Veralto CorpNYSE: VLTO
Industrials · Environmental & Facilities Services
$87.48
-0.82%
Vol: 1.1M
Research Digest
Friday, May 1, 2026
Veralto beats Q1 expectations with 13% adjusted EPS growth and raised FY26 guidance
Veralto reported Q1 2026 results exceeding expectations with approximately 7% sales growth and 13% adjusted EPS growth. Company raised FY26 adjusted EPS guidance to $4.20-$4.28 from $4.10-$4.20. Completed $195 million GlobalVision acquisition and $300 million share buyback. Initiated cost optimization program expecting $65-75 million annual savings by 2028.
Previous Market Intelligence
13 daysApr 30Veralto raised FY26 adjusted EPS guidance to $4.20-$4.28 after Q1 2026 earnings beat with 6.8% revenue growth to $1.42B and 13.3% EPS growth.Positive▶
Veralto reported strong Q1 2026 results with revenues of $1.42 billion, up 6.8% year-over-year, and raised full-year 2026 adjusted EPS guidance. The company reported diluted EPS of $1.02, up 13.3% from prior year. The stock rose 4.4% on the earnings news. Veralto completed a $300 million share buyback and initiated a cost optimization program expecting $65-75 million in annual savings by 2028. Headwinds include muted China municipal water demand due to funding delays.
Apr 29Veralto Q1 2026 revenue beats at $1.42B with 6.8% YoY growth; raises FY26 EPS guidance to $4.20-$4.28Positive▶
Veralto reported strong Q1 2026 results with revenue of $1.422 billion, up 6.8% year-over-year, and adjusted EPS of $1.07. The company initiated a cost optimization program expecting $85-105M charge and $65-75M annual savings by 2028. Management announced a $195M acquisition of GlobalVision and completed $300M share buyback. Full-year 2026 guidance raised to assume 3.0%-4.5% core sales growth and adjusted EPS of $4.20-$4.28, up from prior $4.10-$4.20.
Apr 16Veralto raises dividend 18% to $0.13/share; Q4 sales $1.396B up 3.8% YoY; 2026 EPS guidance $4.10-$4.20.Positive▶
Veralto announced a quarterly dividend of $0.13 per share payable April 30, 2026, representing an 18% increase from prior levels. Q4 2025 sales reached $1.396 billion, up 3.8% year-over-year, with full-year 2025 sales of $5.503 billion, up 6.0% YoY. Q4 net earnings were $254 million ($1.01 per share), while full-year 2025 earnings totaled $940 million ($3.76 per share). For 2026, the company targets low-to-mid single-digit core sales growth, approximately 25 basis points margin expansion, and adjusted EPS of $4.10-$4.20. Veralto recently completed its acquisition of GlobalVision to enhance product quality and compliance. Jefferies upgraded VLTO to Buy from Hold, noting the company is an undervalued quality franchise positioned for secular growth and margin upside. Q1 2026 earnings expected April 28.
Apr 15Veralto Q1 2026 earnings scheduled for April 29; stock at $94.33 down 0.90%.Neutral▶
Veralto Corporation beat Q4 2025 EPS estimates by $0.06 with $1.04 earnings per share though revenue slightly missed at $1.40 billion. The company completed acquisitions including In-Situ for $435 million. Board authorized a $750 million share repurchase program. Q1 2026 earnings results to be released April 29.
Apr 14Veralto acquires GlobalVision AI packaging tech company; stock up on growth outlook.Positive▶
Veralto announced definitive agreement to acquire GlobalVision, an AI-augmented packaging verification specialist. Deal popped shares 2.8% on March 31. Declared $0.13 quarterly dividend payable April 30. Q1 2026 earnings due April 28. Ten of 18 analysts rate Strong Buy with $108.38 target (21.1% upside).
Apr 13Veralto announces GlobalVision acquisition for AI-driven packaging quality software; FY26 guidance targets low-to-mid single-digit growth.Mixed▶
Veralto completed strong FY 2025 with 6.0% sales growth and free cash flow exceeding $1 billion. Announced acquisition of GlobalVision and completed $435M In-Situ acquisition. FY26 guidance: adjusted EPS $4.10-$4.20. Raised dividend 18% and established $750M share repurchase program.
Apr 10Veralto Announces $0.13 Quarterly Dividend; 2026 Guidance Reflects UncertaintyNeutral▶
Quarterly dividend of $0.13. FY 2025 sales $5,503M (+6%). 2026 guidance: adjusted EPS $4.10-$4.20. Completed In-Situ acquisition ($435M).
Apr 9Veralto acquires GlobalVision, completes $300M share repurchases, raises dividendPositive▶
Veralto announced acquisition of GlobalVision with ~$25M expected 2026 sales and ~85% recurring revenue. The company completed ~$300M share repurchases in Q1 2026 and raised quarterly dividend by 18%. Q4 2025 sales grew 3.8% YoY to $1.4B with FY 2025 sales up 6% to $5.5B. 2026 guidance targets low-to-mid single-digit core sales growth with ~25 bps margin expansion and adjusted EPS of $4.10-$4.20.
Apr 8Veralto agrees to acquire In-Situ for $435 million; upgraded to Buy at Jefferies.Positive▶
Veralto announced In-Situ acquisition and $750M share repurchase program. Q4 EPS $1.04 beat $0.98. Jefferies upgraded to Buy.
Apr 7Veralto acquires GlobalVision; completes $300M share buyback; Q1 2026 guidance $0.97-1.01 EPSPositive▶
Veralto announced acquisition of GlobalVision (~$25M 2026 sales, ~85% recurring, ~30% EBITDA margin). Completed ~$300M Q1 2026 buybacks. Q4 2025 sales $1,396M (+3.8% YoY), FY2025 $5,503M (+6.0% YoY). Declared $0.13 quarterly dividend. FY2026 guidance: $4.10-4.20 EPS; Q1 2026 guidance: $0.97-1.01 EPS. Stock at $94.33, -0.90% 24h. Analyst consensus Buy at $111.25 target (+27.71%).
Apr 6Veralto completes $300M share repurchase and announces GlobalVision acquisition for packaging quality solutions.Positive▶
Veralto announced on March 31, 2026 the acquisition of GlobalVision, a company specializing in AI-augmented packaging quality compliance solutions for pharmaceutical and consumer goods makers. The company completed approximately $300 million in share repurchases in Q1 2026. Veralto reported Q4 2025 sales of $1,396M (+3.8% YoY) and 2026 guidance targeting low-to-mid single-digit core sales growth with adjusted EPS of $4.10–$4.20. The dividend was increased to $0.13 per share payable April 30, 2026.
Apr 3Veralto acquires GlobalVision; completes $300M Q1 2026 share repurchase program.Positive▶
Veralto announced the acquisition of GlobalVision (expected $25M 2026 sales with ~85% recurring revenue) at approximately 15x estimated adjusted EBITDA, neutral to EPS in 2026 and accretive in 2027. Completed approximately $300 million of share repurchases in Q1 2026. Analyst consensus Moderate Buy with $109.19 target.
Apr 2Jefferies upgrades Veralto to Buy with $110 price target while company acquires GlobalVision and completes $300M share repurchases in Q1.Positive▶
Jefferies analyst Stephen Volkmann upgraded Veralto from Hold to Buy, raising the price target to $110.00 from $105.00, citing positive momentum. Veralto announced its acquisition of GlobalVision, expected to generate approximately $25 million in 2026 sales (85% recurring) at roughly 15x estimated EBITDA, neutral to adjusted EPS in 2026 and accretive in 2027. The company completed approximately $300 million of share repurchases in Q1 2026 as part of its $750 million repurchase authorization. Despite recent weakness down 3.0% over the past week and 10.2% year-to-date, analysts maintain a Moderate Buy consensus with a mean price target of $109.19. Veralto announced a quarterly dividend of $0.13 per share with payment on April 30, 2026.
Sector Peers
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Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.