VLTO · 10-Q · 2026Q4 · Full report

Trade Policy and Tariffs

Veralto Corp · 2026-10-30 · Importance 34 · Surprise 42

The Company recorded recoveries of tariffs previously collected under the International Emergency Economic Powers Act (IEEPA) of $5 million in the three months and $21 million in the nine months ended October 2, 2026. Management said those recoveries contributed to year-over-year operating-margin comparisons, but the filing does not quantify their separate margin contribution. The potential effects of tariffs and prospective trade-policy changes remain uncertain, and the Company intends to implement countermeasures to mitigate their impact.

Key facts

• Veralto recorded recoveries of IEEPA tariffs of $5 million in the three-month period and $21 million in the nine-month period ended October 2, 2026. source
• Veralto states that the potential effects of tariffs, prospective trade-policy changes and the conflict in the Middle East remain uncertain, and that it aims to implement countermeasures to mitigate their impact and other macroeconomic volatility. source