Fortive Corp
- 取引所
- 米国株
- 国 / 地域
- USA
- 上場日
- 2016年7月1日
- 従業員数
- 10,000
- 公式サイト
- www.fortive.com
総合バリュエーションレンジ · 保守的 $50–$60 / 妥当 $65–$80 / 楽観的 $90–$110。$62.92 時点で 保守的レンジと妥当レンジの間。
レポート公開時 $58.32（2026年5月30日）
データ提供：EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。
Fortive Corporation designs, develops, manufactures, and markets products, software, and services in the United States, China, and internationally. It operates through Intelligent Operating Solutions and Advanced Healthcare Solutions segments. The Intelligent Operating Solutions segment provides advanced instrumentation, software, and services, including maintenance, repair, measurement and condition monitoring, facility and asset lifecycle software applications, and connected worker safety and compliance solutions for manufacturing, process industries, healthcare, utilities and power, communications and electronics, and other industries. This segment markets its products and services under the ACCRUENT, FLUKE, GORDIAN, INDUSTRIAL SCIENTIFIC, INTELEX, and SERVICECHANNEL brand names. The Advanced Healthcare Solutions segment provides critical workflow solutions comprising instrument sterilization, instrument tracking, biomedical test tools, radiation detection and safety monitoring, and end-to-end clinical productivity software and solutions under the ASP, CENSIS, FLUKE BIOMEDICAL, LANDAUER, and PROVATION brand names. Fortive Corporation was incorporated in 2015 and is headquartered in Everett, Washington.
沿革
Fortive Corporation was incorporated in 2015 and is headquartered in Everett, Washington, completing its IPO on July 1, 2016. In 2025 the company spun off its Precision Technologies business (Ralliant), after which its continuing operations consist of two segments: Intelligent Operating Solutions (IOS) and Advanced Healthcare Solutions (AHS). The spinoff was completed in June 2025, when long-time CEO James Lico retired and Olumide Soroye became President and CEO and joined the board. IOS provides advanced instrumentation, software, and services for maintenance, measurement, condition monitoring, facility and asset lifecycle software, and connected worker safety and compliance, marketed under brands including ACCRUENT, FLUKE, GORDIAN, INDUSTRIAL SCIENTIFIC, INTELEX, and SERVICECHANNEL; AHS provides instrument sterilization, instrument tracking, biomedical test tools, radiation detection and safety monitoring, and clinical productivity software under ASP, CENSIS, FLUKE BIOMEDICAL, LANDAUER, and PROVATION. Management has described the post-spin company as having roughly 50% recurring revenue. On a continuing-operations basis, revenue rose from about $2.751 billion in 2019 to about $4.159 billion in 2025; in 2024 continuing-operations revenue split into IOS of about $2.793 billion and AHS of about $1.288 billion.
業界での地位
Fortive operates as a diversified industrial-technology platform across multiple niche markets spanning industrial safety and test, asset and facility software, and hospital sterilization and clinical-efficiency tools, with employees numbering around 10,000. The company describes its competitive environment in its 10-K as globalized, technologically evolving, subject to increasing regulation, and highly fragmented, with long-term growth dependent on innovation, sales effectiveness, cost improvement, talent retention, and acquisition integration; it is not a naturally monopolistic industry and lacks strong single-platform network effects. The most commonly cited comparable companies are Roper, AMETEK, and IDEX, all technology-rich, acquisition-driven, cash-flow-oriented industrial-technology platforms; as of May 29, 2026, their market capitalizations were about $34.05 billion, $51.91 billion, and $15.69 billion respectively, versus Fortive's market capitalization of about $18.24 billion. Fortive's positioning rests on iconic B2B/professional brands, leading positions, and the Fortive Business System (FBS), a cross-portfolio continuous-improvement methodology; its competitive sources include brand credibility, workflow embedding, and elevated switching costs in sterilization, instrument tracking, and facility and asset workflows. The company sells primarily direct to end customers rather than through distributors—in 2024, direct sales were about $3.913 billion versus about $0.168 billion through distributors—and reported about 44% of sales outside the United States in 2025 (2024 U.S. revenue about $2.271 billion, China about $0.326 billion). GAAP gross margin was roughly 63%-64% across 2023-2025, with capital expenditure of only about 2%-3% of revenue.
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