Veralto Corporation

Veralto Corporation Earnings Recaps

VLTO 3 recaps
Q1 2026 May 1, 2026

Veralto shares rose 3.0% following first quarter 2026 results, as investors reacted positively to 7% sales growth and a raised full-year adjusted EPS outlook. Management highlighted continued end-market resilience and recent acquisitions, supporting guidance for accelerating core sales growth through the year.

Key takeaways
  • Reported 7% year-over-year total sales growth and 13% adjusted EPS growth in Q1.
  • Full-year adjusted EPS guidance raised to $4.20–$4.28 per share.
  • Announced ~$1 billion invested in two strategic acquisitions—In-Situ (Water Quality) and GlobalVision (PQI)—and initiated opportunistic share repurchases.
  • Water Quality segment saw above-peer core sales performance, with strength reported across both municipal and industrial end markets.
  • Launched a new cost optimization program focused on streamlining operations and enhancing enterprise efficiency.
Full recap
Q3 2025 Oct 29, 2025

Veralto Corporation delivered solid third-quarter results with mid-single-digit core sales growth and impressive adjusted earnings per share growth, prompting an upward revision in full-year guidance.

Key takeaways
  • Achieved 5.1% core sales growth and 11% adjusted EPS growth, demonstrating strong operational execution.
  • Raised full-year adjusted EPS guidance to $3.82–$3.85 per share and free cash flow conversion guidance to approximately 100%.
  • North America accounted for 50% of revenue, with core sales growth of 6.9%, driven by strong demand in both PQI and Water Quality segments.
  • Successfully leveraged the Veralto Enterprise System to enhance customer solutions and drive sustainable product innovation.
Full recap
Q2 2025 Aug 2, 2025

Veralto Corporation achieved solid second quarter growth, marking its fourth consecutive quarter of mid-single-digit core sales growth, driven by strong commercial execution and stable demand across key markets.

Key takeaways
  • Core sales grew 4.8% year-over-year, with Water Quality and PQI segments reporting growth of 5% and 4.6%, respectively.
  • Adjusted EPS increased 9.4% to $0.93, exceeding guidance due to better-than-expected sales volumes.
  • Free cash flow generation enhanced financial flexibility, supporting potential strategic acquisitions.
  • Raised full-year adjusted EPS guidance to $3.72–$3.80, reflecting confidence in sustained performance.
  • Significant investment in Emerald Technology Ventures Global Water Fund II to foster innovation in water quality solutions.
Full recap