Citable filing context
VLTO's research view summarizes recent SEC filing context, starting with earnings from Jul 28, 2026.
| Filed | Item | Context |
|---|---|---|
| Jul 28, 2026 | earnings | Veralto reported second quarter 2026 sales of $1.474 billion and raised full-year adjusted EPS guidance to $4.35-$4.43. |
| Jun 1, 2026 | debt_offering | Veralto Corp issued $725 million of 4.850% Senior Notes due 2032. |
| May 14, 2026 | other | Veralto Corp reported the results of its 2026 annual meeting of shareholders, including director elections. |
| Jul 28, 2026 | Guidance: adjusted_diluted_eps | 4.35 to 4.43 |
| Jul 28, 2026 | Guidance: adjusted_diluted_eps | 1.06 to 1.09 |
| Jul 28, 2026 | Guidance: adjusted_operating_profit_margin | not reported to not reported |
| Jul 29, 2026 | mda_quarterly | Veralto Corporation reported a strong performance for the six-month period ended July 3, 2026, with total sales of $2.9 billion, a 7.1% increase over the prior-year period. Core sales grew 3.1%, bolstered by positive pricing actions and steady demand across its two segments: Water Quality (WQ) and Product Quality & Innovation (PQI). The WQ segment, featuring brands like Hach and ChemTreat, remains a primary growth driver, benefiting from secular demand in municipal and industrial water treatment. The PQI segment, which includes Videojet and Esko, is seeing steady demand in consumer-packaged goods and is increasingly focused on digital workflow adoption. Strategic capital allocation remains a priority. Veralto completed two significant acquisitions in 2026: In-Situ, an environmental water monitoring firm, and GlobalVision, an AI-augmented packaging compliance provider. These acquisitions, combined with a $750 million share repurchase program, reflect the company’s focus on portfolio expansion and capital returns. Financial risks are managed through a conservative debt structure, with $2.1 billion in cash and cash equivalents as of July 2026. While the company faces headwinds from restructuring costs related to its 2026 Cost Optimization Program and macroeconomic volatility, it continues to leverage the Veralto Enterprise System (VES) to drive operational efficiency and margin resilience. |
| Apr 29, 2026 | mda_quarterly | Veralto reported first-quarter 2026 sales of $1.422 billion, a 6.7% increase year-over-year, with core sales growing 1.9%. Recurring revenue, supported by a large installed base, accounted for 62% of total sales. The Water Quality segment, featuring brands like Hach and ChemTreat, saw core sales growth of 3.8% led by chemical treatment solutions. Conversely, the Product Quality & Innovation segment, including Videojet and Pantone, experienced a 1.0% core sales decline, primarily due to a 7.5% drop in packaging and color solutions amid global macroeconomic headwinds. Net earnings rose to $254 million, though gross margins were pressured by increased labor costs. Strategic expansion continued with the $426 million acquisition of In-Situ and the CAD $270 million acquisition of GlobalVision. Management identified material risks including Middle East conflict, trade tariffs, and U.S. dollar strengthening. To optimize cost structures, the company initiated a 2026 Restructuring Program with estimated charges between $85 million and $105 million. Veralto maintains $1.4 billion in cash and cash equivalents but faces a $700 million debt maturity in 2026. During the quarter, the company also utilized $300 million for share repurchases. |
Source: SEC EDGAR filing text and events; period Jul 28, 2026; filed Jul 28, 2026.
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