VNT Earnings Prediction
The chart below shows how VNT performed 10 days before and after its earnings report, based on data from the past quarters. Typically, VNT sees a +0.69% change in stock price 10 days leading up to the earnings, and a +3.58% change 10 days following the report. On the earnings day itself, the stock moves by -0.22%. This data can give you a slight idea of what to expect for the next quarter's release.
VNT Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
776.80M
-1.55%
3.57%
Gross Margin
44.12%
20.09%
-0.99%
Operating Margin
19.22%
3.56%
9.64%
Net Margin
15.90%
18.13%
29.90%
EPS
0.82
20.59%
36.67%
No Data Available
VNT Earnings Analysis
Vontier Corp Corporation (VNT.N) Earnings Conference Call
Positive
Earnings Beat Expectations: Vontier Corporation exceeded earnings expectations with a reported EPS of $0.80, surpassing the expected $0.79.
Core Growth Achievement: The company achieved 3.5% core growth in Q4 2024, with all three segments outperforming expectations.
Strong Bookings Growth: Bookings were up 9% organically in Q4, marking the fourth consecutive quarter of a book-to-bill ratio above 1.
Operating Margin Stability: Operating margins remained flat year-over-year and improved sequentially despite mix headwinds, demonstrating effective cost management.
Environmental Solutions Growth: The Environmental & Fueling Solutions segment saw nearly 11% core growth in Q4, driven by strong demand in convenience retail and fueling markets.
Core Revenue Growth: Invenco, part of Mobility Technologies, reported mid-teens core revenue growth, showcasing strong demand for new products like FlexPay6 and Unified Payment Solutions.
Strong Free Cash Flow: The company generated adjusted free cash flow of $155 million in Q4, representing a 128% conversion rate, allowing for debt repayment and share repurchases.
Product Line Optimization: Vontier's focus on product line simplification and standardization is expected to drive margin expansion and faster innovation cycles in the coming years.
Growth Opportunities Ahead: The company has a strong pipeline of opportunities and is well-positioned for growth in 2025, with expectations of continued strength in new site build activity and aftermarket sales.
Negative
Core Growth Challenges: Core growth for the full year was only about 2%, indicating challenges in certain segments, particularly car wash and auto repair businesses.
Car Wash Revenue Decline: The car wash industry experienced a significant decline, with DRB's revenues down over 20% for the year, reflecting a pullback in planned activities by larger operators.
Service Demand Challenges: Repair Solutions faced headwinds due to slower discretionary spending by service technicians, attributed to persistent inflation and economic uncertainty.
Technician Sentiment Stabilization: The sentiment among service technicians is stabilizing but has not yet caught up to the market opportunity, indicating a cautious outlook for the Repair Solutions segment.
Q1 Revenue Decline Outlook: The company expects a core decline of about 3% in Q1 2025, which is anticipated to be the low point of the year for revenue, reflecting challenges in the early part of the year.
Expo Timing Impact: The shift of the Matco Expo from Q1 to Q2 is expected to create a $30 million headwind year-over-year, impacting sales volumes significantly in Q1.
Operating Margin Decline: Operating margins are expected to decline by about 30 basis points in Q1 2025, indicating potential pressure on profitability in the near term.
VNT FAQs
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VNT Earning Call Sentiment
Vontier Corporation (NYSE:VNT) Q4 2024 Earnings Call Transcript
VNT.N
-2.36%Positive
Despite strong financial metrics like EPS and sales growth, guidance remains weak with flat operating margins and challenges in EFS and Invenco growth. Positive factors include share repurchases and debt repayment, but economic uncertainties and competitive pressures weigh on outlook. Q&A reveals management's cautious tone and lack of detailed guidance, suggesting uncertainty. Overall, these mixed signals suggest a neutral stock price movement.
