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Veralto Corporation (VLTO)
NYSE:VLTO
Earnings Data
Report Date
Apr 28, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1Last Year’s EPS
0.95Same Quarter Last Year
Moderate Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a majority of positive operating and financial outcomes — record annual revenue, double-digit adjusted EPS growth, strong free cash flow, margin expansion, strategic M&A and new product traction — while acknowledging near-term volume timing issues (three fewer shipping days), tariff-related headwinds, modest China performance, and integration/margin dilution from the In-Situ deal. Management guided to continued, but moderate, core sales growth and modest margin improvement in 2026, reflecting prudent expectations amid remaining external headwinds.Company Guidance
All-time High Annual Revenue
Total sales for FY2025 grew 6% year-over-year to $5.5 billion, an all-time high for the company.
Core Sales and Recurring Revenue Strength
FY2025 core sales grew 4.7% year-over-year; recurring revenue comprised roughly 59%–60% of total sales, supporting durability.
Double-Digit Adjusted EPS Growth
Adjusted EPS for FY2025 was $3.90, up 10% year-over-year, marking the second consecutive year of double-digit EPS growth.
Robust Free Cash Flow and Strong Cash Position
Generated over $1 billion of free cash flow in FY2025. In Q4 alone free cash flow was $291 million (115% conversion of GAAP net income). Cash on hand at quarter-end was $2.0 billion with net debt of $642 million (net leverage 0.5x).
Q4 Profitability Expansion
Q4 gross profit increased 3.4% to $828 million with gross margin of 59.3%. Q4 adjusted operating profit grew 7% and margin expanded to 24.6% (up 80 basis points year-over-year). Q4 adjusted EPS was $1.04, up 9%.
Capital Allocation Actions
Board authorized a $750 million share repurchase program and raised the dividend by 18%, demonstrating confidence in cash generation and capital flexibility.
Strategic M&A Bolstering Portfolio
Completed acquisition of In-Situ (adds ~ $80 million sales in 2025; ~50% gross margins; mid-teens EBITDA margins) and earlier deals (AQUAFIDES, TraceGains) that accelerated product and market capabilities.
Product and R&D Momentum
New product launches contributed to growth: ammonia analyzer, double-digit growth in single-use Chemkeys, UV laser marking system, and AI-enabled packaging print solution—evidence of R&D payback.
Segment Operational Records
Both segments hit all-time highs: PQI nearly $2.2 billion in annual sales with $578 million adjusted operating profit; Water Quality delivered $858 million adjusted operating profit for the year.
2026 Guidance for Continued Growth and Margin Expansion
2026 guidance: core sales targeted in the low- to mid-single-digit range, total sales mid- to high-single-digit (including FX/acquisitions), adjusted EPS guidance $4.10–$4.20 (mid- to high single-digit growth), and targeted ~25 basis points of adjusted operating margin improvement.
VLTO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
VLTO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 03, 2026 | $97.45 | $91.41 | -6.20% |
Oct 28, 2025 | $102.53 | $99.50 | -2.96% |
Jul 28, 2025 | $102.99 | $104.92 | +1.87% |
Apr 29, 2025 | $92.89 | $95.69 | +3.02% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Veralto Corporation (VLTO) report earnings?
Veralto Corporation (VLTO) is schdueled to report earning on Apr 28, 2026, After Close (Confirmed).
What is Veralto Corporation (VLTO) earnings time?
Veralto Corporation (VLTO) earnings time is at Apr 28, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is VLTO EPS forecast?
VLTO EPS forecast for the fiscal quarter 2026 (Q1) is 1.