Fortive Corporation

Report azionario NYSE:FTV

Capitalizzazione di mercato: US$18.0b

Fortive Gestione

Criteri Gestione verificati 2/4

Fortive Il CEO è Olumide Soroye, nominato in Jun2025, e ha un mandato di meno di un anno. la retribuzione annua totale è $ 14.41M, composta da 6.5% di stipendio e 93.5% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.085% delle azioni della società, per un valore di $ 15.23M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.3 anni e 5.2 anni.

Informazioni chiave

Olumide Soroye

Amministratore delegato

US$14.4m

Compenso totale

Percentuale dello stipendio del CEO6.47%
Mandato del CEOless than a year
Proprietà del CEO0.08%
Durata media del management1.3yrs
Durata media del Consiglio di amministrazione5.2yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione May 20

FTV: Buybacks And Sequential Execution Will Support Future Earnings Quality

Fortive's analyst price target has been raised by several firms in recent research, collectively edging higher by single digits in dollar terms. Analysts point to solid sequential growth and recent company execution to support slightly higher revenue growth and P/E expectations, even as profit margin assumptions are trimmed and the discount rate is nudged up.
Aggiornamento della narrazione May 02

FTV: Sterilization Demand And Buybacks Will Support Future Earnings Quality

Fortive's analyst fair value estimate has been nudged up by $1 to $73 after analysts weighed a mix of recent price target increases and trims alongside recalibrated assumptions for growth, margins and future P/E levels. Analyst Commentary Recent Street research on Fortive shows a mix of target price trims and increases, with bullish analysts generally leaning toward higher fair value assumptions even as some recalibrate their models.
Aggiornamento della narrazione Apr 16

FTV: Future P E Compression Will Challenge Buyback Support At Current Levels

Fortive's analyst price targets have seen a mixed reset, with one firm trimming its view by $7 while several others lifted their targets by $4 to $9, as analysts factor in modest tweaks to fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent research on Fortive shows a mix of optimism and caution, with several firms lifting their price targets and one trimming its view by $7.
Seeking Alpha Apr 14

Fortive: Starting To Improve Its Performance

Summary Fortive has executed well post-Ralliant spin-off, delivering solid earnings and modest organic growth, supporting a fair valuation. Fortive's 2025 sales rose 2% to $4.16B, with 4Q organic growth exceeding 3%; adjusted EPS reached $2.71, up $0.30 YoY. Guidance targets 2026 adjusted EPS of $2.90–$3.00, underpinned by 2–3% organic growth, margin gains, and continued buybacks. At 19–20x forward earnings and leverage in the mid-2s, Fortive offers reasonable value, though upside is capped without stronger growth catalysts. Read the full article on Seeking Alpha
Aggiornamento della narrazione Apr 02

FTV: Fair Value View Balances Buybacks Against Execution And P E Compression Risks

Analysts have nudged their fair value estimate for Fortive higher to $52.50 from $51.10, reflecting updated views on revenue growth, margins, and future P/E assumptions following a mix of recent price target hikes and one downgrade across the Street. Analyst Commentary Recent Street research on Fortive shows a mixed but generally cautious tone, with a cluster of price target increases alongside at least one downgrade and a later price target cut.
Aggiornamento della narrazione Mar 19

FTV: Fair Value Case Weighs Buybacks Against Execution And Multiple Compression Risks

Fortive's analyst price target has been adjusted slightly lower to $51.10. Analysts point to updated fair value estimates, refined discount rate assumptions, and refreshed views on revenue growth, margins, and future P/E multiples following a series of recent price target revisions across major firms.
Aggiornamento della narrazione Mar 05

FTV: North American Sterilization Demand Will Support Future Earnings Quality Upside

Analysts have lifted their price targets on Fortive, supporting a move in our fair value estimate from $66.00 to $72.00. They cited updated expectations for revenue growth, profitability and a lower forward P/E multiple.
Aggiornamento della narrazione Feb 19

FTV: Recent Rating Shift And Buybacks Will Shape Future Return Profile

Our updated Fortive narrative reflects a higher implied price target of about $62, as analysts factor in steadier revenue growth assumptions, slightly stronger profit margins, a modestly lower discount rate, and a similar forward P/E, consistent with a series of recent price target increases across the Street. Analyst Commentary Recent Street research shows a cluster of higher Fortive price targets, alongside at least one downgrade.
Aggiornamento della narrazione Feb 04

FTV: JPMorgan Downgrade And Buybacks Will Shape A Measured Return Profile

Analysts have trimmed their price target on Fortive to US$58.13, citing a slightly lower discount rate, modestly softer revenue expectations and a higher assumed profit margin supported by a reduced future P/E multiple. Analyst Commentary Recent commentary around the new US$58.13 price target reflects a mixed view on Fortive, with the latest JPMorgan downgrade underlining both execution opportunities and areas of concern for valuation and growth.
Aggiornamento della narrazione Jan 21

FTV: Balanced Outlook As Healthcare Demand And Buybacks Shape Future Returns

Narrative Update The analyst price target for Fortive has shifted from approximately $56.13 to $58.13, as analysts cite recent model updates and sequential improvements in North American demand for sterilization and biomedical equipment, along with higher AHS adjusted EBITDA driven by gross profit growth and lower costs. Analyst Commentary Recent research on Fortive reflects a mix of optimism on execution and caution around upside potential, which is showing up in both price target changes and rating shifts.
Aggiornamento della narrazione Jan 06

FTV: Fair Value View Balances Higher Demand With Margin Execution Risks

Analysts have increased their fair value estimate for Fortive from US$50.00 to US$52.00, citing refreshed models after the Q3 report and Street research that points to improved North American demand for sterilization and biomedical equipment, stronger AHS adjusted EBITDA margins, and updated price targets clustered around US$55 to US$58. Analyst Commentary Recent Street research on Fortive points to updated price targets clustered in the US$55 to US$58 range, with analysts revising their models following the Q3 report.
Articolo di analisi Dec 27

Estimating The Fair Value Of Fortive Corporation (NYSE:FTV)

Key Insights The projected fair value for Fortive is US$53.12 based on 2 Stage Free Cash Flow to Equity Current share...
Aggiornamento della narrazione Dec 15

FTV: North American Sterilization Demand Will Support Earnings Quality And Upside Potential

Analysts have modestly raised their blended price target on Fortive to about $58 per share from roughly $55, citing improved North American demand for sterilization and biomedical equipment, stronger margins in Advanced Healthcare Solutions, and updated post earnings financial models that still reflect slightly softer long term growth and profitability assumptions. Analyst Commentary Bullish analysts are pointing to a constructive risk reward profile for Fortive, highlighting that incremental execution gains and healthier end market trends can support the recent step up in valuation.
Aggiornamento della narrazione Oct 20

Recurring Software Trends Will Secure Resilience Amid Tariff Uncertainty

Analysts have lowered their fair value estimate for Fortive to $56.13 from $57.25. They cite a tougher outlook and more challenging revenue growth projections for the remainder of the year.
Aggiornamento della narrazione Sep 18

Recurring Software Trends Will Secure Resilience Amid Tariff Uncertainty

Analysts have lowered Fortive's price target to $57.25 due to skepticism over the company's ability to meet guidance amid slowing growth in its strongest segment, caution around macro headwinds post-Ralliant spinoff, and minimal near-term revenue growth. Analyst Commentary Persistent skepticism regarding Fortive's ability to achieve its full-year guidance following a cautious update and lack of supportive industry data.
Aggiornamento della narrazione Sep 03

Recurring Software Trends Will Secure Resilience Amid Tariff Uncertainty

Analysts have lowered Fortive’s target price to $60.50, citing uncertainty about achieving updated guidance following the Ralliant spin-off, ongoing topline and margin pressures, and diminished visibility post-restructuring. Analyst Commentary Bullish analysts highlight Fortive's high earnings visibility and strong recurring revenue profile (~50%+), expecting portfolio reviews and strategic focus on workflow management software and healthcare to support margin resilience.
Articolo di analisi May 30

A Look At The Intrinsic Value Of Fortive Corporation (NYSE:FTV)

Key Insights Fortive's estimated fair value is US$88.69 based on 2 Stage Free Cash Flow to Equity Fortive's US$71.07...
Seeking Alpha Mar 10

Fortive Seeing Signs Of Improvement, But Valuation Doesn't Make It An Easy Call

Summary Fortive's fourth-quarter results (and full 2024 results) showed fairly ordinary performance, with revenue and margins missing targets, and the business model didn't meaningfully outperform peers through the cycle. 2025 should be a better year, and I'd expect Fortive's businesses to recover ahead of more manufacturing and machinery-focused peers. The upcoming split of Precision Technologies into Ralliant may reduce complexity but is unlikely to significantly add or destroy value, but I can see potential strategic bidders for Tektronix. Despite cautious optimism for 2025, FTV's valuation doesn't justify a premium, given its inability to outgrow inflation and deliver superior full-cycle performance. Read the full article on Seeking Alpha
Seeking Alpha Dec 11

Fortive Corporation: Undervaluation And Stability Give It An Edge (Rating Upgrade)

Summary Fortive Corporation's product innovations and increased bookings, particularly in cloud-based solutions, support a recovery by 2025 despite macro uncertainties delaying short-term growth. The company’s strong cash flow, robust liquidity, and undervaluation compared to peers justify an upgrade to a "Buy" rating. Fortive's solid balance sheet, aggressive share repurchase policy, and stable cash flow position it well for superior medium-term returns. Read the full article on Seeking Alpha
Seeking Alpha Sep 22

Fortive: A Softer Performance Triggers A Separation

Summary Fortive is a solid conglomerate operating in three segments, focusing on intelligent operating solutions, precision technologies and healthcare solutions. After a softer performance of the precision technologies business this year, the company has announced plans to separate the business. The company trades at reasonable valuations and leverage, with a potential for higher valuation post-separation, expected to complete by Q4 2025. I recommend initiating positions in the $70s or high $60s, as the business separation may drive significant shareholder value. Read the full article on Seeking Alpha

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Olumide Soroye rispetto agli utili di Fortive?
DataCompenso totaleStipendioUtili della società
Apr 03 2026n/an/a

US$557m

Dec 31 2025US$14mUS$932k

US$533m

Sep 26 2025n/an/a

US$885m

Jun 27 2025n/an/a

US$879m

Mar 28 2025n/an/a

US$388m

Dec 31 2024US$8mUS$764k

US$483m

Sep 27 2024n/an/a

US$555m

Jun 28 2024n/an/a

US$661m

Mar 29 2024n/an/a

US$900m

Dec 31 2023US$8mUS$750k

US$408m

Sep 29 2023n/an/a

US$828m

Jun 30 2023n/an/a

US$800m

Mar 31 2023n/an/a

US$764m

Dec 31 2022US$7mUS$750k

US$755m

Sep 30 2022n/an/a

US$696m

Jul 01 2022n/an/a

US$659m

Apr 01 2022n/an/a

US$650m

Dec 31 2021US$14mUS$274k

US$580m

Compensazione vs Mercato: La retribuzione totale di Olumide ($USD 14.41M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 14.80M ).

Compensazione vs guadagni: La retribuzione di Olumide è aumentata di oltre il 20% nell'ultimo anno.


AMMINISTRATORE DELEGATO

Olumide Soroye (52 yo)

less than a year
Mandato
US$14,405,012
Compensazione

Mr. Olumide O. Soroye is President, CEO & Director of Fortive Corporation from June 28, 2025. Mr. Soroye serves as Indpendent Director of Verisk Analytics, Inc. since August 19 2022. He was President and C...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Olumide Soroye
Presidentless than a yearUS$14.41m0.085%
$ 15.2m
Mark Okerstrom
Senior VP & CFO1.2yrsUS$21.41m0.045%
$ 8.2m
Peter Underwood
Senior VP & Chief Legal Officer10yrsUS$5.09m0.029%
$ 5.2m
Christopher Mulhall
Chief Accounting Officer6.6yrsNessun dato0.023%
$ 4.1m
Victor Fetter
Senior VP & Chief Technology and Business System Officer1.2yrsNessun datoNessun dato
Christina Jones
Vice President of Investor Relationsno dataNessun datoNessun dato
Amee Desjourdy
Senior VP & Chief People Officerless than a yearNessun datoNessun dato
Parker Burke
President of Fluke & Group President of Connected Reliability Group (CRG)no dataNessun datoNessun dato
Arul Elumalai
President of Gordian and Group President of Facilities & Asset Lifecycle (FAL) Groupno dataNessun datoNessun dato
Chad Rohrer
President of ASP & Group President of Infection Prevention Group (IPG)1.3yrsNessun datoNessun dato
Ankush Kaul
President of Provation & Group President of Healthcare Productivity and Quality (HPQ) Group1.3yrsNessun datoNessun dato
Walter Hock
Group President of Environmental1.3yrsNessun datoNessun dato
1.3yrs
Durata media
52yo
Età media

Gestione esperta: Il team dirigenziale di FTV non è considerato esperto (durata media 1.3 anni), il che suggerisce un nuovo team.


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Olumide Soroye
Presidentless than a yearUS$14.41m0.085%
$ 15.2m
Kate Mitchell
Independent Director9.8yrsUS$346.73k0.0017%
$ 300.5k
Daniel Comas
Independent Director5.2yrsUS$322.42k0.013%
$ 2.3m
Jeannine Sargent
Independent Director7.3yrsUS$347.42k0.0014%
$ 251.9k
Eric Branderiz
Independent Director3.3yrsUS$272.42k0.0015%
$ 264.5k
Wright Lassiter
Independent Director4.3yrsUS$321.20k0.0028%
$ 509.3k
Rejji Hayes
Independent Director5.4yrsUS$335.85k0.0014%
$ 251.9k
Sharmistha Dubey
Independent Chair of the Board5.8yrsUS$544.87k0.0014%
$ 251.9k
Gregory Moore
Independent Director1.3yrsUS$332.42kNessun dato
5.2yrs
Durata media
60yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di FTV sono considerati esperti (durata media dell'incarico 5.2 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/21 07:44
Prezzo dell'azione a fine giornata2026/05/21 00:00
Utili2026/04/03
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Fortive Corporation è coperta da 29 analisti. 15 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
John EadeArgus Research Company
Robert MasonBaird
Quinn FredricksonBaird