Veralto Corporation (VLTO) is scheduled to release first-quarter 2025 results on April 30, before market open.VLTO’s earnings surprise history has been encouraging. It surpassed the Zacks Consensus Estimate in each of the trailing four quarters, the average beat being 6.7%. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)VLTO’s Q1 ExpectationsThe Zacks Consensus Estimate for revenues is pegged at $1.3 billion, suggesting a 3% rise from the year-ago quarter’s actual. VLTO’s strong po ...

These capabilities are vital as the industry increasingly relies on digital solutions for efficiency and transparency. For CPG companies, M&C integrates supply chain operations with consumer insights, enabling quick adaptation to market trends and fostering stronger customer engagement. This innovation helps businesses stay competitive in an ever-evolving landscape. By addressing these critical needs, VLTO empowers its clients to innovate, build stronger customer relationships and maintain a competitive edg ...

Veralto Corporation (VLTO) has had a decent run over the past year, gaining 15%.VLTO has an impressive Growth Score of A. This style score condenses all the essential metrics from the company’s financial statements to get a true sense of the quality and sustainability of its growth.VLTO has an expected long-term (three to five years) EPS growth rate of 6.3%. The company’s earnings for 2025 and 2026 are expected to grow at 3.4% and 9%, respectively.VLTO’s Leading Growth in Water QualityVLTO’s leadership in t ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________________ FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-41770 VERALTO CORPORATION (Exact name of registrant as specified in its charter) Delaware 92-19 ...

Bolsters its Water Quality Portfolio with UV Treatment Technology; Further Expands Offerings in Europe  WALTHAM, Mass., Feb. 17, 2025 /PRNewswire/ -- Veralto Corporation (NYSE: VLTO) (the "Company"), a global leader in essential water and product quality solutions dedicated to Safeguarding the World's Most Vital Resources™, announced the signing of a definitive agreement to acquire Austria-based Ultraviolet (UV) treatment company AQUAFIDES for approximately $20 million. This transaction is expected to close ...

My previous investment thought on Veralto (NYSE: VLTO ) was a buy rating as I remained bullish on the tailwinds that VLTO was riding, which should translate into better core sales growth and expand margins. While the latest guidance wasI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the mediu ...

Financial Performance - Total sales for 2024 grew 3.4% year-over-year to just under $5.2 billion, marking an all-time high [28] - Adjusted earnings per share increased 11% to $3.54 per share, exceeding initial guidance [28][29] - Free cash flow generation was strong at $820 million, with a cash balance of $1.1 billion and net leverage at 1.2 times [29] Business Segment Performance - Water Quality segment delivered $3 billion in annual sales with 3.9% core sales growth and an adjusted operating profit margin of 25% [30] - PQI segment achieved over $2 billion in sales with 3.3% core sales growth and an adjusted operating profit margin of 27% [30] - In Q4, Water Quality sales grew 3.7% year-over-year, while PQI sales increased 5.4% [49] Market Performance - North America and Western Europe, which comprise about 70% of total sales, grew nearly 6% [32] - Core sales in North America grew 5.8% across both segments, driven by strong demand in food & beverage, chemical processing, and power generation [33][36] - High growth markets saw low-single-digit growth year-over-year, with Latin America and India leading the way [38] Company Strategy and Industry Competition - The company executed disciplined capital allocation, acquiring TraceGains and investing in Axine Water Technologies while divesting AVT [19][24] - The focus remains on enhancing the portfolio and driving future value creation through strategic acquisitions [26] - The company anticipates low to mid-single-digit core sales growth for 2025, supported by strong demand trends in key end-markets [27] Management Commentary on Operating Environment and Future Outlook - Management expressed confidence in the durability of the business model, supported by the Veralto Enterprise System [27][66] - Positive trends in end-markets, particularly in industrial water treatment and consumer packaged goods, were highlighted [27] - The company expects to continue leveraging its competitive advantages to drive growth even in dynamic macro environments [27][66] Other Important Information - R&D expenses increased to about 5% of sales, reflecting a 40 basis point year-over-year increase [15][44] - The company approved a 22% increase in its quarterly dividend, aligning with its growth strategy [56] Q&A Session Summary Question: Can you break down margin expansion expectations for segments? - Management indicated similar margin expansion contributions from both segments, with core growth expected in the low to mid-single-digit range [72][73] Question: What initiatives under VES are driving margin enhancement? - Management noted a focus on commercial execution and factory discipline, with tools from VES being effectively utilized [74][75] Question: How are growth investments impacting margins? - Management acknowledged that investments, particularly in TraceGains, have a dilutive effect on margins but are expected to set up for growth in 2025 [86][87] Question: What is the outlook for the CPG market recovery? - Management indicated that the CPG market is recovering, with six consecutive quarters of mid to high-single-digit recurring revenue growth [130] Question: How does the company view the impact of tariffs? - Management stated that current guidance does not reflect sustained impacts from tariffs, emphasizing a robust global supply chain [146]

Fourth Quarter and Full Year 2024 Results February 4, 2025 Opening Remarks Jennifer L. Honeycutt President and Chief Executive Officer Q4 2024 Results | February 4, 2025 Veralto / Full Year 2024 key consolidated financial results SALES ADJUSTED OPERATING PROFIT* ADJUSTED EPS* ADJUSTED EBITDA* FREE CASH FLOW* $1,251m 24.1% adjusted operating margin* +80 basis points year-over-year $3.54 +11% year-over-year $820m 98% free cash flow conversion* $1,291m 24.9% adjusted EBITDA margin* +80 basis points year-over-y ...

For the quarter ended December 2024, Veralto (VLTO) reported revenue of $1.35 billion, up 4.4% over the same period last year. EPS came in at $0.95, compared to $0.87 in the year-ago quarter.The reported revenue represents a surprise of +0.20% over the Zacks Consensus Estimate of $1.34 billion. With the consensus EPS estimate being $0.88, the EPS surprise was +7.95%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their ne ...

Veralto (VLTO) came out with quarterly earnings of $0.95 per share, beating the Zacks Consensus Estimate of $0.88 per share. This compares to earnings of $0.87 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 7.95%. A quarter ago, it was expected that this water and product quality services provider would post earnings of $0.86 per share when it actually produced earnings of $0.89, delivering a surprise of 3.49%.Over the last f ...