VLTO · 10-Q · 2026Q2 · Full report

Water Quality Segment

Veralto Corp · 2026-04-29 · Importance 57 · Surprise 32

Management expects Water Quality to experience global growth driven by municipal and industrial secular drivers and disciplined commercial execution, benefiting from recurring revenue from a large installed base. Product Quality & Innovation is expected to see improved growth as the year progresses, led by the consumer packaged goods market and new product offerings, with recovery in certain industrial end-markets in the second half of the year. Management calls out uncertainty from potential tariffs, changes in trade policy and conflict in the Middle East and states it will implement countermeasures to mitigate macro volatility. The Company reiterates that its ability to meet expectations is subject to risks described in Item 1A. Risk Factors of the 2025 Form 10-K and subsequent updates.

Key facts

• Water Quality total sales increased 10.1% year-over-year for the three-month period ended April 3, 2026.
• Water Quality operating profit margin was 24.0% for the three-month period ended April 3, 2026 and 24.9% for the three-month period ended April 4, 2025.
• Water Quality acquisitions/divestitures impact was -3.0% and currency exchange rates impact was -3.3% on Water Quality total sales growth for the three-month period ended April 3, 2026.
• Water Quality core sales growth by geography for the three-month period ended April 3, 2026 was North America +5.8%, Western Europe +4.7%, and high-growth markets +0.3%.
• Water Quality core sales growth was 3.8% year-over-year for the three-month period ended April 3, 2026.
• Water Quality core sales in the chemical treatment solutions business increased 4.1% year-over-year in the three-month period ended April 3, 2026.
• Water Quality core sales in the analytical instrumentation business increased 2.6% year-over-year in the three-month period ended April 3, 2026.

Impact estimates