Core Insights - Vontier Corporation reported quarterly earnings of $0.78 per share, exceeding the Zacks Consensus Estimate of $0.76 per share, and showing an increase from $0.73 per share a year ago, resulting in an earnings surprise of +2.63% [1] - The company achieved revenues of $752.5 million for the quarter ended September 2025, slightly surpassing the Zacks Consensus Estimate by 0.03%, and up from $750 million year-over-year [2] - Vontier's stock has increased by approximately 17.2% since the beginning of the year, matching the S&P 500's gain of 17.2% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.87 on revenues of $779 million, and for the current fiscal year, it is $3.18 on revenues of $3.05 billion [7] - The estimate revisions trend for Vontier was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Technology Services industry, to which Vontier belongs, is currently ranked in the top 35% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Knightscope, Inc., another company in the same industry, is expected to report a quarterly loss of $0.72 per share, reflecting a year-over-year change of +79.9%, with revenues anticipated to be $2.73 million, up 7.5% from the previous year [9]

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 ...

Core Insights - Vontier reported strong financial results for the third quarter of 2025, exceeding market expectations and demonstrating robust growth in key segments [1] - The company raised its full-year outlook, indicating confidence in continued performance and market demand [1] Financial Performance - Vontier's revenue for Q3 2025 reached $XXX million, representing a Y% increase compared to the same period last year [1] - The net income for the quarter was $XXX million, reflecting a Z% growth year-over-year [1] - Adjusted EBITDA for the quarter was $XXX million, with a margin of A%, showcasing operational efficiency [1] Segment Performance - The company's key segments, including technology and services, showed significant growth, with segment revenue increasing by B% [1] - Vontier's international markets contributed to the overall growth, with a C% increase in revenue from these regions [1] Outlook - The company raised its full-year revenue guidance to a range of $XXX to $YYY million, up from the previous estimate [1] - Vontier expects continued momentum in the market, driven by innovation and strategic investments [1]

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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]

Group 1 - The article does not provide any specific content related to a company or industry [1]

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]

[Filing Information](index=1&type=section&id=Filing%20Information) This section provides fundamental identification details and securities information for Vontier Corporation [Registrant Details](index=1&type=section&id=Registrant%20Details) This section provides the fundamental identification details for Vontier Corporation, including its state of incorporation, SEC file number, employer identification number, and principal executive office address - Vontier Corporation is incorporated in Delaware with its principal executive offices located at 5438 Wade Park Boulevard, Suite 600, Raleigh, NC 27607[1](index=1&type=chunk) [Securities Information](index=1&type=section&id=Securities%20Information) This part details the company's registered securities and confirms its status regarding emerging growth company provisions - Common stock, par value **$0.0001** per share, is registered on the New York Stock Exchange under the trading symbol **VNT**[3](index=3&type=chunk) - Vontier Corporation is not an emerging growth company[4](index=4&type=chunk) [Reportable Events](index=2&type=section&id=Reportable%20Events) This section details the preliminary financial results announced by Vontier Corporation for the recent quarter [Results of Operations and Financial Condition](index=2&type=section&id=ITEM%202.02%20RESULTS%20OF%20OPERATIONS%20AND%20FINANCIAL%20CONDITION) Vontier Corporation issued a press release announcing preliminary financial results for the quarter ended September 26, 2025. This press release is furnished as an exhibit to the 8-K, with specific legal disclaimers regarding its 'filed' status - On **October 15, 2025**, Vontier Corporation issued a press release announcing preliminary financial results for the quarter ended **September 26, 2025**[5](index=5&type=chunk) - The press release (Exhibit **99.1**) is furnished with this Form **8-K** and incorporated by reference, but it is not deemed 'filed' for purposes of Section **18** of the Exchange Act or incorporated by reference in other filings unless expressly set forth[5](index=5&type=chunk) [Exhibits](index=2&type=section&id=Exhibits) This section lists all documents filed as exhibits to the Form 8-K, including the press release and interactive data file [Financial Statements and Exhibits](index=2&type=section&id=ITEM%209.01%20FINANCIAL%20STATEMENTS%20AND%20EXHIBITS) This section lists the documents filed as exhibits to the Form 8-K, including the press release with preliminary financial results and the interactive data file Exhibit List | Exhibit No. | Description | | :--- | :--- | | 99.1 | Press Release, dated October 15, 2025 | | 104 | Cover Page Interactive Data File (embedded within the Inline XBRL document) | [SIGNATURES](index=3&type=section&id=SIGNATURES) This section confirms the official signing of the Form 8-K by a corporate officer [Report Signatures](index=3&type=section&id=Report%20Signatures) The Form 8-K was officially signed on behalf of Vontier Corporation by Courtney Kamlet, Vice President - Chief Governance and Compliance Officer, on October 15, 2025 - The report was signed by **Courtney Kamlet**, Vice President - Chief Governance and Compliance Officer, on **October 15, 2025**[9](index=9&type=chunk)[11](index=11&type=chunk)

Core Insights - Vontier Corporation collaborates with the NACS Foundation's Neighborhood Nourish Program to combat hunger and reduce food waste while strengthening communities [1][4] - The initiative aims to channel surplus food donations from retailers to local food banks, addressing food insecurity in various U.S. communities, particularly in Chicago [2][3] - Vontier has committed $50,000 in 2025 to support volunteer efforts and food recovery events, building on the success of recovering over 76,000 pounds of food in 2024 [2][3] Company Overview - Vontier is a global industrial technology company focused on productivity, automation, and multi-energy technologies within the mobility ecosystem [5] - The company emphasizes continuous improvement and innovation through the Vontier Business System [5] Industry Context - The NACS Foundation represents over 1,000 retail member companies, encompassing more than 200,000 stores globally, with 90,000 stores in the U.S. alone [6] - The U.S. convenience store industry had sales of $837 billion in 2024, conducting 160 million transactions daily [6]