EPS · actual vs est
Revenue · actual vs est
Summary
Generated 2026-04-30
Management highlights
First, Q1 marked strong start with solid performance, core revenue growth over 5%, adjusted EBITDA growth 13%, adjusted EPS growth over 25%. Second, disciplined capital allocation, deployed ~$500M to share repurchases in Q1. Third, progress on Fortive Accelerator strategy pillars: delivering faster profitable organic growth via innovation, commercial focus on high growth areas, recurring customer value initiatives. Fourth, reaffirm full year adjusted EPS guidance $2.90 - $3.00, trending toward upper half.
Segment performance
Intelligent Operating Solutions: Reported revenue grew about 8%, core revenue growth about 5%, Q1 adjusted EBITDA grew 8% to $255 million, adjusted EBITDA margin just over 34%. Advanced Healthcare Solutions: Total revenue $326 million, revenue grew ~8% y/y, core ~6% y/y, Q1 adjusted EBITDA up ~18% to $84 million, adjusted EBITDA margin just under 26%.
Guidance
Reaffirms full year adjusted EPS guidance $2.90 to $3.00, trends toward upper half. Expect Q2 and Q3 adjusted EPS broadly similar to Q1. Q4 has $15M - $20M revenue headwind due to fewer selling days. FX and M&A to be ~150 basis point tailwind in Q2, moderating later. Modeling effective tax rates for Q2 mid-teens, Q3 high-teens, Q4 high single-digit to low double-digit.
Risks
Forward-looking statements subject to risks where actual results may differ, information on risk factors in SEC filings.
Q&A highlights
Q: By the way, Mark, thanks for the call out on the selling days...
A: Nigel, thanks for the question...
Q: There were a number of references about data center and Fluke...
A: Thanks, Deane...
Q: Maybe I wondered if you could flesh out perhaps some of the commentary on the orders strength...
A: Great, Julian, happy to take that...
Q: If I can follow up on AHS...
A: Happy to address that...
Q: Thanks for taking my question. So I just want to reiterate that you are guiding to a similar level for Q2...
A: Thanks for the question...
Q: Thanks for taking my question. So I just want to check on M&A...
A: Thanks for the question...
Q: Hi, thanks. Question on Gordian...
A: Yes, thanks for the question...
Q: Thanks for taking my question. I just have a quick follow-up on FAL...
A: FAL performed very well...
Q: The old Fortive talked a lot about OMX and how FBS poured productivity into that...
A: Thanks for the question...
Key numbers
Reported versus consensus
Earnings calendar feed
| Metric | Reported | Consensus | Delta | Prior year |
|---|---|---|---|---|
| EPS | $0.70 | $0.64 | +9.4% | $0.85 |
| Revenue | $1.07B | $1.04B | +3.0% | $1.47B |
Transcript
April 30, 2026Full transcript unavailable for redistribution
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Prior quarters
This page presents the stored structured earnings-call summary and deterministic earnings calendar values. How this is generated. For informational purposes only; not investment advice.