Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Vontier (VNT)
NYSEInformation TechnologyHardware, Equipment & PartsSnapshot 2026-11-04
$37.58+2.79%
Close 2026-11-04 · 1-day change
NYSEInformation TechnologyHardware, Equipment & PartsSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
3.78 → 3.78 EPS · FY ending Dec 31, 2027 · 6 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 6 to 6; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for VNT yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Maintain dividend payments near $0.03 per share | The company keeps dividend payments stable at $0.03 per share. | Intact | dividend per share falls below $0.025 | Dividend per share: $0.03 per share FY2026-Q2; GAAP. Published target: ~0.03 USD per share quarterly. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Aug 6, 20260.025 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 5, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
VNT is an industrial technology business with a value-oriented setup, rather than a clear durable-growth story. Its long-term thesis is intact, while a recent drop in company quality and mixed core sales results temper the case.
VNT is rated cheap versus peers, and the evidence says current pricing is justified rather than reflecting unusually concentrated fragility. The expectations gap is negative, but confidence in that measure is low, so it offers only a limited signal about what the market assumes.
Near term, operating income and margins have improved, while core sales growth has been uneven and slipped slightly in the latest quarter. Management has kept cost savings and growth as priorities, but the quality score has fallen and the company has a history of recent misses, even though the stated near-term miss risk is low.
The multi-year view hinges on whether sales growth resumes while margin gains continue. A guidance cut would be a meaningful negative; Fed rate cuts or steadier results from major technology peers could provide a more supportive sector backdrop.
Over the next 1 to 3 years, VNT presents a cheap-versus-peers setup with improving profitability but uncertain sales momentum and elevated risk. The thesis remains intact, yet depends on steadier execution. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| Profit rises modestly, with operating income near $135 million. |
| Broken |
| operating income falls below $130 million quarterly |
Operating income: $146.7M FY2026-Q2; GAAP. Published target: >=134.8 million USD quarterly. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Aug 6, 2026146,700,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Quarterly revenue at or above $750 million | Vontier steadily grows revenue, reaching about $750 million quarterly. | Broken | quarterly revenue falls below $741 million | Revenue: $756.7M FY2026-Q2; GAAP. Published target: >=750.6 million USD quarterly. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Aug 6, 2026756,700,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 3 of 3 supplied quarters. Management reported: ““With solid bookings growth, a building pipeline supported by new product launches, and constructive end markets, we are confident in our growth outlook for the third quarter and balance of the year.” ““Vontier delivered solid Sales and Order growth to start the year, and we continue to see meaningful momentum in our Convenience Retail end market, reinforcing our confidence in the growth opportunity ahead,” said Mark Morelli, President and Chief Executive Officer.” Delivery assessment Nov 4, 2026 |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$3.71 → $3.78 · observed estimates
$3.08B → $3.07B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $3.71 | $3,075,104,944 | 5 / 6 |
| 2026-07-25 | $3.71 | $3,075,271,060 | 11 / 9 |
| 2026-07-26 | $3.71 | $3,075,104,944 | 5 / 6 |
| 2026-07-27 | $3.71 | $3,075,271,060 | 11 / 9 |
| 2026-07-28 | $3.71 | $3,075,104,944 | 5 / 6 |
| 2026-07-29 | $3.71 | $3,075,271,060 | 11 / 9 |
| 2026-07-30 | $3.71 | $3,075,271,060 | 11 / 9 |
| 2026-07-31 | $3.71 | $3,075,104,944 | 5 / 6 |
| 2026-08-01 | $3.71 | $3,075,104,944 | 5 / 6 |
| 2026-08-02 | $3.71 | $3,075,104,944 | 5 / 6 |
| 2026-08-03 | $3.71 | $3,075,271,060 | 11 / 9 |
| 2026-08-04 | $3.71 | $3,075,104,944 | 5 / 6 |
| 2026-08-05 | $3.71 | $3,075,271,060 | 11 / 9 |
| 2026-08-06 | $3.71 | $3,075,104,944 | 5 / 6 |
| 2026-08-08 | $3.71 | $3,075,104,944 | 5 / 6 |
| 2026-08-09 | $3.75 | $3,074,994,880 | 11 / 9 |
| 2026-08-10 | $3.71 | $3,075,104,944 | 5 / 6 |
| 2026-08-12 | $3.71 | $3,075,104,944 | 5 / 6 |
| 2026-08-13 | $3.80 | $3,079,548,680 | 11 / 9 |
| 2026-08-14 | $3.71 | $3,075,104,944 | 5 / 6 |
| 2026-08-15 | $3.71 | $3,075,104,944 | 5 / 6 |
| 2026-08-16 | $3.71 | $3,075,104,944 | 5 / 6 |
| 2026-08-17 | $3.71 | $3,075,104,944 | 5 / 6 |
| 2026-08-18 | $3.71 | $3,075,104,944 | 5 / 6 |
| 2026-08-19 | $3.71 | $3,075,104,944 | 5 / 6 |
| 2026-08-20 | $3.79 | $3,074,879,770 | 6 / 6 |
| 2026-08-21 | $3.79 | $3,074,879,770 | 6 / 6 |
| 2026-08-22 | $3.79 | $3,074,879,770 | 6 / 6 |
| 2026-08-23 | $3.79 | $3,074,879,770 | 6 / 6 |
| 2026-08-24 | $3.79 | $3,074,879,770 | 6 / 6 |
| 2026-08-25 | $3.79 | $3,074,879,770 | 6 / 6 |
| 2026-08-26 | $3.79 | $3,074,879,770 | 6 / 6 |
| 2026-08-27 | $3.79 | $3,074,879,770 | 6 / 6 |
| 2026-08-28 | $3.79 | $3,074,879,770 | 6 / 6 |
| 2026-08-29 | $3.79 | $3,074,879,770 | 6 / 6 |
| 2026-08-30 | $3.79 | $3,074,879,770 | 6 / 6 |
| 2026-08-31 | $3.79 | $3,074,879,770 | 6 / 6 |
| 2026-09-01 | $3.79 | $3,074,879,770 | 6 / 6 |
| 2026-09-02 | $3.79 | $3,074,879,770 | 6 / 6 |
| 2026-09-03 | $3.81 | $3,074,879,770 | 6 / 6 |
| 2026-09-04 | $3.81 | $3,074,879,770 | 6 / 6 |
| 2026-09-05 | $3.81 | $3,074,879,770 | 6 / 6 |
| 2026-09-06 | $3.81 | $3,074,879,770 | 6 / 6 |
| 2026-09-07 | $3.81 | $3,074,879,770 | 6 / 6 |
| 2026-09-08 | $3.81 | $3,074,879,770 | 6 / 6 |
| 2026-09-09 | $3.81 | $3,074,879,770 | 6 / 6 |
| 2026-09-10 | $3.81 | $3,074,879,770 | 6 / 6 |
| 2026-09-11 | $3.80 | $3,074,879,770 | 6 / 6 |
| 2026-09-12 | $3.80 | $3,074,879,770 | 6 / 6 |
| 2026-09-13 | $3.80 | $3,074,879,770 | 6 / 6 |
| 2026-09-14 | $3.80 | $3,074,879,770 | 6 / 6 |
| 2026-09-15 | $3.80 | $3,074,879,770 | 6 / 6 |
| 2026-09-16 | $3.80 | $3,073,379,770 | 6 / 6 |
| 2026-09-17 | $3.80 | $3,073,379,770 | 6 / 6 |
| 2026-09-18 | $3.80 | $3,073,379,770 | 6 / 6 |
| 2026-09-19 | $3.80 | $3,073,379,770 | 6 / 6 |
| 2026-09-20 | $3.80 | $3,073,379,770 | 6 / 6 |
| 2026-09-21 | $3.80 | $3,073,379,770 | 6 / 6 |
| 2026-09-22 | $3.80 | $3,073,379,770 | 6 / 6 |
| 2026-09-23 | $3.80 | $3,073,379,770 | 6 / 6 |
| 2026-09-24 | $3.80 | $3,073,379,770 | 6 / 6 |
| 2026-09-25 | $3.80 | $3,073,379,770 | 6 / 6 |
| 2026-09-26 | $3.80 | $3,073,379,770 | 6 / 6 |
| 2026-09-27 | $3.80 | $3,073,379,770 | 6 / 6 |
| 2026-09-28 | $3.80 | $3,073,379,770 | 6 / 6 |
| 2026-09-29 | $3.78 | $3,073,174,451 | 6 / 6 |
| 2026-09-30 | $3.78 | $3,073,174,451 | 6 / 6 |
| 2026-10-01 | $3.78 | $3,073,174,451 | 6 / 6 |
| 2026-10-02 | $3.78 | $3,073,174,451 | 6 / 6 |
| 2026-10-03 | $3.78 | $3,073,174,451 | 6 / 6 |
| 2026-10-04 | $3.78 | $3,073,174,451 | 6 / 6 |
| 2026-10-05 | $3.78 | $3,073,174,451 | 6 / 6 |
| 2026-10-06 | $3.78 | $3,073,174,451 | 6 / 6 |
| 2026-10-07 | $3.78 | $3,073,174,451 | 6 / 6 |
| 2026-10-08 | $3.78 | $3,071,924,451 | 6 / 6 |
| 2026-10-09 | $3.78 | $3,071,924,451 | 5 / 6 |
| 2026-10-10 | $3.78 | $3,067,342,760 | 5 / 6 |
| 2026-10-11 | $3.78 | $3,067,342,760 | 5 / 6 |
| 2026-10-12 | $3.78 | $3,067,342,760 | 5 / 6 |
| 2026-10-13 | $3.78 | $3,067,342,760 | 5 / 6 |
| 2026-10-14 | $3.78 | $3,066,582,163 | 5 / 6 |
| 2026-10-15 | $3.78 | $3,066,582,163 | 5 / 6 |
| 2026-10-16 | $3.78 | $3,066,582,163 | 5 / 6 |
| 2026-10-17 | $3.78 | $3,066,582,163 | 5 / 6 |
| 2026-10-18 | $3.78 | $3,066,582,163 | 5 / 6 |
| 2026-10-19 | $3.78 | $3,066,582,163 | 5 / 6 |
| 2026-10-20 | $3.78 | $3,066,582,163 | 5 / 6 |
| 2026-10-21 | $3.78 | $3,066,582,163 | 5 / 6 |
| 2026-10-22 | $3.78 | $3,066,582,163 | 5 / 6 |
| 2026-10-23 | $3.78 | $3,066,582,163 | 5 / 6 |
| 2026-10-24 | $3.78 | $3,066,582,163 | 5 / 6 |
| 2026-10-25 | $3.78 | $3,066,582,163 | 5 / 6 |
| 2026-10-26 | $3.78 | $3,066,582,163 | 5 / 6 |
| 2026-10-27 | $3.78 | $3,066,582,163 | 5 / 6 |
| 2026-10-28 | $3.78 | $3,066,582,163 | 5 / 6 |
| 2026-10-29 | $3.78 | $3,066,582,163 | 5 / 6 |
| 2026-10-30 | $3.78 | $3,066,582,163 | 5 / 6 |
| 2026-10-31 | $3.78 | $3,066,582,163 | 5 / 6 |
| 2026-11-01 | $3.78 | $3,066,582,163 | 5 / 6 |
| 2026-11-02 | $3.78 | $3,066,582,163 | 5 / 6 |
| 2026-11-03 | $3.78 | $3,066,582,163 | 6 / 6 |
| 2026-11-04 | $3.78 | $3,066,582,163 | 6 / 6 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 6 Buy / Strong Buy · 4 Hold · 1 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.