VLTO · 10-Q · 2026Q2 · Full report

Revenue Performance and Mix

Veralto Corp · 2026-04-29 · Importance 36 · Surprise 14

Total reported sales were $1,422 million for the three months ended April 3, 2026, a 6.7% increase versus the comparable period in 2025. Core sales (ex-currency and acquisitions/divestitures) grew 1.9% year-over-year for the quarter, while price increases contributed 1.9% to year-over-year sales growth. Management stated currency translation and acquisitions, net of divestitures, increased reported sales by 3.5% and 1.3%, respectively, for the quarter. Geographically, developed markets grew 7.7% year-over-year (North America +5.8%, Western Europe +12.3%) while high-growth markets grew 4.0% year-over-year; core sales in high-growth markets declined 0.6% driven by Latin America weakness offset by China gains.

Key facts

• Total sales were $1,422 million for the three-month period ended April 3, 2026 and $1,332 million for the three-month period ended April 4, 2025.
• Recurring sales represented approximately 62% of total sales during the three months ended April 3, 2026.
• Overall revenues increased 6.7% during the three-month period ended April 3, 2026 compared to the comparable period in 2025.
• Core sales in developed markets increased 3.1% for the three-month period ended April 3, 2026.
• Core sales in developed markets were driven by a 4.5% increase in North America and a 0.6% increase in Western Europe for the three-month period ended April 3, 2026.
• Core sales increased 1.9% during the three-month period ended April 3, 2026 compared to the comparable period in 2025.

Impact estimates