Vontier Corporation (VNT) Stock Price & How to Invest

Vontier Corporation runs three reportable segments out of Raleigh, North Carolina with approximately ~7,800 employees, roughly ~3,300 of them in the United States. Environmental & Fueling Solutions is Gilbarco Veeder-Root, the fuel dispensers on forecourts worldwide plus the Veeder-Root tank gauges and leak detection that stations are required by environmental rules to run, and it produced ~$366 million of the ~$757 million Vontier sold in the June 2026 quarter at a segment operating margin of ~31.6%. Mobility Technologies gathers the digital businesses: Invenco payment and site software, DRB car wash systems, ANGI, and Driivz EV charging management software, with EKOS, a cloud fleet and fuel management platform, added for ~$43 million in July 2026. Repair Solutions is Matco Tools, the mobile tool truck franchise whose independent distributors sell to auto technicians on credit that Vontier itself extends. Trailing twelve month revenue is ~$3.07 billion, almost exactly where it stood in 2022.

That flat top line is the whole argument. Second quarter 2026 sales fell ~2.2% to ~$757 million with core sales down ~0.2%, yet operating profit rose ~7.6% to ~$147 million and adjusted operating margin widened ~190 basis points to ~23.0%, so management raised full-year adjusted EPS guidance to ~$3.45 to ~$3.55 on sales of ~$3.00 billion to ~$3.05 billion. Reported GAAP diluted EPS was only ~$0.20 against ~$0.89 adjusted, because Vontier booked a preliminary ~$86.2 million loss selling Teletrac Navman on June 30. Meanwhile the buyback authorization was raised to ~$1.0 billion and ~7.6 million shares have been retired in 2026 through July, taking the count from ~148 million a year ago to roughly ~135 million. At ~$33 a share the stock sits near the low end of a 52-week range of ~$27.25 to ~$48.20, and the central question is whether cost cuts and share retirement keep compounding earnings on revenue that has not grown in four years.

Matco is the visible sore spot: Repair Solutions core sales fell ~1.3% and segment margin dropped ~180 basis points on what the company calls macroeconomic pressure on service technicians' discretionary spending, and because Vontier finances those distributors, a worsening credit cycle hits both revenue and the ~$280 million receivable book. Mobility Technologies expanded margin partly through lower research and development spending, which fell to ~$35.1 million in the quarter from ~$47.5 million a year earlier, a ~26% cut at the segment meant to become the software story. The EMV outdoor payment mandate that drove a large dispenser replacement wave has largely passed. Goodwill of ~$1.65 billion also exceeds total equity of ~$1.20 billion, meaning tangible book value is negative and any impairment would land hard.

10 analysts publish price targets on VNT, averaging $41.05 against a $33.39 price as of August 2026, or +22.9%. The published targets run from $35.00 to $48.00, a moderate spread, and the ratings split 6 buy, 4 hold, 1 sell. Over the last six months there have been 2 raises and 6 cuts among the published actions. A price target is what an analyst published on a date, not a prediction, and sell-side ratings skew positive across the whole market.

Read the full VNT forecast and price target for the target table, the recent rating actions by firm, and how the consensus has shifted.

We give no verdict on Vontier Corporation. Both cases are real, which is why the question is contested at all, so here is the strongest version of each.

The case for buying. The fueling franchise still pays for everything. Environmental & Fueling Solutions grew core sales ~4.6% in the second quarter on fuel dispensing equipment and aftermarket parts, and it earns a ~31.6% segment margin, well above anything else Vontier owns. The most optimistic published target, $48.00, assumes this works close to its best case.

The case against. Matco is the visible sore spot: Repair Solutions core sales fell ~1.3% and segment margin dropped ~180 basis points on what the company calls macroeconomic pressure on service technicians' discretionary spending, and because Vontier finances those distributors, a worsening credit cycle hits both revenue and the ~$280 million receivable book. The most pessimistic target, $35.00, is roughly what VNT is worth if this bites instead.

Read the full bull and bear case on VNT, including what would have to change to break either one. Walnut is not an investment adviser.

A simple financial snapshot. These are approximations and refresh quarterly; for current figures see Vontier Corporation's investor relations page or your broker.

• Revenue (TTM): ~$3.07 billion, flat versus 2022
• FY2026 adjusted EPS guidance: ~$3.45 to ~$3.55 (raised August 6, 2026)
• Q2 2026 diluted EPS: ~$0.20 GAAP, ~$0.89 adjusted
• Operating cash flow (TTM): ~$463 million
• Total debt / net leverage: ~$1.90 billion, ~2.3x net
• Shares outstanding: ~135 million, down from ~148 million a year earlier

At roughly ~$33 a share the market capitalization is about ~$4.5 billion, or roughly ~9x the midpoint of guided 2026 adjusted EPS and about ~14x trailing GAAP earnings of ~$2.41 a share. Adding net debt of roughly ~$1.6 billion puts enterprise value near ~$6.1 billion, close to ~8.5x the adjusted EBITDA run rate implied by the company's own 2.3x net leverage figure. The gap between trailing and forward multiples is the Teletrac Navman disposal loss washing out, not a change in the business.

Other names that sit close to VNT: same theme, named as a direct competitor, or held beside it in the same funds. Each entry says which. Worth a look if you are thinking about diversification within a thesis rather than concentration on one ticker.

There are three common ways to get VNT exposure. Buy shares (or fractional shares) directly at any major broker. Hold an ETF that includes it, which spreads the position across many companies. Or build it into a focused thematic portfolio, so VNT sits alongside other stocks that express the same thesis.

Walnut takes the portfolio route. Describe a thesis where VNT fits (for example “AI infrastructure” or “dividend-growth large-caps”) and the AI proposes 5 to 6 constituents with target weights. You review the plan and fund it through your own broker when you're ready.

New to this? Start with how to invest in stocks, see how to analyze a stock with AI, or compare the best AI stock analyzers.

Vontier is a cash-generative, low-growth equipment maker whose earnings per share are rising mostly because the share count is falling, and the single-digit forward multiple is the market's verdict on that distinction.

Whether VNT is worth buying today depends more on your time horizon and what you already hold than on any single call. We walk through valuation, what would have to go right, and the risks in is VNT a buy or a sell?, and where the stock could go from here in the VNT stock forecast.

For income investors, whether VNT pays a dividend and how the payout looks is covered in does VNT pay a dividend? And to weigh VNT against a peer, read the full side-by-side comparisons: VNT vs DOV and VNT vs SNAP.