Veralto Corporation (VLTO)
NYSE:VLTO
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Earnings Data
Report Date
Jul 23, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.01Last Year’s EPS
0.93Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed predominantly positive momentum: solid Q1 results (≈7% sales growth, ≈13% adj EPS growth), an upgraded EPS outlook, strategic acquisitions ($1B deployed), disciplined pricing and tariff management, and a new cost optimization program that should materially improve margins in 2027–2028. Headwinds were limited to segment- and region-specific softness (PQI packaging & color, China municipal water), timing/shipment delays, and macro/geopolitical risks that are largely described as managed and baked into guidance. On balance, the highlights materially outweigh the lowlights.Company Guidance
Strong Q1 Financial Performance
Total sales grew approximately 7% year-over-year and adjusted EPS grew ~13% year-over-year. Management raised full-year adjusted EPS guidance to $4.20–$4.28 per share driven by Q1 strength, pricing, and execution.
Strategic M&A and Capital Deployment
Deployed roughly $1.0 billion year-to-date on two strategic acquisitions (In-Situ in Water Quality and GlobalVision in PQI) while also executing opportunistic share repurchases; management retains a bias toward M&A and cites a strong balance sheet for flexibility.
Water Quality Momentum
Water Quality delivered strong demand across municipal and industrial markets: municipal is a mid-single-digit grower with incremental strength in wastewater (recycle/reuse drivers); industrial is mid- to high-single-digit growth with traction in data centers. Trojan (UV) quoting and bidding activity remains strong (longer project cycles with shipments skewed to late 2027).
PQI Recurring Revenues and Digital Capabilities
Core marking & coding recurring revenue remained steady with low-single-digit growth; digital packaging and ingredient solutions (Esko + TraceGains, enhanced by GlobalVision) are performing strongly. PQI margins improved sequentially and management expects margin opportunity to be consistent with broader long-term framework.
Cost Optimization Program for Margin Expansion
Launched a company-wide cost optimization program to streamline processes and enhance operating efficiency. No benefit is assumed in 2026 guidance, but management expects roughly 50% of run-rate savings in 2027 and full run-rate by 2028 — positioned to be additive to the existing mid-single-digit core growth / 30–35% fall-through value creation algorithm.
Disciplined Pricing & Tariff Management
Company has executed targeted pricing actions to offset input cost pressures; expects pricing contribution in the range of ~100–200 basis points (with PQI at the higher end). Prior-year tariff impacts are rolling off and new Section 232 impacts are described as relatively small and baked into guidance.
Improved Tax Rate and Financial Position
Effective tax rate has declined from about 24.5% at spin to the low-20% range due to planning work, supporting net income. Management emphasizes strong free cash flow profile and balance sheet flexibility for further value creation.
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 |
|---|---|---|---|
Apr 28, 2026 | $85.60 | $89.47 | +4.52% |
Feb 03, 2026 | $97.30 | $91.27 | -6.20% |
Oct 28, 2025 | $102.24 | $99.22 | -2.95% |
Jul 28, 2025 | $102.70 | $104.63 | +1.87% |
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 Jul 23, 2026, After Close (Confirmed).
What is Veralto Corporation (VLTO) earnings time?
Veralto Corporation (VLTO) earnings time is at Jul 23, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is VLTO EPS forecast?
VLTO EPS forecast for the fiscal quarter 2026 (Q2) is 1.01.