Nov 6, 2025 2:54 PM Eastern Standard Time Vontier to Present at Baird Global Industrials Conference Share Investor Relations:Ryan EdelmanVice President, Investor RelationsVontier Corporationryan.edelman@vontier.com Industry: Vontier Corporation NYSE:VNT Release Summary Vontier to Present at Baird Global Industrials Conference Release Versions RALEIGH, N.C.--(BUSINESS WIRE)--Vontier Corporation (NYSE: VNT), a leading global provider of critical technologies and solutions to connect, manage and scale the mobi ...

Vontier (NYSE:VNT) Q3 2025 Earnings Call October 30, 2025 08:30 AM ET Speaker1Good morning ladies and gentlemen and welcome to the Vontier third quarter 2025 earnings call. At this time, all lines are in listen-only mode. Following the presentation, we will conduct a question and answer session. If at any time during this call you require immediate assistance, please press star zero for the operator. This call is being recorded on Thursday, October 30, 2025, and a replay will be made available shortly after ...

Vontier Corporation (VNT) came out with quarterly earnings of $0.78 per share, beating the Zacks Consensus Estimate of $0.76 per share. This compares to earnings of $0.73 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +2.63%. A quarter ago, it was expected that this company would post earnings of $0.72 per share when it actually produced earnings of $0.79, delivering a surprise of +9.72%.Over the last four quarters, the compa ...

30 October 2025 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 flow conversion, and anticipated earnings growth, an ...

RALEIGH, N.C.--(BUSINESS WIRE)--Vontier Reports Third Quarter 2025 Results and Raises Full Year Outlook. ...

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Core Insights - The event is taking place at the National Association of Convenience Stores (NACS), which is the largest annual trade show for the convenience retail sector [2] - The company aims to address questions regarding its businesses and the convenience retail end market, emphasizing the importance of educating stakeholders about its strategic vision and growth drivers [2] Company and Industry Overview - The company is focused on providing a better understanding of the convenience retail market and how its businesses integrate within this sector [2] - There is a strong conviction regarding the growth drivers in the convenience retail end market, which the company believes will create significant opportunities [2]

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Summary of Conference Call Company and Industry Overview - The conference is hosted by Vontier, a company focused on the convenience retail sector, which includes convenience stores and related services [2][11] - The convenience store industry is a significant segment, with over 1,000,000 stores globally and 150,000 in the U.S., generating $800 billion in annual sales [7][8] - Convenience stores are evolving from fuel-only stops to destinations for fresh food and beverages, with 50% of visits now for non-fuel products [8][9] Key Insights and Strategic Vision - Vontier aims to lead the transformation of the convenience retail market by digitizing and integrating operations for growth-focused operators [9][10] - The company emphasizes its connected mobility strategy, which is central to its growth and competitive differentiation [16][17] - Vontier's business model is built around three end markets: convenience retail, fleets, and repair, with convenience retail representing 70% of its business [22][30] Market Dynamics and Growth Drivers - The convenience retail market is projected to grow at 6%, with non-fuel sales historically growing at 4% [75] - The average convenience store footprint is expanding, with more dispensers and a focus on food convenience [76] - Proximity to consumers is a key factor, with nearly half of Americans living within a mile of a convenience store [77] Competitive Landscape - Vontier holds a strong market position, with number one or two shares in various segments, including fueling and environmental solutions [92][100] - The company is focused on larger retailers, which represent over two-thirds of industry spending, positioning itself to capture significant market share [100] Regulatory and Compliance Factors - Ongoing regulatory changes are driving the need for compliance solutions, which Vontier is well-positioned to address [36][39] - The company invests in engineering capabilities to navigate regulatory landscapes effectively [38][46] Innovation and Technology - Vontier is enhancing its product offerings through innovation, including software development and integrated solutions [28][62] - The company has doubled its software engineering team to improve value propositions for customers [28] Customer Engagement and Loyalty - Convenience stores are leveraging digital media and loyalty programs to enhance consumer engagement and drive sales [98] - The average in-store basket size has increased to over $8, indicating a shift in consumer purchasing behavior [98] Conclusion - Vontier is strategically positioned to capitalize on the growth of the convenience retail market through innovation, strong market presence, and a focus on customer needs [67][68] - The company aims to reduce complexity for customers and enhance value through integrated solutions [68]

Vontier's Strategy and Transformation - Vontier's FY25E sales are projected to be approximately $3 billion[25], with a focus on convenience retail (~67%)[25], auto repair tools (~20%)[25], and fleets (~13%)[25] - The company has transformed from a hardware-centric portfolio to a mobility ecosystem solutions leader, increasing recurring revenues to ~30%[28] - Vontier is targeting to expand its TAM from $30 billion to $40 billion by 2030 through its connected mobility strategy[73] Convenience Retail Market - The convenience retail market is estimated at ~$11 billion with +L/MSD CAGR[36,89], driven by fueling (~$1.5B)[89], environmental (~$1.5B)[89], retail solutions (~$4.0B)[89], car wash (~$2.0B)[89], and EV + Alt Fuel (~$2.0B)[89] - Non-fuel sales in convenience stores are resilient and growing, reaching $336 billion in 2024[99] - National and regional players are consolidating the convenience store market, acquiring approximately 8,000 sites between 2021-2025[119] Vontier's Solutions and Growth Opportunities - Vontier has a significant presence in the fueling dispenser market, serving ~260,000 sites[42,131], and is a leader in automatic tank gauges, serving ~220,000 sites[132] - The company's integrated forecourt and retail solutions aim to reduce operational costs by up to 75% through remote management and issue detection[163] - Driivz, Vontier's EV charging software, manages ~20% of all EV drivers (ex-China) and has delivered ~1TWh of total energy[197] - DRB Systems, Vontier's car wash solution, has experienced double-digit installed base growth, with annual recurring revenue growing 2X faster than the installed base[247] Financial Performance and Targets - Vontier is tracking towards the high-end of its Q3 2025 guidance, with sales slightly above the midpoint and adjusted EPS near/at the high-end[301] - The company is targeting a recurring revenue base of ~40% of total Vontier sales by 2028[318] - Vontier is committed to disciplined capital allocation, with ~$2.1 billion deployed since 2020, including ~$1.2 billion in acquisitions, ~$0.8 billion in share repurchases, and ~$0.1 billion in dividends[84,326]