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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“You saw some of our customers come out today the WESCOs and Graingers of the world. And their numbers in many -- in some of the verticals that we play in were pretty good”
Fortive pointed to strong results reported that day by distributor customers Grainger and WESCO as corroborating evidence of resilient North American Fluke demand.
“You saw some of our customers come out today the WESCOs and Graingers of the world. And their numbers in many -- in some of the verticals that we play in were pretty good”
Fortive pointed to strong results reported that day by distributor customers WESCO and Grainger as corroborating evidence of resilient North American Fluke demand.
“You've certainly seen that this week with GM and GM's announcement this week in terms of how they're seeing things”
Fortive cited GM's own cautious announcement that week as corroborating evidence that global automakers are pulling back on EV/mobility capex, a headwind for its EA Elektro test-and-measurement business.
“RF products and RF technologies less software tech as well particularly Keysight's got a little bit more software”
Fortive's CEO differentiated Tektronix from Keysight, noting Fortive leans more toward R&D-lab and RF instrumentation while Keysight carries a larger software mix, in response to an analyst question about why Tektronix underperformed peers this quarter.
“NVIDIA is a customer Some some of the large hyperscalers are customer set.”
NVIDIA and large hyperscalers are cited as strong, growing customers in Fortive's high-speed compute/semiconductor test-and-measurement business (Tektronix), part of the segment's positive order momentum tied to AI/data-center demand.
| Analyst | Firm | Questions (Challenge)Percentage 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%) |
| Nigel Coe | Wolfe Research | 10 (0%) |
| Steve Tusa | JPMorgan | 10 (0%) |
| Jeff Sprague | Vertical Research Partners | 8 (0%) |
| Chris Snyder | Morgan Stanley | 7 (0%) |
| Scott Davis | Melius Research | 7 (0%) |
| Joe Giordano | TD Cowen | 6 (17%) |
| Joe O'Dea | Wells Fargo | 6 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage 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%) |
Fortive closed FY2025 with Q4 revenue of $1.1 billion, up 4.5% on a reported basis, and full-year adjusted EPS of $2.71 exceeding the guided range. Growth acceleration continued with volume returning across both IOS and AHS segments, while $1.3 billion in H2 share repurchases retired approximately 8% of diluted shares. New FY2026 guidance of $2.90-$3.00 was introduced, representing approximately 9% growth at the midpoint, with two bolt-on acquisitions activating the M&A engine.
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% | |
| FLEX Flex Ltd. | 9 | +16.9% | |
| GLW Corning Inc. | 9 | +20.1% | |
| GRMN Garmin | 8 | +14.2% | |
| JBL Jabil | 9 | +11.8% | |
| 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% |