VLTO · 10-Q · 2026Q4 · Full report
Geographic Revenue Performance
Veralto Corp · 2026-10-30 · Importance 37 · Surprise 32 · In source text
For the third quarter, company sales increased 8.3% in developed markets, including 9.9% in North America and 4.9% in Western Europe, while high-growth markets rose 5.3%; core sales in high-growth markets were up 1.6%, including double-digit growth in India but a low-single-digit decline in China. Year to date, developed-market sales rose 8.4%, with North America up 8.3% and Western Europe up 8.7%, while high-growth-market sales grew 4.1%; high-growth-market core sales increased only 0.4%, as India and other Asian markets grew but Latin America and China declined. Water Quality core sales were strong in North America and Western Europe but declined in high-growth markets, including China and Latin America. Product Quality & Innovation high-growth-market core sales grew in the quarter, led by China and Latin America, while year-to-date growth was led by China; Western Europe was slightly down year to date.
Key facts
- Water Quality sales increased 10.0% in North America and 15.1% in Western Europe in the nine-month period ended October 2, 2026; high-growth-market sales increased 5.4%. source
- Veralto’s developed-market sales increased 8.3% in the three-month period ended October 2, 2026, including increases of 9.9% in North America, 4.9% in Western Europe and 6.9% in other developed markets. source
- Veralto’s developed-market core sales increased 6.2% in the three-month period ended October 2, 2026, including increases of 7.6% in North America and 3.9% in Western Europe. source
- Veralto’s developed-market sales increased 8.4% in the nine-month period ended October 2, 2026, including increases of 8.3% in North America, 8.7% in Western Europe and 8.0% in other developed markets. source
- Veralto’s developed-market core sales increased 5.2% in the nine-month period ended October 2, 2026, including increases of 6.4% in North America and 3.1% in Western Europe. source
- Water Quality sales increased 11.3% in North America and 10.1% in Western Europe in the three-month period ended October 2, 2026; high-growth-market sales increased 5.2%. source
- Water Quality core sales increased 8.8% in North America and 7.3% in Western Europe in the three-month period ended October 2, 2026; high-growth-market core sales decreased 1.1%. source
- Water Quality core sales increased 7.6% in North America and 7.0% in Western Europe in the nine-month period ended October 2, 2026; high-growth-market core sales decreased 0.8%. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | — | Product Quality & Innovation sales increased 6.3% in North America in the three-month period and 3.9% in the nine-month period ended… |
| revenue | positive | realized | — | Product Quality & Innovation sales increased 6.3% in North America in the three-month period and 3.9% in the nine-month period ended… |
| revenue | positive | realized | — | Product Quality & Innovation sales increased 6.3% in North America in the three-month period and 3.9% in the nine-month period ended… |
| revenue | positive | realized | — | Product Quality & Innovation sales increased 6.3% in North America in the three-month period and 3.9% in the nine-month period ended… |
| revenue | positive | realized | — | Product Quality & Innovation core sales increased 4.4% in North America and 0.6% in Western Europe in the three-month period ended October… |
| revenue | positive | realized | — | Product Quality & Innovation core sales increased 4.4% in North America and 0.6% in Western Europe in the three-month period ended October… |
| revenue | positive | realized | — | Product Quality & Innovation core sales increased 4.4% in North America and 0.6% in Western Europe in the three-month period ended October… |
| revenue | positive | realized | — | Veralto’s high-growth-market core sales increased 1.6% in the three-month period ended October 2, 2026, with low-single-digit growth in… |
| revenue | positive | realized | — | Product Quality & Innovation nine-month core sales increased 3.1% in North America and decreased 0.6% in Western Europe;… |
| revenue | negative | realized | — | Product Quality & Innovation nine-month core sales increased 3.1% in North America and decreased 0.6% in Western Europe;… |
| revenue | positive | realized | — | Product Quality & Innovation nine-month core sales increased 3.1% in North America and decreased 0.6% in Western Europe;… |