VLTO · Full Picture

Veralto Corp — the full picture

Earnings window · 2026-04-08 to 2026-08-09 · anchored on the 10-Q report

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

  1. Guidance / Outlook · Guidance & outlookPriority 67
    +6.3% revenue; 4 forward row(s); quote_verified
    Analysts are forecasting US$5.90 billion in revenues for 2026 and US$4.08 in statutory EPS.
  2. Revenue Performance and Mix · Revenue growth & mixPriority 58
    +6.3% revenue (realized); 2 sources (news, sec_filing); quote_verified
    Veralto reported Q2 revenues of US$1.5 billion and EPS of US$0.98.
  3. Liquidity and Cash Position · Liquidity & cash positionPriority 56
    -9.6% cash (realized)
    Net cash used in investing activities was $(439) million for the three-month period ended April 3, 2026 and $(11) million for the three-month period ended April 4, 2025.
  4. Acquisition / Partnership / Divestiture · M&A and divestituresPriority 43
    1 forward row(s)
    Veralto completed the acquisition of In-Situ, Inc. on January 22, 2026 for a cash purchase price of approximately $426 million, net of cash acquired.
  5. Capital Return Program · Buybacks & dividendsPriority 43
    1 forward row(s)
    Payments for repurchase of common stock were $300 million during the three-month period ended April 3, 2026.
  6. Comprehensive Income / FX Translation · Currency / FXPriority 43
    qualitative only
    Comprehensive income decreased $64 million for the three-month period ended April 3, 2026 compared to the comparable period in 2025.
  7. Outstanding Indebtedness and Interest · Debt, leverage & refinancingPriority 40
    1 forward row(s)
    Management stated the Company has an upcoming debt maturity in 2026 and is evaluating various alternatives with respect to this maturity.
  8. Geographic Market Commentary · Geographic mixPriority 35
    qualitative only
    Water Quality geographic sales increases for the three-month period ended April 3, 2026 were: North America +7.9% and Western Europe +20.6%.
  9. Income Tax Rate Changes · TaxPriority 33
    qualitative only
    The effective tax rate was 20.9% for the three-month period ended April 3, 2026 and 22.1% for the three-month period ended April 4, 2025.
  10. Input Cost and Pricing Actions · Input & product costsPriority 33
    qualitative only
    Cost of sales increased by $41 million, or 7.8%, year-over-year during the three-month period ended April 3, 2026, driven primarily by higher year-over-year labor costs.
  11. Gross Margin Drivers · Gross marginPriority 32
    -2.9% operating_income (realized)
    Cost of sales was $568 million for the three-month period ended April 3, 2026 and $527 million for the three-month period ended April 4, 2025.
  12. Products and Technology · Products & launchesPriority 32
    qualitative only
    From a product line perspective in Product Quality & Innovation, core sales in the marking and coding business increased 2.0% year-over-year during the three-month period ended April 3, 2026.

Threads by pillar

Revenue & Demand Priority 69 · 4 threads

Costs & Margins Priority 47 · 3 threads

Capital & Balance Sheet Priority 74 · 5 threads

Strategy & Portfolio Priority 43 · 1 thread

Legal, Regulatory & Policy Priority 27 · 1 thread

Guidance & Outlook Priority 67 · 1 thread

Macro & Market Conditions Priority 43 · 1 thread

Management & Governance Priority 10 · 1 thread

Unclassified Priority 28 · 1 thread

Expected impact by metric

metricforward netforward grossrealized
revenue+6.3%+6.3%+6.3%
cash——-9.6%
operating_income——-4.9%
margin——-1.6%
net_income——+2.0%