Fortive Corporation Earnings Recaps
Q3 2025
Oct 30, 2025
Fortive Corporation's Q3 2025 earnings reflect strong execution and a solid start under its new structure following the spin-off of Ralliance, achieving adjusted EBITDA growth of 10% and adjusted EPS growth of 15%.
Key takeaways
- Core revenue growth of approximately 2% year-over-year, in line with expectations.
- Raised full-year adjusted EPS guidance to a range of $2.63 to $2.67 per share.
- $1 billion in share repurchases, reducing share count by 6%, reinforcing capital allocation strategy.
- Emphasis on innovation and commercial acceleration is driving positive momentum in key markets, including solar and defense.
- Continued focus on increasing recurring revenues, with growth outpacing overall consolidated revenue.
Q2 2025
Aug 1, 2025
Fortive Corporation reported a strong performance with adjusted EPS of $0.90, ahead of guidance, despite challenges in customer demand. The successful spin-off of the Precision Technologies segment marks a pivotal transition, positioning Fortive for accelerated growth in its continuing operations.
Key takeaways
- Adjusted EPS of $0.90 represents 8% growth in trailing 12-month free cash flow; adjusted EPS for continuing operations at $0.58.
- Completed the spin-off of Precision Technologies (Ralliant) ahead of schedule, enhancing focus and operational alignment.
- 75% of consolidated free cash flow allocated to share repurchases since spin announcement, demonstrating commitment to shareholder returns.
- Commencing a new chapter with a strong competitive edge, highlighted by a 50% recurring revenue base and 4% CAGR in core revenue over the last five years.
- Initiating clear and simplified guidance post-spin-off, while emphasizing investment in organic growth and innovative strategies.