Fortive. Every tracked FinTwit mention of $FTV, newest first. 3 mentions since the first on Jun 22, 2025. See the price chart.
June 2025 · 3 mentions
Jun 24
Colin King — $FTV RemainCo
$4.1bn sales / $960m FCF = growing nicely... after years of M&A, currently on a ~3.5yr hiatus for major deals
Mgmt targeting:
1) 3-4% organic growth (50% recurring)…↗
Jun 24
Colin King — $FTV $RAL
S&P 500 +90% vs. FTV +27% over last 5 years... this was a 2016 spin-off from Danaher, so it fits similar profile of:
- mid-20s EBITDA margins
- decent organic growth…↗
Jun 22
Colin King — If you couldn't tell, writing up $FTV $RAL spin for tomorrow's newsletter (free)
I'm fascinated by these businesses despite the stupid multiples they trade at... maybe something h…↗