What Veralto Corp's SEC filings said

10-Q for 2026Q4, filed 30 Oct 2026. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

Acquisition / Partnership / Divestiture71 · importance in its document · 8-K exhibit · 29 Oct 2026
Veralto reported deploying $1.1 billion year to date through October 28, 2026, on four strategic acquisitions: In-Situ, GlobalVision, Alfaa UV and Cleanwater1. The Cleanwater1 acquisition closed on October 5, 2026, after the quarter ended…
Income Tax Rate Changes65 · importance in its document · 10-Q · 2026Q4
The effective tax rate was 7.3% for the three months ended October 2, 2026, compared with 21.9% a year earlier, and 15.3% for the nine months, compared with 22.0%. A $47 million net discrete tax benefit, primarily related to restructuring…
Guidance / Outlook62 · importance in its document · 8-K exhibit · 29 Oct 2026
For the fourth quarter of 2026, Veralto expects non-GAAP core sales growth of 5.5% to 6.5%, adjusted operating profit margin of approximately 24.5%, and adjusted diluted earnings per share of $1.13 to $1.16. For full-year 2026, it raised…
Guidance raised60 · rule score among filings · 8-K Item 2.02 · 29 Oct 2026
Reflecting this growth outlook, early gains from our cost optimization program and our strong third-quarter performance, we raised our full year 2026 adjusted earnings per share guidance to $4.49 to $4.52, representing 15% to 16% growth…
Liquidity and Cash Position55 · importance in its document · 10-Q · 2026Q4
Veralto held approximately $1.8 billion in cash and cash equivalents as of October 2, 2026, including approximately $620 million in the United States and $1,165 million outside the United States. Operating cash flow increased $79 million,…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q4 filed 30 Oct 2026

Full report · Filing on EDGAR

Income Tax Rate ChangesImportance 65
The effective tax rate was 7.3% for the three months ended October 2, 2026, compared with 21.9% a year earlier, and 15.3% for the nine months, compared with 22.0%. A $47 million net discrete tax benefit, primarily…
Acquisition / Partnership / DivestitureImportance 65
Veralto acquired In-Situ on January 22, 2026, for approximately $426 million net of cash acquired and integrated it into Water Quality; In-Situ provides environmental water measurement and monitoring solutions. On…
Liquidity and Cash PositionImportance 55
Veralto held approximately $1.8 billion in cash and cash equivalents as of October 2, 2026, including approximately $620 million in the United States and $1,165 million outside the United States. Operating cash flow…
Capital Return ProgramImportance 48
Veralto paid $96 million in dividends during the first nine months of 2026, up from $82 million in the comparable 2025 period, an increase of approximately 17%. It paid $32 million in dividends in the third quarter of…
Operating Expense and Profit DriversImportance 47 · +1 more on this subject
SG&A expense increased to $541 million from $451 million for the quarter and to $1.503 billion from $1.312 billion for the nine months ended October 2, 2026; SG&A as a share of sales rose 380 and 220 basis points,…
Revenue Performance and MixImportance 43
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…
Market Demand TrendsImportance 42
Water Quality core sales increased 6.4% in the third quarter and 5.3% in the first nine months, led by chemical treatment solutions, which grew 11.6% and 8.9%, respectively. Analytical instrumentation core sales grew…
Restructuring and Margin ImpactImportance 40
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…
Geographic Revenue PerformanceImportance 37
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%,…
Trade Policy and TariffsImportance 34
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.…
Comprehensive Income / FX TranslationImportance 32
For the three months ended October 2, 2026, comprehensive income increased $28 million year over year, driven primarily by higher net earnings and unrealized gains on net investment hedges. For the nine months ended…
Guidance / OutlookImportance 26
Management expects Water Quality sales growth, supported by secular growth drivers in global municipal and industrial markets, commercial execution, product innovation, and recurring revenue from its installed base.…

8-K filings last 12 months

Guidance raised29 Oct 2026 · 8-K Item 2.02 · Flagged · rule score 60
“Reflecting this growth outlook, early gains from our cost optimization program and our strong third-quarter performance, we raised our full year 2026 adjusted earnings per share guidance to $4.49 to $4.52, representing 15% to 16% growth…”
Read from the attached exhibit: Acquisition / Partnership / Divestiture · Guidance / Outlook · Income Tax Rate Changes
Results (release not read)28 Jul 2026 · 8-K Item 2.02 · Routine · rule score 20
Results (release not read)28 Apr 2026 · 8-K Item 2.02 · Routine · rule score 20
Results (release not read)3 Feb 2026 · 8-K Item 2.02 · Routine · rule score 20

Earlier reports

10-Q · 2026Q2filed 29 Apr 2026
Acquisition / Partnership / Divestiture · Comprehensive Income / FX Translation · Capital Return Program

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.