Analyst Consensus ?
ConsensusHold13 ratings
Bullish646.2%
Neutral753.8%
Bearish00.0%
Veralto Corporation · VLTO · FY2025 Q1 · Calendar Q2 2025
Veralto starts 2025 with broad growth and record margin
The supplied analysis supports a constructive operating picture: essential water-quality and packaging offerings, recurring consumables and software, acquisitions, and operational initiatives are supporting growth and margins. The evidence is not sufficient for high confidence because tariff exposure, demand elasticity, and the sustainability of record margins remain open questions.
Reported After market closeNYSEIndustrials
$23.63B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $0.87
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $1.28B
Revenue surprise
—
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+3.0%
Event window
SPY move
+0.0%
Same window
Abnormal move
+3.0%
Stock minus SPY
Volume
1.9×
Versus trailing sessions
Subsequent drift
+5.6%
Up to 20 sessions
VLTOSPY benchmark
Ask FN2 about VLTO FY2025 Q1
Transcript, numbers and history already loaded
What drove VLTO's +3.0% move after FY2025 Q1 earnings?What changed in VLTO's guidance and outlook in FY2025 Q1?Give me the bull and bear case for VLTO after FY2025 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior-quarter analysis, the current quarter adds reported Q1 growth and margin strength, a new U.S. Trojan facility, explicit tariff-mitigation actions, and the AQUAFIDES acquisition. Management maintained full-year EPS guidance and expanded the margin target, while the risk discussion shifted toward tariff effects, pricing elasticity, and whether Q1 benefited from pull-forward demand.
Guidance delta
Full-year 2025 EPS guidance was reaffirmed, while the margin target was expanded.
Key takeaways
- Management described 7.8% core sales growth and a record 25% adjusted operating margin in Q1.
- The company highlighted tariff mitigation, a new U.S. Trojan manufacturing facility, and portfolio additions including AQUAFIDES.
- The central debate is whether pricing, recurring revenue, and operational improvements can offset tariff and demand risks.
Management priorities
- Integrate TraceGains and AQUAFIDES while continuing the M&A pipeline.
- Scale U.S. manufacturing and accelerate Trojan plant utilization.
- Expand water analytics, UV treatment, packaging software, and continuous-improvement initiatives.
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Estimate
Beat
Miss
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Analyst 52W Price Targets
$96.93Current
$102Low
$108.88Average
$119High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 12, 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 $96.93. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| UBS | Analyst unavailable | $106 | $94.68 | +9.4% | Oct 5, 2026 |
| UBS | Analyst unavailable | $104 | $94.18 | +7.3% | Jul 30, 2026 |
| Robert W. Baird | Analyst unavailable | $111 | $95.21 | +14.5% | Jul 30, 2026 |
| RBC Capital | Analyst unavailable | $109 | $94.8 | +12.5% | Jul 30, 2026 |
| Stifel Nicolaus | Analyst unavailable | $114 | $98.83 | +17.6% | Jul 30, 2026 |
| Stifel Nicolaus | Analyst unavailable | $111 | $93.81 | +14.5% | Jul 20, 2026 |
| Wolfe Research | Analyst unavailable | $109 | $92.12 | +12.5% | Jul 9, 2026 |
| Robert W. Baird | Michael Halloran | $103 | $89.47 | +6.3% | Apr 30, 2026 |
| Barclays | Analyst unavailable | $113 | $89.47 | +16.6% | Apr 30, 2026 |
| Stifel Nicolaus | Nathan Jones | $110 | $90.85 | +13.5% | Apr 14, 2026 |
| BMO Capital | Analyst unavailable | $108 | $92.81 | +11.4% | Feb 11, 2026 |
| UBS | Joshua Spector | $102 | $91.7 | +5.2% | Feb 6, 2026 |
| Stifel Nicolaus | Nathan Jones | $118 | $90.35 | +21.7% | Feb 5, 2026 |
| RBC Capital | Deane Dray | $102 | $89 | +5.2% | Feb 5, 2026 |
| Robert W. Baird | Michael Halloran | $108 | $91.41 | +11.4% | Feb 5, 2026 |
| Barclays | William Grippin | $117 | $91.41 | +20.7% | Feb 5, 2026 |
| Jefferies | Analyst unavailable | $105 | $98.34 | +8.3% | Dec 10, 2025 |
| BMO Capital | Analyst unavailable | $114 | $103.64 | +17.6% | Nov 25, 2025 |
| RBC Capital | Analyst unavailable | $111 | $100.26 | +14.5% | Oct 30, 2025 |
| Barclays | Analyst unavailable | $121 | $99.5 | +24.8% | Oct 30, 2025 |
| Barclays | William Grippin | $119 | $107.14 | +22.8% | Oct 6, 2025 |
| Barclays | Analyst unavailable | $120 | $107.06 | +23.8% | Sep 18, 2025 |
| Stifel Nicolaus | Analyst unavailable | $120 | $105.78 | +23.8% | Jul 30, 2025 |
| BMO Capital | John McNulty | $119 | $110.46 | +22.8% | Sep 30, 2024 |
| BMO Capital | John McNulty | $117 | $106.28 | +20.7% | Jul 29, 2024 |
| Stifel Nicolaus | Nathan Jones | $117 | $104.87 | +20.7% | Jul 29, 2024 |
| Robert W. Baird | Michael Halloran | $112 | $106.23 | +15.5% | Jul 29, 2024 |
| RBC Capital | Deane Dray | $108 | $106.25 | +11.4% | Jul 29, 2024 |
| Argus Research | John Eade | $110 | $97.27 | +13.5% | May 7, 2024 |
| BMO Capital | John McNulty | $101 | $92.4 | +4.2% | Apr 25, 2024 |
| RBC Capital | Deane Dray | $101 | $92.4 | +4.2% | Apr 25, 2024 |
| Goldman Sachs | Brian Lee | $104 | $89.46 | +7.3% | Mar 22, 2024 |
| RBC Capital | Deane Dray | $78 | $70.74 | -19.5% | Nov 3, 2023 |
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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
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Latest beats and misses
Who reports nextBeat on EPS
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-04-17T05:55:05.676865+00:00
- Polygon adjusted daily market bars · 2026-10-12T04:40:43.100707+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-12T04:40:43.097909+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 2026-10-12. For educational purposes only; not investment advice.