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Side-by-side financial comparison of Fortive (FTV) and MARRIOTT VACATIONS WORLDWIDE Corp (VAC). Click either name above to swap in a different company.
MARRIOTT VACATIONS WORLDWIDE Corp is the larger business by last-quarter revenue ($1.2B vs $1.1B, roughly 1.2× Fortive). Fortive runs the higher net margin — 12.8% vs -35.0%, a 47.8% gap on every dollar of revenue. On growth, Fortive posted the faster year-over-year revenue change (7.7% vs -0.7%). Fortive produced more free cash flow last quarter ($193.8M vs $-6.0M). Over the past eight quarters, MARRIOTT VACATIONS WORLDWIDE Corp's revenue compounded faster (5.2% CAGR vs -17.0%).
Fortive Corporation is an American industrial technology conglomerate company headquartered in Everett, Washington. The company specializes in providing essential technologies for connected workflow solutions; designing, developing, manufacturing and distributing professional and engineered products, software and services. Their products and services are split into three strategic segments; Intelligent Operating Solutions, Precision Technologies, and Advanced Healthcare Solutions. As of Decem...
Marriott Vacations Worldwide Corporation is a pure-play public timeshare company. Formerly a division of Marriott International, Marriott Vacations Worldwide was established as a separate, publicly traded entity focusing primarily on vacation ownership in November 2011. Marriott Vacations Worldwide runs more than 120 resorts with over 700,000 Owners and members in a diverse portfolio of brands under The Marriott Vacation Clubs name. Its brands include Marriott Vacation Club, The Marriott Vaca...
FTV vs VAC — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $1.2B |
| Net Profit | $136.4M | $-431.0M |
| Gross Margin | 63.2% | — |
| Operating Margin | 17.9% | — |
| Net Margin | 12.8% | -35.0% |
| Revenue YoY | 7.7% | -0.7% |
| Net Profit YoY | 21.1% | -962.0% |
| EPS (diluted) | $0.44 | $-12.00 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $1.2B | ||
| Q3 25 | $1.0B | $1.2B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.5B | $1.1B | ||
| Q4 24 | $1.6B | $1.2B | ||
| Q3 24 | $1.5B | $1.2B | ||
| Q2 24 | $1.6B | $1.1B |
| Q1 26 | $136.4M | — | ||
| Q4 25 | $185.7M | $-431.0M | ||
| Q3 25 | $55.0M | $-2.0M | ||
| Q2 25 | $166.6M | $69.0M | ||
| Q1 25 | $171.9M | $56.0M | ||
| Q4 24 | $208.8M | $50.0M | ||
| Q3 24 | $221.6M | $84.0M | ||
| Q2 24 | $195.1M | $37.0M |
| Q1 26 | 63.2% | — | ||
| Q4 25 | 63.2% | — | ||
| Q3 25 | 63.2% | — | ||
| Q2 25 | 59.0% | — | ||
| Q1 25 | 59.8% | — | ||
| Q4 24 | 60.3% | — | ||
| Q3 24 | 60.0% | — | ||
| Q2 24 | 59.8% | — |
| Q1 26 | 17.9% | — | ||
| Q4 25 | 20.1% | — | ||
| Q3 25 | 15.5% | — | ||
| Q2 25 | 14.6% | — | ||
| Q1 25 | 15.8% | — | ||
| Q4 24 | 19.0% | — | ||
| Q3 24 | 19.3% | — | ||
| Q2 24 | 19.4% | — |
| Q1 26 | 12.8% | — | ||
| Q4 25 | 16.5% | -35.0% | ||
| Q3 25 | 5.4% | -0.2% | ||
| Q2 25 | 11.0% | 6.0% | ||
| Q1 25 | 11.7% | 5.0% | ||
| Q4 24 | 12.9% | 4.0% | ||
| Q3 24 | 14.4% | 6.9% | ||
| Q2 24 | 12.6% | 3.5% |
| Q1 26 | $0.44 | — | ||
| Q4 25 | $0.60 | $-12.00 | ||
| Q3 25 | $0.16 | $-0.07 | ||
| Q2 25 | $0.49 | $1.77 | ||
| Q1 25 | $0.50 | $1.46 | ||
| Q4 24 | $0.60 | $1.29 | ||
| Q3 24 | $0.63 | $2.12 | ||
| Q2 24 | $0.55 | $0.98 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $356.1M | $406.0M |
| Total DebtLower is stronger | $3.5B | — |
| Stockholders' EquityBook value | $6.1B | $2.0B |
| Total Assets | $11.6B | $9.8B |
| Debt / EquityLower = less leverage | 0.57× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $356.1M | — | ||
| Q4 25 | $375.5M | $406.0M | ||
| Q3 25 | $430.8M | $474.0M | ||
| Q2 25 | $1.8B | $205.0M | ||
| Q1 25 | $892.1M | $196.0M | ||
| Q4 24 | $813.3M | $197.0M | ||
| Q3 24 | $811.3M | $197.0M | ||
| Q2 24 | $644.1M | $206.0M |
| Q1 26 | $3.5B | — | ||
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.3B | — | ||
| Q2 25 | $4.8B | — | ||
| Q1 25 | $3.9B | — | ||
| Q4 24 | $3.7B | — | ||
| Q3 24 | $3.9B | — | ||
| Q2 24 | $3.8B | — |
| Q1 26 | $6.1B | — | ||
| Q4 25 | $6.5B | $2.0B | ||
| Q3 25 | $6.5B | $2.5B | ||
| Q2 25 | $10.4B | $2.5B | ||
| Q1 25 | $10.2B | $2.4B | ||
| Q4 24 | $10.2B | $2.4B | ||
| Q3 24 | $10.6B | $2.4B | ||
| Q2 24 | $10.5B | $2.4B |
| Q1 26 | $11.6B | — | ||
| Q4 25 | $11.7B | $9.8B | ||
| Q3 25 | $11.9B | $10.1B | ||
| Q2 25 | $18.2B | $9.9B | ||
| Q1 25 | $17.1B | $9.9B | ||
| Q4 24 | $17.0B | $9.8B | ||
| Q3 24 | $17.5B | $9.7B | ||
| Q2 24 | $17.3B | $9.6B |
| Q1 26 | 0.57× | — | ||
| Q4 25 | 0.50× | — | ||
| Q3 25 | 0.51× | — | ||
| Q2 25 | 0.46× | — | ||
| Q1 25 | 0.38× | — | ||
| Q4 24 | 0.36× | — | ||
| Q3 24 | 0.37× | — | ||
| Q2 24 | 0.36× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $234.8M | $6.0M |
| Free Cash FlowOCF − Capex | $193.8M | $-6.0M |
| FCF MarginFCF / Revenue | 18.1% | -0.5% |
| Capex IntensityCapex / Revenue | 2.5% | 1.0% |
| Cash ConversionOCF / Net Profit | 1.72× | — |
| TTM Free Cash FlowTrailing 4 quarters | $935.2M | $-29.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $234.8M | — | ||
| Q4 25 | $1.1B | $6.0M | ||
| Q3 25 | $164.4M | $62.0M | ||
| Q2 25 | $311.2M | $-48.0M | ||
| Q1 25 | $241.7M | $8.0M | ||
| Q4 24 | $502.2M | $100.0M | ||
| Q3 24 | $459.0M | $72.0M | ||
| Q2 24 | $308.9M | $30.0M |
| Q1 26 | $193.8M | — | ||
| Q4 25 | $313.8M | $-6.0M | ||
| Q3 25 | $153.1M | $51.0M | ||
| Q2 25 | $274.5M | $-68.0M | ||
| Q1 25 | $215.0M | $-6.0M | ||
| Q4 24 | $465.2M | $86.0M | ||
| Q3 24 | $431.2M | $58.0M | ||
| Q2 24 | $279.7M | $17.0M |
| Q1 26 | 18.1% | — | ||
| Q4 25 | 28.0% | -0.5% | ||
| Q3 25 | 14.9% | 4.3% | ||
| Q2 25 | 18.1% | -5.9% | ||
| Q1 25 | 14.6% | -0.5% | ||
| Q4 24 | 28.7% | 6.9% | ||
| Q3 24 | 28.1% | 4.8% | ||
| Q2 24 | 18.0% | 1.6% |
| Q1 26 | 2.5% | — | ||
| Q4 25 | 2.7% | 1.0% | ||
| Q3 25 | 1.1% | 0.9% | ||
| Q2 25 | 2.4% | 1.7% | ||
| Q1 25 | 1.8% | 1.3% | ||
| Q4 24 | 2.3% | 1.1% | ||
| Q3 24 | 1.8% | 1.1% | ||
| Q2 24 | 1.9% | 1.2% |
| Q1 26 | 1.72× | — | ||
| Q4 25 | 5.83× | — | ||
| Q3 25 | 2.99× | — | ||
| Q2 25 | 1.87× | -0.70× | ||
| Q1 25 | 1.41× | 0.14× | ||
| Q4 24 | 2.41× | 2.00× | ||
| Q3 24 | 2.07× | 0.86× | ||
| Q2 24 | 1.58× | 0.81× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FTV
Segment breakdown not available.
VAC
| Cost Reimbursement | $467.0M | 38% |
| Time Share | $381.0M | 31% |
| Management And Exchange | $212.0M | 17% |
| Ancillary Revenues | $64.0M | 5% |
| Management Service | $55.0M | 4% |
| Service Other | $36.0M | 3% |
