Fortive Corporation (FTV) Earnings Call Transcripts

Fortive Corporation's Latest Earnings Call - Q3 FY2026

In the third quarter of 2026, Fortive Corporation (FTV:US) reported total revenue of $1.1 billion, reflecting an 8% year-over-year increase, driven by strong demand across all major regions. Adjusted earnings per share (EPS) rose to $0.77, up 13% year-over-year, marking the fifth consecutive quarter of double-digit EPS growth. Management raised the full-year adjusted EPS guidance to a range of $3.10 to $3.14, representing a 15% increase at the midpoint, indicating confidence in continued growth and operational execution.

Reported metrics

Guidance from management

Management raised the full-year adjusted EPS guidance to a range of $3.10 to $3.14, reflecting confidence in continued growth and operational execution. They expect full year reported revenue just north of $4.4 billion and core growth just north of 5%.

What management said

Sure, Quinn. Happy to take that. Just as a reminder of what we said, we're expecting core growth on a full year basis of just north of 5%. As you called out, there are the days factor, which is the primary sort of normalization in the quarter, it's 150 basis points on a consolidated basis, $50 million to $20 million on a reported basis and we would expect that to hit roughly 100 basis points to IOS and about 300 basi...

I think about that range. I think a couple of hundred basis points, give or take, is a good marker. I think what you've seen in both IOS and AHS really goes to what Olumide was talking about, which is the teams have increased the pace of innovation that's enabled them to maintain strong pricing power. And you saw that in HS, you see that in IOS. I would expect sort of that to continue through the balance of the year ...

What analysts pressed on

Analysts expressed concerns regarding the sustainability of margins in the Advanced Healthcare Solutions segment, noting that margins have been flattish for a couple of years. There were also questions about the impact of inflation on future profitability and the potential need for further investments to drive organic growth.

Main topics on the call

• Core Revenue Growth — Fortive achieved core revenue growth of 7.2% in Q3, supported by strong customer demand and execution across its segments. Management stated, "We have seen our Fortive Accelerated strategy translate into stronger operati...
• Adjusted EPS Guidance Raised — The company raised its full-year adjusted EPS guidance to $3.10 to $3.14, reflecting strong year-to-date performance. Management noted, "We expect another $5 million to $10 million of tariff refunds in the coming quarter...
• Disciplined Capital Allocation — Fortive deployed $300 million towards share repurchases in Q3, totaling $2.3 billion since the launch of the new Fortive. Management emphasized, "We continue to evaluate high-quality bolt-on opportunities and recent acqu...
• Segment Performance — The Intelligent Operating Solutions (IOS) segment saw revenue growth of 10% on a reported basis, driven by strong performance in professional instrumentation and gas detection. Management highlighted, "Core growth accele...

Read the full Fortive Corporation transcript (Q3 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 87 Fortive Corporation earnings call transcripts on record, spanning February 6, 2020 to October 28, 2026. Based on this history, Fortive Corporation reports quarterly. The most recent call on file is dated October 28, 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

87

First call

February 6, 2020

Most recent

October 28, 2026

Reporting cadence

quarterly