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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
Veralto (VLTO) came out with quarterly earnings of $1.04 per share, beating the Zacks Consensus Estimate of $0.98 per share. This compares to earnings of $0.95 per share a year ago.
VLTO's fourth-quarter revenues are expected to rise 4.3% year over year, backed by water quality demand, digital tools & recent acquisition gains.
VLTO's growth accelerates as Water Quality and PQI units expand worldwide, boosted by data center demand and the TraceGains acquisition.
VLTO's fast-growing water and product quality segments, boosted by TraceGains and rising demand trends, underpin its strengthening growth outlook.
Veralto (VLTO) reported earnings 30 days ago. What's next for the stock?
Veralto (VLTO) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Veralto (VLTO) remains a Buy, supported by strong Q3 2025 results, robust demand in Water Quality, and product innovation in PQI. VLTO's Water Quality segment benefits from accelerating AI-driven data center investments, positioning WQ as mission critical for hyperscalers like MSFT and GOOGL. PQI segment demonstrates pricing power and innovation, offsetting tariff impacts and supporting sustainable packaging trends for CPG customers.
Veralto Corporation ( VLTO ) Q3 2025 Earnings Call October 29, 2025 8:30 AM EDT Company Participants Ryan Taylor - Vice President of Investor Relations Jennifer Honeycutt - President, CEO & Director Sameer Ralhan - Senior VP & CFO Conference Call Participants Deane Dray - RBC Capital Markets, Research Division Andrew Kaplowitz - Citigroup Inc., Research Division Andrew Buscaglia - BNP Paribas Exane, Research Division John McNulty - BMO Capital Markets Equity Research William Grippin - Barclays Bank PLC, Research Division Nathan Jones - Stifel, Nicolaus & Company, Incorporated, Research Division Jacob Levinson - Melius Research LLC Brian Lee - Goldman Sachs Group, Inc., Research Division Jae Hyun Ko - Jefferies LLC, Research Division Robert Zolper - Raymond James & Associates, Inc., Research Division Andrew Krill - Deutsche Bank AG, Research Division Presentation Operator Good morning, everyone. My name is Bo, and I will be your conference operator this morning.
VLTO posts strong Q3 results with double-digit EPS growth, solid Water Quality sales and a raised 2025 outlook.