Fortive Corporation

NYSE:FTV 株式レポート

時価総額:US$18.0b

Fortive 過去の業績

過去 基準チェック /46

Fortiveの収益は年間平均-16.8%の割合で減少していますが、 Machinery業界の収益は年間 増加しています。収益は年間8% 2.5%割合で 減少しています。 Fortiveの自己資本利益率は9.1%であり、純利益率は13.1%です。

主要情報

-16.77%

収益成長率

-16.57%

EPS成長率

Machinery 業界の成長8.77%
収益成長率-2.48%
株主資本利益率9.14%
ネット・マージン13.14%
前回の決算情報03 Apr 2026

最近の業績更新

Recent updates

ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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

収支内訳

Fortive の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NYSE:FTV 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
03 Apr 264,2355571,670262
31 Dec 254,1595331,661259
26 Sep 256,2608852,185421
27 Jun 256,2378792,165421
28 Mar 253,5503881,498211
31 Dec 244,0814831,651251
27 Sep 244,5925551,774285
28 Jun 245,0836611,870322
29 Mar 246,1299002,119402
31 Dec 233,9144081,667237
29 Sep 236,0128282,025400
30 Jun 235,9738002,012403
31 Mar 235,9107641,983403
31 Dec 225,8267551,956402
30 Sep 225,6716961,943393
01 Jul 225,5166591,907380
01 Apr 225,3726501,878368
31 Dec 215,2555801,842355
01 Oct 215,2051,6461,747345
02 Jul 215,0641,5621,727337
02 Apr 214,7861,4401,700326
31 Dec 204,6341,3831,732321
25 Sep 202,556-1471,246212
26 Jun 203,256-261,377252
27 Mar 204,079901,486292
31 Dec 194,5641991,582320
27 Sep 197,0757182,058454
28 Jun 196,8167241,932439
29 Mar 196,5538161,800423
31 Dec 183,8004551,221278
28 Sep 185,6028371,522378
29 Jun 185,6869091,463376
30 Mar 185,7138991,415373
31 Dec 175,7568841,378369
29 Sep 176,4769321,438397
30 Jun 176,3598911,409390
31 Mar 176,2858901,402387
31 Dec 165,3787401,264351
30 Sep 166,1738841,352377
01 Jul 166,1308541,347377
01 Apr 166,1408421,331376
31 Dec 156,1798641,334378
02 Oct 156,2908571,392384

質の高い収益: FTVは 高品質の収益 を持っています。

利益率の向上: FTVの現在の純利益率 (13.1%)は、昨年(11.3%)よりも高くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: FTVの収益は過去 5 年間で年間16.8%減少しました。

成長の加速: FTVの過去 1 年間の収益成長率 ( 32.5% ) は、5 年間の平均 ( 年間-16.8%を上回っています。

収益対業界: FTVの過去 1 年間の収益成長率 ( 32.5% ) はMachinery業界1.6%を上回りました。


株主資本利益率

高いROE: FTVの 自己資本利益率 ( 9.1% ) は 低い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/24 17:16
終値2026/05/22 00:00
収益2026/04/03
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Fortive Corporation 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29

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