Veralto Corporation (VLTO) Earnings Call Transcripts

Veralto Corporation's Latest Earnings Call - Q2 FY2026

In the second quarter of 2026, Veralto Corporation (VLTO:US) reported total sales of $1.2 billion, reflecting a year-over-year growth of 7.6%. Adjusted EPS increased by 19.4% to $1.08, exceeding analyst expectations. Management raised full-year adjusted EPS guidance to a range of $4.35 to $4.43, indicating a growth of 12% to 14% year-over-year, driven by strong performance in Water Quality and PQI segments. The company generated robust free cash flow of $328 million and announced strategic acquisitions, including Alfaa UV, to bolster growth prospects.

Reported metrics

Guidance from management

Management raised full-year adjusted EPS guidance to $4.35 to $4.43, reflecting confidence in continued growth driven by strong performance in core segments.

What management said

Yes. Thanks for the question, Dean. And it's great to have you leading off today. But before answering your question, I just want to say that we are grateful for your decades of thoughtful analysis within both Water and Industrial markets. I think all the way back to when Danaher acquired and Videojet, where I was working at Hach at the time when we had our investor conference out there. I think you were one of the f...

And maybe, Dean, I'll just add 1 more point. As you look at the second half growth of 5% to 6%, we expect it to be led by volume, with pricing moderating slightly, but still be at or slightly above the high end of the range. So this will be a volume story in the second half of the year.

What analysts pressed on

Analysts expressed concerns regarding the sustainability of growth in the municipal markets amid tight budgets. There were also questions about the impact of rising input costs on margins and pricing strategies moving forward.

Main topics on the call

• Revenue Growth — Veralto achieved total sales growth of 7.6% year-over-year, with core sales growth of 4.2%. Management noted, "We expect year-over-year core sales growth to continue accelerating in the second half to approximately 5% to...
• Adjusted EPS Guidance Raised — Management raised full-year adjusted EPS guidance to $4.35 to $4.43, up from previous estimates, indicating confidence in sustained growth. This represents a year-over-year growth of 12% to 14%.
• Strong Free Cash Flow — Veralto generated free cash flow of $328 million in Q2, highlighting strong cash generation capabilities. This positions the company well for future investments and shareholder returns.
• Acquisition Strategy — The acquisition of Alfaa UV is expected to enhance Veralto's offerings in water treatment solutions. Management stated, "I'm excited to welcome our new associates from Alfaa UV to Veralto."

Read the full Veralto Corporation transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 13 Veralto Corporation earnings call transcripts on record, spanning October 26, 2023 to July 29, 2026. Based on this history, Veralto Corporation reports quarterly. The most recent call on file is dated July 29, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

VLTO

Exchange

NYSE

Country

US

Sector

Industrials

Industry

Commercial Services and Supplies

Calls on record

13

First call

October 26, 2023

Most recent

July 29, 2026

Reporting cadence

quarterly