Core Insights - The article compares Vontier Corporation (VNT) and Duolingo, Inc. (DUOL) to determine which stock is more attractive to value investors [1] Valuation Metrics - VNT has a forward P/E ratio of 11.60, while DUOL has a significantly higher forward P/E of 163.72 [5] - VNT's PEG ratio is 1.24, indicating a more favorable valuation in relation to its expected earnings growth, compared to DUOL's PEG ratio of 3.64 [5] - VNT's P/B ratio stands at 4.75, whereas DUOL's P/B ratio is much higher at 24.31 [6] Investment Grades - Both VNT and DUOL have a Zacks Rank of 2 (Buy), indicating a positive earnings outlook due to favorable analyst estimate revisions [3] - VNT has been assigned a Value grade of B, while DUOL has received a Value grade of F, highlighting VNT's superior valuation metrics [6][7]

Financial Data and Key Metrics Changes - First quarter sales reached $741 million, exceeding guidance by nearly $20 million, with adjusted EPS increasing 4% to $0.77, above the guidance range of $0.71 to $0.74 [15][16] - Adjusted operating profit margin decreased by 40 basis points year-over-year but increased by 30 basis points compared to the full year 2024 [15][16] - Free cash flow of $96 million increased over 20% year-over-year, reflecting an 83% conversion to adjusted net income [16] Business Line Data and Key Metrics Changes - Environmental and Fueling Solutions achieved core growth of approximately 1%, or up 11% on a two-year stack basis, with strong demand for both above-ground and underground retail fueling equipment [17] - Mobility Technologies saw core sales increase nearly 13% year-over-year, driven by strong performance at Invenco, which grew over 20% for the third consecutive quarter [18] - Repair Solutions experienced a decline in sales due to a timing shift of Matco Expo from Q1 to Q2, with expectations of mid-single-digit declines for the year [20][47] Market Data and Key Metrics Changes - The convenience retail and fueling market, which accounts for about two-thirds of sales, has historically grown above GDP and has shown resilience during downturns [7][13] - Channel checks indicate that larger national and regional operators are confident in their capital expenditure plans, with no evidence of price delays or deferrals [13][56] Company Strategy and Development Direction - The company is focused on its connected mobility strategy, which positions it at the forefront of customers' digital transformation journeys [5] - A $500 million share repurchase authorization was approved, reflecting confidence in the business and a commitment to returning capital to shareholders [8][21] - The company is actively managing tariff exposures and has diversified its supply chain to reduce reliance on China [9][10][11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the resilience of the convenience retail and fueling markets, with expectations of continued growth despite macroeconomic uncertainties [7][24] - The company is taking a cautious view of second-half demand, embedding contingency into its guidance while maintaining a positive outlook for the full year [23][24] - Management highlighted the importance of controlling internal factors and executing on strategic initiatives to optimize core operations [12][26] Other Important Information - The company has significantly strengthened its global supply chain agility and resiliency over the past four years [9] - The estimated tariff impact for the year is approximately $50 million, with ongoing efforts to mitigate these costs through supply chain optimization and price adjustments [10][11] Q&A Session Summary Question: Evidence of contingency in the second half of the year - Management noted no demand destruction observed, with resilient markets and effective management of tariff impacts through price adjustments [30][32] Question: Mobility Tech sales growth and margin outlook - Management expects good margin expansion for Mobility Tech year-on-year, with margins projected to increase close to 100 basis points for the full year [42] Question: Environmental and fueling solutions project hesitancy - Management reported confidence in customer capital planning, with no signs of hesitancy in moving forward with projects [54][56]

Financial Data and Key Metrics Changes - First quarter sales reached $741 million, exceeding guidance by nearly $20 million, with adjusted EPS increasing 4% to $0.77, above the guidance range of $0.71 to $0.74 [15][22] - Adjusted operating profit margin decreased by 40 basis points year-over-year but increased by 30 basis points compared to the full year 2024 [15][22] - Free cash flow increased over 20% year-over-year to $96 million, reflecting an 83% conversion to adjusted net income [15][22] Business Line Data and Key Metrics Changes - Environmental and Fueling Solutions achieved core growth of approximately 1%, or up 11% on a two-year stack basis, with segment operating profit margin expanding by 20 basis points [16] - Mobility Technologies saw core sales increase nearly 13% year-over-year, driven by strong performance at Invenco, which grew over 20% for the third consecutive quarter [17] - Repair Solutions experienced a decline in sales due to a timing shift of Matco Expo from Q1 to Q2, with expectations of mid-single-digit declines for the year [19][46] Market Data and Key Metrics Changes - The convenience retail and fueling market, which accounts for about two-thirds of sales, has historically grown above GDP and has shown resilience during downturns [7][12] - There is no discernible demand destruction observed, with strong capital expenditure plans from larger national and regional operators [6][30] - The company has reduced its exposure to China significantly, with current sales exposure to China being less than 1% [24][25] Company Strategy and Development Direction - The company is focused on its connected mobility strategy, which positions it at the forefront of customers' digital transformation journeys [5] - A $500 million share repurchase authorization was approved, indicating confidence in the business and a commitment to returning capital to shareholders [8][20] - The company is actively managing tariff exposures and has implemented measures to mitigate estimated costs of approximately $50 million [9][10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the business's resilience despite macroeconomic uncertainties, with a cautious outlook for the second half of the year [22][23] - The company is monitoring demand signals closely and has not seen any significant impacts from tariffs or trade policy uncertainties [6][30] - Management highlighted the importance of controlling internal factors and executing on strategic initiatives to optimize core operations [11][26] Other Important Information - The company is leveraging its supply chain agility and has diversified its supply base to reduce exposure to tariffs [9][10] - The Matco Expo event was successful, but there may have been some pre-buying due to tariff uncertainties, which could affect future demand [35][46] - The company is focused on self-help opportunities and has engaged in product line simplification and strategic pricing initiatives [11][64] Q&A Session Summary Question: Evidence of demand destruction and price vs. volume dynamics - Management noted no evidence of demand destruction and indicated that the markets remain resilient, with price increases being implemented to offset tariff impacts [30][31] Question: Mobility Tech sales growth and margin outlook - Management expects good margin expansion for Mobility Tech year-on-year, with margins projected to increase by close to 100 basis points for the full year [41] Question: Repair Solutions sales outlook - Management anticipates mid-single-digit declines for Repair Solutions due to current macro conditions, but overall strength in other segments may offset this [46] Question: Environmental and Fueling Solutions customer hesitancy - Management expressed confidence that customers are moving forward with projects, indicating resilience in the convenience retail space [54][56] Question: Progress on simplification initiatives and margin improvement - Management highlighted ongoing simplification efforts and expressed confidence in achieving the targeted margin improvement by 2026 [63][66]

Financial Performance - Q1 2025 sales were $741 million, a decrease of 1.9% compared to Q1 2024[12] - Core sales decreased by 0.7%[6, 12] - Adjusted diluted EPS increased by 4% year-over-year to $0.77[6, 12] - Adjusted operating profit margin decreased by 40bps year-over-year to 21.7%[6, 12] - Adjusted free cash flow increased by 22% year-over-year to $96 million, with a conversion rate of 83%[12] Segment Results - Environmental & Fueling Solutions (EFS) sales decreased by 0.4% to $330 million, but core sales increased by 0.9%[17] - Mobility Technologies (MT) sales increased by 11.5% to $271 million, with core sales up 12.7%[20] - Repair Solutions (RS) sales decreased by 16.1% to $153 million, with core sales down 15.9%[23] Balance Sheet and Capital Deployment - Gross debt was $2.103 billion, and net debt was $1.769 billion[25] - The net leverage ratio was 2.6x[25, 30] - The company repurchased approximately $55 million in shares during Q1 and replenished the share repurchase authorization by $500 million[7, 30] Guidance - Q2 2025 sales are expected to be between $725 million and $745 million, with core growth of approximately 6%[31] - Full year 2025 sales are projected to be between $2.97 billion and $3.05 billion, with core growth of approximately 2%[31] - Full year 2025 adjusted diluted net EPS is expected to be between $3.00 and $3.15[31] - The company anticipates adjusted free cash flow conversion of over 90% for the full year 2025[31] Tariff Impact - The estimated tariff impact for 2025 is approximately $50 million before pricing and additional mitigation actions[8]

Financial Performance - Reported sales for Q1 2025 were $741.1 million, a decline of 1.9% year-over-year, with core sales decreasing by 0.7%[3] - Operating profit for Q1 2025 was $130.1 million, down 8.4% from the prior year, resulting in an operating profit margin of 17.6%[3] - Net earnings for the three months ended March 28, 2025, were $87.9 million, down 35.7% from $136.8 million in the prior year[24] - Operating profit for the three months ended March 28, 2025, was $130.1 million, representing a margin of 17.6%, compared to $142.1 million and a margin of 18.8% in the same period last year[26] - Adjusted diluted net earnings per share for Q1 2025 were $0.77, with net earnings of $87.9 million[5] - Diluted Net Earnings Per Share (GAAP) decreased to $0.59 from $0.88 year-over-year[42] - Adjusted Diluted Net Earnings Per Share (Non-GAAP) increased to $0.77, up from $0.74 in the previous year[42] Segment Performance - Mobility Technologies segment reported a sales increase of 11.5% year-over-year, reaching $270.5 million, driven by strong demand for convenience retail payment solutions[7] - Repair Solutions segment experienced a significant sales decline of 16.1% year-over-year, totaling $153.0 million, impacted by macroeconomic pressures[8] - Environmental & Fueling Solutions segment sales were $329.8 million, a slight decrease of 0.4% compared to $331.0 million in the prior year[26] - The company reported a core sales growth of 12.7% in the Mobility Technologies segment, while Repair Solutions experienced a core sales decline of 15.9%[39] Cash Flow and Debt Management - Operating cash flow for Q1 2025 was $110 million, with adjusted free cash flow of $96 million, representing an 83% conversion rate[5] - Cash flows from operating activities increased to $110.4 million, compared to $91.5 million in the same period last year[24] - The ending balance of cash and cash equivalents was $333.6 million, down from $406.0 million at the end of the prior year[24] - The company reported a net leverage ratio of 2.6X at the end of Q1 2025, after repaying $50 million in debt during the quarter[12] - Total Debt stood at $2,102.5 million, resulting in a Net Leverage Ratio of 2.6[44] - The company issued $83.3 million in long-term debt during the financing activities, while repaying $133.3 million of long-term debt[24] Guidance and Future Outlook - The company maintains its full-year 2025 adjusted diluted net EPS guidance in the range of $3.00 to $3.15[5] - Q2 2025 guidance includes total sales expected between $725 million and $745 million, with core sales midpoint approximately +6%[12] Adjusted Metrics - Adjusted operating profit for the three months ended March 28, 2025, was $160.6 million, with an adjusted operating profit margin of 21.7%[41] - Adjusted Net Earnings (Non-GAAP) were $114.9 million, slightly down from $115.7 million year-over-year[42] - Free Cash Flow (Non-GAAP) rose to $92.7 million, a 30.0% increase compared to $71.3 million in the same quarter last year[43] - Adjusted Free Cash Flow Conversion (Non-GAAP) improved to 83.2%, up from 67.6% year-over-year[43] - Adjusted EBITDA (Non-GAAP) for the three months ended March 28, 2025, was $173.4 million, compared to $680.2 million for the last twelve months[44] Investment Performance - The company reported a loss on equity investments of $3.6 million for the quarter, compared to a gain of $0.1 million in the same period last year[42]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________________ FORM 10-K (Mark One) (State or other jurisdiction of incorporation or organization) Delaware 84-2783455 (I.R.S. employer identification number) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition per ...

Q4 2024 | Earnings Results February 13, 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 an ...

Exhibit 99.1 Vontier Reports Fourth Quarter 2024 Results and Initiates Full Year 2025 Guidance Fourth Quarter 2024 Highlights: Full Year 2024 Highlights: Outlook for 2025: RALEIGH, North Carolina, February 13, 2025 -- Vontier Corporation (NYSE: VNT), a leading global provider of critical technologies and solutions to connect, manage and scale the mobility ecosystem, today announced results for the fourth quarter ended December 31, 2024. Reported sales in the fourth quarter declined 1.5% year-over-year to $7 ...

RALEIGH, N.C., Jan. 15, 2025 (GLOBE NEWSWIRE) -- Driivz, a Vontier (NYSE: VNT) company and part of its EVolve™ e-mobility portfolio, today announced a partnership with ON the RUN Charging to install its electrical vehicle (EV) charging and energy management software across chargers located at convenience stores in Canada. ON the RUN Charging is one of the largest EV fast charging networks in Canada with EV chargers strategically placed along highways and in major destinations across British Columbia, Albert ...

If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!Nearly a year ago, I concluded that mobility player Vontier Corporation ( VNT ) was on the move. Shares had doubled in the 15-month period before, as modest growth resulted in a modest re-rating, ...