Clinical workflow software
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Fortive (NYSE:FTV) FY Earnings Call Presentation
2025-11-11 22:05
Financial Performance - Fortive's revenue reached $4.1 billion, with a ~30% Adjusted EBITDA Margin[8] - The company generated $1.2 billion in Adjusted EBITDA[8] - Free cash flow amounted to $0.9 billion, exceeding 100% conversion on Adjusted Net Income[8] - Adjusted Gross Profit Margin stood at ~65%[8] - Core revenue growth from FY 2019 to FY 2024 was 4%, but only 2% in TTM Q3 2025[8, 9] Segment Performance - Intelligent Operating Solutions (IOS) reported $2.8 billion in revenue with a 35% Adjusted EBITDA Margin[8] - Advanced Healthcare Solutions (AHS) achieved $1.3 billion in revenue with a 27% Adjusted EBITDA Margin[8] Capital Allocation - Fortive deployed $1 billion in Q3 for share repurchases, representing approximately 21 million shares or 6% of fully diluted shares outstanding[12] Strategic Initiatives - The company completed the separation of its former Precision Technologies segment on June 28, 2025[4] - Fortive is focused on faster profitable organic growth powered by the Fortive Business System (FBS)[11]