Vontier’s Driivz unit announced a partnership with XLR8 America that will place more than 5,000 public electric‑vehicle charging sites on the Driivz platform, enabling the network to benefit from Driivz’s hardware‑software integration and real‑time monitoring capabilities.
Driivz currently manages over 160,000 chargers worldwide across 35 countries and offers a hardware‑agnostic platform that includes charger status monitoring, remote issue management, self‑healing algorithms, energy management, billing, and driver self‑service tools. XLR8 America operates a “Charging as a Service” model that allows property owners to install chargers with no upfront capital and share revenue, a model that has accelerated deployment in hospitality venues, multi‑dwelling units, hotels, casinos, quick‑service restaurants, and big‑box retailers.
The partnership is designed to accelerate the deployment of a robust charging network across the United States. By integrating XLR8’s existing sites into Driivz’s platform, the alliance improves reliability through remote issue management and self‑healing capabilities, while scaling operations through standardized software and analytics. This positions Vontier to capture a larger share of the growing EV infrastructure market and strengthens its competitive advantage in the U.S. market.
XLR8’s current network spans a diverse set of venues, and the integration will standardize operations, reduce downtime, and provide a unified customer experience. The expanded network will also support Driivz’s goal of delivering a seamless, data‑driven charging experience to end users and property owners alike.
Vontier’s Q4 2025 results—revenue of $808.5 million and adjusted diluted EPS of $0.86—beat analyst estimates by $0.01 and $0.01, respectively. Full‑year 2025 revenue reached $3.1 billion, up 3.2% YoY, with adjusted diluted EPS of $3.20. Management guidance for 2026 projects adjusted diluted EPS of $3.35 to $3.50 and Q1 2026 revenue of $730 million to $740 million, both below consensus estimates. Mark Morelli, President and CEO, said, “We’re entering 2026 with momentum, well positioned to capitalize on solid demand trends and secular tailwinds. We’re confident in our ability to deliver on our outlook, including meaningful margin expansion, and will maintain a disciplined approach to capital deployment.”
Investors have focused on the cautious Q1 2026 guidance, which fell short of consensus, tempering enthusiasm for the partnership announcement. While the alliance signals long‑term growth potential in the U.S. EV charging market, the short‑term outlook remains conservative, reflecting management’s emphasis on disciplined capital deployment and margin expansion.
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