the past several years, with only modest ups and downs rather than clear growth. The more encouraging sign is that profitability has held up well despite this. Gross margins and operating margins have been quite steady, and net income per share has inched higher over time. In plain terms, Vontier looks more like a stable, cash‑generating industrial tech business than a fast‑growing one, with disciplined cost control supporting earnings even without strong top‑line expansion.


Balance Sheet

Balance Sheet The balance sheet shows a business that has relied meaningfully on debt but is slowly strengthening its equity base. Total assets have been fairly stable, while shareholder equity has grown from a low starting point, which helps bring leverage down over time. Debt remains a notable feature of the capital structure, so refinancing costs and interest rates still matter, but the direction is gradually improving rather than deteriorating. Cash on hand has moved around from year to year but generally looks adequate rather than excessive, suggesting a reasonably balanced but still leveraged financial position.


Cash Flow

Cash Flow Vontier has consistently generated positive operating cash flow and free cash flow, even in years when earnings growth was muted. Capital spending has been relatively modest, which supports strong free‑cash‑flow conversion. The pattern over time shows some volatility rather than a smooth upward trend, but the core message is that the business reliably throws off cash after investments. This provides flexibility for debt reduction, selective acquisitions, and ongoing product development, though the company does not appear to be over‑investing for rapid growth.


Competitive Edge

Competitive Edge Vontier’s competitive position rests on several well‑entrenched franchises in fueling infrastructure, mobility technologies, and professional automotive tools. Brands like Gilbarco Veeder‑Root and Matco Tools benefit from long customer relationships, a large installed base of equipment in the field, and recurring revenue from services, software, and parts. The company also leans on a proven management system inherited from its former parents, which supports efficiency and continuous improvement. On the risk side, its core markets are in the midst of an energy and digital transition, with rising competition in EV charging, payments, and telematics. Maintaining share while shifting from traditional fuel equipment to connected, multi‑energy solutions is the key strategic challenge.


Innovation and R&D

Innovation and R&D Vontier is investing meaningfully in innovation, with a clear tilt toward software, connectivity, and alternative energy. Solutions like its turnkey EV charging platform, advanced payment systems, and integrated site‑management software show a push to move beyond hardware into higher‑value, recurring digital offerings. The company is positioning itself for a “multi‑energy” future that includes electric, gas, hydrogen, and renewable fuels, while also digitizing the auto repair experience with smarter diagnostics and data‑driven tools. This innovation agenda could deepen its moat if execution is strong, but it also brings typical risks around technology bets, integration of new platforms, and the pace of adoption by conservative customers such as fuel retailers and repair shops.


Summary

Overall, Vontier looks like a steady, moderately leveraged industrial technology company in the middle of a major industry transition. Financially, it has delivered stable margins and solid free cash flow on roughly flat revenue, while slowly improving its balance sheet. Strategically, it owns strong brands and a large installed base, and is actively trying to pivot that foundation toward connected, software‑rich, multi‑energy solutions. The main opportunities lie in scaling higher‑margin, recurring digital and alternative‑fuel offerings; the main risks lie in execution, competition in new energy and mobility platforms, and managing leverage through economic cycles. The company is not a high‑growth story today, but a stable operator working to reshape its role in the future of mobility.