Core Insights - Veralto Corporation (VLTO) is a global provider of water analytics, treatment, marking and coding, packaging, and color solutions, with a market capitalization of approximately $25.5 billion [1] Financial Performance - Analysts project diluted EPS of $0.98 for fiscal 2025 Q4, reflecting a 3.2% increase from $0.95 in the previous year, with Veralto having exceeded EPS estimates in the last four quarters [2] - For fiscal 2025, Wall Street forecasts diluted EPS of $3.84, indicating an 8.5% year-over-year growth, with expectations for EPS to reach $4.20 in fiscal 2026, a 9.4% increase from the prior year [3] Stock Performance - VLTO stock has shown marginal gains over the past 52 weeks, up nearly 3% year-to-date, while the S&P 500 Index has increased by 17.7% over the same period [4] - The First Trust Water ETF (FIW) has gained nearly 12% over the past 52 weeks, further highlighting the relative underperformance of Veralto [4] Strategic Developments - On November 25, 2025, Veralto's shares rose 5.9% intraday following the announcement of its acquisition of In-Situ for $435 million, expected to close in Q1 2026 [5] - The acquisition is anticipated to add scale and profitability, with In-Situ projected to generate about $80 million in revenue for 2025, alongside gross margins near 50% and mid-teens EBITDA margins [6] - Veralto expects approximately $11 million in pre-tax run-rate cost synergies by year three from the acquisition, along with significant commercial and operational benefits [6] Capital Return Strategy - Veralto has authorized a share repurchase program of up to $750 million, allowing for flexibility in executing buybacks over time [7]

Core Viewpoint - Veralto Corporation (VLTO) is a technology company focused on water analytics, treatment, and related solutions, currently valued at a market cap of $24.4 billion [1] Financial Performance - In Q3, VLTO reported total revenue of $1.4 billion, a 6.8% year-over-year increase, meeting analyst estimates [4] - The adjusted EPS for Q3 was $0.99, an 11.2% increase from the previous year, surpassing consensus estimates of $0.95 [4] - For the current fiscal year, analysts expect VLTO's EPS to grow 8.5% year-over-year to $3.84 [5] Stock Performance - Over the past 52 weeks, VLTO shares have declined by 4.5%, while the S&P 500 Index has gained 13.7% [2] - Year-to-date, VLTO is down 3.7%, compared to a 13.4% increase in the S&P 500 [2] - VLTO has also underperformed compared to the Invesco Global Water ETF, which rose by 8.8% over the past 52 weeks [3] Analyst Ratings and Price Targets - The consensus rating for VLTO among 18 analysts is a "Moderate Buy," with 10 "Strong Buy" and 8 "Hold" ratings [5] - UBS Group AG maintained a "Neutral" rating on VLTO and raised its price target to $112, indicating a 14.2% potential upside [6] - The mean price target of $115.88 suggests an 18.2% premium from current levels, while the highest price target of $125 indicates a 27.5% potential upside [6] Guidance - VLTO raised its fiscal 2025 adjusted EPS guidance to a range of $3.82 to $3.85 [4]