Analyst Consensus ?
ConsensusHold13 ratings
Bullish646.2%
Neutral753.8%
Bearish00.0%
Veralto Corporation · VLTO · FY2025 Q4 · Calendar Q1 2026
Veralto: secular demand supports outlook, execution remains the test
The supplied analysis supports a constructive but conditional view: secular demand and resilient end markets provide a foundation for growth, while pricing, acquisitions, and new products must translate into durable volume and margin improvement.
Reported After market closeNYSEIndustrials
$23.56B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.04
Consensus $0.98
EPS surprise
+6.3%
Reported versus consensus
Reported revenue
$1.40B
Consensus $1.41B
Revenue surprise
-0.7%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-6.2%
Event window
SPY move
-0.5%
Same window
Abnormal move
-5.7%
Stock minus SPY
Volume
4.5×
Versus trailing sessions
Subsequent drift
+4.1%
Up to 20 sessions
VLTOSPY benchmark
Ask FN2 about VLTO FY2025 Q4
Transcript, numbers and history already loaded
Why did VLTO fall 6.2% after beating EPS estimates in FY2025 Q4?What changed in VLTO's guidance and outlook in FY2025 Q4?Give me the bull and bear case for VLTO after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Management maintained the 2026 outlook and emphasized secular demand, while the latest analysis highlighted the completed In-Situ acquisition, expanded product offerings, and continued focus on service, software, and operational efficiency.
Guidance delta
Maintained: management’s 2026 outlook calls for low-to-mid single-digit core sales growth, modest margin expansion, and mid-to-high single-digit EPS growth.
Key takeaways
- Management highlighted demand tied to clean water, safe food, and data-center cooling.
- The portfolio expanded through In-Situ, while new analyzer and AI-enabled packaging software offerings broadened the product set.
- Free cash flow and capital returns were strong, but tariffs, macro uncertainty, and acquisition execution remain watch items.
- The market reaction was negative despite an EPS beat, underscoring investor focus on growth quality and forward execution.
Management priorities
- Advance disciplined acquisitions across Water Quality and PQI
- Improve operational and commercial efficiency through VES tools and regionalized manufacturing
- Expand service attachment, water analytics, and AI-enabled packaging software
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$94.32Current
$102Low
$108.75Average
$119High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 1, 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 | Jul 30, 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 $94.32. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| UBS | Analyst unavailable | $104 | $94.18 | +10.3% | Jul 30, 2026 |
| Robert W. Baird | Analyst unavailable | $111 | $95.21 | +17.7% | Jul 30, 2026 |
| RBC Capital | Analyst unavailable | $109 | $94.8 | +15.6% | Jul 30, 2026 |
| Stifel Nicolaus | Analyst unavailable | $114 | $98.83 | +20.9% | Jul 30, 2026 |
| Stifel Nicolaus | Analyst unavailable | $111 | $93.81 | +17.7% | Jul 20, 2026 |
| Wolfe Research | Analyst unavailable | $109 | $92.12 | +15.6% | Jul 9, 2026 |
| Robert W. Baird | Michael Halloran | $103 | $89.47 | +9.2% | Apr 30, 2026 |
| Barclays | Analyst unavailable | $113 | $89.47 | +19.8% | Apr 30, 2026 |
| Stifel Nicolaus | Nathan Jones | $110 | $90.85 | +16.6% | Apr 14, 2026 |
| BMO Capital | Analyst unavailable | $108 | $92.81 | +14.5% | Feb 11, 2026 |
| UBS | Joshua Spector | $102 | $91.7 | +8.1% | Feb 6, 2026 |
| Stifel Nicolaus | Nathan Jones | $118 | $90.35 | +25.1% | Feb 5, 2026 |
| RBC Capital | Deane Dray | $102 | $89 | +8.1% | Feb 5, 2026 |
| Robert W. Baird | Michael Halloran | $108 | $91.41 | +14.5% | Feb 5, 2026 |
| Barclays | William Grippin | $117 | $91.41 | +24.0% | Feb 5, 2026 |
| Jefferies | Analyst unavailable | $105 | $98.34 | +11.3% | Dec 10, 2025 |
| BMO Capital | Analyst unavailable | $114 | $103.64 | +20.9% | Nov 25, 2025 |
| RBC Capital | Analyst unavailable | $111 | $100.26 | +17.7% | Oct 30, 2025 |
| Barclays | Analyst unavailable | $121 | $99.5 | +28.3% | Oct 30, 2025 |
| Barclays | William Grippin | $119 | $107.14 | +26.2% | Oct 6, 2025 |
| Barclays | Analyst unavailable | $120 | $107.06 | +27.2% | Sep 18, 2025 |
| Stifel Nicolaus | Analyst unavailable | $120 | $105.78 | +27.2% | Jul 30, 2025 |
| BMO Capital | John McNulty | $119 | $110.46 | +26.2% | Sep 30, 2024 |
| BMO Capital | John McNulty | $117 | $106.28 | +24.0% | Jul 29, 2024 |
| Stifel Nicolaus | Nathan Jones | $117 | $104.87 | +24.0% | Jul 29, 2024 |
| Robert W. Baird | Michael Halloran | $112 | $106.23 | +18.7% | Jul 29, 2024 |
| RBC Capital | Deane Dray | $108 | $106.25 | +14.5% | Jul 29, 2024 |
| Argus Research | John Eade | $110 | $97.27 | +16.6% | May 7, 2024 |
| BMO Capital | John McNulty | $101 | $92.4 | +7.1% | Apr 25, 2024 |
| RBC Capital | Deane Dray | $101 | $92.4 | +7.1% | Apr 25, 2024 |
| Goldman Sachs | Brian Lee | $104 | $89.46 | +10.3% | Mar 22, 2024 |
| RBC Capital | Deane Dray | $78 | $70.74 | -17.3% | 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
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|---|---|---|---|---|
| CTAS Cintas Corporation | FY2027 Q1 · Calendar Q3 2026 | +3.0% | -3.4% | Cintas raises FY2027 guidance as Q1 growth broadens |
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| CPRT Copart, Inc. | FY2026 Q4 · Calendar Q3 2026 | -8.7% | -2.6% | Copart pairs international growth with ACV investment amid higher costs |
| SUNB Sunbelt Rentals Holdings Inc | FY2027 Q1 · Calendar Q3 2026 | +19.2% | +5.9% | Sunbelt raises FY27 outlook as specialty rental demand accelerates |
| FRO Frontline Plc | FY2026 Q2 · Calendar Q3 2026 | +8.0% | +1.0% | Frontline posts a record quarter as tanker rates remain elevated |
Latest beats and misses
Who reports nextBeat on EPS
- CCLFY2026 Q3 · September 29, 2026+5.9% EPS+13.4% move
- COSTFY2026 Q4 · September 24, 2026+3.2% EPS+2.9% move
- SNXFY2026 Q3 · September 24, 2026+20.9% EPS-9.9% move
- DRIFY2027 Q1 · September 24, 20260.0% EPS-3.0% move
- CTASFY2027 Q1 · September 23, 2026+3.0% EPS-3.4% move
- PAYXFY2027 Q1 · September 23, 2026+1.5% EPS-8.8% 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 · 2026-07-26T00:36:15.940040+00:00
- Polygon adjusted daily market bars · 2026-09-30T23:36:04.481605+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-30T23:36:04.479188+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 2026-09-30. For educational purposes only; not investment advice.