FTV Fortive Corp

NEUTRAL Impact: 4/10 424B5
Horizon weeks Filed May 12, 2026 Processed 11d 13h ago SEC 0001104659-26-059059
Notable filing: 424B5
Latest settled — T+5d ⚠ clustered
FTV ▼ -2.06% at T+5d
NEUTRAL call ✗ call lost -2.06% · α vs SPY -2.14% · entry $60.25 → $59.01
Next anchor: T+20d in 17d
Last close $59.13 (close May 22) · -1.87% from $60.25 entry
Entry anchored
May 11, 03:59 PM ET
via Databento tick
T+1d
-1.43%
call -1.43% · α -2.00%
$59.39
settled 11d ago
T+5d
-2.06%
call -2.06% · α -2.14%
$59.01
settled 5d ago
T+20d
call — · α —
in 17d
T+60d
call — · α —
in 2mo

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Executive Summary

Fortive is issuing an undisclosed amount of senior unsecured notes in two tranches (due 20XX and 20XX) to refinance its $900M 3.150% senior notes maturing June 15, 2026, plus related fees and expenses. The offering follows strong Q1 2026 earnings (revenue +7.7% YoY, adjusted EPS +25.4% YoY) filed 12 days prior, and the cross-filing context amplifies the impact as the capital raise is tied to a known maturity rather than distress.

Actionable Insight

This is a routine liability management transaction—refinancing near-term maturities with longer-dated notes. No equity dilution or operational impact. Monitor the final pricing and coupon spread to gauge credit market reception. The strong Q1 results support credit quality, so expect favorable pricing. No material equity read-through.

Key Facts

  • Offering of two series of senior unsecured notes with undisclosed principal amounts, interest rates, and maturities
  • Net proceeds intended to refinance $900M 3.150% senior notes due June 15, 2026
  • Q1 2026 revenue $1.07B (+7.7% YoY), GAAP net earnings $136M (+21.1% YoY), adjusted EPS $0.70 (+25.4% YoY)
  • Total indebtedness as of April 3, 2026: approximately $3.5B; net debt $3.14B
  • Notes are unsecured senior obligations, structurally subordinated to $1.6M of subsidiary debt
  • Joint book-running managers: Morgan Stanley, Barclays, J.P. Morgan, Scotiabank
  • No public market for the notes; not listed on any exchange

Financial Impact

Refinancing of $900M in maturing debt; offering size undisclosed but expected to be at least $900M

debtinterest expensecapital structure

Risk Factors

  • Interest rate risk: new notes may carry higher coupons than the 3.150% being refinanced
  • Liquidity risk: no established trading market for the notes
  • Structural subordination: notes rank behind subsidiary liabilities

Market Snapshot

Exchange
NYSE
Sector
Industrial Instruments For Measurement, Display, and Control
Analyst Consensus
30% bullish (23 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
424B5 Filing (Primary)0001104659-26-059059
Document: 0001104659-26-059059-index-headers.html0001104659-26-059059
Document: 0001104659-26-059059-index.html0001104659-26-059059
Document: 0001104659-26-059059.txt0001104659-26-059059
9 reports for FTV
Performance horizon
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Reports for FTV — sortable, filterable
Type Now
May 12, 2026
11d ago
424B5
NEUTRAL ★ 4/10
$60.25 $59.01▼ −2.06%▼ −2.14%$59.13 (−1.87%)
May 12, 2026
11d ago
Press Release
NEUTRAL ★ 3/10
$60.25 $59.01▼ −2.06%▼ −2.14%$59.13 (−1.87%)
May 4, 2026
19d ago
144
NEUTRAL ★ 3/10
$60.05 $60.29▲ +0.40%▼ −2.54%$59.13 (−1.54%)
Mar 23, 2026
8w ago
Press Release
NEUTRAL ★ 4/10
$55.35 $53.59▼ −3.18%▲ +0.38%$59.13 (+6.82%)
Mar 23, 2026
8w ago
Press Release
NEUTRAL ★ 4/10
$55.35 $53.59▼ −3.18%▲ +0.38%$59.13 (+6.82%)
Mar 18, 2026
9w ago
Press Release
NEUTRAL ★ 4/10
$54.81 $54.73▼ −0.15%▲ +0.57%$59.13 (+7.87%)
Mar 16, 2026
9w ago
Press Release
NEUTRAL ★ 4/10
$53.71 $55.35▲ +3.05%▲ +5.09%$59.13 (+10.08%)
Mar 16, 2026
9w ago
Press Release
NEUTRAL ★ 4/10
$53.71 $55.35▲ +3.05%▲ +5.09%$59.13 (+10.08%)
Mar 6, 2026
11w ago
Press Release
NEUTRAL ★ 3/10
$57.37 $54.24▼ −5.46%▼ −3.93%$59.13 (+3.06%)
Showing 9 of 9

US Market Status

Market Closed — Opens Tue (34h 51m)

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