Fortive Corporation (FTV) Presents at JPMorgan Industrials Conference 2026 Transcript

SA Transcripts159.01K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Fortive Corporation (FTV) JPMorgan Industrials Conference 2026 March 17, 2026 12:20 PM EDT Company Participants Mark Okerstrom - Senior VP & CFO Conference Call Participants C. Stephen Tusa - JPMorgan Chase & Co, Research Division Presentation C. Stephen TusaJPMorgan Chase & Co, Research Division All right. We're moving along with Mark Okerstrom from CFO of Fortive. Thank you so much for joining us here in lovely Washington, D.C. Mark OkerstromSenior VP & CFO Yes, thanks. Great to be here. Question-and-Answer Session C. Stephen TusaJPMorgan Chase & Co, Research Division Yes. Just wanted to start off with a basic kind of background on what's happening out in the world today, I kind of have to ask the question about exposures and anything that's going on in the world that is a concern or impact for Fortive. Middle East wise? Mark OkerstromSenior VP & CFO Yes. Listen, I'd say we're on track on the Fortive accelerated strategy, on track in terms of our strategic initiatives.

The Middle East for us is a small portion of our revenue. It's low single digits percentage of our revenue. We are seeing strong demand for products into the Middle East.

So Fluke Industrial Scientific that does gas sensors, again, seen strong demand, some challenges getting shipments into the Middle East. But again, generally, it's a pretty small portion, and it's -- for better, for worse, it seems like it's an opportunity as opposed to a risk for us. C. Stephen TusaJPMorgan Chase & Co, Research Division And how are you guys putting the Middle East and what's happening over there aside. How are things kind of trending over the course of the quarter, kind of quarter-to-date, point-of-sale trends, software sales, anything like that? Mark OkerstromSenior VP & CFO Well, I would