Veralto Corporation · VLTO · Next earnings

Veralto Corporation reports Tuesday, Oct 27, 2026

VLTO reports after market close with consensus EPS at $1.09 and revenue at $1.50B. Last quarter: Veralto Raises EPS Guidance on 7% Sales Growth, Announces $1B in Acquisitions

Reports After market close37 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $1.09 Calendar consensus
Consensus revenue $1.50B Calendar consensus
Report date Oct 27, 2026 Tuesday, date estimated
Session After market close 37 days away

Where VLTO left off: FY2026 Q1

Full report

Veralto Raises EPS Guidance on 7% Sales Growth, Announces $1B in Acquisitions

EPS surprise +7.0% Reported $1.07 vs $1.00
Revenue surprise +1.6% Reported $1.42B vs $1.40B
Stock move +4.5% Event window
Subsequent drift -6.7% Up to 20 sessions

Veralto raised its full-year 2026 adjusted EPS guidance to a range of $4.20–$4.28, up from the prior outlook. The prior quarter's guidance had assumed low-to-mid single-digit core sales growth, modest margin expansion, and mid-high single-digit EPS growth. The raised EPS outlook reflects Q1 outperformance, with sales growing approximately 7% and adjusted EPS growing 13%. The cost-optimization program's savings are not expected to materially impact 2026 earnings, with the benefit profile back-end loaded into 2027 and 2028. Capex outlook remains stable.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Tariff and cost-inflation headwinds, including Section 232 measures and oil price volatility, could pressure margins.
  • Geopolitical risk from the Iran conflict may affect commodity input costs.
  • Funding constraints for municipal water projects in China remain a drag on Water Quality growth.
  • Integration execution risk from two sizable acquisitions completed in close succession.
  • Potential demand weakness in certain industrial end markets, including automotive, textiles, and building materials.

Questions analysts left open

  • Timing and magnitude of cost-optimization savings — analysts are probing whether the 2027–2028 timeline is achievable.
  • Extent of pricing increases versus inflation pressures and whether pricing power can be sustained.
  • Impact of acquisitions on near-term earnings, including integration costs and synergy realization.
  • CapEx versus OpEx mix, particularly related to Trojan UV quoting activity.
  • Regional performance divergence, notably the China municipal slowdown and Middle East exposure.

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Recent VLTO quarters

All VLTO earnings
+4.5%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

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.