Seeking Alpha·Sep 15, 2026
Fortive Corporation (FTV) Presents at Morgan Stanley's 14th Annual Laguna Conference TranscriptFortive Corporation (FTV) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript
Fortive's gross margin expanded 440 basis points to 63.4% in 2026Q2 despite a 27.8% revenue decline, reflecting a shift toward higher-mix software and services. However, the sharp revenue contraction, negative operating leverage (SG&A fell only 20.1% vs. reven...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue contracted 27.8% year-over-year in 2026Q2, yet gross margin expanded to 63.4% from 59.0% a year earlier, while operating margin fell to 19.1% due to negative operating leverage.
Fortive Corporation has a growing competitive advantage, as highlighted in its moat analysis and investment thesis.
A favorable industrial cycle could drive 1-year revenue growth to +7% and 3-year EPS CAGR to +12%, especially with accretive acquisitions.
Fortive operates in the Scientific & Technical Instruments sector, providing diversified exposure to high-growth technology segments.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 29, 2026 | $0.74+4.7% vs $0.71 | $1.1B+2.6% vs $1.1B |
Q2 2026 Apr 30, 2026 | $0.70+8.9% vs $0.64 | $1.1B+3.0% vs $1.0B |
Q1 2026 Feb 4, 2026 | $0.90+7.4% vs $0.84 | $1.1B+2.6% vs $1.1B |
Q4 2025 Oct 29, 2025 | $0.68+19.5% vs $0.57 | $1.0B+1.9% vs $1.0B |
Fortive Corporation (FTV) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript
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EVERETT, Wash.--(BUSINESS WIRE)--Fortive Corporation (“Fortive”) (NYSE: FTV) today announced that its Board of Directors (the “Board”) has appointed Susan L. Main as a director of Fortive, effective September 9, 2026, with the size of the Board expanded from eight to nine members. In addition, Ms. Main was concurrently appointed to the Audit Committee. Shar Dubey, Chair of the Board, said, “Sue brings deep financial and operational expertise, an independent perspective, and a strong track recor.
New Fluke Engineering Lab to Give More Than 4,000 Students Across Five WSU Campuses Hands-On Experience with Fluke Measurement and Test Technology New Fluke Engineering Lab to Give More Than 4,000 Students Across Five WSU Campuses Hands-On Experience with Fluke Measurement and Test Technology
Benchmark FTV against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Fortive Corporation (FTV)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $55.95 | $16.9B | 32.16 | -17.48% | 11.26% | 6.95% | 0.52% | |
| $221.12 | $155.44B | 43.87 | 2.9% | 15.95% | 7.66% | — | |
| $245.41 | $56.25B | 38.35 | 6.63% | 20.04% | 14.55% | — | |
| $363.93 | $36.73B | 25.63 | 12.26% | 30.24% | 12.94% | — | |
| $270.47 | $77.81B | 25.78 | 0.92% | 19.39% | 101.71% | — | |
| $55.49 | $8.97B | 14.01 | 2.28% | 16.24% | 17.13% | — |
Fortive Corporation (FTV) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Fortive Corporation (FTV) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 29, 2026·SEC
Jun 11, 2026·SEC
May 14, 2026·SEC
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Fortive Corporation (FTV) stock FAQ — growth, dividends, profitability & financials explained
Fortive Corporation (FTV) reported $4.32B in revenue for fiscal year 2025. This represents a 28% decrease from $5.96B in 2013.
Fortive Corporation (FTV) saw revenue decline by 17.5% over the past year.
Yes, Fortive Corporation (FTV) is profitable, generating $534.4M in net income for fiscal year 2025 (11.3% net margin).
Yes, Fortive Corporation (FTV) pays a dividend with a yield of 0.52%. This makes it attractive for income-focused investors.
Fortive Corporation (FTV) has a return on equity (ROE) of 7.0%. This is below average, suggesting room for improvement.
Fortive Corporation (FTV) generated $954.9M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
