Fortive Isn't Ready For An Upgrade Yet

Daniel JonesInvesting Group LeaderFollow5ShareSavePlay(10min)CommentsSummaryFortive Corporation remains a "Hold" as absolute valuation is not compelling, despite relative cheapness versus peers.FTV's revenue grew from $3.92 billion in 2023 to $4.16 billion in 2025, but net profits declined, with adjusted operating cash flow and EBITDA improving.Both Intelligent Operating Solutions and Advanced Healthcare Solutions segments saw organic growth and margin expansion, driven by pricing and innovation.Management targets FY revenue of ~$4.3 billion and adjusted EPS of $2.90–$3.00, with upcoming Q1 2026 results a key catalyst for reassessment.Looking for a helping hand in the market? Members of Crude Value Insights get exclusive ideas and guidance to navigate any climate. Learn More » Erik Isakson/DigitalVision via Getty Images One very interesting company that I think is worth paying attention to is Fortive Corporation (FTV). It has actually been quite a long time since I last looked at the business. My last article about it was publishedThis article was written byDaniel Jones36.97K FollowersFollowDaniel is an avid and active professional investor. He runs Crude Value Insights, a value-oriented newsletter aimed at analyzing the cash flows and assessing the value of companies in the oil and gas space. His primary focus is on finding businesses that are trading at a significant discount to their intrinsic value by employing a combination of Benjamin Graham's investment philosophy and a contrarian approach to the market and the securities therein. Learn more.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.