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VLTO beat Q4 earnings and lifted margins, but cautious 2026 guidance slowed optimism, sending shares down about 6% after results.
Veralto Corporation (VLTO) Q4 2025 Earnings Call Transcript
| Consumer Staples Distribution & Retail Industry | Consumer Staples Sector | Jennifer L. Honeycutt CEO | XDUS Exchange | US92338C1036 ISIN |
| US Country | 17,000 Employees | 31 Dec 2025 Last Dividend | - Last Split | 4 Oct 2023 IPO Date |
Veralto Corporation specializes in advanced water analytics, water treatment, and a range of product quality and innovation services on a global scale. The company operates through two primary segments: Water Quality (WQ) and Product Quality & Innovation (PQI). Through its WQ segment, Veralto Corporation delivers cutting-edge precision instrumentation and water treatment technologies for a variety of applications, including residential, commercial, municipal, industrial, and natural resource sectors. The PQI segment focuses on providing inline printing solutions, marking and coding systems, design and color management solutions, and digital asset management software. Established as DH EAS Holding Corp., the company underwent a renaming to Veralto Corporation in February 2023 and is based in Waltham, Massachusetts. With its formation in 2022, Veralto Corporation has been advancing its mission to address both water and product quality challenges across industries worldwide.
The WQ segment under the Veralto Corporation umbrella includes trusted brands like Hach, Trojan Technologies, and ChemTreat. This segment delivers comprehensive water solutions that encompass chemical reagents, services, and digital solutions aimed at measuring, analyzing, and treating water. These offerings cater to a broad range of sectors from residential to industrial applications, emphasizing the company's commitment to ensuring water quality and safety across various platforms.
As part of the PQI segment, Veralto Corporation, through brands such as Videojet and Linx, provides advanced marking and coding systems designed for a wide array of products and packaging. These solutions are tailored to meet the needs of regulated industries, ensuring that packaged goods are properly labeled and coded, thereby enhancing product traceability and regulatory compliance.
The company also offers cutting-edge design software and imaging systems via the Esko brand. These products facilitate the creation of innovative packaging designs, enabling clients to remain at the forefront of packaging trends and efficiencies. This technology is pivotal for brands seeking to differentiate their products in competitive markets.
Under legendary names like X-Rite and Pantone, Veralto Corporation extends comprehensive color management solutions and color standard services. These services are crucial for achieving consistent color quality in printed packages, consumer goods, and industrial products. By providing these solutions, Veralto aids businesses in maintaining brand integrity through accurate color reproduction.
The company's PQI segment also encompasses a software solution that addresses the challenges of digital asset management, marketing resource management, and product information management. This platform is vital for businesses looking to streamline their marketing efforts, manage their product information efficiently, and secure their digital assets.