Earnings summary

Fortive Corp Q4 2025 results

Reported 2026-02-04Full transcript →

Snapshot

Fortive Corp reported None of revenue in Q4 2025, with diluted EPS of $0.58.

Revenue
(not disclosed)
YoY growth
Diluted EPS
$0.58
Operating margin
Revenue
YoY growth
$0.58
Diluted EPS
Operating margin
01 Key takeaways

What management said

  • Our statements on period-to-period increases or decreases refer to year-over-year comparisons unless otherwise specified, and our results and outlook discussed today are on a continuing operations basis.
  • In Q4, we delivered Core Growth of just over 3%, Adjusted EBITDA growth of 8%, and Adjusted EPS growth of about 13%.
  • We were pleased to see another quarter of growth acceleration in the business, knowing that we have even more growth upside ahead of us.
  • Second, our strong Q4 earnings performance resulted in full-year Adjusted EPS of $2.71, exceeding the high end of our guidance range of $2.63-$2.67.
  • Third, we continue to deploy capital in accordance with our disciplined approach, anchored in optimizing shareholder returns over the medium to long term.
  • Finally, as we turn our focus to 2026, we are initiating full-year 2026 Adjusted EPS guidance of $2.90-$3, representing approximately 9% year-over-year growth at the midpoint.
  • Before we turn to our Q4 results, I'd like to highlight the progress we've made on each of the three Fortive accelerated pillars, beginning with our focus on driving faster, profitable organic growth.
  • In terms of innovation acceleration, this quarter, we continued to accelerate new product introduction velocity, including offerings aimed at high-growth verticals.
  • Industrial Scientific's expanded commercial coverage drove acceleration in EMEA, and our investment in a broader sales team for Fluke and ASP in India directly contributed to strong growth in the region.
  • We also made progress in advancing the recurring elements of our portfolio, enhancing customer engagement, and strengthening the durability of our revenue streams.
  • In Q4, recurring revenue again grew faster than consolidated revenue, driven by continued strength in Fluke's maintenance software and deeply embedded data, as well as AI-enhanced software capabilities across IOS and AHS segments.
  • Moving to the second pillar, disciplined capital allocation is an integral component of our Fortive Acceleration strategy.
Read the full Q4 2025 transcript
SourcesCompany financials · earnings call Last updated

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