VLTO · 10-Q · 2026Q4 · Full report

Restructuring and Margin Impact

Veralto Corp · 2026-10-30 · Importance 40 · Surprise 42

The 2026 Cost Optimization Program reduced consolidated operating margin by 150 basis points in the third quarter and 120 basis points year to date. Its impact was 60 basis points in Water Quality’s third-quarter margin comparison and 40 basis points year to date. In Product Quality & Innovation, restructuring charges reduced operating margin by 280 basis points for the quarter and 220 basis points year to date. The filing also attributes higher SG&A as a percentage of sales to restructuring costs, but does not state a charge amount or headcount reduction in this section.

Key facts

• Restructuring charges related to the 2026 Cost Optimization Program reduced Veralto’s third-quarter year-over-year operating profit margin comparison by 150 basis points. source
• Restructuring charges related to the 2026 Cost Optimization Program reduced Veralto’s year-to-date operating profit margin comparison by 120 basis points. source
• Restructuring charges related to the 2026 Cost Optimization Program reduced Product Quality & Innovation’s third-quarter year-over-year operating profit margin comparison by 280 basis points. source
• Restructuring charges related to the 2026 Cost Optimization Program reduced Product Quality & Innovation’s year-to-date operating profit margin comparison by 220 basis points. source