Analyst Consensus ?
ConsensusHold13 ratings
Bullish646.2%
Neutral753.8%
Bearish00.0%
Veralto Corporation · VLTO · FY2024 Q4 · Calendar Q1 2025
Veralto pairs portfolio actions with a measured 2025 outlook
The supplied analysis supports a constructive but conditional view: Veralto's water-treatment demand, recurring revenue, and portfolio actions provide growth support, while execution and macro exposures temper confidence.
Reported After market closeNYSEIndustrials
$25.43B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $0.90
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $1.35B
Revenue surprise
—
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-5.1%
Event window
SPY move
+0.4%
Same window
Abnormal move
-5.5%
Stock minus SPY
Volume
1.9×
Versus trailing sessions
Subsequent drift
+2.2%
Up to 20 sessions
VLTOSPY benchmark
Ask FN2 about VLTO FY2024 Q4
Transcript, numbers and history already loaded
What drove VLTO's -5.1% move after FY2024 Q4 earnings?What changed in VLTO's guidance and outlook in FY2024 Q4?Give me the bull and bear case for VLTO after FY2024 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The current analysis adds the 2025 outlook, the 7920 UV Laser Marking System launch, the Axine minority partnership, and the AVT divestiture. Compared with the prior quarter, guidance moved from raised to maintained and capex outlook moved from decreasing to increasing.
Guidance delta
Management maintained its outlook: low-to-mid single-digit 2025 core sales growth, 25-50 basis points of margin improvement, and adjusted EPS of $3.60-$3.70.
Key takeaways
- Management described 2024 performance as ahead of guidance and highlighted industrial water demand, recurring revenue, and packaging technology.
- TraceGains integration, the AVT divestiture, and the Axine investment are the main portfolio changes discussed.
- The outlook supports continued growth, but FX, tariffs, China, CPG softness, and mix-related margin pressure remain watchpoints.
Management priorities
- Integrate TraceGains and broaden digital workflow offerings with CPG customers.
- Invest in sales, marketing, and R&D across water treatment and PQI.
- Advance Axine technology, new UV laser and marking products, and selective portfolio actions.
Follow VLTO with an agent that reads every filing, transcript, and price print. Free to start.
Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$104.33Current
$102Low
$108.81Average
$119High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 25, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| UBS | Neutral | Neutral | Maintain | Oct 5, 2026 |
| Stifel | Buy | Buy | Maintain | Jul 30, 2026 |
| RBC Capital | Sector Perform | Sector Perform | Maintain | Jul 30, 2026 |
| Citigroup | Neutral | Neutral | Maintain | Jul 30, 2026 |
| BNP Paribas | Outperform | Outperform | Maintain | Jul 30, 2026 |
| Barclays | Overweight | Overweight | Maintain | Jul 30, 2026 |
| Jefferies | Hold | Buy | Downgrade | Dec 10, 2025 |
| BMO Capital | Outperform | Outperform | Maintain | Nov 25, 2025 |
| Baird | Neutral | Neutral | Maintain | Jul 30, 2025 |
| TD Cowen | Hold | Hold | Maintain | Jul 30, 2024 |
| Goldman Sachs | Buy | Buy | Maintain | Jul 29, 2024 |
| Deutsche Bank | Hold | Hold | Maintain | Jul 29, 2024 |
| Vertical Research | Buy | Hold | Upgrade | Oct 16, 2023 |
Named analyst price targets
Upside is calculated against the persisted current price $104.33. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Stifel Nicolaus | Analyst unavailable | $113 | $101.04 | +8.3% | Oct 19, 2026 |
| UBS | Analyst unavailable | $106 | $94.68 | +1.6% | Oct 5, 2026 |
| UBS | Analyst unavailable | $104 | $94.18 | -0.3% | Jul 30, 2026 |
| Robert W. Baird | Analyst unavailable | $111 | $95.21 | +6.4% | Jul 30, 2026 |
| RBC Capital | Analyst unavailable | $109 | $94.8 | +4.5% | Jul 30, 2026 |
| Stifel Nicolaus | Analyst unavailable | $114 | $98.83 | +9.3% | Jul 30, 2026 |
| Stifel Nicolaus | Analyst unavailable | $111 | $93.81 | +6.4% | Jul 20, 2026 |
| Wolfe Research | Analyst unavailable | $109 | $92.12 | +4.5% | Jul 9, 2026 |
| Robert W. Baird | Michael Halloran | $103 | $89.47 | -1.3% | Apr 30, 2026 |
| Barclays | Analyst unavailable | $113 | $89.47 | +8.3% | Apr 30, 2026 |
| Stifel Nicolaus | Nathan Jones | $110 | $90.85 | +5.4% | Apr 14, 2026 |
| BMO Capital | Analyst unavailable | $108 | $92.81 | +3.5% | Feb 11, 2026 |
| UBS | Joshua Spector | $102 | $91.7 | -2.2% | Feb 6, 2026 |
| Stifel Nicolaus | Nathan Jones | $118 | $90.35 | +13.1% | Feb 5, 2026 |
| RBC Capital | Deane Dray | $102 | $89 | -2.2% | Feb 5, 2026 |
| Robert W. Baird | Michael Halloran | $108 | $91.41 | +3.5% | Feb 5, 2026 |
| Barclays | William Grippin | $117 | $91.41 | +12.1% | Feb 5, 2026 |
| Jefferies | Analyst unavailable | $105 | $98.34 | +0.6% | Dec 10, 2025 |
| BMO Capital | Analyst unavailable | $114 | $103.64 | +9.3% | Nov 25, 2025 |
| RBC Capital | Analyst unavailable | $111 | $100.26 | +6.4% | Oct 30, 2025 |
| Barclays | Analyst unavailable | $121 | $99.5 | +16.0% | Oct 30, 2025 |
| Barclays | William Grippin | $119 | $107.14 | +14.1% | Oct 6, 2025 |
| Barclays | Analyst unavailable | $120 | $107.06 | +15.0% | Sep 18, 2025 |
| Stifel Nicolaus | Analyst unavailable | $120 | $105.78 | +15.0% | Jul 30, 2025 |
| BMO Capital | John McNulty | $119 | $110.46 | +14.1% | Sep 30, 2024 |
| BMO Capital | John McNulty | $117 | $106.28 | +12.1% | Jul 29, 2024 |
| Stifel Nicolaus | Nathan Jones | $117 | $104.87 | +12.1% | Jul 29, 2024 |
| Robert W. Baird | Michael Halloran | $112 | $106.23 | +7.4% | Jul 29, 2024 |
| RBC Capital | Deane Dray | $108 | $106.25 | +3.5% | Jul 29, 2024 |
| Argus Research | John Eade | $110 | $97.27 | +5.4% | May 7, 2024 |
| BMO Capital | John McNulty | $101 | $92.4 | -3.2% | Apr 25, 2024 |
| RBC Capital | Deane Dray | $101 | $92.4 | -3.2% | Apr 25, 2024 |
| Goldman Sachs | Brian Lee | $104 | $89.46 | -0.3% | Mar 22, 2024 |
| RBC Capital | Deane Dray | $78 | $70.74 | -25.2% | Nov 3, 2023 |
Track every rating change on VLTO the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationVeralto Corporation is a global provider specializing in critical solutions across water quality management, brand protection, and packaging aesthetics. Its operations are structured into two primary divisions: Water Quality (WQ) and Product Quality & Innovation (PQI). The WQ segment delivers advanced instrumentation and treatment technologies designed for the precise measurement, analysis, and purification of water. These solutions cater to a broad spectrum of applications, from residential and commercial settings to municipal systems, industrial processes, research facilities, and natural environments. Esteemed brands like Hach, Trojan Technologies, and ChemTreat fall under this segment, which also supplies essential chemical reagents, support services, and digital tools for comprehensive water management. The PQI segment focuses on enhancing product integrity and brand appeal.…
Historical context
All VLTO earningsIndustrials peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| FIX Comfort Systems USA, Inc. | FY2026 Q3 · Calendar Q4 2026 | +8.2% | -8.5% | Comfort Systems USA: Strong Growth, Record Backlog, Margin Watchpoints |
| BE Bloom Energy Corporation | FY2026 Q3 · Calendar Q4 2026 | +36.0% | -8.7% | Bloom Energy Raises Outlook as AI Power Demand Drives Expansion |
| SNA Snap-on Incorporated | FY2026 Q3 · Calendar Q4 2026 | -5.9% | -3.4% | Snap-on: C&I strength offsets organic sales pressure in Q3 |
| HON Honeywell International Inc. | FY2026 Q3 · Calendar Q4 2026 | +4.6% | +1.7% | Honeywell Raises 2026 Outlook as Backlog and Forge Support Growth |
| LMT Lockheed Martin Corporation | FY2026 Q3 · Calendar Q4 2026 | +6.0% | +7.0% | Lockheed Martin: backlog and guidance rise, with execution risks |
| NSC Norfolk Southern Corporation | FY2026 Q3 · Calendar Q4 2026 | +4.6% | +3.1% | Norfolk Southern posts strong Q3 as capex outlook rises |
Latest beats and misses
Who reports nextBeat on EPS
- FCNCAFY2026 Q3 · October 23, 2026+19.9% EPS+8.2% move
- FCNCNFY2026 Q3 · October 23, 2026+19.9% EPS+0.2% move
- FCNCOFY2026 Q3 · October 23, 2026+19.9% EPS+1.0% move
- FCNCPFY2026 Q3 · October 23, 2026+19.9% EPS+1.0% move
- RDYFY2027 Q2 · October 23, 2026+24.0% EPS-0.2% move
- SLBFY2026 Q3 · October 23, 2026+3.7% EPS+7.1% move
Missed on EPS
- INFYFY2027 Q2 · October 23, 2026-4.8% EPS-6.6% move
- BBDFY2026 Q3 · October 22, 2026-7.7% EPS+3.0% move
- SNAFY2026 Q3 · October 22, 2026-5.9% EPS-3.4% move
- SPOTFY2026 Q3 · October 22, 2026-11.6% EPS+11.1% move
- VRSNFY2026 Q3 · October 22, 2026-2.0% EPS-0.9% move
- HBANMFY2026 Q3 · October 22, 2026-5.3% EPS+0.5% move
Get the VLTO recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-01-21T00:01:13.267231+00:00
- Polygon adjusted daily market bars · 2026-10-25T07:20:43.641422+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-25T07:20:43.638726+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-25. For educational purposes only; not investment advice.