VLTO · 10-Q · 2026Q4 · Full report
Revenue Performance and Mix
Veralto Corp · 2026-10-30 · Importance 43 · Surprise 32 · No source text
For the three months ended October 2, 2026, revenue increased 7.5% year over year and core sales increased 5.1%; for the nine months, revenue rose 7.3% and core sales rose 3.8%. Price increases contributed 2.3% and 2.4% to sales growth in the three- and nine-month periods, respectively, while acquisitions net of divestitures contributed 2.3% and 2.0%. Water Quality sales grew 9.8% for the quarter and 10.0% year to date, compared with Product Quality & Innovation growth of 3.9% and 3.2%; corresponding core growth was 6.4% and 5.3% for Water Quality and 3.2% and 1.4% for Product Quality & Innovation.
Key facts
- Water Quality chemical treatment solutions core sales increased 11.6% in the three-month period and 8.9% in the nine-month period ended October 2, 2026. source
- Veralto’s overall revenues increased 7.5% and core sales increased 5.1% in the three-month period ended October 2, 2026, compared with the comparable 2025 period. source
- Veralto’s overall revenues increased 7.3% and core sales increased 3.8% in the nine-month period ended October 2, 2026, compared with the comparable 2025 period. source
- Water Quality sales increased 9.8% in the three-month period and 10.0% in the nine-month period ended October 2, 2026; core sales increased 6.4% and 5.3%, respectively. source
- Water Quality ultraviolet water disinfection and filtration core sales increased 9.9% in the three-month period and 8.0% in the nine-month period ended October 2, 2026, driven primarily by the municipal end-market. source
- Water Quality analytical instrumentation core sales increased 4.0% in the three-month period and 3.2% in the nine-month period ended October 2, 2026. source
- Product Quality & Innovation sales increased 3.9% in the three-month period and 3.2% in the nine-month period ended October 2, 2026; core sales increased 3.2% and 1.4%, respectively. source
- Product Quality & Innovation marking and coding core sales increased 3.0% in the three-month period and 2.9% in the nine-month period ended October 2, 2026. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +7.0% | Veralto’s overall revenues increased 7.5% and core sales increased 5.1% in the three-month period ended October 2, 2026, compared with the… |
| revenue | positive | realized | +6.8% | Veralto’s overall revenues increased 7.3% and core sales increased 3.8% in the nine-month period ended October 2, 2026, compared with the… |
| revenue | positive | realized | — | Product Quality & Innovation sales increased 3.9% in the three-month period and 3.2% in the nine-month period ended October 2, 2026; core… |
| revenue | positive | realized | — | Product Quality & Innovation sales increased 3.9% in the three-month period and 3.2% in the nine-month period ended October 2, 2026; core… |
| revenue | positive | realized | — | Product Quality & Innovation sales increased 3.9% in the three-month period and 3.2% in the nine-month period ended October 2, 2026; core… |
| revenue | positive | realized | — | Product Quality & Innovation sales increased 3.9% in the three-month period and 3.2% in the nine-month period ended October 2, 2026; core… |
| revenue | positive | realized | — | Product Quality & Innovation marking and coding core sales increased 3.0% in the three-month period and 2.9% in the nine-month period… |
| revenue | positive | realized | — | Product Quality & Innovation marking and coding core sales increased 3.0% in the three-month period and 2.9% in the nine-month period… |
| revenue | positive | realized | — | Product Quality & Innovation packaging and color solutions core sales increased 3.5% in the three-month period ended October 2, 2026, due… |