Munger Mode rating: 3 out of 5 — Hold. Our own rating from the research report below, on business quality first: moat durability and management, with price separating the top three.
Written in the voice and by the principles of Warren Buffett and Charlie Munger. Based on the 10-Q for the quarter ended July 3, 2026, the Q2 2026 earnings release and call (July 29, 2026), and current market data. Charlie always said we should be able to explain a business to a smart teenager in five minutes. Fortive passes that test — barely — because you first have to explain what it no longer is. Fortive was carved out of Danaher in 2016 as the industrial-instruments half of that empire. Since then it has shed pieces twice: Vontier (gas-station technology) in 2020, and in June 2025 it spun off Ralliant — the old Precision Technologies segment, including Tektronix — leaving a smaller, more focused company.
Recent filings analysed: 10-Q (2026-07-29), 8-K (2026-07-29), 8-K (2026-06-11), 8-K (2026-05-14).
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