The EPS miss and cash flow crunch are negative, but reaffirmed FY guidance and the Teletrac divestiture may provide a floor. Watch Q2 guidance and cash conversion in the next quarter. The stock may trade down 2-4% on the miss.
Price Chart
Executive Summary
Vontier reported Q1 2026 adjusted EPS of $0.80, missing consensus of $0.82, with sales growing only 1.3% YoY as cash flow plunged to $46.5M from $110.4M. Full-year EPS guidance was reaffirmed at $3.35-$3.50, but revenue guidance was lowered to $2,990-$3,040M to reflect the Teletrac Navman divestiture. The EPS miss and cash flow deterioration signal weakening fundamentals despite the reaffirmed outlook.
Key Financial Metrics
Key Facts
- Q1 2026 adjusted EPS $0.80 vs consensus $0.82 (-2.4% miss)
- Sales $750.6M, up 1.3% YoY (core +1.7%)
- Operating cash flow $46.5M, down from $110.4M YoY; adjusted FCF conversion 24.6% vs 83.2%
- Full-year adjusted EPS guidance reaffirmed $3.35-$3.50, but revenue guide cut to $2,990-$3,040M due to Teletrac divestiture
- Announced sale of majority of Teletrac Navman for $220M
- Repurchased 1.8M shares for $70M in Q1
Financial Impact
EPS miss of $0.02 per share and significant cash flow decline
Risk Factors
- Continued cash flow deterioration could pressure margins and leverage
- Revenue headwind from Teletrac divestiture without immediate EPS benefit
- Macro pressures on Repair Solutions and Mobility Technologies segments
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-031651 |
| Document: vnt-20260507.htm | 0001628280-26-031651 |
| Document: 0001628280-26-031651-index-headers.html | 0001628280-26-031651 |
| Document: 0001628280-26-031651-index.html | 0001628280-26-031651 |
| Document: 0001628280-26-031651.txt | 0001628280-26-031651 |
| 8-K Data (Synthetic) | 0001628280-26-031651 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 8, 2026 19d ago | 8-K | $32.20 | awaiting T+60 | — | $34.60 (+7.45%) |
May 7, 2026 24w ago | 8-K | $30.67 $32.81 | ▼ −6.98% | ▼ −3.14% | $34.60 (−12.81%) |
Apr 10, 2026 28w ago | DEFA14A | $37.01 $28.49 | ▼ −23.02% | ▼ −33.35% | $34.60 (−6.51%) |
US Market Status
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