Trusted intelligence Q4 2025 Earnings Presentation 12 February 2026 Safe Harbor and Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the federal securities laws. These statements include, but are not limited to statements regarding Vontier Corporation's (the "Company's") business and acquisition opportunities, anticipated sales growth, anticipated adjusted operating margin expansion, anticipated adjusted net earnings per share, anticipated adjusted cash ...

Sales Performance - Fourth quarter 2025 sales increased 4.1% year-over-year to $808.5 million, with core sales up 5.1% driven by strong demand for convenience retail solutions [3]. - Full year 2025 sales reached $3.1 billion, up 3.2% compared to the previous year, with core sales growth of 3.7% [5]. - Total sales for the three months ended December 31, 2025, were $808.5 million, a 4.4% increase from $776.8 million in the same period of 2024 [21]. - Mobility Technologies segment sales increased to $1,123.9 million in 2025 from $1,014.5 million in 2024, representing a 10.8% growth [25]. - Total sales growth for the year ended December 31, 2025, was 3.2%, with mobility segment growth at 10.8% and repair segment decline at (6.9%) [37]. - The company experienced a currency exchange rate impact contributing 0.9% to total sales growth for the year ended December 31, 2025 [37]. Profitability - Adjusted diluted net earnings per share for Q4 2025 were $0.86, while full year adjusted diluted net EPS was $3.20 [5]. - Operating profit for the year ended December 31, 2025, was $561.6 million, compared to $537.0 million in 2024, reflecting a 4.5% increase [21]. - Adjusted operating profit for the year ended December 31, 2025, was $656.2 million, up from $638.7 million in 2024 [29]. - Adjusted operating profit for the three months ended December 31, 2025, was $172.2 million, resulting in an adjusted operating profit margin of 21.3% [38]. - Adjusted net earnings for the year ended December 31, 2025, were $471.5 million, with adjusted diluted net earnings per share at $3.20 [39]. - The company reported a year-over-year increase in adjusted EBITDA to $707.0 million for the year ended December 31, 2025 [41]. Cash Flow and Financial Position - Operating cash flow for Q4 2025 was $190.1 million, with adjusted free cash flow at $184.6 million, representing a conversion rate of 147% [5]. - Net cash provided by operating activities for the year ended December 31, 2025, was $511.0 million, compared to $427.5 million in 2024 [23]. - The ending balance of cash and cash equivalents increased to $492.2 million as of December 31, 2025, from $356.4 million at the end of 2024 [23]. - Operating cash flow for the three months ended December 31, 2025, was $190.1 million, leading to a free cash flow of $174.8 million [40]. - Adjusted free cash flow conversion for the year ended December 31, 2025, was 98.0% [40]. - The net leverage ratio at the end of Q4 2025 was 2.3X, indicating a stable financial position [11]. - The net leverage ratio stood at 2.3, with total debt reported at $2,102.4 million and net debt at $1,610.2 million [41]. Share Repurchase - The company completed $300 million in share repurchases during the year, repurchasing 8.0 million shares [5]. - The company repurchased $300.2 million in treasury stock during the year ended December 31, 2025 [23]. Segment Performance - Environmental & Fueling Solutions segment reported sales of $387.5 million in Q4 2025, a 5.4% increase year-over-year, with an operating profit margin of 29.5% [6]. - Mobility Technologies segment sales increased 9.3% year-over-year to $302.6 million, although operating profit margin declined to 18.5% [7]. - Repair Solutions segment sales decreased 2.4% year-over-year to $144.5 million, with an operating profit margin of 20.0% [8]. - Environmental & Fueling Solutions segment operating profit margin improved to 29.5% in Q4 2025 from 28.6% in Q4 2024 [25]. - Core sales growth for the year ended December 31, 2025, was 3.7%, with mobility segment growth at 10.7% and environmental fueling solutions at 6.4% [37].

Core Insights - Vontier reported strong financial performance for the fourth quarter and full year 2025, indicating robust growth and operational efficiency [1] - The company has initiated guidance for the full year 2026, suggesting confidence in continued performance and market conditions [1] Financial Performance - For the fourth quarter of 2025, Vontier achieved significant revenue growth, contributing to an overall increase in annual revenue [1] - The full year 2025 results showed a marked improvement in profitability metrics compared to previous years, reflecting effective cost management and strategic investments [1] Future Outlook - Vontier's guidance for 2026 indicates expectations for further revenue growth and operational improvements, positioning the company favorably within its industry [1] - The initiation of 2026 guidance reflects the company's strategic planning and market confidence, suggesting a positive trajectory moving forward [1]

Core Viewpoint - Vontier Corporation will release its fourth quarter and full year 2025 earnings results on February 12, 2026, and will hold a conference call at 8:30 a.m. ET on the same day [1]. Group 1: Earnings Release Information - The earnings results will be available through a conference call and webcast [1]. - Access to the call can be made via dialing +1 800-549-8228 with conference ID: 16900 [2]. - A replay of the webcast will be available shortly after the presentation [2]. Group 2: Company Overview - Vontier is a global technology company focused on productivity, automation, and multi-energy technologies [3]. - The company aims to meet the needs of a rapidly evolving mobility ecosystem by delivering smart, safe, and sustainable solutions [3]. - Vontier emphasizes continuous improvement and innovation across its operations [3].

Group 1 - Vontier Corporation (NYSE:VNT) is considered one of the most undervalued tech stocks to buy in 2026, with analysts projecting over 17% upside from current levels ahead of its fiscal Q4 2025 results [1] - Analysts from Barclays and Argus Research have reiterated a Buy rating on Vontier, both setting a price target of $47 [2] - Argus highlighted that recent stock price weakness presents a strong buying opportunity, noting the company's efforts to diversify through acquisitions to support electric-vehicle charging infrastructure and smart energy management [3] Group 2 - Management expects Q4 2026 revenue to be between $760 million and $770 million, with an adjusted operating profit margin expansion of 20 to 60 basis points year-over-year [4] - Vontier Corporation is a spinoff from Fortive Corporation, focusing on manufacturing and distributing automotive repair equipment, fueling services, and electric vehicle charging solutions [4]

Core Viewpoint - Vontier Corporation has been recognized for its leadership in corporate transparency and performance, achieving an 'A List' designation for Climate Change by CDP and a 'B' rating for Water Security [1] Group 1: Company Achievements - Vontier Corporation is a leading global provider of technologies and solutions that connect, manage, and scale the mobility ecosystem [1] - The company is one of the select few that received an 'A' rating for Climate Change from CDP [1] Group 2: Ratings and Recognition - Vontier received a 'B' rating for Water Security, highlighting its commitment to environmental sustainability [1] - The recognition from CDP underscores Vontier's efforts in corporate transparency and performance in climate-related initiatives [1]

Core Insights - Driivz, a Vontier company, has been added to the Electric Vehicle Charging Accessibility Network's Qualified Products List, indicating its compliance with technical standards for EV charging solutions [1] Company Summary - Driivz is recognized as a leading global software supplier for EV charging operators and service providers [1] - The company's Smart Electric Vehicle Charging and Energy Management Platform successfully passed a formal evaluation, demonstrating its technical capabilities and adherence to interoperability and security standards [1]

Core Viewpoint - Vontier Corporation (VNT) presents a challenging assessment for the upcoming year, with good margins and return metrics, but historically lackluster margins over several years [1] Financial Performance - The company has demonstrated good margins and return metrics, indicating potential for profitability [1] - However, margins have not shown significant improvement and have been underwhelming for multiple years [1]

Core Insights - Gilbarco Veeder-Root, a Vontier company, has launched the Konect 400 kW All-in-One EV Charger, designed specifically for fuel and convenience retail, offering an integrated payment and operations solution for a seamless customer experience [1][2]. Product Features - The Konect 400 kW EV Charger is positioned as a game changer, providing ultra-fast charging while integrating payment and software management systems, simplifying the electrification process for both drivers and operators [2][4]. - The platform addresses the complexities of current EV charging systems, which often require retailers to manage multiple applications and vendors, leading to inconsistent driver experiences [2][3]. - Konect's platform enhances customer satisfaction and operational efficiency, allowing retailers to benefit from electrification without overhauling their existing business models [3][4]. Customer Experience - The integration of Invenco's FlexPay 6 payment platform ensures a consistent customer experience and prepares retailers for a multi-energy future [4][7]. - A survey indicated that nearly one-third of EV drivers avoid locations with unreliable or confusing chargers, highlighting the importance of system reliability and simplicity in driving customer behavior [4][7]. Availability and Deployment - The Konect 400 kW All-in-One EV Charger is currently available for pilot deployments and commercial orders, with retailers and energy partners encouraged to reach out for demonstrations and technical briefings [5]. Company Background - Gilbarco Veeder-Root has been a leader in retail and commercial fueling operations for over 150 years, providing a wide range of integrated solutions from the forecourt to convenience stores [6]. - Vontier, the parent company, focuses on productivity, automation, and multi-energy technologies to support a rapidly evolving mobility ecosystem [8].

Group 1 - Vontier Corporation has been named to Newsweek's list of America's Most Responsible Companies for 2026, marking the third consecutive year the company has received this recognition [1] - The company's ranking improved significantly, rising over 150 spots to 81 on the list [1] - The award is a result of an annual review conducted by Newsweek and Statista Inc., which evaluated the top 2,000 companies [1]