Financial Performance - Q4 2025 reported revenue of $1.12 billion, up 4.6% year-over-year; core revenue growth of 3.3%[7] - Full Year 2025 GAAP diluted net EPS of $1.59, up 16.1% year-over-year; adjusted diluted net EPS of $2.71, up 12% year-over-year[13] - Q4 Adjusted EBITDA of $358 million, up 7.8% year-over-year, with an adjusted EBITDA margin of 31.9%[7] - Full Year 2025 GAAP net income of $533 million, up 10% year-over-year, with a GAAP net income margin of 12.8%[15] - Total Revenue Growth (GAAP) for the year ended December 31, 2025, was 2.3%, with core revenue growth (Non-GAAP) at 2.1%[56] - Adjusted EBITDA (Non-GAAP) for the three months ended December 31, 2025, was $357.9 million, with an adjusted EBITDA margin of 31.9%[57] - Net Earnings from Continuing Operations (GAAP) for the year ended December 31, 2025, was $532.7 million, reflecting a net earnings margin of 12.8%[57] - Adjusted Net Earnings for the three months ended December 31, 2025, were $288.9 million, compared to $279.8 million in the same period of 2024[59] Segment Performance - Revenue for the Intelligent Operating Solutions segment in Q4 2025 was $770 million, up 5.3% year-over-year[12] - Advanced Healthcare Solutions segment revenue in Q4 2025 was $353 million, up 3.2% year-over-year[12] - The Intelligent Operating Solutions segment generated sales of $769.7 million in Q4 2025, up from $730.9 million in Q4 2024, marking a 5.0% increase[30] - The Advanced Healthcare Solutions segment reported sales of $352.8 million in Q4 2025, compared to $341.9 million in Q4 2024, reflecting a growth of 3.0%[30] - Revenue for Intelligent Operating Solutions reached $2,856.3 million in 2025, a 2.3% increase from $2,793.2 million in 2024[58] - Adjusted EBITDA for Advanced Healthcare Solutions was $341.3 million in 2025, compared to $340.3 million in 2024, reflecting a slight increase[58] - Operating Profit Margin for Intelligent Operating Solutions was 25.8% in 2025, up from 25.3% in 2024[58] Cash Flow and Capital Management - Free cash flow for FY 2025 was $931 million, slightly down by 1.3% year-over-year[15] - Cash and equivalents decreased to $375.5 million as of December 31, 2025, down from $813.3 million in 2024[34] - The company reported a total operating cash provided by continuing operations of $1,035.7 million for the year 2025, compared to $1,028.5 million in 2024[36] - Free Cash Flow from Continuing Operations for the year 2025 was $930.6 million, up from $942.4 million in 2024[61] - Operating Cash Flows (GAAP) for the three months ended December 31, 2025, were $344.2 million, an increase from $327.7 million in the same period of 2024[61] Shareholder Returns - Executed $265 million in share repurchases during Q4, totaling approximately $1.3 billion for the second half of 2025, representing about 8% of diluted shares outstanding[6] - Initiating FY 2026 Adjusted EPS guidance of $2.90 to $3.00[4] Strategic Focus - Fortive's strategic focus remains on profitable organic growth, disciplined capital allocation, and building investor trust[4] - The company aims to enhance operational performance by excluding non-core expenses from its financial metrics[41] Other Financial Metrics - Gross profit for the year ended December 31, 2025, was $2,641.1 million, compared to $2,619.1 million in 2024, reflecting a slight increase[30] - Operating profit for Q4 2025 was $225.5 million, up from $212.2 million in Q4 2024, indicating a growth of 6.9%[30] - Net earnings from continuing operations for the year were $532.7 million, compared to $482.5 million in 2024, representing a 10.4% increase[36] - The company incurred $42.0 million in pretax acquisition and divestiture-related items for the year ended December 31, 2025[57] - Discrete restructuring charges for the year ended December 31, 2025, amounted to $32.0 million, reflecting ongoing strategic adjustments[57] - The company incurred discrete restructuring charges of $26.3 million in 2025, compared to $10.0 million in 2024[58] - Foreign currency transaction gains and losses related to Euro-denominated debt were adjusted to provide clearer operational insights[46]

EVERETT, Wash.--(BUSINESS WIRE)--Fortive Corporation ("Fortive†) (NYSE: FTV) today announced financial results for the fourth quarter and full year 2025. "Q4 represented another quarter of solid execution by our new Fortive team. With the first two quarters of performance now behind us, and our 2026 strategic and financial plans firmly in place, our strong conviction in the road ahead continues to build. In Q4, our team delivered results ahead of our expectations with ~3% core revenue growth, ~8% Adjusted ...

announced that Olumide Soroye, President and Chief Executive Officer, and Mark Okerstrom, Chief Financial Officer, will be presenting at Citi's 2026 Global Industrial Tech and Mobility Conference on Tuesday, February 17th, 2026 at 3:30 p.m. ET and Barclays 43rd Annual Industrial Select Conference on Wednesday, February 18th, 2026 at 11:35 a.m. ET. The audio will be simultaneously webcast and archived on the "Inve. EVERETT, Wash.--(BUSINESS WIRE)--Fortive Corporation ("Fortive†) (NYSE: FTV) today ...

Core Insights - Both Fortive and Dayforce reported disappointing Q3 2025 earnings, revealing significant operational challenges despite some revenue growth [1][2][3] Fortive Summary - Fortive's Q3 revenue reached $1.03 billion, a modest increase of 2.3% year-over-year, but net income fell sharply from $222 million to $55 million, marking a 75% decline [2][4] - The operating margin decreased by 390 basis points to 15.5%, indicating lost pricing power in its automation and sensing businesses [2][5] - Full-year 2025 EPS is projected at $1.86, representing a 38% decline from $2.99 in 2024 [2][4] - The company operates in industrial automation and sensing, facing competitive pressure and weak demand, despite generating positive cash flow and maintaining a 0.55% dividend [5] Dayforce Summary - Dayforce reported Q3 revenue of $481.6 million, up 9.5%, but incurred a net loss of $196.8 million, significantly missing analyst expectations of a $0.21 profit [3][4] - The operating margin was negative at 25.8%, indicating that the company spends $1.26 in operating costs for every dollar of gross profit, which is unsustainable [6] - Full-year 2025 EPS is projected at -$0.04, down from $1.98 in 2024, marking a drastic shift in profitability [3][4] Analyst Sentiment - Analysts show limited optimism for both companies, with 14 of 18 analysts rating Fortive as Hold and a target price of $58.12, suggesting only a 3.4% upside [7] - Dayforce has 15 of 16 analysts at Hold, with a target price of $69.92, indicating a lack of momentum for both stocks [7] Investment Outlook - Current operational issues at Fortive and Dayforce suggest a wait-and-see approach until both companies can demonstrate improved execution and profitability [8]

Core Insights - Fluke Networks has launched CertiFiber™ Max, the first third-generation optical loss test set designed for high-density data center environments, enabling certification of up to 24 fibers in under one second [1][4][12] Industry Context - The increasing fiber density and performance demands driven by AI, cloud, and next-generation digital infrastructure are pressuring contractors to test and certify complex fiber systems quickly and accurately [2][4] - Existing testing tools often struggle to keep pace, either limiting fiber counts or adding complexity with fan-out cables and adapters, which can increase the risk of errors [2][4] Product Features - CertiFiber Max offers faster testing, greater accuracy, and long-term flexibility through field-replaceable UniPort™ adapters, supporting various multi-fiber connector types [3][5] - The solution measures loss, length, and polarity across multiple fibers in under one second, ensuring accuracy through the recommended one-jumper reference method [5] Market Demand - The adoption of MMC connectors is rapidly increasing as AI data centers scale, with MMC providing triple the density of MPO connectors and facilitating faster deployment in high-density networks [5] - The demand for faster and more accurate performance testing is driven by ultra-low loss standards required by AI, rising fiber counts, and skilled labor shortages [5]

Core Insights - ASP International GmbH, a division of Fortive, has announced that its ULTRA GI™ Cycle has received CE mark approval, marking a significant advancement in patient safety within healthcare facilities [1] Company Developments - The ULTRA GI™ Cycle is the latest innovation for the STERRAD™ 100NX Sterilizer featuring ALLClear™ Technology, indicating a focus on enhancing sterilization processes [1] Industry Impact - The receipt of the CE mark for the ULTRA GI™ Cycle is expected to elevate patient safety standards across healthcare facilities, addressing critical needs in the industry [1]

Core Viewpoint - The company has corrected the opening date for its new offer for subscription, which is now set for 21 January 2026, aiming to raise up to £40 million through the issuance of new shares [1][2]. Group 1: Offer Details - The offer will open for applications at 9.00 a.m. on 21 January 2026 and will close at 12.00 noon on 30 March 2026, unless fully subscribed earlier or extended at the Board's discretion [2]. - The additional funds raised will help the company maintain liquidity, support its dividend policy, make market purchases of its own shares, and cover running costs [3]. Group 2: Promoter and Fees - Foresight Group LLP is acting as the promoter for the offer and will receive a fee of 2.5% for Retail Client Investors and 4.5% for Direct Investors, with a maximum fee of £1.8 million if all investors are Direct Investors [4]. - The promoter's fee is considered a related party transaction under UK Listing Rules, and the Board believes it is fair and reasonable for shareholders [5]. Group 3: Share Pricing and Impact - The price for the offer shares will be based on the most recently published net asset value of existing shares plus associated offer costs, and it is not expected to materially dilute existing shareholders' net asset value per share [6]. - The offer shares will rank pari passu with existing shares from the date of issue [6]. Group 4: Regulatory Approval - The prospectus has been approved by the Financial Conduct Authority and will be available for download from the company's website and the National Storage Mechanism [7].

Core Viewpoint - Fortive Corporation is expected to report a decline in earnings for the fiscal fourth quarter of 2025, with analysts projecting a profit of $0.82 per share, down 29.9% from the previous year [2]. Financial Performance - For the fiscal year 2025, analysts anticipate Fortive will report an EPS of $2.64, representing a 32.1% decrease from $3.89 in fiscal 2024. However, EPS is expected to rebound to $2.83 in fiscal 2026, reflecting a year-over-year increase of 7.2% [3]. - In the most recent quarter, Fortive reported revenue of $1.03 billion, exceeding analyst expectations of $1.01 billion, and its adjusted EPS of $0.68 surpassed estimates by 19.5% [5]. Stock Performance - Fortive's stock has underperformed significantly, with a decline of 26.3% over the past 52 weeks, contrasting with the S&P 500 Index's gain of 19.7% and the Technology Select Sector SPDR Fund's increase of 28.3% during the same period [4]. Analyst Ratings - The consensus opinion among analysts on Fortive's stock is cautious, with a "Hold" rating overall. Out of 20 analysts, two recommend a "Strong Buy," one suggests a "Moderate Buy," 16 give a "Hold," and one advises a "Strong Sell." The average price target for Fortive is $56.88, indicating a potential upside of 2.5% from current levels [6].

Core Viewpoint - Fortive Corporation will host a webcast for its fourth quarter 2025 earnings conference call on February 4, 2026, at 12:00 p.m. ET, lasting approximately one hour [1]. Group 1 - The earnings conference call will be accessible via the "Investors" section of Fortive's website [1]. - Participants can join the conference call by dialing 877-407-3110 within the U.S. or an international number [1].

Core Insights - Fortive Corporation (FTV) has been exploring various business models over the years, indicating a search for the optimal operational strategy [1] Group 1 - The management of Fortive has at times appeared to lack a clear direction in its strategic approach [1]