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Vontier raises full-year EPS guidance; EKOS fleet software deal targets double-digit ROIC by year 3

8/7/2026

A raised full-year earnings-per-share outlook puts Vontier Corporation (VNT) in focus after second-quarter results cleared expectations on Environmental and Fueling Solutions demand, with third-quarter guidance pointing to mid-single-digit growth in both EFS and Mobility Technologies.

Management set a 19% adjusted operating margin target for the second half, excluding tariff-related items. The next milestone: confirmation that FlexPay 6 terminal deployment and EKOS integration are tracking to plan.

The margin print EFS carried the quarter on dispenser and aftermarket parts volume as convenience store operators modernize sites.

Margin expansion traced to Vontier Business System work: the company cut its dispenser platform count from 32 to 8 and rationalized 1,400 SKUs, compressing costs to serve.

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