Vontier Corp (VNT)

Vontier's stock has trended up by 3.82% in the past six months. Key events include exceeding Q3 2025 EPS expectations but experiencing a stock drop, raising full-year sales guidance, actively repurchasing shares, and completing the divestiture of two non-core assets.

Vontier's business experiences seasonal trends, with capital equipment sales often stronger in the fourth quarter. The Internet of Things industry downturn impacted revenue, but management adapted its cost structure. Demand is driven by factors such as continued demand for convenience retail payment solutions, robust demand for tool storage and diagnostic tools, and strong growth in North America and International dispenser equipment and aftermarket parts. The company is increasingly focusing on recurring revenue and digital transformation.

Vontier Corporation is a global industrial technology company focused on connecting, managing, and scaling the mobility ecosystem. It operates through three segments: Mobility Technologies, providing equipment and software solutions; Repair Solutions, manufacturing and distributing vehicle repair tools; and Environmental and Fueling Solutions, offering environmental monitoring and fuel dispensing systems. Vontier serves a diverse customer base, including retail and commercial fueling operators, convenience stores, car washes, repair businesses, fleet owners, and EV charging networks.

Vontier Corporation has a significant global presence, serving customers in North America, Asia Pacific, Europe, and Latin America. The company's operations, including research and development, are located in approximately 25 countries worldwide.

Vontier emphasizes continuous improvement and innovation through the Vontier Business System. The company is committed to sustainability, aiming to reduce emissions, conserve water, and generate less waste. Vontier has been recognized for its social responsibility and actively participates in community initiatives. It maintains partnerships with global brands through its Gilbarco Veeder-Root brand. No specific negative events impacting Vontier's brand reputation in the past year were found.

Vontier Corporation's ownership is predominantly institutional, with 925 institutional owners holding 184,580,967 shares. Major institutional owners include Vanguard Group Inc., Fmr Llc and BlackRock, Inc. Insider ownership is comparatively modest.