Vontier Corp: Lowering Estimates on Slower Start to the Year

Goldman Sachs maintains a Neutral rating on Vontier Corp. but lowers its price target to $41 following a 1Q26 margin miss and the announced $220 million sale of Teletrac Navman.

Key Takeaways

• 1.Vontier reported 1Q26 margin misses across all segments, leading to a downward revision in EPS estimates for FY26-FY28.
• 2.The company announced the sale of its Teletrac Navman business for $220 million to a private equity firm.
• 3.Management maintained full-year FY26 EPS guidance of $3.35-$3.50, despite the first-quarter margin headwinds.

Table of Contents

• What happened.
• Valuation.
• Key risks.
• Disclosure Appendix
• GS Factor Profile
• M&A Rank
• Quantum
• Disclosures
• Company-specific regulatory disclosures
• Price target and rating history chart(s)
• Target price history table(s)
• Regulatory disclosures
• Ratings, coverage universe and related definitions
• Global product; distributing entities
• General disclosures

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