Vontier Corp at Barclays Industrial Select Conference Transcript

Feb 18, 2026 / 07:25PM GMT
Release Date Price: MXN600
Julian Mitchell
Barclays Capital Inc. - Analyst

Great. Well, next up, it's my pleasure to have Vontier Corporation. Mark Morelli, President and CEO; and Anshooman Aga, CFO. So I appreciate both of you coming down here.

Questions & Answers

Julian Mitchell
Barclays Capital Inc. - Analyst

Maybe start off with a topic that's generated a lot of discussion in the last sort of month or so, in particular, around your software exposure, maybe kind of frame for us the scale of that software business in the overall sort of Vontier revenue mix? And help us understand why you think AI-related concerns are probably not merited in this case.

Mark Morelli
Vontier Corp - President, Chief Executive Officer, Director

Yes. Julian, thank you for having us. I really appreciate getting this question because it's something that we're really happy to talk about.

Look, we are not a generic enterprise software company nor are we -- do we have thinly thin capabilities in SaaS. Our total software as a percentage of sales

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