Vontier Corporation (NYSE:VNT) Q3 2022 Earnings Conference Call November 3, 2022 8:00 AM ET Company Participants Ryan Edelman - VP, IR Mark Morelli - President and CEO Anshooman Aga - SVP and CFO Conference Call Participants David Ridley-Lane - Bank of America Julian Mitchell - Barclays Pat Baumann - JPMorgan Andrew Buscaglia - Berenberg Guy Hardwick - Credit Suisse Rob Mason - Baird Operator My name is Britney, and I will be your conference facilitator this morning. At this time, I would like to welcome ev ...

(Mark One) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________________ FORM 10-Q ________________________________________________ For the quarterly period ended: September 30, 2022 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-39483 ________________________________________________ Vontier Corporation (Exact name of registrant as specified i ...

Vontier Corporation (NYSE:VNT) Q2 2022 Results Conference Call August 4, 2022 8:00 AM ET Company Participants Lisa Curran - Vice President of Investor Relations Mark Morelli - President & Chief Executive Officer Dave Naemura - Senior Vice President & Chief Financial Officer Ryan Edelman - Incoming Vice President of Investor Relations Conference Call Participants Andrew Obin - Bank of America Ryan Cooke - Wolfe Research Julian Mitchell - Barclays Rob Mason - Baird Operator Hello. My name is Katie, and I will ...

Vontier Corporation (NYSE:VNT) Q1 2022 Earnings Conference Call May 5, 2022 8:00 AM ET Company Participants Lisa Curran - Vice President of Investor Relations Mark Morelli - President & Chief Executive Officer David Naemura - Senior Vice President & Chief Financial Officer Conference Call Participants Steve Tusa - JPMorgan Andrew Obin – Bank of America Vlad Bystricky - Citigroup Andrew Buscaglia - Berenberg Nigel Coe - Wolfe Research Joseph Donahue - Baird Operator My name is Ashley and I'll be your confere ...

业绩总结 - 2022年第一季度GAAP收入为748.1百万美元，同比增长5.5%[26] - 调整后每股收益（EPS）为0.70美元，同比增长11%[9] - 2022年第一季度的净收益为250.2百万美元，较2021年同期增长175.8%[46] - 调整后的营业利润为163.6百万美元，较2021年同期增长8.9%[35] - 调整后的毛利率为44.9%，较去年上升80个基点[32] - 2022年第一季度的营业利润率（GAAP）为18.0%，较2021年同期下降[35] 用户数据与市场表现 - 核心收入增长为-0.1%，主要受供应链挑战影响[12] - 收入增长的主要驱动因素为收购，贡献了7.2%的增长[80] - 由于货币汇率变动，收入受到1.4%的负面影响[81] 未来展望 - 2022年调整后EPS预期上调至3.20-3.30美元[21] - 预计2022年非EMV核心收入增长为高单位数（HSD）[9] - 预计2022年第二季度的调整后稀释每股收益在0.68美元至0.72美元之间[54] - 净杠杆比率预计到2022年底将降至3.0倍以下[14] 现金流与财务状况 - 2022年第一季度自由现金流为2800万美元，同比下降81%[14] - 调整后的自由现金流为39.9百万美元，同比下降75.0%[70] - 2022年调整后自由现金流转换率预计约为100%[15] - 总债务为26.042亿美元，减去现金后净债务为24.591亿美元[91] - 净杠杆比率为3.3，显示出公司的债务水平[91] 其他财务数据 - 调整后的EBITDA为7.4亿美元，较去年同期增长[91] - EBITDA（非GAAP）为3.595亿美元，较去年同期增长[91] - 利息支出为1,290万美元，较去年同期增加[91] - 所得税支出为6,730万美元，较去年同期增加[91] - 折旧和摊销费用为2,910万美元，较去年同期增加[91] - 一次性分离相关成本为1,600万美元，较去年同期减少[91]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________________ FORM 10-K (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-39483 ________________________________________________ VONTIER CORPORATION (Exact name ...

Vontier Corporation (NYSE:VNT) Q4 2021 Earnings Conference Call February 17, 2022 8:00 AM ET Company Participants Mark Morelli – President, Chief Executive Officer & Director David Naemura – Senior Vice President, Chief Financial Officer & Treasurer Lisa Curran – Vice President, Investor Relations Conference Call Participants Steve Tusa – JPMorgan Andrew Kaplowitz – Citibank Andrew Obin – Bank of America David Raso – Evercore Brian Lau – Wolfe Research Julian Mitchell – Barclays Jeff Sprague – Vertical Rese ...

NONTIER® 1 Fourth Quarter 2021 Earnings Release February 17, 2022 2 Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the federal securities laws. These statements include, but are not limited to statements regarding Vontier Corporation's (the "Company's") business and acquisition opportunities, anticipated revenue growth, anticipated operating margin expansion, anticipated cash flow, and anticipated earnings growth, and any other statements identified by ...

Vontier Corp (NYSE:VNT) Q3 2021 Earnings Conference Call November 4, 2021 8:00 AM ET Company Participants Lisa Curran - VP, IR Mark Morelli - President, CEO & Director David Naemura - SVP, CFO & Treasurer Conference Call Participants Andrew Kaplowitz - Citigroup Brian Lau - Wolfe Research Charles Tusa - JPMorgan Chase & Co. David Ridley-Lane - Bank of America Merrill Lynch Patricia Gorman - Barclays Bank Andrew Buscaglia - Berenberg Robert Mason - Robert W. Baird & Co. Operator My name is Emma, and I will b ...

业绩总结 - 第三季度调整后每股收益（Adj. EPS）为0.80美元，反映出强劲的价格行动和运营杠杆抵消了通货膨胀和供应链挑战[9] - 核心收入增长为0.8%，高于之前指导的持平至-1%[9] - 2021年第三季度的GAAP收入为22亿美元，较2020年同期的18.9亿美元增长16.4%[26] - 2021年第三季度的GAAP毛利润为9.77亿美元，毛利率为44.4%[26] - 2021年第三季度的GAAP营业利润为4.21亿美元，营业利润率为19.1%[30] - 2021年第三季度的GAAP净收益为3.01亿美元，较2020年同期的2.05亿美元增长46.8%[36] - 2021年第三季度的稀释每股收益为1.77美元，较2020年同期的1.22美元增长45.5%[40] - 2021年第三季度的总收入增长（GAAP）为2.9%，九个月的增长为16.5%[56] - 2021年第三季度的核心收入增长（非GAAP）为0.8%，九个月的增长为14.1%[57] 现金流与杠杆 - 第三季度自由现金流（Free Cash Flow）为1.14亿美元，较去年同期下降51%[16] - 2021年截至目前的自由现金流为3.09亿美元，较去年同期下降32%[16] - 2021年第三季度的自由现金流（非GAAP）为232.5百万美元，较2020年同期下降50.9%[47] - 2021年第三季度的调整后自由现金流（非GAAP）为217.8百万美元，较2020年同期下降45.4%[51] - 净杠杆比率为2.9倍，反映了DRB收购的影响[16] - 2021年第三季度的净杠杆比率为2.9，净债务为2,145.6百万美元[64] 未来展望 - 预计第四季度核心收入将下降中低单位百分比（MSD），并预计调整后每股收益为0.77-0.81美元[19] - 预计2021年核心收入增长将超过高单位百分比（HSD）[19] - 预计2021年调整后自由现金流转换率为90%至95%[19] - 预计2021年12月31日的调整后稀释每股净收益（非GAAP）为0.77美元至0.81美元，全年为2.82美元至2.86美元[43] 其他财务指标 - 调整后核心运营利润率（Adj. Core OMX）增长70个基点，超出指导的-25个基点[9] - 调整后的毛利润为9.79亿美元，调整后的毛利率为44.5%[26] - 调整后的营业利润为4.90亿美元，调整后的营业利润率为22.3%[30] - 调整后的净收益为3.49亿美元，较2020年同期的2.71亿美元增长28.8%[36] - 调整后的稀释每股收益为2.05美元，较2020年同期的1.61美元增长27.3%[40] - 2021年第三季度的资本支出为13.3百万美元，较2020年同期下降15.7%[51] - 2021年第三季度的调整后EBITDA（非GAAP）为740.8百万美元[64] - 2021年第三季度的货币汇率影响（非GAAP）为0.7%，九个月的影响为1.8%[59]