Revenue and Core Sales Growth
Total sales increased 7.6% year-over-year to $1,474M for 2026-Q3. Non-GAAP core sales grew 4.2%, supported by a 3.0% contribution from positive pricing actions.
Source: 10-Q Item 2 MD&A
Computed from published fixed rules, not a model's judgement — though one input, the count of high-severity risks, comes from the AI analysis below.
Not investment advice and not a price target: it scores the quarter's fundamentals, not the stock. Full methodology →
AI Takeaway
In 2026-Q3, Veralto Corporation generated total sales of $1,474M, up 7.6% year-over-year, driven by 4.2% core sales growth led by the Water Quality segment alongside contributions from recent strategic acquisitions.
Last 4 quarters: 4 beats
| Quarter | Actual EPS (USD) | Consensus (USD) | Result |
|---|---|---|---|
| Jun 2026 | 1.11 | 1.03 | Beat +8.3% |
| Mar 2026 | 1.07 | 1.03 | Beat +4.3% |
| Dec 2025 | 1.04 | 1.00 | Beat +4.3% |
| Sep 2025 | 0.99 | 0.97 | Beat +2.2% |
Compiled by AI from 10-Q Item 2 of this filing
Total sales increased 7.6% year-over-year to $1,474M for 2026-Q3. Non-GAAP core sales grew 4.2%, supported by a 3.0% contribution from positive pricing actions.
Source: 10-Q Item 2 MD&A
Water Quality segment revenues increased 10.1% to $908M (core sales up 5.7%), driven by 10.7% core growth in chemical treatment solutions and strong performance in North America.
Source: 10-Q Item 2 MD&A
Veralto completed two key acquisitions in 2026: In-Situ, Inc. in January for $426M net cash (integrated into Water Quality) and GlobalVision in April for CAD $270M ($195M) (integrated into Product Quality & Innovation).
Source: 10-Q Item 2 MD&A
Gross profit margin expanded 120 basis points year-over-year to 61.2%, benefited by pricing, productivity, and tariff recoveries under IEEPA. Operating profit margin contracted to 21.4% due to a 200 bps impact from 2026 Cost Optimization Program restructuring charges.
Source: 10-Q Item 2 MD&A
Compiled by AI from 10-Q Item 2 of this filing · 0 high, 2 medium, 1 low
Potential significant tariffs, import restrictions, or related countermeasures imposed by foreign countries could adversely affect operational execution, financial condition, and profit margins.
Source: 10-Q Item 2 MD&A
Intense industry competition and broader geopolitical uncertainties, such as conflicts in the Middle East and cyclical market declines, could impact customer demand and pricing power.
Source: 10-Q Item 2 MD&A
Restructuring activities under the 2026 Cost Optimization Program could result in unexpected costs or fail to yield anticipated operating efficiency and cost-savings benefits.
Source: 10-Q Item 2 MD&A
Answers draw on this SEC filing and the data on this page
Veralto (VLTO) delivered solid Q2 2026 results with revenue up 6.8% YoY to $1.42B and net income surging 12.9% to $254M, though a sharp rise in current liabilities and heavy capital deployment via buybacks and acquisitions warrant attention.
VLTO delivered solid FY2025 results with revenue growing 6.0% to $5.50B and net income surging 12.8% to $940M, supported by strong operating cash flow of $1.08B and a significant build-up in cash to $2.03B.
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