Fortive (FTV)
NYSEIndustrialsHardware, Equipment & PartsSnapshot 2026-11-05
NYSEIndustrialsHardware, Equipment & PartsSnapshot 2026-11-05
QuarterlyIQ Insights · FTV
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-11-05.
The screen ranks FTV against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated neutral grew net income 51% of the time over the next year (vs 61% for the rest of the cohort, n=9285).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 100% of the last 8 guided quarters · 62.0% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
We are executing our Fortive Accelerated strategy and continue to see growing evidence that our investments in innovation acceleration, commercial acceleration, and recurring customer value are contr…
Stated in 5 of 8 supplied quarters. Management reported: “We are seeing early evidence that our investments in innovation acceleration, commercial acceleration, and recurring customer value are contributing to improved growth and earnings performance.” “We are executing our Fortive Accelerated strategy and continue to see growing evidence that our investments in innovation acceleration, commercial acceleration, and recurring customer value are contributing to faster revenue growth and strong financial performance,” said Olumide Soroye, President and CEO.” Revenue was $1.107 billion in 2026-Q3.
“We are executing our Fortive Accelerated strategy and continue to see growing evidence that our investments in innovation acceleration, commercial acceleration, and recurring customer value are contr…”
“We are seeing early evidence that our investments in innovation acceleration, commercial acceleration, and recurring customer value are contributing to improved growth and earnings performance.”
“We are encouraged by early progress on all three pillars of our Fortive Accelerated strategy: profitable organic growth acceleration powered by FBS Amplified, disciplined capital allocation with a fo…”
“We remain laser-focused on executing the three elements of our Fortive Accelerated strategy: profitable organic growth acceleration powered by FBS Amplified, disciplined capital allocation, and a com…”
“We are executing our Fortive Accelerated strategy with urgency - through profitable growth acceleration powered by FBS Amplified, disciplined capital allocation, and a commitment to building investor…”
In addition to accelerating profitable growth, we continued to deliver on our commitment to disciplined capital allocation by completing an additional ~$200 million of share repurchases in the quarte…
Stated in 5 of 8 supplied quarters. Management reported: “In addition to accelerating profitable growth, we continued to deliver on our commitment to disciplined capital allocation by completing an additional ~$200 million of share repurchases in the quarter, bringing total repurchases over the last four quarters to ~ $2 billion,” said Olumide Soroye, President and CEO.” “We continued to deliver on our commitment to disciplined capital allocation by completing an additional ~$500 million of share repurchases in the quarter, bringing our total buybacks in the three quarters since launching new Fortive to ~$1.8 billion,” said Olumide Soroye, President and CEO.”
We remain fully confident in our ability to deliver on the medium-term financial framework we shared at our last Investor Day.
Stated in 5 of 8 supplied quarters. Management reported: “We remain fully confident in our ability to deliver on the medium-term financial framework we shared at our last Investor Day.” “We continue to be very confident in our medium-term financial framework and are excited about the significant shareholder value creation opportunity ahead of us,” Mr. Soroye concluded.”
“We remain fully confident in our ability to deliver on the medium-term financial framework we shared at our last Investor Day.”
This solid performance reflects underlying strength in demand for our market-leading products, encouraging progress in the execution of our Fortive Accelerated strategy, and a continued focus on fina…
Stated in 2 of 8 supplied quarters. Management reported: “This solid performance reflects underlying strength in demand for our market-leading products, encouraging progress in the execution of our Fortive Accelerated strategy, and a continued focus on financial discipline and Fortive Business System (FBS) operational rigor.” “Despite the increased uncertainty impacting some our customers, our culture of continuous improvement and our world-class Fortive Business System (FBS) are allowing us to navigate these challenges, seize opportunities, and continue to drive differentiated 1 performance.”
Continue management's stated commitment to building and maintaining investor trust as a pillar of Fortive Accelerated.
Over the trailing year it converted 1.56x of net income into operating cash flow. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 54% for the rest of the cohort, n=6652).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
16 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 56% for the rest of the cohort, n=8936).
Not investment advice. As of 2026-11-05.
“In addition to accelerating profitable growth, we continued to deliver on our commitment to disciplined capital allocation by completing an additional ~$200 million of share repurchases in the quarte…”
“We continued to deliver on our commitment to disciplined capital allocation by completing an additional ~$500 million of share repurchases in the quarter, bringing our total buybacks in the three qua…”
“We also continued to execute our disciplined, returns-focused capital allocation strategy, completing an additional $265 million of share repurchases in the quarter and bringing total second-half buy…”
“In line with our disciplined capital allocation approach and our commitment to maximize shareholder returns, we executed $1 billion of share repurchases in the quarter.””
“Our new leadership team is focused on executing our Fortive Accelerated strategy, including our disciplined capital allocation approach and focus on building investor trust, which will drive meaningf…”
“We continue to be very confident in our medium-term financial framework and are excited about the significant shareholder value creation opportunity ahead of us,” Mr. Soroye concluded.”
“We remain firmly on track to deliver on our medium-term financial framework and our progress to date boosts our excitement about the significant shareholder value creation opportunity in front of us,…”
“While we are still early in our journey, the progress we are seeing reinforces our confidence in delivering on our medium-term financial framework and realizing the significant value creation opportu…”
“We remain confident in our financial framework and are poised to create meaningful shareholder value in the years ahead,” Mr. Soroye concluded.”
“This solid performance reflects underlying strength in demand for our market-leading products, encouraging progress in the execution of our Fortive Accelerated strategy, and a continued focus on fina…”
“Despite the increased uncertainty impacting some our customers, our culture of continuous improvement and our world-class Fortive Business System (FBS) are allowing us to navigate these challenges, s…”