Q2 2025 | Earnings Results July 31, 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 antici ...

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]