Vontier Corporation Just Recorded A 6.2% EPS Beat: Here's What Analysts Are Forecasting Next
The annual results for Vontier Corporation (NYSE:VNT) were released last week, making it a good time to revisit its performance. Vontier reported US$3.0b in revenue, roughly in line with analyst forecasts, although statutory earnings per share (EPS) of US$2.75 beat expectations, being 6.2% higher than what the analysts expected. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Vontier after the latest results.
See our latest analysis for Vontier
Taking into account the latest results, Vontier's nine analysts currently expect revenues in 2025 to be US$3.03b, approximately in line with the last 12 months. Statutory earnings per share are forecast to reduce 3.5% to US$2.74 in the same period. In the lead-up to this report, the analysts had been modelling revenues of US$3.07b and earnings per share (EPS) of US$2.78 in 2025. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.
The analysts reconfirmed their price target of US$44.42, showing that the business is executing well and in line with expectations. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. There are some variant perceptions on Vontier, with the most bullish analyst valuing it at US$48.00 and the most bearish at US$42.00 per share. This is a very narrow spread of estimates, implying either that Vontier is an easy company to value, or - more likely - the analysts are relying heavily on some key assumptions.
Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. We would highlight that Vontier's revenue growth is expected to slow, with the forecast 1.7% annualised growth rate until the end of 2025 being well below the historical 3.0% p.a. growth over the last five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 7.3% annually. Factoring in the forecast slowdown in growth, it seems obvious that Vontier is also expected to grow slower than other industry participants.
The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. The consensus price target held steady at US$44.42, with the latest estimates not enough to have an impact on their price targets.
With that in mind, we wouldn't be too quick to come to a conclusion on Vontier. Long-term earnings power is much more important than next year's profits. We have estimates - from multiple Vontier analysts - going out to 2027, and you can see them free on our platform here.
And what about risks? Every company has them, and we've spotted 1 warning sign for Vontier you should know about.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
19 minutes ago
- Yahoo
MEG Q1 Earnings Call: Organic Growth, Regulatory Tailwinds, and Margin Expansion Drive Results
Environmental services provider Montrose (NYSE:MEG) reported Q1 CY2025 results beating Wall Street's revenue expectations , with sales up 14.5% year on year to $177.8 million. The company's full-year revenue guidance of $760 million at the midpoint came in 0.7% above analysts' estimates. Its non-GAAP profit of $0.07 per share was significantly above analysts' consensus estimates. Is now the time to buy MEG? Find out in our full research report (it's free). Revenue: $177.8 million vs analyst estimates of $167.8 million (14.5% year-on-year growth, 6% beat) Adjusted EPS: $0.07 vs analyst estimates of -$0.09 (significant beat) The company reconfirmed its revenue guidance for the full year of $760 million at the midpoint EBITDA guidance for the full year is $106.5 million at the midpoint, above analyst estimates of $104.5 million Operating Margin: -5.9%, in line with the same quarter last year Organic Revenue rose 6.6% year on year (1.1% in the same quarter last year) Market Capitalization: $776.7 million Montrose's first quarter performance was shaped by broad-based demand for environmental services across its core segments, with leadership emphasizing organic revenue gains and momentum in high-growth areas. CEO Vijay Manthripragada highlighted that the Measurement and Analysis and Remediation and Reuse segments each contributed to the company's expansion, citing cross-selling efforts and successful execution on large client projects. Management noted that clients, particularly in the private sector, are maintaining their commitment to compliance and sustainability goals despite regulatory and political uncertainty. CFO Allan Dicks further pointed to operational efficiencies and normalization of segment margins as factors supporting higher adjusted EBITDA, reflecting a consistent focus on both top-line growth and profitability. Looking ahead, Montrose's outlook is anchored by expectations of continued organic growth, margin improvement, and resilience against regulatory volatility. Manthripragada stated that emerging state-level environmental policies and ongoing federal activity around PFAS (per- and polyfluoroalkyl substances) regulation are expected to fuel demand, while the company's proprietary PFAS treatment technology positions it well for future projects. Management also pointed to limited exposure to federal spending and minimal anticipated impact from tariffs or macroeconomic shifts, reinforcing confidence in the company's guidance. As Manthripragada explained, 'We are well on track for high single-digit organic revenue growth, and we continue to enhance EBITDA margins, which is evident from our raised EBITDA guidance.' Montrose's leadership attributed the quarter's performance to increased demand in key service areas, client stability amid regulatory changes, and strategic execution on cross-segment opportunities. Measurement and Analysis strength: The Measurement and Analysis segment saw robust demand across both laboratory and field services, with management crediting sustained client requirements for compliance and risk mitigation. Manthripragada explained that broad-based demand, rather than a single driver, propelled the segment's performance, and higher-margin business lines contributed to improved segment profitability. PFAS-related services growth: The company recorded its fifth consecutive quarter of growth in PFAS (per- and polyfluoroalkyl substances) services, which are used to address emerging contaminants in water, air, and soil. Management cited recent federal policy actions as reinforcing long-term demand, and noted that Montrose's proprietary treatment solutions can be adapted to evolving regulatory thresholds. Remediation and Reuse momentum: Revenue in the Remediation and Reuse segment increased, benefiting from organic growth in treatment technologies and support from recent acquisitions. CFO Allan Dicks highlighted that margins in this segment are expected to improve throughout the year as business mix and project timing normalize. Segment margin normalization: Management reported that segment margins are converging toward stated long-term targets through process optimization, automation, and leveraging existing infrastructure. These efforts have contributed to improved operating efficiency and are expected to drive further margin expansion in 2025. Minimal tariff and macroeconomic impact: The company does not expect tariffs or broader macroeconomic conditions to meaningfully affect margins or demand, given the essential nature of its services and the long-term planning cycles of its primarily private sector clients. Montrose's exposure to federal spending is limited, further reducing risk from potential regulatory or budgetary shifts. Montrose's forward outlook is underpinned by consistent demand for environmental compliance solutions, state and federal regulatory developments, and ongoing operational improvements. State-level regulatory drivers: Management believes that increasing influence and activity by U.S. state governments in environmental policy will create new opportunities, particularly for PFAS remediation and water contamination projects. States are expected to play a larger role in setting and enforcing standards, supporting recurring demand for Montrose's services. Margin expansion initiatives: The company is pursuing margin improvement through process automation, operating leverage, and aligning segment-level profitability with long-term targets. The Remediation and Reuse and Measurement and Analysis segments are expected to be the primary contributors to adjusted EBITDA margin gains in 2025. Capital allocation and balance sheet priorities: After completing the redemption of preferred stock, management expects leverage to remain below its long-term target and is prepared to resume strategic M&A when conditions are right. The new stock repurchase program is positioned as an additional tool for shareholder returns, but growth investments and balance sheet optimization remain priorities. In the coming quarters, our team will be monitoring (1) the pace of state-level regulatory developments, especially regarding PFAS standards and remediation projects; (2) progress on operating margin expansion in the Remediation and Reuse and Measurement and Analysis segments; and (3) execution of the capital allocation strategy, including the completion of preferred stock redemptions and balance sheet simplification. Performance in these areas will be key indicators of sustained growth and profitability. Montrose currently trades at a forward EV-to-EBITDA ratio of 8.9×. Should you double down or take your chips? Find out in our full research report (it's free). The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
29 minutes ago
- Yahoo
Edison International (EIX) Fell by Almost 10% This Week. Here's Why.
The share price of Edison International (NYSE:EIX) fell by 9.93% between June 3 and June 10, 2025, putting it among the Energy Stocks that Lost the Most This Week. Let's shed some light on the development. A wide aerial view of an electric power transmission facility with lines, substations, and overhead wires. Edison International (NYSE:EIX) is one of the largest electric utility holding companies in America, focused on providing clean and reliable energy and energy services through its independent companies. Edison International (NYSE:EIX) recently crashed to a 5-year low after analysts at Wolfe Research downgraded the stock to Peer Perform from Outperform, citing the risk from ongoing litigation related the Eaton fire in California earlier this year, the lack of clarity around the new California Assembly bill 1054, and pending rate case issues. Moreover, there have also been reports that the company's subsidiary, Southern California Edison, has underestimated the potential size of the wildfire incident by a factor of ten. Impax Asset Management stated the following regarding Edison International (NYSE:EIX) in its Q1 2025 investor letter: 'Edison International (NYSE:EIX) (Utilities) is an electric utility that generates a substantial portion of its power via renewable sources and has a strong systematic ESG risk profile. The stock has struggled in the aftermath of the California wildfires, as one of the powerlines tied to the Eaton fire comes under Edison's jurisdiction. While liabilities are capped and the long-term story is intact, volatility is likely to continue.' While we acknowledge the potential of EIX as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Cheap Energy Stocks to Buy Now and Disclosure: None.
Yahoo
29 minutes ago
- Yahoo
Kodiak Gas Services (KGS): Among the Energy Stocks that Lost the Most This Week
The share price of Kodiak Gas Services, Inc. (NYSE:KGS) fell by 7.86% between June 3 and June 10, 2025, putting it among the Energy Stocks that Lost the Most This Week. Let's shed some light on the development. A close-up of a large industrial compressor in the oil and gas industry. Kodiak Gas Services, Inc. (NYSE:KGS) is a leading provider of natural gas contract compression services in the United States, bringing efficiency and reliability to all the major basins. Kodiak Gas Services, Inc. (NYSE:KGS) has been under pressure over the last week following a drop in the price of natural gas. US natural gas futures have fallen by 7% since June 6, 2025, due to reduced gas flows to LNG export plants amid the ongoing spring maintenance. Key facilities affected include Cameron LNG and Cheniere's Sabine Pass and Corpus Christi, as well as multiple outages at Freeport LNG. Despite the recent downturn, the share price of Kodiak Gas Services, Inc. (NYSE:KGS) has surged by more than 30% over the last year. While we acknowledge the potential of KGS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Cheap Energy Stocks to Buy Now and Disclosure: None.
