7.6%$1,474M4.2%
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
A fixed rule set over this filing's XBRL figures and the number of high-severity risks found in it — no model judgement.
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.
Filed · Source: SEC EDGAR 10-Q filing
Veralto reported 7.6% revenue growth to $1,474M in 2026-Q3 with net income of $241M, supported by positive pricing actions, gross margin expansion to 61.2%, and growth in Water Quality.
Last 4 quarters: 4 beats
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
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
This analysis does not extract a guidance section. Companies issue revenue and EPS outlook in the 8-K press release and on the earnings call rather than in the 10-Q itself — though the filing's management discussion can contain forward-looking statements, which appear in the highlights above where they were material.
Veralto delivered total sales of $1,474M in 2026-Q3, up 7.6% year-over-year, and net earnings of $241M. Growth was anchored by strong core sales in the Water Quality segment (+5.7%) and disciplined pricing actions across all operating units.
The Water Quality segment grew sales 10.1% to $908M, backed by strong industrial and municipal demand. The Product Quality & Innovation segment generated sales of $566M, benefiting from steady demand in consumer packaged goods markets.
In 2026, Veralto acquired In-Situ, Inc. in January for $426M net cash to strengthen its water measurement portfolio, and GlobalVision in April for CAD $270M ($195M) to expand packaging compliance capabilities in its Product Quality & Innovation segment.
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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