Vontier

Vontier makes equipment and software for gas stations, convenience stores and vehicle repair. Fortive spun it off in 2020. It reports three segments.

Environmental & Fueling Solutions, mainly Gilbarco, makes fuel dispensers, tank monitoring systems and spare parts, and it gives almost half of sales. Total sales were $737 million in Q3 2026. Mobility Technologies sells point-of-sale and payment systems for convenience stores, software for electric vehicle charging networks and other workflow software.

Repair Solutions, mainly Matco Tools, sells tools, toolboxes and diagnostic equipment to mechanics through mobile franchisees, and it lends money to mechanics and franchisees for these purchases. Vontier expects 2026 sales of about $3.03 billion. It uses most of its free cash flow for share buybacks.

The market prices Vontier as a slow-growth company tied to gasoline and to the spending of car mechanics. Fuel dispensers and related parts give almost half of its sales, and investors fear that electric vehicles will reduce demand for fueling equipment over time. The other two segments were weak in the first half of 2026. In Q3 2026, growth came back: core sales grew 5.7%, with fueling core sales up 13.1% and Mobility Technologies up 2.2%.

But Repair Solutions core sales fell 1.0%, because mechanics still spent less on tools. Adjusted EPS was $0.92, and Vontier raised its 2026 guidance to $3.60 to $3.64. For the gap to close, Vontier must show that this growth continues. Core sales must grow about 3% for the full year, as guided, and adjusted free cash flow conversion must reach about 95% of adjusted net earnings in 2026.

Repair Solutions sales must stop falling, and fueling demand must stay strong. The next test is the 2027 guidance in early February 2027. Vontier must also refinance or repay a $300 million term loan due on March 30, 2027. The fear of the electric vehicle shift can go away only slowly, so the gap will probably close over two to three years of steady growth and buybacks.

1. Nov 5, 2026Passed

   Q3 2026 results: return to core growthCore sales growth near the guided 5% with stable Repair Solutions sales passes; core sales growth below 3% or a cut to 2026 guidance fails.Outcome: Core sales grew 5.7% and 2026 EPS guidance went up, and Repair Solutions core sales fell only 1.0%, near the 1.3% fall of Q2.
2. Feb 5, 2027 · est.Pending

   Q4 2026 results and 2027 guidance2027 guidance with core sales growth and higher adjusted EPS passes; guidance with falling core sales fails.
3. Mar 30, 2027Pending

   $300 million term loan dueRepayment or refinancing with net leverage near 2.3 times passes; a rise in leverage above 3 times fails.

Every passed and failed checkpoint across all picks

• November 5, 2026Vontier reported Q3 2026 results. Sales fell 2.1% to $736.9 million because of the Teletrac Navman sale, but core sales grew 5.7%. Fueling core sales grew 13.1%, Mobility Technologies core sales grew 2.2%, and Repair Solutions core sales fell 1.0%. Adjusted EPS was $0.92, and adjusted free cash flow was $133.1 million. Vontier bought back $80 million of shares in Q3. It raised its 2026 adjusted EPS guidance to $3.60 to $3.64, with sales of about $3.03 billion and core growth of about 3%.
• November 5, 2026Vontier said in its Q3 2026 10-Q that it bought back 1.2 million of its shares in October 2026, in open market purchases for $40.0 million.
• October 15, 2026Vontier said that it will discuss its Q3 2026 results on a call at 8:00 a.m. Eastern Time on November 5, 2026.

Last earnings

November 5, 2026 (8-K on sec.gov)

Next earnings

Expected about February 5, 2027. The company has not confirmed the date.

• 10-QQuarterly report for the period ended Oct 2, 2026Filed November 5, 2026 · vnt-20261002
• 8-KEarnings releaseFiled November 5, 2026 · Press release and exhibits
• 8-KChange of directors or officersFiled October 8, 2026 · vnt-20261002
• 10-QQuarterly report for the period ended Jul 3, 2026Filed August 6, 2026 · vnt-20260703
• 8-KEarnings releaseFiled August 6, 2026 · Press release and exhibits
• 8-KShareholder vote resultsFiled June 4, 2026 · vnt-20260604
• 10-QQuarterly report for the period ended Apr 3, 2026Filed May 7, 2026 · vnt-20260403
• 8-KEarnings releaseFiled May 7, 2026 · Press release and exhibits
• 8-KNew material agreement and New debt or financial obligationFiled March 31, 2026 · Read it on sec.gov
• 8-KChange of directors or officersFiled March 2, 2026 · vnt-20260224

Every filing on SEC EDGAR (CIK 1786842)

• Fueling equipment gives almost half of Vontier's sales. If electric vehicles replace gasoline cars faster than expected, or if fuel retailers delay new equipment, sales and profit in this segment fall.
• Matco Tools depends on mechanics who buy tools on credit. In 2026, mechanics spent less on tools, and Vontier added a bad debt reserve in Q1 2026. A weaker economy can raise credit losses on these loans.
• Mobility Technologies sales fell 6.2% in Q2 2026 because of lower shipments of vehicle identification products, and core sales grew only 2.2% in Q3 2026. If its software and payment products do not grow, the segment stays a drag.
• Vontier buys back shares with cash and debt. Net debt was 2.3 times adjusted EBITDA at October 2, 2026, and $300 million of debt is due on March 30, 2027. Tariffs and higher interest rates can also raise costs.

Vontier funds itself with unsecured notes and bank term loans. Its subsidiaries Gilbarco and Matco Tools guarantee them. Read more

Yield at the current rate

0.2% (current annual rate, at today’s price)

Dividend yield

0.2% (last 12 months, at today’s price of $43.78)

Paid per share

$0.10 in the last 12 months (4 payments)

Current annual rate

$0.10 ($0.025 × 4 a year)

Payout ratio

4% of the last fiscal year’s earnings (the year that ended December 31, 2025)

Latest ex-dividend date

September 3, 2026, $0.025 per share

Dividends per share by year

Source: company filings and market data, read on November 13, 2026. The ex-dividend date is the first day a buyer no longer gets the next payment.