Loading…
Loading…
Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Julian Mitchell | Barclays | 12 | 0% |
| Andy Kaplowitz | Citigroup | 12 | 8% |
| Deane Dray | RBC Capital Markets | 11 | 9% |
| Steve Tusa | JPMorgan | 10 | 0% |
| Nigel Coe | Wolfe Research | 10 | 0% |
| Jeff Sprague | Vertical Research Partners | 8 | 0% |
| Scott Davis | Melius Research | 7 | 0% |
| Chris Snyder | Morgan Stanley | 7 | 0% |
| Joe O'Dea | Wells Fargo | 6 | 0% |
| Joe Giordano | TD Cowen | 6 | 17% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Citigroup | 1 | 12 | 8% |
| Barclays | 1 | 12 | 0% |
| Wolfe Research | 2 | 12 | 0% |
| RBC Capital Markets | 1 |
| 11 |
| 9% |
| JPMorgan | 1 | 10 | 0% |
| Vertical Research Partners | 1 | 8 | 0% |
| Melius Research | 1 | 7 | 0% |
| Morgan Stanley | 1 | 7 | 0% |
Revenue declined 27.5% on a reported basis against pre-spin comparisons, but New Fortive grew over 5% core with adjusted EPS of $0.70 up over 25% year-over-year, marking the third consecutive quarter of double-digit EPS growth. The FAL software platform accelerated with AI-driven releases, and share repurchases of approximately $500 million in Q1 brought total buybacks since the spin-off to $1.8 billion, retiring roughly 10% of shares. FY2026 guidance was reaffirmed at $2.90-$3.00 with results trending toward the upper half.
Demand | Revenue Growth | Margin | Trade Tariffs | Regulation Policy | Capital Allocation | Cloud & AI | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 11 | 7 | 3 | 2 | 1 | 3 | 1 | 1 |
| 2025Q1 | 8 | 5 | 3 | 7 | 2 | 1 | 1 | |
| 2025Q2 | 4 | 4 | 3 | 1 | 2 | 4 | ||
| 2025Q3 | 7 | 6 | 7 | 1 | 3 | 2 | 2 | 1 |
| 2025Q4 | 5 | 6 | 2 | 1 | 1 | 3 | 2 | |
| 2026Q1 | 5 | 6 | 3 | 1 | 2 | 1 | 3 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 11 | 8 | 4 | 7 | 5 | 5 |
| Revenue Growth | 7 | 5 | 4 | 6 | 6 | 6 |
| Margin | 3 | 3 | 3 | 7 | 2 | 3 |
| Trade Tariffs | 2 | 7 | 1 | 1 | 1 | |
| Regulation Policy | 1 | 2 | 2 | 3 | 1 | 2 |
| Capital Allocation | 3 | 4 | 2 | 1 | 1 | |
| Cloud & AI | 1 | 1 | 2 | 3 | 3 | |
| Innovation & R&D | 1 | 1 | 1 | 2 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
FTV Fortive | 5 | -27.5% | |
| APH Amphenol | 9 | +58.4% | |
| COHR Coherent, Inc. | 9 | +20.6% | |
| GLW Corning Inc. | 9 | +20.1% | |
| GRMN Garmin | 8 | +14.2% | |
| JBL Jabil | 9 | +23.1% | |
| KEYS Keysight Technologies | 10 | +31.7% | |
| SNDK Sandisk Corporation | 9 | +251.0% | |
| TDY Teledyne Technologies | 8 | +7.6% | |
| TEL TE Connectivity | 8 | +14.5% | |
| TRMB Trimble Inc. | 9 | +11.8% |