Fortive Reports Strong Q4 Results and Optimistic 2026 EPS Outlook
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4d ago
0mins
Should l Buy FTV?
Source: Benzinga
- Earnings Beat: Fortive's Q4 2025 revenue grew 4.6% year-over-year to $1.12 billion, surpassing the consensus estimate of $1.09 billion, indicating strong performance in both Intelligent Operating and Advanced Healthcare Solutions segments.
- Core Revenue Growth: Core revenue increased by 3.3%, with Intelligent Operating Solutions generating $770 million (+5.3% Y/Y) and Advanced Healthcare Solutions at $353 million (+3.2% Y/Y), demonstrating robust growth across all business units.
- Profitability Improvement: Adjusted EPS reached $0.90, exceeding the consensus of $0.84, while adjusted EBITDA rose 7.8% Y/Y to $358 million, with an EBITDA margin of 31.9%, reflecting effective cost management and profitability enhancement.
- Optimistic Outlook: Fortive anticipates adjusted EPS for FY26 to be between $2.90 and $3.00, above the street view of $2.84, showcasing confidence in future growth, alongside a $265 million share repurchase this quarter, enhancing shareholder returns.
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Analyst Views on FTV
Wall Street analysts forecast FTV stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for FTV is 56.73 USD with a low forecast of 51.00 USD and a high forecast of 66.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
2 Buy
8 Hold
1 Sell
Hold
Current: 60.200
Low
51.00
Averages
56.73
High
66.00
Current: 60.200
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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