| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 83 | 14.4x | 17.3x | Top tier | |
Growth | 18 | 0.9% | 7.1% | Bottom tier | |
Quality | 84 | 14.9% | 4.5% | Top tier | |
Safety | 60 | 2.2x | 2.6x | Around median | |
Capital Return | 93 | 0.29% | 0.06% | Top tier | |
Momentum | 46 | -21.0% | -1.6% | Around median | |
Sentiment | 75 | 6 | 3 | Top tier |
The floor: what the company is worth if growth stopped today
10-year US Treasury yield 4.96% as of 2026-10-22. Estimates computed from company data and analyst targets, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Vontier Corporation operates through three interconnected segments: Environmental & Fueling Solutions, Mobility Technologies, and Repair Solutions. It generates revenue from fueling equipment and replacement parts; payment, point-of-sale, and asset management technologies; vehicle identification and car wash solutions; and diagnostic tools and toolboxes for technicians. It is also expanding its recurring-revenue model through cloud-connected software such as EKOS and the Patheon platform.
In Q2 fiscal 2026, sales were $757 million, while core sales remained roughly flat year over year following approximately 11% core growth in the comparable period. Adjusted operating profit margin increased 190 basis points, but 120 basis points came from an IEEPA tariff refund, implying underlying expansion of 70 basis points. Adjusted free cash flow was $98 million, equivalent to approximately 13% of sales and 80% of adjusted net income.
At the segment level in Q2 fiscal 2026, Environmental & Fueling Solutions delivered approximately 5% core growth and expanded its margin by 240 basis points, while Mobility Technologies sales declined due to a comparison impact of approximately $25 million, or ten points of growth. Excluding that impact, it would have grown at a mid-single-digit rate, and its underlying margin was approximately 21%. Same-store sales in Repair Solutions remained roughly flat, but the segment margin declined 180 basis points. The latest available EDGAR figures for Q1 fiscal 2026 show revenue of $750.6 million, gross profit of $352.3 million, net income of $94.3 million, and earnings per share of $0.66.
The analyst consensus is "Buy," with an average price target of $38.25 and a target range of $35 to $43. The average target is approximately 21% below the 52-week high of $48.20 and approximately 40% above the low of $27.253, reflecting a midpoint valuation within the historical range rather than assuming a full return to the high. No reliable price-to-earnings multiple is available in the data, so the increase in earnings per share guidance to $3.45–$3.55 should be weighed against the reduced margin outlooks for Repair Solutions and Mobility Technologies when evaluating the stock.
Figures in the text are as of 2026-08-31; the live price is shown at the top of the page.
Growth depends on retail store and fuel station upgrades, FlexPay 6 adoption, and expansion in payment, point-of-sale, and asset management solutions. Environmental & Fueling Solutions delivered approximately 5% core growth in Q2 fiscal 2026, with global dispenser sales growing at a double-digit rate. Management expects approximately 3% group core growth in fiscal 2026 and approximately 5% at the midpoint of its Q3 fiscal 2026 guidance.
Vontier completed the EKOS acquisition after Q2 fiscal 2026 for $43 million in cash, plus contingent consideration linked to annual recurring revenue growth. The EKOS platform connects more than one million vehicles and manages approximately 10,000 sites, while annual recurring revenue represents approximately 80% of its revenue. Management expects revenue of between $15 million and $17 million in fiscal 2027, with margins in the mid-teens or slightly higher.
Adjusted operating profit margin increased 190 basis points in Q2 fiscal 2026, but the IEEPA tariff refund provided a benefit of 120 basis points, resulting in underlying expansion of 70 basis points. The underlying margin in Mobility Technologies expanded by 170 basis points to approximately 21%, while the Environmental & Fueling Solutions margin increased by 240 basis points, including a tariff benefit of 220 basis points. In contrast, the Repair Solutions margin declined by 180 basis points, so management reduced its fiscal 2026 group margin expansion forecast to approximately 100 basis points.
Automated analysis for informational purposes only — not investment advice.
Same-store sales were roughly flat in Q2 fiscal 2026, but technician spending remained constrained and demand shifted toward products offering a rapid return on value. Price, mix, and sales investments pressured profitability, causing the segment margin to decline 180 basis points and producing a shortfall of approximately $1.5 million against the guidance framework during the quarter. Management expects the second-half margin to remain near 19% and the fiscal 2026 margin to decline by approximately 150 basis points.
The Patheon rollout has not exceeded 10%, while 90% of the installed car wash technology base remains on the legacy system. Permitting and migration complexity slowed the pace of upgrades during the first half of fiscal 2026. In contrast, DRB has more than 5,000 SiteWatch platform installations that can be upgraded to Patheon, providing a long-term path if conversions accelerate. The new version of FlexPay 6 accounted for approximately 25% of dispenser shipments in Q2 fiscal 2026.
Adjusted free cash flow was $98 million in Q2 fiscal 2026, equivalent to approximately 80% of adjusted net income and 13% of sales. The quarter ended with more than $260 million in cash and net leverage of 2.3 times. The company repurchased approximately 4 million shares for $130 million during the quarter, bringing the year-to-date total to more than 6 million shares and approximately $200 million. It also increased its repurchase authorization to $1 billion, while its fiscal 2026 guidance assumes approximately $250 million in repurchases.