Veralto Corporation · VLTO · Next earnings

Veralto Corporation reports Tuesday, Feb 2, 2027

VLTO reports after market close with consensus EPS at $1.14 and revenue at $1.53B. Last quarter: Veralto raises 2026 EPS outlook as water demand accelerates

Reports After market close89 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $1.14 Calendar consensus
Consensus revenue $1.53B Calendar consensus
Report date Feb 2, 2027 Tuesday, date estimated
Session After market close 89 days away

Where VLTO left off: FY2026 Q3

Full report

Veralto raises 2026 EPS outlook as water demand accelerates

EPS surprise +8.3% Reported $1.18 vs $1.09
Revenue surprise +0.8% Reported $1.51B vs $1.50B
Stock move +9.8% Event window
Subsequent drift 0.0% Up to 20 sessions

Raised: full-year adjusted EPS guidance increased to $4.49-$4.52 from the prior analysis's $4.35-$4.43 range. Management targets 5%-6% core sales growth and 10%-11% total growth in Q4.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Cleanwater1 is expected to cause modest Q4 margin dilution.
  • Integration and synergy realization across recent acquisitions remain execution risks.
  • Municipal capital spending could slow with changes in federal funding.
  • Inflation in raw materials and transportation, project timing, and the possible loss of tariff benefits in 2027 could pressure results.

Questions analysts left open

  • The pace of margin improvement after the Cleanwater1 acquisition.
  • Pricing conditions for water-treatment and UV equipment.
  • Visibility into 2027 guidance and regional performance, particularly China and Brazil.
  • The scale of cost-out opportunities beyond the initial $10-$15 million.

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Recent VLTO quarters

All VLTO earnings
+9.8%FY2026 Q3+0.4%FY2026 Q2+4.5%FY2026 Q1-6.2%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.