VLTO · 10-Q · 2026Q2 · Full report

Geographic Market Commentary

Veralto Corp · 2026-04-29 · Importance 52 · Surprise 56

Within Water Quality, geographic growth was concentrated in North America (+7.9%) and Western Europe (+20.6%) for the quarter, while high‑growth markets increased 7.7%. At the consolidated level, developed market sales increased 7.7% driven by North America (+5.8%) and Western Europe (+12.3%), while high‑growth market sales rose 4.0%. Core sales trends were stronger in North America and Western Europe, while high‑growth markets showed mixed results with Latin America weakening and China improving slightly. Management highlights regional differences as a driver of near‑term performance and tailors commercial execution accordingly.

Key facts

• Water Quality geographic sales increases for the three-month period ended April 3, 2026 were: North America +7.9% and Western Europe +20.6%.
• Western Europe sales increased 12.3% year-over-year for the three-month period ended April 3, 2026.
• Developed markets sales increased 7.7% year-over-year for the three-month period ended April 3, 2026.
• North America sales increased 5.8% year-over-year for the three-month period ended April 3, 2026.
• Sales in Water Quality high-growth markets increased 7.7% for the three-month period ended April 3, 2026.
• Product Quality & Innovation geographic sales increases for the three-month period ended April 3, 2026 were: North America +0.5% and Western Europe +5.0%.
• Product Quality & Innovation core sales in high-growth markets decreased 1.4% for the three-month period ended April 3, 2026, driven by a mid-single digit decrease in Latin America partially offset by a high-single digit increase in China.
• Other developed markets sales increased 3.4% year-over-year for the three-month period ended April 3, 2026.