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Side-by-side financial comparison of Vontier Corp (VNT) and WATTS WATER TECHNOLOGIES INC (WTS). Click either name above to swap in a different company.
Vontier Corp is the larger business by last-quarter revenue ($808.5M vs $677.3M, roughly 1.2× WATTS WATER TECHNOLOGIES INC). Vontier Corp runs the higher net margin — 15.3% vs 14.7%, a 0.6% gap on every dollar of revenue. On growth, WATTS WATER TECHNOLOGIES INC posted the faster year-over-year revenue change (21.4% vs 4.1%). Vontier Corp produced more free cash flow last quarter ($174.8M vs $6.6M). Over the past eight quarters, WATTS WATER TECHNOLOGIES INC's revenue compounded faster (6.5% CAGR vs 3.4%).
Vontier Corporation is an industrial manufacturing company headquartered in Raleigh, North Carolina. It owns the brands Gilbarco Veeder-Root, Matco Tools and Teletrac Navman, including subsidiaries Hennessy Industries, Gasboy, and Global Traffic Technologies (GTT).
AERCO International, Inc. is a manufacturer and supplier of commercial condensing boilers, high efficiency water heating equipment and energy recovery systems in the HVAC/plumbing industry across a variety of markets including education, lodging, government, office buildings, healthcare, industrial and multifamily housing. In 1949, AERCO introduced the industry's first semi-instantaneous, tankless steam-to-water water heater. In 1988, AERCO introduced the first condensing and fully modulating...
VNT vs WTS — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $808.5M | $677.3M |
| Net Profit | $123.5M | $99.6M |
| Gross Margin | — | 48.1% |
| Operating Margin | 18.9% | 19.6% |
| Net Margin | 15.3% | 14.7% |
| Revenue YoY | 4.1% | 21.4% |
| Net Profit YoY | 0.0% | 34.6% |
| EPS (diluted) | $0.85 | $2.97 |
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 | — | $677.3M | ||
| Q4 25 | $808.5M | $625.1M | ||
| Q3 25 | $752.5M | $611.7M | ||
| Q2 25 | $773.5M | $643.7M | ||
| Q1 25 | $741.1M | $558.0M | ||
| Q4 24 | $776.8M | $540.4M | ||
| Q3 24 | $750.0M | $543.6M | ||
| Q2 24 | $696.4M | $597.3M |
| Q1 26 | — | $99.6M | ||
| Q4 25 | $123.5M | $83.7M | ||
| Q3 25 | $102.8M | $82.2M | ||
| Q2 25 | $91.9M | $100.9M | ||
| Q1 25 | $87.9M | $74.0M | ||
| Q4 24 | $123.5M | $67.5M | ||
| Q3 24 | $91.8M | $69.1M | ||
| Q2 24 | $70.1M | $82.0M |
| Q1 26 | — | 48.1% | ||
| Q4 25 | — | 49.5% | ||
| Q3 25 | 47.3% | 48.8% | ||
| Q2 25 | 47.9% | 50.6% | ||
| Q1 25 | 47.3% | 48.8% | ||
| Q4 24 | — | 46.7% | ||
| Q3 24 | 47.2% | 47.3% | ||
| Q2 24 | 48.2% | 47.7% |
| Q1 26 | — | 19.6% | ||
| Q4 25 | 18.9% | 18.2% | ||
| Q3 25 | 18.9% | 18.2% | ||
| Q2 25 | 17.6% | 21.0% | ||
| Q1 25 | 17.6% | 15.7% | ||
| Q4 24 | 19.2% | 16.5% | ||
| Q3 24 | 17.5% | 17.1% | ||
| Q2 24 | 16.4% | 18.7% |
| Q1 26 | — | 14.7% | ||
| Q4 25 | 15.3% | 13.4% | ||
| Q3 25 | 13.7% | 13.4% | ||
| Q2 25 | 11.9% | 15.7% | ||
| Q1 25 | 11.9% | 13.3% | ||
| Q4 24 | 15.9% | 12.5% | ||
| Q3 24 | 12.2% | 12.7% | ||
| Q2 24 | 10.1% | 13.7% |
| Q1 26 | — | $2.97 | ||
| Q4 25 | $0.85 | $2.50 | ||
| Q3 25 | $0.70 | $2.45 | ||
| Q2 25 | $0.62 | $3.01 | ||
| Q1 25 | $0.59 | $2.21 | ||
| Q4 24 | $0.82 | $2.02 | ||
| Q3 24 | $0.60 | $2.06 | ||
| Q2 24 | $0.45 | $2.44 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $492.2M | $374.7M |
| Total DebtLower is stronger | — | $197.8M |
| Stockholders' EquityBook value | $1.2B | $2.1B |
| Total Assets | $4.4B | $2.9B |
| Debt / EquityLower = less leverage | — | 0.09× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $374.7M | ||
| Q4 25 | $492.2M | $405.5M | ||
| Q3 25 | $433.8M | $457.7M | ||
| Q2 25 | $364.2M | $369.3M | ||
| Q1 25 | $333.6M | $336.8M | ||
| Q4 24 | $356.4M | $386.9M | ||
| Q3 24 | $330.9M | $303.9M | ||
| Q2 24 | $331.3M | $279.4M |
| Q1 26 | — | $197.8M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.2B | $2.0B | ||
| Q3 25 | $1.2B | $2.0B | ||
| Q2 25 | $1.2B | $1.9B | ||
| Q1 25 | $1.1B | $1.8B | ||
| Q4 24 | $1.1B | $1.7B | ||
| Q3 24 | $1.0B | $1.7B | ||
| Q2 24 | $1.0B | $1.6B |
| Q1 26 | — | $2.9B | ||
| Q4 25 | $4.4B | $2.9B | ||
| Q3 25 | $4.4B | $2.7B | ||
| Q2 25 | $4.4B | $2.6B | ||
| Q1 25 | $4.3B | $2.5B | ||
| Q4 24 | $4.3B | $2.4B | ||
| Q3 24 | $4.3B | $2.4B | ||
| Q2 24 | $4.2B | $2.4B |
| Q1 26 | — | 0.09× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $190.1M | $17.9M |
| Free Cash FlowOCF − Capex | $174.8M | $6.6M |
| FCF MarginFCF / Revenue | 21.6% | 1.0% |
| Capex IntensityCapex / Revenue | 1.9% | — |
| Cash ConversionOCF / Net Profit | 1.54× | 0.18× |
| TTM Free Cash FlowTrailing 4 quarters | $441.1M | $317.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $17.9M | ||
| Q4 25 | $190.1M | $154.7M | ||
| Q3 25 | $110.5M | $122.4M | ||
| Q2 25 | $100.0M | $69.7M | ||
| Q1 25 | $110.4M | $55.2M | ||
| Q4 24 | $168.1M | $139.5M | ||
| Q3 24 | $121.8M | $90.7M | ||
| Q2 24 | $46.1M | $85.3M |
| Q1 26 | — | $6.6M | ||
| Q4 25 | $174.8M | $140.3M | ||
| Q3 25 | $90.3M | $110.9M | ||
| Q2 25 | $83.3M | $59.5M | ||
| Q1 25 | $92.7M | $45.6M | ||
| Q4 24 | $148.0M | $127.5M | ||
| Q3 24 | $103.2M | $84.3M | ||
| Q2 24 | $22.3M | $78.5M |
| Q1 26 | — | 1.0% | ||
| Q4 25 | 21.6% | 22.4% | ||
| Q3 25 | 12.0% | 18.1% | ||
| Q2 25 | 10.8% | 9.2% | ||
| Q1 25 | 12.5% | 8.2% | ||
| Q4 24 | 19.1% | 23.6% | ||
| Q3 24 | 13.8% | 15.5% | ||
| Q2 24 | 3.2% | 13.1% |
| Q1 26 | — | — | ||
| Q4 25 | 1.9% | 2.3% | ||
| Q3 25 | 2.7% | 1.9% | ||
| Q2 25 | 2.2% | 1.6% | ||
| Q1 25 | 2.4% | 1.7% | ||
| Q4 24 | 2.6% | 2.2% | ||
| Q3 24 | 2.5% | 1.2% | ||
| Q2 24 | 3.4% | 1.1% |
| Q1 26 | — | 0.18× | ||
| Q4 25 | 1.54× | 1.85× | ||
| Q3 25 | 1.07× | 1.49× | ||
| Q2 25 | 1.09× | 0.69× | ||
| Q1 25 | 1.26× | 0.75× | ||
| Q4 24 | 1.36× | 2.07× | ||
| Q3 24 | 1.33× | 1.31× | ||
| Q2 24 | 0.66× | 1.04× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
VNT
| Environmental Fueling Solutions Segment | $387.5M | 48% |
| Services | $191.0M | 24% |
| Repair Solutions Segment | $144.5M | 18% |
| Other | $85.5M | 11% |
WTS
| segment net | $517.8M | 76% |
| Other | $159.5M | 24% |
