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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Deane Dray | RBC Capital Markets | 12 | 0% |
| John McNulty | BMO Capital Markets | 12 | 0% |
| Nathan Jones | Stifel | 10 | 10% |
| Andy Buscaglia | BNP Paribas | 8 | 13% |
| Jacob Levinson | Melius Research | 8 | 13% |
| Andy Kaplowitz | Citigroup | 8 | 0% |
| Mike Halloran | Robert W. Baird | 8 | 0% |
| Andy Krill | Deutsche Bank | 8 | 0% |
| Brian Lee | Goldman Sachs | 6 | 33% |
| Will Grippin | Barclays | 5 | 20% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| BMO Capital Markets | 1 | 12 | 0% |
| RBC Capital Markets | 1 | 12 | 0% |
| Melius Research | 2 | 10 | 10% |
| Stifel |
| 1 |
| 10 |
| 10% |
| Citigroup | 2 | 10 | 0% |
| Robert W. Baird | 1 | 8 | 0% |
| Deutsche Bank | 1 | 8 | 0% |
| BNP Paribas | 1 | 8 | 13% |
Veralto delivered a strong start to FY2026 with approximately 7% total sales growth and 13% adjusted EPS growth, raising full-year guidance to $4.20-4.28 from $4.10-4.20. Approximately $1B was deployed across two strategic acquisitions, and water quality growth was broad-based across municipal and industrial end markets. A cost optimization program was initiated targeting 2027-2028 savings, though packaging and color equipment sales declined high single digits and high-growth markets slightly softened in Q1.
Demand | Trade Tariffs | Margin | Competitive Dynamics | Guidance Reliability | M&A | Revenue Growth | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 2 | 7 | 2 | 2 | 2 | ||
| 2025Q1 | 2 | 9 | 1 | 2 | 1 | 1 | 2 | 3 |
| 2025Q2 | 7 | 5 | 3 | 3 | 2 | 2 | 2 | 1 |
| 2025Q3 | 5 | 5 | 4 | 4 | 1 | 3 | 3 | 3 |
| 2025Q4 | 6 | 1 | 1 | 3 | 3 | 3 | 3 | 1 |
| 2026Q1 | 7 | 1 | 6 | 3 | 5 | 3 | 3 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 4 | 2 | 7 | 5 | 6 | 7 |
| Trade Tariffs | 2 | 9 | 5 | 5 | 1 | 1 |
| Margin | 7 | 1 | 3 | 4 | 1 | 6 |
| Competitive Dynamics | 2 | 2 | 3 | 4 | 3 | 3 |
| Guidance Reliability | 2 | 1 | 2 | 1 | 3 | 5 |
| M&A | 2 | 1 | 2 | 3 | 3 | 3 |
| Revenue Growth | 2 | 2 | 3 | 3 | 3 | |
| Pricing | 3 | 1 | 3 | 1 | 2 |