Veralto Corp
VLTO - Insider Information
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+ FollowMarket Cap$27.09B
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Earnings Call Q3 2026
October 30, 2026 - AI Summary
Q3 performance strong (growth + profitability + cash):
- Total sales +7.5% YoY; adjusted EPS +19.2%.
- Generated free cash flow of $304M.
- Core sales +5.1% YoY, led by Water Quality (+6.4% core) with PQI (+3.2%).
- Both Water Quality and PQI accelerated sequentially from Q2→Q3.
Guidance raised; Q4 outlook implies continued momentum:
- Full-year 2026 adjusted EPS guidance raised to $4.49–$4.52 (from prior range), implying +15%–16% YoY growth.
- Drivers include cost-out execution and disciplined capital deployment (M&A + buybacks).
- Q4 expectations: core sales growth 5.5%–6.5% and ~5% growth from acquisitions, implying total sales growth ~10%–11%.
2026→2027 margin outlook: cost optimization on track, but headwinds exist:
- Cost Optimization Program: early savings are real—$10M–$15M of savings expected in 2026.
- Plan remains: ~half savings by end of 2027 and full run-rate in 2028 (unchanged framework).
- For 2027, management indicated expectations remain ~30%–35% fall-through (i.e., operating margin benefit), but also noted puts-and-takes:
- Tariff benefit from 2026 likely won’t carry into 2027.
- Cleanwater1 acquisition may cause margin dilution (while EPS expected to be flat to slightly accretive).
- Planned investments in Q4 to support 2027 could create some near-term pressure/volatility.
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$69.32
40.8% downside
Current Fair Value
40.8% downsideOvervalued by 40.8% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $27.09 Billion |
|---|---|
| Enterprise Value | $28.35 Billion |
| Annual dividend | $0.52 |
| Dividend yield | 0.47% |
| Earnings per Share | $3.79 |
| Beta | 0.78 |
| Outstanding Shares | 243,800,000 |
Return
| Return on Equity | 32.35% |
|---|---|
| Return on Assets | 11.71% |
| Return on Invested Capital | 19.55% |
Valuation & Multiples
| P/E Ratio | 27.3 |
|---|---|
| PEG | 466 |
| Price to Sales | 5.09 |
| Price to Book Ratio | 9.75 |
| Enterprise Value to Revenue | 4.89 |
| Enterprise Value to EBIT | 22.3 |
| Enterprise Value to Net Income | 28 |
| Total Debt to Enterprise | 0.12 |
| Debt to Equity | 1.09 |
Revenue Sources
No data
Last Earnings Call
Report Date
October 29, 2026
EPS Estimate
$1.09
Consensus analyst estimateRevenue Estimate
$1.50 B
Consensus analyst estimateNext Earnings Call
Expected Date
February 2, 2027
EPS Estimate
$1.14
Consensus analyst estimateRevenue Estimate
$1.53 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 7.93% |
|---|---|
| Total Calls | 18▼ 99.99% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 6.95%▼ 90.07% |
|---|---|
| Total Invested | $1.61B▼ 92.44% |
| Investors Holding | 375▼ 624.00% |