Fortive CorporationNYSE: FTV
Industrials · Industrial Machinery & Supplies & Components
$59.29
-0.84%
Vol: 2.3M
Research Digest
Friday, May 1, 2026
Fortive beats Q1 EPS by $0.06, raises FY26 guidance on 13% EBITDA growth
Fortive reported Q1 2026 core revenue growth of 5%, adjusted EBITDA growth of 13%, and adjusted EPS growth of 25% to $0.70, beating consensus of $0.64. Revenue reached $1.1B up 7.9% YoY with EBITDA margin expanding 140 bps. Company maintains FY26 adjusted EPS guidance of $2.90-$3.00 but notes tariff headwinds expected through Q3. Strong recurring revenue growth and new product launches supporting performance.
Previous Market Intelligence
13 daysApr 30Fortive reaffirmed FY26 guidance of $2.90-$3.00 adjusted EPS while completing $265M share buyback in Q4 and separating Ralliant in June 2025.Neutral▶
Fortive reported Q1 2026 and reaffirmed adjusted earnings guidance for full-year 2026 in the range of $2.90 to $3.00 per share. In Q4 2025, Fortive delivered approximately 3% core revenue growth, 8% adjusted EBITDA growth, and 13% adjusted EPS growth, exceeding full-year guidance. The company completed $265 million of share repurchases in Q4, bringing total second-half buybacks to $1.3 billion. Fortive completed the separation of Ralliant Corporation on June 28, 2025. Analyst downgrade at JPMorgan to Underweight offset modest upside potential projections.
Apr 29Fortive Q4 2025 core revenue +3%, Adjusted EBITDA +8%, Adjusted EPS +13%; completed Ralliant separation and $265M buybacks in Q4Positive▶
Fortive reported Q4 2025 with ~3% core revenue growth, ~8% Adjusted EBITDA growth, and ~13% Adjusted EPS growth, exceeding high end of full-year EPS guidance. Company completed additional $265M share repurchases in Q4 with total second-half buybacks ~$1.3B. Completed separation of Precision Technologies segment via Ralliant Corporation distribution on June 28, 2025. Fortive will present at JP Morgan Industrials Conference and hold 2026 annual meeting vote June 9. Intelligent Operating Solutions and Advanced Healthcare Solutions segments performing strategically.
Apr 16Fortive Q4 2025 delivers 13% adjusted EPS growth; completed $1.3B in second-half buybacks with $265M in Q4.Positive▶
Fortive Corporation delivered Q4 2025 results ahead of expectations with approximately 3% core revenue growth, 8% Adjusted EBITDA growth, and 13% Adjusted EPS growth. Q4 2025 adjusted diluted EPS reached $0.68, up 13% from year-ago period. Full year 2025 GAAP diluted net EPS was $1.59 and adjusted diluted net EPS was $2.71, exceeding guidance range. Company completed $265 million in share repurchases during Q4 and $1.3 billion total for second-half 2025. Fortive declared regular quarterly dividend and announced share repurchase authorization replenishment effective February 25, 2026. Company completed separation of Precision Technologies segment on June 28, 2025, creating Ralliant Corporation. Q1 2026 earnings call scheduled April 2, 2026.
Apr 15Fortive reports Q4 2025 adjusted EPS of $0.90 (7.14% above forecast); guides 2026 adjusted EPS of $2.90-$3.00.Positive▶
Fortive delivered strong Q4 2025 results with adjusted EPS of $0.90 (7.14% above forecast) and revenue of $1.12B (+4.5% YoY), triggering an 11.02% pre-market surge. Guides 2026 adjusted EPS of $2.90-$3.00 (9% growth). Full year 2025 revenue was $4.16B. Deployed $1.6B in share repurchases. Q1 2026 earnings call scheduled April 30.
Apr 14Fortive Q1 2026 earnings call April 30; Wells Fargo cuts price target to $58 from $65.Negative▶
Fortive Q1 2026 earnings webcast April 30 at 12:00 p.m. ET. Wells Fargo lowered target to $58 from $65 April 1 citing five-year revenue declines and flat EPS. Benefits from new AI-powered maintenance platform launches. Barclays maintained Hold. Stock trading at $58.00. Consensus Neutral with $62.19 target.
Apr 13Fortive scheduled Q1 2026 earnings call for April 30 with analysts watching for execution amid recent price target reduction.Neutral▶
Fortive announced its Q1 2026 earnings conference call scheduled for April 30, 2026 at 12:00 p.m. ET. Wells Fargo lowered the price target to $58 from $65 on April 1, while Barclays reaffirmed a hold rating. With 11 analysts covering the stock, the average rating is Hold and the 12-month price target is $59.36. No material overnight news from April 11-13.
Apr 10Fortive Q1 2026 Earnings April 30; Wells Fargo Lowers TargetNeutral▶
Q1 earnings call April 30. Wells Fargo lowered target to $58. 2026 guidance: EPS $2.90-$3.00, revenue ~$4.3B.
Apr 9Fortive Q4 beats guidance; 2026 EPS guidance $2.90-3.00, completed Ralliant separationPositive▶
Fortive reported strong Q4 2025: adjusted EPS $0.90 (+7.14% beat), revenue $1.12B (+4.5% YoY), triggering 11% pre-market surge. FY2025 revenue $4.16B (+1.9% reported); core growth +1.7%; adjusted EPS $2.71 (+12%). 2026 guidance projects $2.90-3.00 EPS (+9% YoY), 2-3% core revenue growth, ~$4.3B total. Completed Ralliant separation (June 28, 2025). Deployed $1.6B in 2025 buybacks; Q4 added $265M. Q1 2026 earnings call April 30. Analyst sentiment mixed 3 Buy/2 Sell.
Apr 8Fortive delivers Q4 beats with 3% core revenue growth and 8% EBITDA growthPositive▶
Fortive exceeded guidance in Q4 2025 with strong results: 3% core revenue growth, 8% adjusted EBITDA growth, 13% adjusted EPS growth. Completed $265M in Q4 share buybacks. Q1 2026 earnings call scheduled for April 30.
Apr 7Fortive delivers strong Q4 with 13% EPS growth; completes Ralliant separation.Positive▶
Fortive Corporation (FTV) reported Q4 2025: ~3% core revenue growth, ~8% Adjusted EBITDA growth, ~13% Adjusted EPS growth, exceeding full-year guidance. Completed $265M Q4 buybacks ($1.3B H2 total). Separated Precision Technologies (now Ralliant Corp) to shareholders. Neutral rating; average PT $62.19 (range $51-72). Innovation includes SmartTrace and RotAlign systems.
Apr 6Fortive Q4 2025 results beat guidance; Q1 2026 earnings call April 30.Positive▶
Fortive reported Q4 2025 adjusted EPS of $2.71 exceeding guidance with ~3% core revenue growth. Completed $265M share repurchases in Q4; total buybacks $1.3B for second half 2025. Q1 2026 earnings call scheduled for April 30, 2026.
Apr 3Wells Fargo reduces Fortive price target from $65 to $58 and maintains equal weight rating on less optimistic outlook.Negative▶
Fortive announced Q1 2026 earnings conference call scheduled for April 30, 2026. Wells Fargo lowered price target from $65 to $58 and maintained equal weight rating. Barclays reaffirmed hold rating on April 1. Stock traded between $54.78-$56.61 on April 2 with recent price of $55.94.
Apr 2Fortive reports Q4 2025 core revenue growth of approximately 3% with Adjusted EPS growth of 13%; initiates 2026 guidance of $2.90-$3.00.Positive▶
Fortive delivered Q4 2025 results ahead of expectations with 3% core revenue growth, 8% Adjusted EBITDA growth, and 13% Adjusted EPS growth. Q4 revenue was $1.12B and full-year 2025 revenue was $4.16B with adjusted diluted EPS of $2.71. The company completed $1.6B in share repurchases in 2025 and initiated 2026 adjusted EPS guidance of $2.90-$3.00. Fortive declared quarterly dividend of $0.06 per share.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| FTVFORTIVE | $59.29 | -0.84% | +5.4% | 18.7x | 1.00 | $18.4B |
| PHPARKER | $882.03 | -3.01% | -0.3% | 26.7x | 1.25 | $114.8B |
| ITWILLINOIS | $255.35 | -1.03% | -0.2% | 21.3x | 1.15 | $74.4B |
| GWWWW | $1,149.37 | -1.03% | +4.0% | 23.9x | 1.09 | $55.0B |
| IRINGERSOLL | $77.72 | -2.68% | +1.5% | 20.7x | 1.33 | $31.3B |
| DOVDOVER | $225.78 | -0.28% | +9.1% | 19.5x | 1.25 | $30.5B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.