FTV
Fortive CorpEvidence as of 2026-09-03Overview · Fortive Corp
Fortive Corporation designs, develops, manufactures, markets, and services professional and engineered products, software, and services worldwide. Intelligent Operating Solutions segment provides advanced instrumentation, software and services, which includes electrical test and measurement, facility and asset lifecycle software applications, and worker safety and compliance solutions for manufacturing, process indus…
Management team
- Mr. Mark D. Okerstrom J.D. · Senior VP & CFOFind on LinkedIn
- Mr. Charles E. McLaughlin · Non-Executive OfficerFind on LinkedIn
- Ms. Tamara S. Newcombe · President & CEO of Precision Technologies (PT)Find on LinkedIn
- Mr. Olumide Soroye J.D. · President and CEO of Intelligent Operating Solutions (IOS) & Advanced Healthcare Solutions (AHS)Find on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.1 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The evidence balance is Mixed (+0.1 of a possible +2; confidence high). Revenue for fiscal Q1 2026 (fiscal quarter ended 2026-04-24) is reported at $ 1,069,400,000 for the three months ended 03 April 2026, which sits above the $ 993,100,000 reported for the three months ended 28 March 2025 and in line with the two intervening quarters of $ 1,016,400,000 (fiscal Q2 2025) and $ 1,027,100,000 (fiscal Q3 2025).
Gross profit peaked at $ 895,700,000 in fiscal Q2 2025 and fell to $ 675,500,000 in fiscal Q1 2026, indicating gross-margin contraction from that peak. Operating income declined from $ 222,200,000 in fiscal Q2 2025 to $ 159,600,000 in fiscal Q3 2025 and recovered partially to $ 191,700,000 in fiscal Q1 2026. Weighted average diluted shares outstanding fell from 344,600,000 in fiscal Q1 2025 to 312,800,000 in fiscal Q1 2026, while buybacks rose from $ 202,600,000 to $ 500,200,000 over comparable quarterly filings.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenue for the single fiscal quarter ending 3 March 2026 (fiscal Q1 2026, ended 03 April 2026) was $1,069,400,000 for the three months ended 03 April 2026.
XBRL companyfacts · 0001659166-26-000013Quarterly revenue has varied across the last four comparable quarter filings: $993,100,000 for the three months ended 28 March 2025 (fiscal Q1 2026 period in the 10-Q filed 2026-04-30), $1,016,400,000 for the three months ended 27 June 2025 (fiscal Q2 2025), $1,027,100,000 for the three months ended 26 September 2025 (fiscal Q3 2025) and $1,069,400,000 for the three months ended 03 April 2026 (fiscal Q1 2026).
XBRL companyfacts · 0001659166-26-000013Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Nothing in this slice of the evidence rose to a claim — a quiet read, which itself is information.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
No computed signal history for this symbol yet — signals need roughly 70 trading days of price history.
Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02, the iShares Core S&P 500 ETF (IVV) included FTV at a weight of 0.03% of the fund.
ETF constituents · market dataThe reported 0.03% weight in IVV represents minimal passive index fund exposure to FTV within that ETF as of 2026-09-02.
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
A news release reports that TabaPay closed a $155 million strategic growth financing led by FTV Capital and announced a planned acquisition of Transact Bank (published 2 September 2026).
News · finance.yahoo.com · 2026-09-02An article notes Fortive Corporation will present at the Morgan Stanley 14th Annual Laguna Conference, with the presentation scheduled for 1 September 2026.
News · finance.yahoo.com · 2026-09-01Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
Under the stated discount and terminal assumptions, today's price implies a free-cash-flow growth rate of 11.21% (implied_growth = 0.1121).
Valuation inputs · SEC XBRL + stored EOD closePrice-to-FCF (trailing twelve months) is 21.89.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
Several claims jointly support a favorable read on company financial dynamics: quarterly revenue has trended higher across the last four comparable quarters (fundamentals-1) while operating income, after a post-peak dip, showed partial recovery to $191.7M in the most recent quarter (fundamentals-3). At the same time, weighted average diluted shares outstanding have materially declined (fundamentals-4) coinciding with increased cash spent on repurchases (fundamentals-5), which can amplify per-share metrics and cash-return signals. Trailing free cash flow of $808.7M (valuation-4) provides context for those repurchases and the recently reported dividend increase (news-2), and institutional buying items (news-3) reinforce that some market participants are adding exposure. In contesting the bear view, the cash decline and mid-2025 debt peak (fundamentals-7, fundamentals-6) are valid concerns, but the pattern of strong FCF, active capital returns, and recovery in operating income together make a coherent bull case about improving per-share economics and investor distributions.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.40
20 surviving claims rest on 9 distinct sources; the heaviest analyst carries 40% of them, and 100% of what the desk raised survived the debate.
The surviving set is moderately fragile: 20 claims rest on only 9 distinct sources and a single analyst accounts for 40% of the claims, so a few source corrections or one analyst's reassessment could materially change the narrative. Desk unanimity (100% of raised items surviving debate) reduces internal pushback and raises the risk of overlooked errors or shared blind spots.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
10 filings· 1 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.3 to the score
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on FTV Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.