Fortive: A Simplified And Accelerated Special Situation

Fortive Corporation is a post-spinout industrial machinery leader benefiting from portfolio simplification and focused management. FTV is positioned to capitalize on megatrends in industrial, healthcare, and data center markets, with revenue growth driven by US factory buildout and aging infrastructure. Operational improvements are evident: earnings from continuing operations as a percentage of revenue rose from 10.43% (2023) to 13.14% (TTM), supported by a Kaizen-driven culture. FTV trades at a trailing PEG of 0.68, below peers, and ongoing buybacks plus megatrend exposure suggest further upside despite limited retail attention.

I love special situations. One of my favourite books is You Can Be a Stock Market Genius by Joel Greenblatt, which discusses how to profit from special situations such as corporate transactions and restructurings. This is because of the This article was written by The Global Investor 2.18K Followers Follow The Global Investor has 4.5/5 stars on TipRanks and is in the top 12% of financial bloggers as of July 2026. I cover common stocks and REITs. My background is in equity long/short fund management, energy trading, credit trading and technology. Bachelor's in Financial Engineering. Master's in Finance. Lived and worked in six countries, hence the global.