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Vontier VNT

Vontier reported $99 million net income for Q3 2026.

Form
10-Q
Filed
Importance
Notable
  1. Revenue of $736.9 million for the three months ended Oct 2, 2026.
  2. Net income of $99 million for the three months ended Oct 2, 2026.
  3. Diluted EPS of $0.73 for the three months ended Oct 2, 2026.
  4. Cash and equivalents of $258.4 million as of Oct 2, 2026.

Written from the 10-Q on EDGAR. AI can make mistakes. Check the filing.

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What changed

8 changes since the July 2026 10-Q

Compared with the 10-Q 0001628280-26-054180, filed Aug 6, 2026.

  1. Changed Financial statements

    EPS up 265% from Jul 3

    $0.73, was $0.20.

    From the filings

    Before

    $0.20

    Now

    $0.73

  2. Changed Financial statements

    Net income up 261% from Jul 3

    $99M, was $27.4M.

    From the filings

    Before

    $27.4M

    Now

    $99M

  3. Changed Financial statements

    Cash down 2.8% from Jul 3

    $258M, was $266M.

    From the filings

    Before

    $266M

    Now

    $258M

  4. Changed Financial statements

    Revenue down 2.6% from Jul 3

    $737M, was $757M.

    From the filings

    Before

    $757M

    Now

    $737M

  5. Changed MD&A

    Cost of sales, excluding amortization of acquisition-related intangible assets, decreased $10.3 million, or…

    Adds "$10.3"; drops "$11.4".

    From the filings

    Before

    Cost of sales, excluding amortization of acquisition-related intangible assets, decreased $11.4 million, or 2.8%, for the three months ended July 3, 2026, as compared to the comparable period in 2025, due to an approximately $12.0 million benefit related to the refund of tariffs related to inventory sold in the prior year. Cost of sales, excluding amortization of acquisition-related intangible assets, as a percentage of sales decreased 30 basis points during the same period.

    Now

    Cost of sales, excluding amortization of acquisition-related intangible assets, decreased $10.3 million, or 2.6%, for the three months ended October 2, 2026, as compared to the comparable period in 2025, due to a decrease from the impact of the sale of our Teletrac Navman business of $22.5 million, partially offset by core sales growth in the Environmental & Fueling Solutions segment as discussed above. Cost of sales, excluding amortization of acquisition-related intangible assets, as a percentage of sales decreased 30 basis points during the same period.

  6. Changed MD&A

    SG&A expenses decreased $4.3 million, or 2.8%, during the three months ended October 2, 2026, as compared to…

    Adds "decreased $4.3"; drops "increased $0.3".

    From the filings

    Before

    SG&A expenses increased $0.3 million, or 0.2%, during the three months ended July 3, 2026, as compared to the comparable period in 2025. SG&A expenses as a percentage of sales increased 50 basis points during the same period.

    Now

    SG&A expenses decreased $4.3 million, or 2.8%, during the three months ended October 2, 2026, as compared to the comparable period in 2025 due to a decrease from the sale of our Teletrac Navman business of $13.9 million, partially offset by an increase in stock-based compensation expense of $4.5 million. SG&A expenses as a percentage of sales decreased 20 basis points during the same period.

  7. Changed MD&A

    SG&A expenses decreased $5.3 million, or 1.1%, during the nine months ended October 2, 2026, as compared to…

    Adds "$5.3"; drops "$1.0".

    From the filings

    Before

    SG&A expenses decreased $1.0 million, or 0.3%, during the six months ended July 3, 2026, as compared to the comparable period in 2025 due to productivity and cost savings initiatives, partially offset by an approximately $2.0 million increase in variable compensation from the tariff refund benefit further discussed above. SG&A expenses as a percentage of sales increased 10 basis points during the same period.

    Now

    SG&A expenses decreased $5.3 million, or 1.1%, during the nine months ended October 2, 2026, as compared to the comparable period in 2025 due to a decrease from the sale of our Teletrac Navman business of $13.9 million, partially offset by an increase in stock-based compensation expense of $4.8 million. SG&A expenses as a percentage of sales was flat during the same period.

  8. Changed MD&A

    Refer to Note 2.

    Adds "2. Acquisitions"; drops "For a discussion of our outstanding indebtedness,".

    From the filings

    Before

    For a discussion of our outstanding indebtedness, refer to Note 4. Financing to the Consolidated Condensed Financial Statements.

    Now

    Refer to Note 2. Acquisitions to the Consolidated Condensed Financial Statements for additional information on our acquisition of EKOS.
Show the redline

Section by section. Added words and removed words against the earlier filing.

Cover page 2 changes

3 unchanged paragraphs

For the quarterly period ended July 3, October 2, 2026

21 unchanged paragraphs

As of August 3, November 2, 2026, there were 135.2 132.8 million shares of the Registrant's common stock outstanding.

1 unchanged paragraph

Financial Statements (unaudited) 4 changes

Consolidated Condensed Balance Sheets as of July 3, October 2 , 2026 and December 31, 2025

Consolidated Condensed Statements of Earnings and Comprehensive Income for the Three and Six Ni ne Months Ended July 3, October 2 , 2026 and June 27 September 2 6 , 2025

Consolidated Condensed Statements of Changes in Equity for the Three and Six Nine Months Ended July 3, October 2 , 2026 and June 27 September 2 6 , 2025

Consolidated Condensed Statements of Cash Flows for the Six Nine Months Ended July 3, October 2 , 2026 and June 27 September 2 6 , 2025

1 unchanged paragraph

Financial statements 450 changes

3 unchanged paragraphs

Inventories 323.0 326.5

July 3, October 2, 2026 December 31, 2025

Cash and cash equivalents $ 265.8 258.4 $ 492.2

Accounts receivable, less allowance for credit losses of $ 30.3 31.5 million and $ 33.6 million as of July 3, October 2, 2026 and December 31, 2025, respectively

Inventories 333.7 326.5

Prepaid expenses and other current assets 131.2 130.0 145.7

Total current assets 1,279.7 1,277.4 1,491.8

Property, plant and equipment, net 144.3 154.0 129.5

Operating lease right-of-use assets 27.2 27.8 34.4

Long-term financing receivables, less allowance for credit losses of $ 30.6 30.1 million and $ 31.7 million as of July 3, October 2, 2026 and December 31, 2025, respectively

Other intangible assets, net 327.9 335.1 412.4

Goodwill 1,651.9 1,686.7 1,757.6

Other assets 320.0 323.0 258.1

Total assets $ 4,031.0 4,081.1 $ 4,368.8

2 unchanged paragraphs

Short-term borrowings and current portion of long-term debt $ 304.8 305.5 $ 502.2

Trade accounts payable 356.4 340.4 361.6

Current operating lease liabilities 11.8 12.2 14.3

Accrued expenses and other current liabilities 348.8 381.9 410.4

Total current liabilities 1,021.8 1,040.0 1,288.5

1 unchanged paragraph

Long-term debt 1,595.2 1,595.5 1,594.2

Other long-term liabilities 195.2 210.3 210.1

Total liabilities 2,831.5 2,865.1 3,117.6

Commitments and Contingencies (Note 9) 10)

1 unchanged paragraph

Noncontrolling interests 6.8 7.0

Common stock, 2.0 billion shares authorized; $ 0.0001 par value; 173.5 173.6 million and 173.0 million shares issued, and 136.5 134.0 million and 142.2 million outstanding as of July 3, October 2, 2026 and December 31, 2025, respectively

Treasury stock, at cost, 37.0 39.6 million and 30.8 million shares as of July 3, October 2, 2026 and December 31, 2025, respectively ( 1,131.6 1,212.4 ) ( 929.8 )

Additional paid-in capital 120.3 133.6 111.7

Retained earnings 2,045.1 2,140.8 1,930.5

Accumulated other comprehensive income 158.9 148.4 131.8

Total Vontier stockholders' equity 1,192.7 1,210.4 1,244.2

Noncontrolling interests 5.6 7.0

Total equity 1,199.5 1,216.0 1,251.2

Total liabilities and equity $ 4,031.0 4,081.1 $ 4,368.8

3 unchanged paragraphs

July 3, 2026 June 27, 2025 July 3, 2026 June 27, 2025

Sales $ 756.7 $ 773.5 $ 1,507.3 $ 1,514.6

Three Months Ended Six Nine Months Ended

October 2, 2026 September 26, 2025 October 2, 2026 September 26, 2025

Sales $ 736.9 $ 752.5 $ 2,244.2 $ 2,267.1

1 unchanged paragraph

Selling, general and administrative expenses ( 167.6 ) ( 167.3 ) ( 326.6 ) ( 327.6 )

Research and development expenses ( 35.1 ) ( 47.5 ) ( 76.5 ) ( 87.7 )

Operating profit 146.7 136.4 281.5 266.5

Cost of sales, excluding amortization of acquisition-related intangible assets ( 391.7 386.1 ) ( 403.1 396.4 ) ( 790.0 1,176.1 ) ( 794.0 1,190.4 )

Selling, general and administrative expenses ( 146.7 ) ( 151.0 ) ( 473.3 ) ( 478.6 )

Research and development expenses ( 30.1 ) ( 44.4 ) ( 106.6 ) ( 132.1 )

Amortization of acquisition-related intangible assets ( 15.6 ) ( 19.2 18.3 ) ( 32.7 48.3 ) ( 38.8 57.1 )

Operating profit 158.4 142.4 439.9 408.9

1 unchanged paragraph

Interest expense, net ( 16.6 ) ( 15.6 ) ( 30.3 ) ( 30.7 )

Loss on sale of business ( 86.2 ) — ( 86.2 ) —

Earnings before income taxes 43.8 120.7 164.9 231.8

Provision for income taxes ( 16.4 ) ( 28.8 ) ( 43.2 ) ( 52.0 )

Net earnings $ 27.4 $ 91.9 $ 121.7 $ 179.8

Interest expense, net ( 15.3 ) ( 14.8 ) ( 45.6 ) ( 45.5 )

Gain (loss) on sale of business 0.1 3.4 ( 86.1 ) 3.4

Other non-operating (expense) income, net ( 0.1 ) ( 0.1 ) ( 0.1 ) 5.0 ( 4.0 0.2 ) 1.0

Earnings before income taxes 143.1 136.0 308.0 367.8

Provision for income taxes ( 44.1 ) ( 33.2 ) ( 87.3 ) ( 85.2 )

Net earnings $ 99.0 $ 102.8 $ 220.7 $ 282.6

1 unchanged paragraph

Basic $ 0.20 $ 0.62 $ 0.86 $ 1.21

Diluted $ 0.20 $ 0.62 $ 0.86 $ 1.21

Basic $ 0.73 $ 0.70 $ 1.59 $ 1.91

Diluted $ 0.73 $ 0.70 $ 1.58 $ 1.90

1 unchanged paragraph

Basic 139.6 147.7 140.7 148.3

Diluted 139.8 148.2 141.2 148.8

Net earnings $ 27.4 $ 91.9 $ 121.7 $ 179.8

Basic 135.1 146.5 138.8 147.7

Diluted 135.4 147.4 139.3 148.4

Net earnings $ 99.0 $ 102.8 $ 220.7 $ 282.6

1 unchanged paragraph

Foreign currency translation adjustments 32.2 55.0 27.4 70.0

Total other comprehensive income, net of income taxes 32.4 55.1 27.1 70.1

Comprehensive income $ 59.8 $ 147.0 $ 148.8 $ 249.9

Foreign currency translation adjustments ( 10.6 ) ( 10.1 ) 16.8 59.9

Other adjustments 0.2 0.1 — 0.3 ( 0.2 ) 0.1

Total other comprehensive (loss) income, net of income taxes ( 10.5 ) ( 10.1 ) 16.6 60.0

Comprehensive income $ 88.5 $ 92.7 $ 237.3 $ 342.6

23 unchanged paragraphs

Net earnings — — — — — 99.0 — — 99.0

Dividends on common stock ($ 0.025 per share)

Other comprehensive loss, net of income taxes — — — — — — ( 10.5 ) — ( 10.5 )

Stock-based compensation expense — — — — 11.7 — — — 11.7

Common stock-based award activity, net of shares for tax withholding 0.1 — — — 0.1 — — — 0.1

Purchase of treasury stock — — 2.6 ( 80.8 ) — — — — ( 80.8 )

23 unchanged paragraphs

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and 370 more changes in the filing

MD&A 162 changes

This Management's Discussion and Analysis of Financial Condition and Results of Operations ("MD&A") is designed to provide a reader of our financial statements with a narrative from the perspective of management and is intended to help the reader understand the results of operations and financial condition of the Company. Our MD&A should be read in conjunction with our MD&A and Consolidated Financial Statements included in our Annual Report on Form 10-K for the fiscal year ended December 31, 2025 (the "2025 Annual Report on Form 10-K") and our Consolidated Condensed Financial Statements as of and for the three and six nine months ended July 3, October 2, 2026 included in this Form 10-Q.

8 unchanged paragraphs

• As of July 3, October 2, 2026, we have outstanding indebtedness of approximately $1.9 billion and the ability to incur an additional $750.0 million of indebtedness under the Revolving Credit Facility and in the future we may incur additional indebtedness. This indebtedness could adversely affect our businesses and our ability to meet our obligations and pay dividends.

31 unchanged paragraphs

We expect core sales to increase on a year-over-year basis in 2026. Our outlook is subject to various assumptions and risks, including but not limited to the impact of changes in United States and international trade policies, other changes in governmental policies or regulations, the resilience and durability of the economies of the United States and other critical regions, the condition of global supply chains, including the availability of electronic components, the impact of international conflicts, including Russia-Ukraine and conflicts in the Middle East and market conditions in key end product segments. markets. Additional uncertainties are identified in "Information Relating to Forward-Looking Statements" above and in "Risk Factors" in our 2025 Annual Report on Form 10-K.

4 unchanged paragraphs

($ in millions) July 3, 2026 % of Sales June 27, 2025 % of Sales July 3, 2026 % of Sales June 27, 2025 % of Sales

Sales $ 756.7 $ 773.5 $ 1,507.3 $ 1,514.6

Three Months Ended Six Nine Months Ended

($ in millions) October 2, 2026 % of Sales September 26, 2025 % of Sales October 2, 2026 % of Sales September 26, 2025 % of Sales

Sales $ 736.9 $ 752.5 $ 2,244.2 $ 2,267.1

1 unchanged paragraph

Selling, general and administrative expenses ("SG&A") (167.6) 22.1 % (167.3) 21.6 % (326.6) 21.7 % (327.6) 21.6 %

Research and development expenses ("R&D") (35.1) 4.6 % (47.5) 6.1 % (76.5) 5.1 % (87.7) 5.8 %

Operating profit $ 146.7 19.4 % $ 136.4 17.6 % $ 281.5 18.7 % $ 266.5 17.6 % (a) Excluding amortization of acquisition-related intangible assets.

Selling, general and administrative expenses ("SG&A") (146.7) 19.9 % (151.0) 20.1 % (473.3) 21.1 % (478.6) 21.1 %

Research and development expenses ("R&D") (30.1) 4.1 % (44.4) 5.9 % (106.6) 4.8 % (132.1) 5.8 %

Amortization of acquisition-related intangible assets (15.6) 2.1 % (19.2) 2.5 (18.3) 2.4 % (32.7) (48.3) 2.2 % (38.8) 2.6 (57.1) 2.5 %

Operating profit $ 158.4 21.5 % $ 142.4 18.9 % $ 439.9 19.6 % $ 408.9 18.0 % (a) Excluding amortization of acquisition-related intangible assets.

1 unchanged paragraph

Core sales (Non-GAAP) (0.2) % 0.7 %

% Change Three Months Ended July 3, October 2, 2026 vs. Comparable 2025 Period % Change Six Nine Months Ended July 3, October 2, 2026 vs. Comparable 2025 Period

Total sales growth (GAAP) (2.2) (2.1) % (0.5) (1.0) %

Core sales (Non-GAAP) 5.7 % 2.4 %

Acquisitions and divestitures (Non-GAAP) (2.5) (7.5) % (2.3) (4.0) %

Currency exchange rates (Non-GAAP) 0.5 (0.3) % 1.1 0.6 %

1 unchanged paragraph

($ in millions) July 3, 2026 June 27, 2025 July 3, 2026 June 27, 2025

Environmental & Fueling Solutions $ 366.2 $ 361.6 $ 711.0 $ 691.4

Three Months Ended Six Nine Months Ended

($ in millions) October 2, 2026 September 26, 2025 October 2, 2026 September 26, 2025

Environmental & Fueling Solutions $ 388.9 $ 357.8 $ 1,099.9 $ 1,049.2

1 unchanged paragraph

Repair Solutions 148.8 150.8 301.7 303.8

Intersegment eliminations (21.2) (19.1) (37.6) (31.3)

Total $ 756.7 $ 773.5 $ 1,507.3 $ 1,514.6

Repair Solutions 140.3 141.6 442.0 445.4

Intersegment eliminations (25.9) (17.5) (63.5) (48.8)

Total $ 736.9 $ 752.5 $ 2,244.2 $ 2,267.1

(a) Includes $21.2 $25.9 million, $19.1 $17.5 million, $37.6 $63.5 million, and $31.3 $48.8 million of intersegment sales for the three and six nine months ended July 3, October 2, 2026 and June 27, September 26, 2025, respectively, that are eliminated in consolidation.

2 unchanged paragraphs

Total sales growth (GAAP) 1.3 % 2.8 %

Core sales (Non-GAAP) 4.6 % 5.3 %

% Change Three Months Ended July 3, October 2, 2026 vs. Comparable 2025 Period % Change Six Nine Months Ended July 3, October 2, 2026 vs. Comparable 2025 Period

Total sales growth (GAAP) 8.7 % 4.8 %

Core sales (Non-GAAP) 13.1 % 8.0 %

Acquisitions and divestitures (Non-GAAP) (3.7) (4.0) % (3.6) (3.8) %

Currency exchange rates (Non-GAAP) (0.4) % 1.1 0.6 %

Total sales within our Environmental & Fueling Solutions segment increased 1.3% 8.7% during the three months ended July 3, October 2, 2026, as compared to the comparable period in 2025, driven by a 4.6% 13.1% increase in core sales, and a 0.4% increase due to the impact of currency translation, partially offset by a 3.7% 4.0% decrease due to the impact of recently exited businesses and product lines and a 0.4% decrease due to the impact of currency translation. The increase in core sales was due to growth in dispenser systems, environmental solutions and aftermarket products.

Total sales within our Environmental & Fueling Solutions segment increased 2.8% 4.8% during the six nine months ended July 3, October 2, 2026, as compared to the comparable period in 2025, driven by a 5.3% an 8.0% increase in core sales and a 1.1% 0.6% increase due to the impact of currency translation, partially offset by a 3.6% 3.8% decrease due to the impact of recently exited businesses and product lines. The increase in core sales was due to growth in dispenser systems and aftermarket products.

2 unchanged paragraphs

Total sales growth (GAAP) (6.2) % (3.4) %

Core sales (Non-GAAP) (4.9) % (3.1) %

% Change Three Months Ended July 3, October 2, 2026 vs. Comparable 2025 Period % Change Six Nine Months Ended July 3, October 2, 2026 vs. Comparable 2025 Period

Total sales growth (GAAP) (13.7) % (6.8) %

Core sales (Non-GAAP) 2.2 % (1.4) %

Acquisitions and divestitures (Non-GAAP) (2.0) (15.5) % (1.7) (6.3) %

Currency exchange rates (Non-GAAP) 0.7 (0.4) % 1.4 0.9 %

Total sales within our Mobility Technologies segment decreased 6.2% 13.7% during the three months ended July 3, October 2, 2026, as compared to the comparable period in 2025, driven by a 4.9% decrease in core sales and a 2.0% 15.5% decrease due to the impact of recently exited businesses and product lines, partially offset by including our Teletrac Navman business, and a 0.7% increase 0.4% decrease due to the impact of currency translation, partially offset by a 2.2% increase in core sales. The decrease increase in core sales was due to the timing of revenue recognition related to certain projects during the three months ended June 27, 2025, partially offset by growth in our convenience retail payment and enterprise productivity solutions.

Total sales within our Mobility Technologies segment decreased 3.4% 6.8% during the six nine months ended July 3, October 2, 2026 as compared to the comparable period in 2025, driven by a 3.1% decrease in core sales and a 1.7% 6.3% decrease due to the impact of recently exited businesses and product lines, including our Teletrac Navman business, and a 1.4% decrease in core sales, partially offset by a 1.4% 0.9% increase due to the impact of currency translation. The decrease in core sales was due to the timing of revenue recognition related to certain projects during the six nine months ended June 27, September 26, 2025, partially offset by growth in our convenience retail payment and enterprise productivity solutions.

1 unchanged paragraph

Total sales growth (GAAP) (1.3) % (0.7) %

% Change Three Months Ended July 3, October 2, 2026 vs. Comparable 2025 Period % Change Six Nine Months Ended July 3, October 2, 2026 vs. Comparable 2025 Period

Total sales growth (GAAP) (0.9) % (0.8) %

Core sales (Non-GAAP) (1.3) (1.0) % (0.7) (0.8) %

1 unchanged paragraph

Currency exchange rates (Non-GAAP) — 0.1 % — %

Total sales and core sales within our Repair Solutions segment decreased 1.3% 0.9% and 1.0%, respectively, during the three months ended July 3, October 2, 2026, as compared to the comparable period in 2025 due to macroeconomic impacts on service technicians' discretionary spending on higher-cost products. a decrease in interest income related to financing receivables.

Total sales and core sales within our Repair Solutions segment decreased 0.7% 0.8% during the six nine months ended July 3, October 2, 2026, as compared to the comparable period in 2025 due to macroeconomic impacts on service technicians' discretionary spending on higher-cost products.

Cost of sales, excluding amortization of acquisition-related intangible assets, decreased $11.4 $10.3 million, or 2.8%, 2.6%, for the three months ended July 3, October 2, 2026, as compared to the comparable period in 2025, due to an approximately $12.0 million benefit related to a decrease from the refund impact of tariffs related to inventory sold the sale of our Teletrac Navman business of $22.5 million, partially offset by core sales growth in the prior year. Environmental & Fueling Solutions segment as discussed above. Cost of sales, excluding amortization of acquisition-related intangible assets, as a percentage of sales decreased 30 basis points during the same period.

Cost of sales, excluding amortization of acquisition-related intangible assets, decreased $4.0 $14.3 million, or 0.5%, 1.2%, for the six nine months ended July 3, October 2, 2026, as compared to the comparable period in 2025, due to an approximately a decrease from the impact of the sale of our Teletrac Navman business of $22.5 million and a $12.0 million benefit related to the refund of tariffs related to inventory sold in the prior year, partially offset by increased costs from inflationary pressures. core sales growth in the Environmental & Fueling Solutions segment as discussed above. Cost of sales, excluding amortization of acquisition-related intangible assets, as a percentage of sales was flat decreased 10 basis points during the same period.

1 unchanged paragraph

SG&A expenses decreased $1.0 million, or 0.3%, during the six months ended July 3, 2026, as compared to the comparable period in 2025 due to productivity and cost savings initiatives, partially offset by an approximately $2.0 million increase in variable compensation from the tariff refund benefit further discussed above. SG&A expenses as a percentage of sales increased 10 basis points during the same period.

SG&A expenses increased $0.3 decreased $4.3 million, or 0.2%, 2.8%, during the three months ended July 3, October 2, 2026, as compared to the comparable period in 2025 due to a decrease from the sale of our Teletrac Navman business of $13.9 million, partially offset by an increase in stock-based compensation expense of $4.5 million. SG&A expenses as a percentage of sales increased 50 decreased 20 basis points during the same period.

SG&A expenses decreased $5.3 million, or 1.1%, during the nine months ended October 2, 2026, as compared to the comparable period in 2025 due to a decrease from the sale of our Teletrac Navman business of $13.9 million, partially offset by an increase in stock-based compensation expense of $4.8 million. SG&A expenses as a percentage of sales was flat during the same period.

R&D expenses decreased $12.4 $14.3 million, or 26.1%, 32.2%, during the three months ended July 3, October 2, 2026, as compared to the comparable period in 2025, due to productivity and cost savings initiatives and a decrease of $3.6 million from the sale of our Teletrac Navman business. R&D expenses as a percentage of sales decreased 150 180 basis points during the three months ended July 3, 2026, as compared to the comparable same period. in 2025.

R&D expenses decreased $11.2 $25.5 million, or 12.8%, 19.3%, during the six nine months ended July 3, October 2, 2026, as compared to the comparable period in 2025, due to productivity and cost savings initiatives. R&D expenses as a percentage of sales decreased 70 100 basis points during the six months ended July 3, 2026, as compared to the comparable same period. in 2025.

1 unchanged paragraph

Amortization of acquisition-related intangible assets decreased $3.6 $2.7 million, or 18.8%, 14.8%, during the three months ended July 3, October 2, 2026, as compared to the comparable period in 2025, due to certain intangible assets becoming fully amortized between periods. Amortization of acquisition-related intangible assets as a percentage of sales decreased 40 30 basis points during the same periods. period.

Amortization of acquisition-related intangible assets decreased $6.1 $8.8 million, or 15.7%, 15.4%, during the six nine months ended July 3, October 2, 2026, as compared to the comparable period in 2025, due to certain intangible assets becoming fully amortized between periods. Amortization of acquisition-related intangible assets as a percentage of sales decreased 40 30 basis points during the same periods. period.

Operating profit increased $10.3 $16.0 million, or 7.6%, 11.2%, during the three months ended July 3, October 2, 2026, as compared to the comparable period in 2025, and operating profit margins increased 180 260 basis points during the same period.

Operating profit increased $15.0 $31.0 million, or 5.6%, 7.6%, during the six nine months ended July 3, October 2, 2026, as compared to the comparable period in 2025, and operating profit margins increased 110 160 basis points during the same period.

Segment operating profit is used as a performance metric by the CODM in determining how to allocate resources and assess performance. Segment operating profit represents total segment sales less operating costs attributable to the segment, which does not include unallocated corporate costs and other operating costs not allocated to the reportable segments as part of the CODM's assessment of reportable segment operating performance, including amortization of acquisition-related intangible assets, stock-based compensation expense, restructuring and other related charges and other unallocated income or expense not indicative of the segment's core operating performance. As part of the CODM's assessment of the Repair Solutions segment, a capital charge calculated based on the segment's average gross outstanding financing receivables portfolio during the period and an estimated weighted average cost of capital is assessed by Corporate (the "Repair Solutions Capital Charge"). Refer to Note 8. 9. Segment Information to the Consolidated Condensed Financial Statements for additional information.

1 unchanged paragraph

($ in millions) July 3, 2026 Margin June 27, 2025 Margin July 3, 2026 Margin June 27, 2025 Margin

Environmental & Fueling Solutions $ 115.6 31.6 % $ 105.7 29.2 % $ 217.5 30.6 % $ 203.2 29.4 %

Mobility Technologies 55.3 21.0 53.5 19.1 100.0 18.8 105.4 19.1

Repair Solutions 28.3 19.0 31.4 20.8 58.7 19.5 64.6 21.3

Three Months Ended Six Nine Months Ended

($ in millions) October 2, 2026 Margin September 26, 2025 Margin October 2, 2026 Margin September 26, 2025 Margin

Environmental & Fueling Solutions $ 122.8 31.6 % $ 104.4 29.2 % $ 340.3 30.9 % $ 307.6 29.3 %

Mobility Technologies 60.4 25.9 50.1 18.5 160.4 20.9 155.5 18.9

Repair Solutions 26.8 19.1 29.6 20.9 85.5 19.3 94.2 21.1

1 unchanged paragraph

Total operating profit $ 146.7 19.4 158.4 21.5 % $ 136.4 17.6 142.4 18.9 % $ 281.5 18.7 439.9 19.6 % $ 266.5 17.6 408.9 18.0 % (a) Margin for corporate & other unallocated costs is presented as a percentage of total sales. Refer to further discussion of Corporate & other unallocated costs below.

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and 82 more changes in the filing

Market risk 1 change

Quantitative and qualitative disclosures about market risk appear in "Management's Discussion and Analysis of Financial Condition and Results of Operations — Financial Instruments and Risk Management," in the Company's 2025 Annual Report on Form 10-K. There were no material changes to this information during the six nine months ended July 3, October 2, 2026.

Legal proceedings 1 change

1 unchanged paragraph

Refer to Note 9. 10. Litigation and Contingencies to the Consolidated Condensed Financial Statements in this Form 10-Q for more information on certain legal proceedings.

Unregistered sales of stock 8 changes

1 unchanged paragraph

On May 19, 2026, the Company's Board of Directors approved an increase to the Company's previously approved share repurchase program, bringing the total amount authorized for future share repurchases to $1.0 billion. Under the share repurchase program, the Company may purchase shares of common stock from time to time in open market transactions, privately negotiated transactions, accelerated share repurchase programs, or by combinations of such methods, any of which may use prearranged trading plans that are designed to meet the requirements of Rule 10b5-1(c) of the Securities Exchange Act. of 1934. The timing of any repurchases and the actual number of shares repurchased will depend on a variety of factors, including the Company's stock price, corporate and regulatory requirements, restrictions under the Company's debt obligations and other market and economic conditions. The share repurchase program may be suspended or discontinued at any time and has no expiration date.

The following table sets forth our share repurchase activity for the three months ended July 3, October 2, 2026:

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April 4, 2026 - May 1, 2026 0.3 $ 36.03 0.3 $ 187.7

May 2, 2026 - May 29, 2026 2.1 29.06 2.1 963.0

May 30, 2026 - July 3, 2026 2.0 29.01 2.0 904.5

July 4, 2026 - July 31, 2026 1.4 $ 29.53 1.4 $ 864.5

August 1, 2026 - August 28, 2026 0.7 33.17 0.7 840.5

August 29, 2026 - October 2, 2026 0.5 32.38 0.5 824.5

Other information 1 change

1 unchanged paragraph

During the three months ended July 3, October 2, 2026, none of the Company's directors or executive officers adopted , modified or terminated any contract, instruction or written plan for the purchase or sale of the Company's securities that was intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) or any "non-Rule 10b5-1 trading arrangement."

Exhibits 4 changes

7 unchanged paragraphs

— — Furnished herewith

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— — Furnished herewith

9 unchanged paragraphs

Date: August 6, November 5, 2026 By: /s/ Anshooman Aga

1 unchanged paragraph

Date: August 6, November 5, 2026 By: /s/ Paul V. Shimp

1 unchanged paragraph

Unchanged: Controls and procedures, Risk factors, Defaults on senior securities, Mine safety disclosures

Compared by code from the two filings' text and XBRL. Not advice.

The reading, claim by claim

  1. These figures are presented in millions, as noted in the financial statements.
  2. The financial statements also show the company's operating costs and expenses for the period.
  3. The company's financial statements also show its operating profit and non-operating income for the quarter.
  4. In its 10-Q for the quarter ended October 2, 2026, Vontier Corp reported a net earnings per share of $0.73 for the quarter.
  5. The filing also includes details on the company's weighted average shares outstanding.
  6. These figures are part of the consolidated condensed statements of earnings and comprehensive income.

6 of 6 claims matched the filing text.

From the filing's financial data, not stated in its text

From this 10-Q's financial data (XBRL) for the quarter ended October 2, 2026

  • The filing includes detailed financial statements that show the company's consolidated balance sheet and income statement.
  • The company's gross margin for the quarter was 47.6%, and its operating margin was 21.5%.
  • Net margin for the quarter was 13.4%.
  • This change in revenue is reported in the filing.

From the filing

ITEM 1. FINANCIAL STATEMENTS

ITEM 1. FINANCIAL STATEMENTS VONTIER CORPORATION AND SUBSIDIARIES CONSOLIDATED CONDENSED BALANCE SHEETS

(in millions, except per share amounts)1

October 2, 2026 December 31, 2025

(unaudited)

ASSETS

Current assets:

Cash and cash equivalents $ 258.4 $ 492.2 Accounts receivable, less allowance for credit losses of $ 31.5 million and $ 33.6 million as of October 2, 2026 and December 31, 2025, respectively 555.3 527.4 Inventories 333.7 326.5

Prepaid expenses and other current assets 130.0 145.7

Total current assets 1,277.4 1,491.8

Property, plant and equipment, net 154.0 129.5

Operating lease right-of-use assets 27.8 34.4

Long-term financing receivables, less allowance for credit losses of $ 30.1 million and $ 31.7 million as of October 2, 2026 and December 31, 2025, respectively 277.1 285.0 Other intangible assets, net 335.1 412.4 Goodwill 1,686.7 1,757.6 Other assets 323.0 258.1 Total assets $ 4,081.1 $ 4,368.8

LIABILITIES AND EQUITY

Current liabilities:

Short-term borrowings and current portion of long-term debt $ 305.5 $ 502.2

Trade accounts payable 340.4 361.6 Current operating lease liabilities 12.2 14.3

Accrued expenses and other current liabilities 381.9 410.4

Total current liabilities 1,040.0 1,288.5

Long-term operating lease liabilities 19.3 24.8

Long-term debt 1,595.5 1,594.2 Other long-term liabilities 210.3 210.1 Total liabilities 2,865.1 3,117.6

Commitments and Contingencies (Note 10)

Equity:

Preferred stock, 15.0 million shares authorized; no par value; no shares issued and outstanding

— —

Common stock, 2.0 billion shares authorized; $ 0.0001 par value; 173.6 million and 173.0 million shares issued, and 134.0 million and 142.2 million outstanding as of October 2, 2026 and December 31, 2025, respectively

— —

Treasury stock, at cost, 39.6 million and 30.8 million shares as of October 2, 2026 and December 31, 2025, respectively ( 1,212.4 ) ( 929.8 ) Additional paid-in capital 133.6 111.7 Retained earnings 2,140.8 1,930.5 Accumulated other comprehensive income 148.4 131.8 Total Vontier stockholders' equity 1,210.4 1,244.2 Noncontrolling interests 5.6 7.0 Total equity 1,216.0 1,251.2 Total liabilities and equity $ 4,081.1 $ 4,368.8

See the accompanying Notes to the Consolidated Condensed Financial Statements.

3

VONTIER CORPORATION AND SUBSIDIARIES CONSOLIDATED CONDENSED STATEMENTS OF EARNINGS AND COMPREHENSIVE INCOME6

(in millions, except per share amounts) (unaudited)

Three Months Ended Nine Months Ended

October 2, 2026 September 26, 2025 October 2, 2026 September 26, 2025 Sales $ 736.9 $ 752.5 $ 2,244.2 $ 2,267.1 Operating costs and expenses:2 Cost of sales, excluding amortization of acquisition-related intangible assets ( 386.1 ) ( 396.4 ) ( 1,176.1 ) ( 1,190.4 ) Selling, general and administrative expenses ( 146.7 ) ( 151.0 ) ( 473.3 ) ( 478.6 ) Research and development expenses ( 30.1 ) ( 44.4 ) ( 106.6 ) ( 132.1 ) Amortization of acquisition-related intangible assets ( 15.6 ) ( 18.3 ) ( 48.3 ) ( 57.1 ) Operating profit 158.43 142.4 439.9 408.9 Non-operating income (expense), net:3 Interest expense, net ( 15.3 ) ( 14.8 ) ( 45.6 ) ( 45.5 ) Gain (loss) on sale of business 0.1 3.4 ( 86.1 ) 3.4 Other non-operating (expense) income, net ( 0.1 ) 5.0 ( 0.2 ) 1.0 Earnings before income taxes 143.1 136.0 308.0 367.8 Provision for income taxes ( 44.1 ) ( 33.2 ) ( 87.3 ) ( 85.2 ) Net earnings $ 99.0 $ 102.8 $ 220.7 $ 282.6 Net earnings per share: Basic $ 0.734 $ 0.70 $ 1.59 $ 1.91 Diluted $ 0.73 $ 0.70 $ 1.58 $ 1.90 Weighted average shares outstanding:5 Basic 135.1 146.5 138.8 147.7 Diluted 135.4 147.4 139.3 148.4 Net earnings $ 99.0 $ 102.8 $ 220.7 $ 282.6 Other comprehensive income (loss), net of income taxes: Foreign currency translation adjustments ( 10.6 ) ( 10.1 ) 16.8 59.9 Other adjustments 0.1 — ( 0.2 ) 0.1 Total other comprehensive (loss) income, net of income taxes ( 10.5 ) ( 10.1 ) 16.6 60.0 Comprehensive income $ 88.5 $ 92.7 $ 237.3 $ 342.6

See the accompanying Notes to the Consolidated Condensed Financial Statements.

4

VONTIER CORPORATION AND SUBSIDIARIES CONSOLIDATED CONDENSED STATEMENTS OF CHANGES IN EQUITY

(in millions, except per share amounts) (unaudited)

Common Stock Treasury Stock Additional Paid-In Capital Retained Earnings Accumulated Other Comprehensive Income Noncontrolling

Interests Total

Shares Amount Shares Amount

Balance, December 31, 2025 173.0 $ — 30.8 $ ( 929.8 ) $ 111.7 $ 1,930.5 $ 131.8 $ 7.0 $ 1,251.2 Net earnings — — — — — 94.3 — — 94.3

Dividends on common stock ($ 0.025 per share)

— — — — — ( 3.5 ) — — ( 3.5 )

Other comprehensive loss, net of income taxes — — — — — — ( 5.3 ) — ( 5.3 )

Stock-based compensation expense — — — — 7.5 — — 0.2 7.7 Common stock-based award activity, net of shares for tax withholding 0.5 — — — ( 8.1 ) — — — ( 8.1 ) Purchase of treasury stock — — 1.8 ( 70.5 ) — — — — ( 70.5 ) Change in noncontrolling interests — — — — — — — ( 0.3 ) ( 0.3 ) Balance, April 3, 2026 173.5 $ — 32.6 $ ( 1,000.3 ) $ 111.1 $ 2,021.3 $ 126.5 $ 6.9 $ 1,265.5 Net earnings — — — — — 27.4 — — 27.4

Dividends on common stock ($ 0.025 per share)

— — — — — ( 3.6 ) — — ( 3.6 )

Other comprehensive income, net of income taxes — — — — — — 32.4 — 32.4

Stock-based compensation expense — — — — 8.7 — — — 8.7

Common stock-based award activity, net of shares for tax withholding — — — — 0.1 — — — 0.1

Purchase of treasury stock — — 4.4 ( 131.3 ) — — — — ( 131.3 ) Change in noncontrolling interests and other — — — — 0.4 — — ( 0.1 ) 0.3 Balance, July 3, 2026 173.5 $ — 37.0 $ ( 1,131.6 ) $ 120.3 $ 2,045.1 $ 158.9 $ 6.8 $ 1,199.5 Net earnings — — — — — 99.0 — — 99.0

Dividends on common stock ($ 0.025 per share)

— — — — — ( 3.3 ) — — ( 3.3 )

Other comprehensive loss, net of income taxes — — — — — — ( 10.5 ) — ( 10.5 )

Stock-based compensation expense — — — — 11.7 — — — 11.7 Common stock-based award activity, net of shares for tax withholding 0.1 — — — 0.1 — — — 0.1 Purchase of treasury stock — — 2.6 ( 80.8 ) — — — — ( 80.8 )

Change in noncontrolling interests and other — — — — 1.5 — — (

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Data on this page was fetched . The filing on SEC.gov is the record.