Veralto Corp

Veralto Corp

VLTO

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Market Cap$22.96B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Veralto CorpVeralto Corp23.60.53%32%4.21.1

Earnings Call Q2 2026

July 29, 2026 - AI Summary

Q2 results were strong and momentum improved (supports raised guidance): - Total sales +7.6% YoY in Q2. - Adjusted EPS +19.4% YoY. - Free cash flow $328M (robust cash generation). - Core sales +4.2% YoY, led by Water Quality +5.7% and PQI +2.0%. - Management highlighted sequential acceleration in both segments from Q1 → Q2 and framed durability into the second half based on funnel/booking trends.
Forecast/outlook: core growth acceleration in 2H and guidance raise (key positive): - Company expects year-over-year core sales growth to accelerate in 2H to ~5%–6% (implying better volume trends). - Pricing expected to be slightly moderated vs earlier periods, but still at or slightly above the high end of the guided range. - Full-year adjusted EPS raised to $4.35–$4.43, representing ~12%–14% YoY growth. - Margin: guided ~25 bps margin expansion in Q3 and 25–50 bps for full year; Q4 improvement expected to be “nice,” led by PQI.
What’s driving growth (opportunities, with segment specifics): - Water Quality drivers: - Industrial demand remains strong, tied to data centers and associated ecosystem (power/mining/semiconductors). - Scarcity/reuse tailwind supporting recycling and reuse solutions. - PQI drivers: - Strong demand for digital workflow solutions (bookings/visibility cited), including integrations around Esko, TraceGains, GlobalVision. - Marking/coding supported by easier comps in Q4. - Packaging & color equipment recovery: exited Q2 with better funnels and stronger service growth. - AI angle in PQI: management said AI is increasingly embedded in workflows (notably GlobalVision’s deterministic/inspection reliability for regulated environments), supporting mistake-proofing and speed to market.

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$109.33

Target Price by Analysts

13.4% upsideVeralto Target Price DetailsTarget Price
$73.04

Current Fair Value

24.3% downside

Overvalued by 24.3% based on the discounted cash flow analysis.

Share Statistics

Market cap$22.96 Billion
Enterprise Value$24.22 Billion
Dividend Yield$0.50 (0.53%)
Earnings per Share$3.79
Beta0.78
Outstanding Shares245,200,000

Return

Return on Equity31.90%ROE
Return on Assets11.54%
Return on Invested Capital19.98%

Valuation & Multiples

P/E Ratio23.6P/E Ratio
PEG275.76PEG
Price to Sales4.19Price to Sales
Price to Book Ratio8.04Price to Book Ratio
Enterprise Value to Revenue4.25
Enterprise Value to EBIT18.64
Enterprise Value to Net Income24
Total Debt to Enterprise0.14
Debt to Equity1.09Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
July 28, 2026
EPS Estimate
$1.01
Average shareholder expectation
Revenue Estimate
$1.45 B
Average shareholder expectation

Next Earnings Call

Expected Date
October 27, 2026
EPS Estimate
$1.07
Average shareholder expectation
Revenue Estimate
$1.50 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.0000 7.87%
Total Calls18 99.99%
Total Puts- 100.00%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %7.71% 85.39%
Total Invested$1.69B 91.70%
Investors Holding389 645.00%

ESG Score

No data

About Veralto Corp

Relevant Senate Committees

Joint Committee on Taxation

This committee directly influences corporate tax structures and the overall tax burden, which are critical factors affecting Veralto's financial performance and investment decisions.

Finance

This powerful committee controls taxation and trade policy, directly impacting Veralto's corporate valuations, profitability, and supply chain costs through tax rates, credits, and tariffs.

Appropriations

This committee allocates discretionary federal spending for scientific research and infrastructure projects, which often include environmental components. These funding decisions can directly impact Veralto's potential customer base or government contracts.

Health, Education, Labor, and Pensions

This committee influences labor costs through minimum wage and union regulations, which are universally applicable to Veralto as an employer. 'Applied sciences' may also have intersections with health-related regulations.

Judiciary

This committee oversees antitrust laws and intellectual property. As a major corporation, Veralto would be impacted by antitrust enforcement (e.g., M&A activity) and relies on intellectual property protection for its scientific innovations.

Banking, Housing, and Urban Affairs

This committee regulates the entire financial system, including the SEC. As a publicly traded company, Veralto is subject to SEC regulations, making this committee's oversight highly relevant to its financial operations and compliance.

Commerce, Science, and Transportation

With vast jurisdiction over interstate commerce, consumer protection (FTC), and 'science,' this committee directly impacts Veralto's product identification business, overall commercial operations, and applied sciences initiatives.

Environment and Public Works

This committee directly regulates the EPA, which is central to Veralto's business in environmental sciences, water quality, and environmental compliance. Its policies significantly impact Veralto's regulatory environment and market demand.

Homeland Security and Governmental Affairs

Veralto, in environmental and applied sciences, likely engages in federal contracting for its services and products, making government procurement and efficiency regulations highly relevant. Emerging AI regulations in financial markets could also impact Veralto's operations.