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Veralto Corporation (VLTO)
NYSE:VLTO
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Veralto Corporation (VLTO) Price & Analysis

232 Followers

VLTO Stock Chart & Stats

$92.02
$1.77(1.92%)
At close: 4:00 PM EDT
$92.02
$1.77(1.92%)

Bulls Say, Bears Say

Bulls Say
High Free Cash Flow ConversionVery strong free cash flow generation and conversion (~$1.05B TTM, ~95% of net income) indicates durable earnings quality and funding capacity. This supports buybacks, bolt‑on M&A, capex and debt servicing, providing financial flexibility through cycles and anchoring long‑term shareholder returns.
Robust Margins And ProfitabilitySustained high gross (~60%) and net (~17%) margins reflect a favorable product mix of hardware plus higher‑margin consumables/services. Margin durability stems from recurring aftermarket sales and service economics, offering persistent operating leverage and resilience to moderate volume swings.
Recurring Consumables & Secular DemandBusiness model anchored by a large installed base selling consumables, software and service creates recurring revenue and customer stickiness. Coupled with secular drivers (water reuse, traceability, compliance), this delivers predictable demand and pricing power over a multi‑quarter horizon.
Bears Say
Rising Leverage And New DebtDebt has stepped up (TTM ~$3.38B) and the $725M 2032 senior note adds fixed interest and covenant constraints. Higher leverage reduces financial flexibility for opportunistic investment, increases interest sensitivity, and raises refinancing and covenant risks if organic growth or margins slow.
PQI Growth And Margin PressurePQI's modest organic growth (2%) and earlier margin pressure from fixed‑cost absorption and duplicate lines suggest structural execution and scale issues. Lagging PQI expansion limits overall top‑line diversification and requires operational fixes to restore sustainable margin contribution.
Input Cost Volatility (ChemTreat)Raw‑material and input price swings at ChemTreat inject recurring margin volatility. While management can pass through some costs, unpredictable input cycles complicate forecasting, compress near‑term margins and place greater reliance on future cost programs and pricing discipline to preserve profitability.

Veralto Corporation News

VLTO FAQ

What was Veralto Corporation’s price range in the past 12 months?
Veralto Corporation lowest stock price was $80.03 and its highest was $110.11 in the past 12 months.
    What is Veralto Corporation’s market cap?
    Veralto Corporation’s market cap is $24.18B.
      When is Veralto Corporation’s upcoming earnings report date?
      Veralto Corporation’s upcoming earnings report date is Oct 28, 2026 which is in 90 days.
        How were Veralto Corporation’s earnings last quarter?
        Veralto Corporation released its earnings results on Jul 28, 2026. The company reported $1.11 earnings per share for the quarter, beating the consensus estimate of $1.007 by $0.103.
          Is Veralto Corporation overvalued?
          According to Wall Street analysts Veralto Corporation’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Veralto Corporation pay dividends?
            Veralto Corporation pays a Quarterly dividend of $0.13 which represents an annual dividend yield of 0.51%. See more information on Veralto Corporation dividends here
              What is Veralto Corporation’s EPS estimate?
              Veralto Corporation’s EPS estimate is 1.08.
                How many shares outstanding does Veralto Corporation have?
                Veralto Corporation has 245,599,260 shares outstanding.
                  What happened to Veralto Corporation’s price movement after its last earnings report?
                  Veralto Corporation reported an EPS of $1.11 in its last earnings report, beating expectations of $1.007. Following the earnings report the stock price went up 0.366%.
                    Which hedge fund is a major shareholder of Veralto Corporation?
                    Currently, no hedge funds are holding shares in VLTO
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Veralto Corporation

                      Veralto Corporation is a global provider specializing in critical solutions across water quality management, brand protection, and packaging aesthetics. Its operations are structured into two primary divisions: Water Quality (WQ) and Product Quality & Innovation (PQI). The WQ segment delivers advanced instrumentation and treatment technologies designed for the precise measurement, analysis, and purification of water. These solutions cater to a broad spectrum of applications, from residential and commercial settings to municipal systems, industrial processes, research facilities, and natural environments. Esteemed brands like Hach, Trojan Technologies, and ChemTreat fall under this segment, which also supplies essential chemical reagents, support services, and digital tools for comprehensive water management. The PQI segment focuses on enhancing product integrity and brand appeal. It provides critical marking and coding systems for packaged consumer goods and associated consumables. Its offerings extend to comprehensive software for managing digital assets, marketing resources, and product information, alongside inline printing systems for direct application on products and packaging. Furthermore, PQI supplies sophisticated design software and imaging technology for innovative packaging development, as well as color management tools for both printed materials and a wide array of consumer and industrial products. The segment also establishes color standards crucial for the design sector, operating through well-known brands such as Videojet, Linx, Esko, X-Rite, and Pantone. Veralto's diverse clientele includes municipal utility providers, the food and beverage sector, pharmaceutical companies, and various industrial enterprises. Established in 2022, Veralto Corporation, which was previously known as DH EAS Holding Corp. before adopting its current name in February 2023, maintains its corporate headquarters in Waltham, Massachusetts.

                      Veralto Corporation (VLTO) Earnings & Revenues

                      VLTO Company Deck

                      VLTO Earnings Call

                      Q2 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call portrayed solid operational and financial momentum: healthy revenue and adjusted EPS growth, strong free cash flow, upgraded EPS guidance, active bolt-on M&A and share repurchases, and expectations for accelerating core growth and margin expansion. Headwinds are mostly limited or one-time (tariff refunds), with region- and segment-specific softness (China water, modest PQI growth), input volatility in ChemTreat, and cost savings weighted to 2027. On balance the positive developments — notably upgraded guidance, cash generation, and commercial momentum from acquisitions — outweigh the lowlights.View all VLTO earnings summaries

                      VLTO Revenue Breakdown

                      60.35%60.35%39.65%
                      60.35% Water Quality
                      39.65% Product Quality & Innovation
                      tipranks

                      VLTO Stock 12 Month Forecast

                      Average Price Target

                      $110.67
                      ▲(20.26% Upside)
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                      Ownership Overview

                      0.13%26.00%3.79%34.89%
                      3.79% Other Institutional Investors
                      34.89% Public Companies and
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