Fortive Shares Surge on Strong Earnings Guidance Exceeding Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 04 2026
0mins
Should l Buy FTV?
Source: seekingalpha
- Earnings Beat: Fortive (FTV) reported fourth-quarter adjusted earnings of $0.90 per share, surpassing analyst expectations of $0.84, with revenue rising 4.6% year-over-year to $1.12 billion, exceeding the consensus estimate of $1.09 billion, indicating strong execution.
- Positive Outlook: The company expects adjusted earnings of $2.90 to $3.00 per share in 2026, above the consensus estimate of $2.84, reflecting effective execution of the Fortive Accelerated strategy and disciplined capital allocation, boosting investor sentiment.
- Margin Expansion: For the quarter, adjusted EBITDA reached $358 million, an increase of nearly 8% year-over-year, with the adjusted EBITDA margin improving from 31.0% to 31.9%, supported by core revenue growth and cost controls.
- Capital Return Focus: For the full year 2025, Fortive reported GAAP diluted earnings of $1.59 per share and adjusted earnings of $2.71 per share, with revenue increasing 1.9% to $4.16 billion, generating $931 million in free cash flow and emphasizing its commitment to shareholder returns.
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Analyst Views on FTV
Wall Street analysts forecast FTV stock price to rise
11 Analyst Rating
2 Buy
8 Hold
1 Sell
Hold
Current: 56.000
Low
51.00
Averages
56.73
High
66.00
Current: 56.000
Low
51.00
Averages
56.73
High
66.00
About FTV
Fortive Corporation is a technology solutions company. The Company's businesses design, develop, manufacture, and market products, software, and services, building on brand names, technologies, and market positions. The Company's segments include Intelligent Operating Solutions (IOS) and Advanced Healthcare Solutions (AHS). The Company's IOS segment provides advanced instrumentation, software and services to various customers enabling their mission-critical workflows. These offerings include electrical test and measurement, facility and asset lifecycle software applications, connected worker safety and compliance solutions across a range of vertical end markets. Its AHS segment supplies critical workflow solutions enabling healthcare providers to deliver patient care more efficiently. Its offerings include instrument sterilization solutions, instrument tracking, biomedical test tools, radiation detection and safety monitoring and end-to-end clinical productivity software and solutions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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