Vontier (VNT) CFO on Powering the Way the World Moves

The CFO of Vontier (VNT), Anshooman Aga, joined Schwab Network to discuss the critical behind-the-scenes work it does for convenience stores, gas stations, and more everyday retailers that keep the world turning. 

Vontier was spun off from Fortive (FTV) in 2020, and is headquartered in Raleigh, North Carolina. It employs over 8,000 people and boasts “500+ combined years of innovation” and “650+ patents granted worldwide.” Their subsidiaries include ANGI, DRB, Driivz, Matco Tools, and more. 

They have three customer segments: convenience stores, fleet operations, and auto repair shops. Their website says they cover both traditional fuel and alternative sources, repair tools, and car-wash technology. 

On their site, they say they work with 250K fuel sites, 65K convenience stores, 17K car washes, and 85K EV charging ports. The NACS, the association for convenience and fuel retailing, estimates there are around 150K fueling stations in the U.S., emphasizing its broad reach.

In the interview, Aga focuses on their point-of-sale technology, explaining that right now, a lot of these convenience stores have fractured payment systems. For example, the gas pump might be on a different system than the inside of the store. This makes the experience more difficult for employees and customers alike. With the market still eager for tech opportunities, honing in on their digital products may make Vontier more interesting to the Street.

Their last quarterly report, 3Q25, was released on October 30. Their revenue increased 0.3% year-over-year to $752.5 million, while core sales remained flat. They cited “ongoing macroeconomic headwinds impacting the Repair Solutions segment.” However, they boosted their operating profit by over 8% vs last year. 

Within its segments, revenue for Environmental and Fuel Solutions grew 2.3%, Mobility Technologies rose 5.1%, and Repair Solutions fell 6.9%. For the full year, they projected core sales growth of 2%-2.5%. The Street wasn’t happy with the results: the stock took a hit, and is now only up 3% year-to-date, and is down 6% vs this time last year. 

Watch the full interview below:

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