Vontier(US:VNT)2025-05-01 11:16Financial 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]