FTV

Everett, Washington-based Fortive Corporation (FTV) designs, develops, manufactures, and services professional and engineered products, software, and services. Valued at $19.1 billion by market cap, the company focuses on professional instrumentation, automation, sensing, and transportation technologies. The essential technologies provider is expected to announce its fiscal second-quarter earnings for 2026 before the market opens on Wednesday, Jul. 29. Ahead of the event, analysts expect FTV to report a profit of $0.69 per share on a diluted basis, up 19% from $0.58 per share in the year-ago quarter. The company beat the consensus estimates in three of the last four quarters while missing the forecast on another occasion. Sentiment Could Be Turning Sour on Nvidia. Here’s Where 1 Analyst Thinks NVDA Stock Is Headed Next. Dear Netflix Stock Fans, Mark Your Calendars for July 16 Google Just Launched 2 New AI Models. What That Means for GOOGL Stock. Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! For the full year, analysts expect FTV to report EPS of $2.97, up 9.6% from $2.71 in fiscal 2025. Its EPS is expected to rise 7.4% year over year to $3.19 in fiscal 2027. FTV stock has underperformed the S&P 500 Index’s ($SPX) 19.2% gains over the past 52 weeks, with shares up 17.5% during this period. Similarly, it underperformed the State Street Technology Select Sector SPDR ETF’s (XLK) 42.4% gains over the same time frame. On Apr. 30, FTV shares closed down more than 3% after reporting its Q1 results. Its revenue was $1.1 billion, surpassing analyst estimates of $1 billion. The company’s adjusted EPS of $0.70 beat analyst estimates by 8.9%. Analysts’ consensus opinion on FTV stock is cautious, with a “Hold” rating overall. Out of 18 analysts covering the stock, three advise a “Strong Buy” rating, one suggests a “Moderate Buy,” 12 give a “Hold,” and two recommend a “Strong Sell.” FTV’s average analyst price target is $63.82, indicating a potential upside of 1.9% from the current levels. On the date of publication, Neha Panjwani did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally...

EVERETT, Wash.,, July 01, 2026--(BUSINESS WIRE)--Fortive Corporation ("Fortive") (NYSE: FTV) today announced that it will webcast its earnings conference call for the second quarter 2026 on Wednesday, July 29, 2026, beginning at 12:00 p.m. ET and lasting approximately one hour. The call and an accompanying presentation will be webcast on the "Investors" section of Fortive’s website, www.fortive.com, under "News & Events". You can access the conference call by dialing 877-407-3110 within the U.S. or +1 215-268-9915 outside the U.S. a few minutes before 12:00 p.m. ET and notifying the operator that you are dialing in for Fortive’s earnings conference call. A digital recording of the conference call will be available after the conclusion of the call. You can access the replay on the "Investors" section of Fortive’s website under "News & Events". Fortive’s earnings press release, presentation, and other related materials will be posted to the "Investors" section of Fortive’s website under "Financial Info". About Fortive Fortive innovates essential technologies to keep our world safe and productive. Fortive’s strategic segments - Intelligent Operating Solutions and Advanced Healthcare Solutions - include iconic inventor brands with leading positions in their markets. The company’s businesses design, develop, manufacture, and market products, software, and services, building on leading brand names, innovative technologies, and strong market positions. Fortive is headquartered in Everett, Washington and employs a team of more than 10,000 research and development, manufacturing, sales, distribution, service, and administrative team members in approximately 50 countries around the world. With a culture rooted in continuous improvement, the core of our company’s operating model is the Fortive Business System. For more information please visit: www.fortive.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260701979093/en/ Contacts Christina JonesVice President, Investor RelationsFortive Corporation6920 Seaway Boulevard | Everett, WA 98203Telephone: (425) 446-5000Email: [email protected]

EVERETT, Wash., June 09, 2026--(BUSINESS WIRE)--Fortive Corporation ("Fortive") (NYSE: FTV) announced today that its Board of Directors declared a regular quarterly cash dividend of $0.06 per share of its common stock, par value $0.01 per share, payable on July 6, 2026 to common stockholders of record on June 22, 2026. Although Fortive expects to pay dividends on a quarterly basis, any subsequent declaration of dividends, including the amount, the record dates and the payment dates for any such future dividend payments, is subject to the discretion of the Board of Directors. ABOUT FORTIVE Fortive innovates essential technologies to keep our world safe and productive. Fortive’s strategic segments - Intelligent Operating Solutions and Advanced Healthcare Solutions - include iconic inventor brands with leading positions in their markets. The company’s businesses design, develop, manufacture, and market products, software, and services, building on leading brand names, innovative technologies, and strong market positions. Fortive is headquartered in Everett, Washington, and employs a team of more than 10,000 research and development, manufacturing, sales, distribution, service, and administrative team members in approximately 50 countries around the world. For more information please visit: www.fortive.com. FORWARD-LOOKING STATEMENTS Statements in this release that are not strictly historical, including the statements regarding the expected future timing of any dividend payments and the Company's expectations on paying dividends at any level in the future, and any other statements identified by their use of words like "expect," or other words of similar meaning are "forward-looking" statements within the meaning of the federal securities laws. There are a number of important factors that could cause dividend payments and dividend schedule to differ materially from those suggested or indicated by such forward-looking statements and you should not place undue reliance on any such forward-looking statements. These factors include, among other things: deterioration of or instability in the economy, the markets we serve, international trade policies and deteriorating trade relations with other countries, including imposition of tariffs and retaliatory tariffs between the United States and China and other countries, responsive economic nationalism, trade restrictions,...

Guidewire Software, Inc. GWRE reported non-GAAP earnings per share of 82 cents for third-quarter fiscal 2026 (ended April 30, 2026) compared with 55 cents in the same period last year. Earnings surpassed the Zacks Consensus Estimate of 79 cents. The company reported revenues of $372.5 million, up 26.9% year over year. Revenues beat the Zacks Consensus Estimate by 4.6%. The figure also surpassed the company’s guided range of $352-$358 million. This uptick was driven by solid momentum in Subscription and support and Services segments. Management highlighted that third-quarter results reinforced its confidence in the strength and sustained momentum of the business and positioned the company for what it expects to be a record fourth quarter. The company noted that its strategy and market position continue to resonate with insurers as they modernize core systems, migrate critical business functions to Guidewire’s cloud platform solutions, and increasingly adopt AI capabilities across its applications. As of April 30, 2026, annual recurring revenue (ARR) was $1.147 billion, up 19% year over year. However, shares of the company dropped around 14% in the after-market trading session yesterday. In the past year, the stock has lost 40.9% compared with the Internet Software industry’s decline of 12.1%. Image Source: Zacks Investment Research The subscription and support segment’s revenues (65.7% of total revenues) gained 34.6% from the year-ago quarter's level to $244.7 million. License’s revenues (15%) were down 2.2% year over year to $56 million. Services’ revenues (19.3%) jumped 31.9% year over year to $71.8 million. Non-GAAP gross margin expanded to 66.4% from 65.5% on a year-over-year basis. The subscription and support segment’s gross margin increased to 74.1% from 70.6%, while the License segment’s gross margin was 99.3% compared with 98.5% in the year-ago quarter. Services’ non-GAAP gross margin was 14.3% compared with 12.9% a year ago. Total operating expenses increased 15.6% year over year to $206 million. Non-GAAP operating income was $77.8 million compared with $46.1 million in the year-ago quarter. As of April 30, 2026, cash and cash equivalents and short-term investments were $1146.8 million compared with $919.2 million as of Jan. 31, 2026. Driven by strong collections, GWRE generated $61.2 million in cash from operations in the quarter under discussion,...

It has been about a month since the last earnings report for Cognex Corporation (CGNX). Shares have lost about 1.9% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Cognex due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers. Cognex came up with a solid first-quarter 2026 earnings beat, reflecting broad-based factory automation strength and continued momentum in logistics. Adjusted earnings of 34 cents per share beat the Zacks Consensus Estimate by 36%. The company had reported earnings of 16 cents in the year-ago quarter.Revenues came in at $268 million, up 24% year over year and beat the consensus mark by 9.84%. Cognex said demand improved across major end markets, led by electronics, semiconductor and packaging, while logistics posted its ninth consecutive quarter of double-digit growth. Management pointed to Purchasing Managers’ Index readings in expansion territory as supportive of the near-term demand environment.At the same time, management emphasized that Cognex remains a short-cycle business with limited visibility, especially into the second half. The company cited macro and geopolitical uncertainties that it continues to monitor, including energy costs, memory availability and pricing, and shifting interest-rate expectations. Cognex highlighted two new embedded AI vision systems, In-Sight 6900 and In-Sight 3900, as key strategic milestones in advancing its edge-to-cloud AI vision ecosystem. Management said both systems are built on the same In-Sight Vision Suite Software platform and integrate with OneVision to support scalable AI deployments.The company positioned In-Sight 6900 as a flexible controller for demanding, compute-intensive inspection applications, while describing In-Sight 3900 as a fast, easy-to-use embedded AI vision system designed to simplify advanced inspections. Cognex emphasized that these launches strengthen its presence in a significant portion of its served market and reinforce its goal of being the top provider of AI-powered machine vision. The company’s margin performance benefited from a favorable mix and volume, with adjusted gross margin rising 42...

NetApp, Inc. NTAP reported strong fourth-quarter fiscal 2026 results, with both top and bottom lines surpassing the Zacks Consensus Estimate.The company’s performance highlights its ability to benefit from the accelerating adoption of enterprise AI and cloud technologies. With its differentiated hybrid cloud and intelligent data infrastructure platform, trusted by leading enterprises and cloud providers worldwide, NetApp is becoming increasingly central to customers’ data-driven AI transformation initiatives. After the announcement, the company’s shares are up 17% in the pre-market trading session today. Shares of NTAP have gained 72.1% in the past six months compared with the Zacks Computer- Storage Devices industry's growth of 262.2%. Image Source: Zacks Investment Research Net income on a GAAP basis was $404 million or $2.03 per share compared with $340 million or $1.65 per share in the prior-year quarter. Strong revenue growth across Hybrid Cloud, Public Cloud and all-flash offerings boosted the bottom line during the quarter. Non-GAAP net income in the reported quarter was $483 million or $2.43 per share compared with $397 million or $1.93 per share in the prior-year quarter. The bottom line surpassed the consensus estimate by 16 cents and exceeded the company’s guided range of $2.21-$2.31. Net sales during the quarter increased to $1.95 billion from $1.73 billion in the year-ago quarter. The figure exceeded the guidance of $1.795-$1.945 billion. The top line also beat the consensus estimate of $1.86 billion. NTAP reports revenues under two segments: Hybrid Cloud and Public Cloud. The Hybrid Cloud segment includes revenues from the enterprise data center business, including product, support and professional services. NetApp, Inc. price-consensus-eps-surprise-chart | NetApp, Inc. Quote The Public Cloud segment comprises revenues from products delivered as a service and related support. The portfolio contains cloud automation and optimization services, storage and cloud infrastructure monitoring services. The Hybrid Cloud segment’s revenues increased to $1.77 billion from $1.57 billion in the prior-year quarter. The Public Cloud segment revenues increased to $182 million from $164 million in the prior-year quarter. Excluding the divested Spot business, Public Cloud revenues grew 18% year over year, driven by strong demand for first-party and marketplace s...

FUJIFILM Holdings Corporation FUJIY reported a fourth-quarter fiscal 2025 (ended March 31, 2026) net income of ¥83.4 billion compared with ¥79.4 billion in the year-ago quarter. Revenues of ¥927.3 billion jumped 6.8% year over year. The company generated record fourth-quarter revenues and net income. Revenue growth was primarily driven by the Healthcare segment, supported by contributions from newly launched Bio CDMO facilities in Denmark. The Electronics segment also delivered strong performance, fueled by robust sales of Semiconductor Materials, particularly CMP slurries, while the Imaging segment benefited from solid demand for digital cameras and related products. Fiscal 2026 revenues increased 5% year over year to ¥3357 billion. Net income was ¥276.7 billion, up 6% year over year. In June 2024, the company established the Advanced Functional Materials division by integrating its display materials, industrial products and fine chemicals businesses. In the fourth quarter of fiscal 2025, the Healthcare segment generated revenue of ¥333.6 billion, up 5.4% year over year, while operating income declined 34.7% to ¥29.7 billion due to upfront costs associated with new Bio CDMO facilities and higher raw material prices. Within the segment, Medical Systems revenue increased 5.4% to ¥217.1 billion, driven by strong sales of endoscopes in the United States, Europe, Japan and China, as well as solid demand for CT, MRI and IVD products. Bio CDMO revenue rose 1.2% to ¥73.9 billion, supported by the expansion of operations at new large-scale facilities, although revenue from small- to medium-scale facilities declined due to delays in securing early-stage projects and the absence of cancellation fees recorded in the prior year. LS Solutions revenue increased 14% to ¥42.6 billion, driven by strong sales of culture media and reagents amid improving market conditions. The Electronics segment delivered strong quarterly performance, with revenue increasing 27.4% year over year to ¥127.5 billion and operating income surging 74% to ¥30.7 billion. Semiconductor Materials revenue rose 29.3% to ¥81.7 billion, supported by strong demand for AI semiconductors, significant growth in CMP slurry sales and robust demand for liquid-type polyimides used in advanced packaging applications. Sales to major foundries and semiconductor manufacturers in the United States and South Korea also...

The Trade Desk, Inc. TTD reported first-quarter 2026 adjusted earnings per share (EPS) of 28 cents, which missed the Zacks Consensus Estimate by 12.5%. The bottom line compared unfavorably with 33 cents posted in the prior-year quarter. Revenues increased around 12% year over year to $688.9 billion. It beat the consensus mark by 1.4%. The figure came above the company’s revenue expectation of at least $678 million for the first quarter. In the quarter, the company maintained strong momentum, with customer retention remaining above 95% for more than a decade. The company expanded its innovation portfolio through the launch of Koa Agents, an AI-powered media optimization solution, and OpenTTD, a unified login and analytics platform. Strategic partnerships with LinkedIn, Pacvue, Skai, Dollar General and Paramount further strengthened its position across connected TV, retail media and programmatic advertising. The company also continued expanding the adoption of Unified ID 2.0 and OpenAds among advertisers and publishers. Trade Desk delivered another strong quarter. Management highlighted that the company’s strategic upgrades and operational improvements played a key role in driving the outperformance. Despite ongoing macroeconomic challenges, management remains confident in Trade Desk’s ability to lead innovation within the programmatic advertising ecosystem. The company continues to focus on helping marketers maximize value through objective, transparent and data-driven media buying across the open internet. After the announcement of the results, shares lost around 13% in the pre-market trading session today. In the past year, the stock has plunged 66.9% against the Zacks Internet – Services industry’s growth of 140.9%. Image Source: Zacks Investment Research Video, including connected TV (CTV), accounted for a low-50% share of the company’s business in the first quarter and continued to expand as part of the overall channel mix. Mobile contributed a high-20% share during the quarter, while display represented a low double-digit percentage. Audio accounted for nearly 6% of the business and delivered the strongest year-over-year growth among all channels. Adjusted EDITDA was $206 million compared with $208 million in the year-ago quarter, while adjusted EDITDA margin came in at 30%, down from 34%. As of March 31, 2026, cash & cash equivalents were $878.4 millio...

Sony Group Corporation SONY reported fourth-quarter fiscal 2025 net income per share (on a GAAP basis) of ¥13.93, down from ¥37.04 in the year-ago quarter. Adjusted net income came in at ¥83.1 billion compared with ¥224.4 billion in the prior-year quarter. Quarterly total revenues rose 8% year over year to ¥3,036.4 billion. The upside reflected solid top-line momentum in Music, Pictures, Entertainment, Technology &Services (ET&S) and Imaging & Sensing Solutions (I&SS), offset by weaker sales in Game & Network Services (G&NS) and sizable losses in All Other. In the past year, the stock has declined 18.7% compared with the Audio Video Production industry’s fall of 18.4%. Image Source: Zacks Investment Research SONY’s revenue growth was supported by broad-based gains outside gaming. Music sales increased 21.1% year over year to ¥570 billion, while Pictures revenue rose 14.1% to ¥472.9 billion and I&SS climbed 28.2% to ¥524.4 billion. Sony Corporation price-consensus-eps-surprise-chart | Sony Corporation Quote Profitability was uneven. Music operating income surged to ¥132.4 billion from ¥83.6 billion, but G&NS operating income fell to ¥54.1 billion from ¥92.7 billion. All Other posted an operating loss of ¥67.6 billion, considerably wider than the ¥9.8 billion loss reported in the prior-year quarter. Sony’s G&NS segment reported a 2.7% decline in quarterly sales to ¥1,022.4 billion, reflecting weaker hardware trends. The segment’s operating income drop of 41.6% highlighted the earnings sensitivity of the platform when hardware volumes soften and one-time charges flow through. Still, user metrics underscored healthy platform activity. For the full year, Monthly Active Users reached 125 million accounts in March, a record high for a fiscal fourth quarter, and total play time increased 1% year over year. Those engagement levels remain an important indicator for recurring network services revenue. SONY’s Music segment was a clear bright spot in the quarter, combining a 21.1% revenue increase with a 58.4% jump in operating income. The results aligned with the segment’s broader full-year strength, as fiscal 2025 Music sales rose 15.1% to ¥2,120.1 billion and operating income increased 25.1% to ¥447 billion. Sony’s Music performance in fiscal 2025 was helped by higher revenues from streaming services across Recorded Music and Music Publishing, alongside stronger live...

Watts Water Technologies, Inc. WTS reported first-quarter 2026 adjusted earnings per share (EPS) of $3.04 compared with $2.37 in the prior-year quarter. The bottom line beat the Zacks Consensus Estimate by 11.8%. The company’s quarterly net sales increased 21% year over year to $677.3 million. The top line beat the Zacks Consensus Estimate by 7.2%. Organic sales were up 12% year over year due to favorable prices and higher volumes supported by strong growth in the data center market. Management highlighted that the company delivered a strong start to 2026, supported by organic growth across all regions and record first-quarter net sales, operating income, operating margin and EPS, reflecting disciplined execution and continued focus on delivering value to customers. The company also emphasized that it is actively navigating geopolitical and trade-related uncertainties while continuing to invest in higher-growth opportunities such as data centers and digital solutions. In addition, management noted that productivity and automation initiatives under the One Watts Performance System are helping drive efficiency and margin performance. Despite the solid start to the year, the company maintained its full-year 2026 outlook given the dynamic macroeconomic environment. Supported by a strong balance sheet and healthy cash flow generation, management remains focused on disciplined capital allocation and creating sustainable long-term shareholder value. Shares of the company have gained 39% in the past year compared with the Zacks Manufacturing - General Industrial industry’s growth of 23%. Image Source: Zacks Investment Research Americas: Net sales increased 23% year over year to $515 million on a reported basis and rose 16% organically, primarily driven by favorable pricing and incremental volumes supported by strong data center demand. Acquisitions contributed $31 million in incremental sales, accounting for 7% of reported growth. Segment margin expanded 80 basis points (bps) as benefits from price realization, productivity improvements and volume leverage more than offset the impacts of inflation, tariffs and acquisition-related dilution. Europe: Net sales increased 12% year over year to $121 million on a reported basis and grew 1% organically. Reported sales growth benefited from favorable foreign exchange, which contributed 11% to reported results. Organic sales...

Cirrus Logic Inc. CRUS reported fourth-quarter fiscal 2026 adjusted earnings per share (EPS) of $1.95, which surpassed the Zacks Consensus Estimate of $1.76. The company reported adjusted EPS of $1.67 in the prior-year quarter. Revenue for the quarter came in at $448.5 million, exceeding the midpoint of guidance ($410-$470 million). Revenue declined 23% sequentially due to weaker smartphone unit shipments but increased 6% year over year, mainly driven by robust demand for smartphone components. The growth was partly offset by pricing pressure and softer sales in general markets. The Zacks Consensus Estimate for revenues was pegged at $439.8 million. Cirrus Logic generated $2 billion in revenue for fiscal 2026, reflecting a 5% increase from the previous year, driven by strong demand for smartphone components and higher component sales for PCs. A key development from the earnings announcement was its expansion into new smartphone silicon categories, including next-generation camera controllers and smart power ICs. Beyond smartphones, Cirrus Logic reported strong year-over-year growth in its PC business. The company’s expansion into laptops and PCs helps reduce concentration risk while opening new long-term revenue streams. A key theme throughout the earnings report was the importance of diversification. Cirrus Logic has spent several years expanding both its product portfolio and customer base. It highlighted growth in smartphones outside of audio applications, as well as growth in PCs and laptops, general market products and power-related semiconductor solutions. This diversification strategy is important because semiconductor markets can be cyclical. Expanding across multiple end markets can help stabilize revenue and reduce dependence on any single product category. Cirrus Logic, Inc. price-consensus-eps-surprise-chart | Cirrus Logic, Inc. Quote The company’s largest customer accounted for 92% of total revenues in the fiscal fourth quarter. The stock has gained 71.9% in the past year compared with the Zacks Electronics-Semiconductors industry’s growth of 118.5%. Image Source: Zacks Investment Research Cirrus Logic’s High-Performance Mixed-Signal segment includes a few of its non-audio products. It contributed 43% to total revenues in the fiscal fourth quarter. Revenues from the same division grew 13.1% year over year to $191.3 million. We estimated the metr...

CDW Corporation CDW reported first-quarter 2026 non-GAAP earnings per share (EPS) of $2.28, matching the Zacks Consensus Estimate. The bottom line increased approximately 6.3% year over year. CDW reported quarterly net sales of $5.68 billion, representing a 9.2% year-over-year increase. On a constant currency (cc) basis, sales grew 8.4%, reflecting healthy organic demand across the business. The strongest drivers of growth included data storage systems, servers and networking hardware, software solutions and notebooks and mobile devices. Despite ongoing economic and geopolitical uncertainty, all segments saw stronger customer spending compared with the previous-year quarter. Quarterly revenues also surpassed the consensus mark of $5.4 billion. According to management, organizations increasingly need partners capable of managing integration, governance and lifecycle execution at scale, areas where CDW believes it has a competitive advantage. CDW’s “full-stack” approach appears increasingly valuable in this environment. Rather than simply selling hardware, the company positions itself as a long-term technology advisor helping enterprises integrate, secure and manage complex systems. The company also continues investing internally in AI initiatives, which contributed to higher operating expenses during the quarter. The company also reinforced shareholder returns by approving a quarterly cash dividend of 63 cents per share, payable June 10, 2026, to shareholders of record as of May 25, 2026. CDW Corporation price-consensus-eps-surprise-chart | CDW Corporation Quote Management is optimistic regarding the remainder of 2026 despite continued macroeconomic and geopolitical uncertainty. CDW expects to outperform the broader U.S. IT market by 200 to 300 basis points on cc, signaling confidence in both customer demand and competitive positioning. The company’s diversified customer base across commercial, government, education and international markets is likely to help reduce dependence on any single sector. In the past month, CDW's shares have gained 10.6% against the Zacks Computers-IT Services industry’s fall of 0.6%. Image Source: Zacks Investment Research The Commercial segment served as the company’s largest revenue contributor, generating $3.57 billion in sales, up 9.6% year over year. Under commercial, several industries posted particularly strong spending tren...