Veralto (VLTO)
NYSEIndustrialsPollution & Treatment ControlsSnapshot 2026-07-07
$93.11+0.68%
Close 2026-07-07 · 1-day change
Reading VLTO? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track VLTO free→NYSEIndustrialsPollution & Treatment ControlsSnapshot 2026-07-07
Reading VLTO? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track VLTO free→Veralto grows revenue about 3% to 4.5% yearly. Earnings per share rise to about $4.24 in 2026. Free cash flow matches net earnings, showing strong cash health. The company buys back shares and manages debt well.
Growth could slow below 3% yearly. Profit gains may stall or fall short of $4.24 per share. Cash flow might weaken, hurting buybacks and debt plans.
The price is about 5% below our fair value near $97. Analysts expect about 7% revenue growth, slightly above company guidance. Our fair value is 11% below Street median, reflecting cautious optimism.
Breaks if: Company halts buybacks or takes on excessive debt raising costs above 5%
Breaks if: EPS falls below $4.20 in FY26
Raise full-year adjusted earnings per share guidance to a range of $4.20 to $4.28.
Stated in 3 of last 3 quarters. EPS increased from $0.90 in 2025-Q1 to $1.02 in 2026-Q1, indicating a positive trajectory. The company has consistently raised its EPS guidance, aligning with its growth strategy.
Breaks if: Free cash flow conversion falls below 90% of GAAP net earnings in FY26
Ensure free cash flow conversion of approximately 100% of GAAP net earnings.
Stated in 3 of last 3 quarters. Free cash flow was $170 million in 2026-Q1, aligning with the company's goal of maintaining a conversion rate of approximately 100% of GAAP net earnings. The company is delivering on this priority.
Breaks if: YoY revenue growth falls below 3.0% in FY26
Focus on achieving non-GAAP core sales growth in the range of 3.0% to 4.5% year-over-year.
Stated in 3 of last 3 quarters. Revenue grew from $1,332 million in 2025-Q1 to $1,422 million in 2026-Q1, reflecting a 6.7% increase. The trajectory shows progress towards the stated core sales growth target.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“The Company raised its guidance for adjusted diluted earnings per share to a range of $4.20 to $4.28.”
“The Company is targeting adjusted diluted earnings per share in the range of $4.10 to $4.20.”
“Raised our full year core sales growth and adjusted earnings per share guidance.”
“Guidance for free cash flow conversion was increased to approximately 100% of GAAP net earnings.”
“Free cash flow conversion of approximately ~100% of GAAP net earnings.”
“Raised its full-year free cash flow conversion guidance to approximately 100%.”
“Veralto anticipates non-GAAP core sales growth in the range of 3.0% to 4.5% year-over-year.”
“Veralto anticipates non-GAAP core sales growth in the range of 3.0% to 4.0% year-over-year.”
“Raised our full year core sales growth guidance.”