Fortive Corporation (FTV) Earnings Call Transcripts

Fortive Corporation's Latest Earnings Call - Q2 FY2026

In the second quarter of 2026, Fortive Corporation reported strong financial results, with total revenue of nearly $1.1 billion, reflecting an 8% year-over-year increase. Adjusted EPS grew by 28% to $0.74, marking the fourth consecutive quarter of double-digit growth. Management raised the full-year adjusted EPS guidance to a range of $2.95 to $3.05, driven by solid first-half performance and confidence in ongoing business momentum.

Reported metrics

Guidance from management

Management raised the full-year adjusted EPS guidance to $2.95 to $3.05 and expects full-year reported revenue of approximately $4.35 billion, with core growth of about 4%. They anticipate Q3 adjusted EBITDA margins to be slightly below Q2 levels due to modest strategic growth investments.

What management said

I think you've got it entirely right. So I think normal seasonality, as we said, Q3 revenue would track in normal path, and that would be a sequential step down along with the commentary we made on adjusted EBITDA margins. And then absolutely right on the tax rate, we are continuing to expect something in the mid-teens on a full year basis and again, mid-teens in Q3 and low double digits in the fourth quarter.

Well, thank you, everyone, for your interest in Fortive. We are excited about the acceleration in our business over the last year. Our entire organization is aligned and energized about Fortive Accelerated strategy and our Fortive Business System that's enabling us to execute that. And we're laser focused on delivering a strong 2026 and setting the foundation for an even stronger performance and shareholder value cre...

What analysts pressed on

Analysts expressed concerns regarding potential margin pressures in the back half of the year, particularly in relation to corporate costs and product mix dynamics. There were also questions about the impact of macroeconomic conditions on demand in EMEA and the sustainability of recurring revenue growth.

Main topics on the call

• Revenue Growth and Guidance — Fortive achieved a total revenue of nearly $1.1 billion, up 8% year-over-year, with core revenue growth of 6.7%. Management raised full-year adjusted EPS guidance to $2.95 to $3.05, reflecting confidence in the business ...
• Strong Performance Across Segments — Both segments delivered solid results, with Intelligent Operating Solutions growing 9% and Advanced Healthcare Solutions achieving 6% revenue growth. The performance was driven by strong customer demand and effective exe...
• Capital Allocation Strategy — Fortive remains disciplined in its capital allocation, deploying approximately $200 million to share repurchases this quarter, totaling nearly $2 billion since the spin-off. The focus remains on optimizing shareholder re...
• Innovation and AI Integration — Management highlighted the successful integration of AI in product offerings, with strong demand for new AI-enabled capabilities. CEO Soroye noted, "All 10 of our brands have really been introducing products and have a f...

Read the full Fortive Corporation transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 85 Fortive Corporation earnings call transcripts on record, spanning February 6, 2020 to July 29, 2026. Based on this history, Fortive Corporation reports quarterly. The most recent call on file is dated July 29, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

FTV

Exchange

NYSE

Country

US

Sector

Industrials

Industry

Machinery

Calls on record

85

First call

February 6, 2020

Most recent

July 29, 2026

Reporting cadence

quarterly