Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Veralto (VLTO) is 7/10.
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.
Scored from Veralto’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.34B | +4.4% | $0.91 | +12.3% | 59.6% | 22.9% | 16.9% | $263M |
| FY2025 Q1 | $1.33B | +6.9% | $0.90 | +21.6% | 60.4% | 24.2% | 16.9% | $142M |
| FY2025 Q2 | $1.37B | +6.4% | $0.89 | +9.9% | 60.0% | 22.8% | 16.2% | $323M |
| FY2025 Q3 | $1.40B | +6.8% | $0.95 | +8.0% | 60.1% | 23.2% | 17.0% | $258M |
| FY2025 Q4 | $1.40B | +3.8% | $1.01 | +11.0% | 59.3% | 22.6% | 18.2% | $291M |
| FY2026 Q1 | $1.42B | +6.8% | $1.02 | +13.3% | 60.1% | 23.8% | 17.9% | $170M |
| FY2026 Q2 | $1.47B | +7.5% | $0.98 | +10.1% | 61.2% | 21.4% | 16.4% | $-12M |