Veralto Corp
NYSE:VLTO
Veralto Corp
In the bustling world of water and critical resource management, Veralto Corp. has carved out its niche as a significant player. Born from a spin-off that signaled a new chapter in its industrial journey, Veralto leverages advanced technology to solve complex problems related to water quality and the broader environmental landscape. The company's core operations revolve around developing state-of-the-art sensors, software, and systems that monitor and analyze water quality, ensuring safe and efficient water usage across numerous sectors. This specialization is particularly critical as global environmental concerns mount and regulations become increasingly stringent, making Veralto’s solutions indispensable.
Veralto earns its revenue by providing these essential services to municipalities, industrial sectors, and private companies around the globe. By offering a suite of products ranging from intricate water quality testing equipment to comprehensive analytical services, Veralto addresses the needs of a diverse client base. These clients rely on Veralto not just for compliance and risk management, but also for operational insights that boost efficiency and sustainability. By coupling technology with an understanding of its clients’ needs, the company manages to maintain strong financial performance, cementing its role as a crucial partner in the realm of environmental management.
In the bustling world of water and critical resource management, Veralto Corp. has carved out its niche as a significant player. Born from a spin-off that signaled a new chapter in its industrial journey, Veralto leverages advanced technology to solve complex problems related to water quality and the broader environmental landscape. The company's core operations revolve around developing state-of-the-art sensors, software, and systems that monitor and analyze water quality, ensuring safe and efficient water usage across numerous sectors. This specialization is particularly critical as global environmental concerns mount and regulations become increasingly stringent, making Veralto’s solutions indispensable.
Veralto earns its revenue by providing these essential services to municipalities, industrial sectors, and private companies around the globe. By offering a suite of products ranging from intricate water quality testing equipment to comprehensive analytical services, Veralto addresses the needs of a diverse client base. These clients rely on Veralto not just for compliance and risk management, but also for operational insights that boost efficiency and sustainability. By coupling technology with an understanding of its clients’ needs, the company manages to maintain strong financial performance, cementing its role as a crucial partner in the realm of environmental management.
Sales Growth: Veralto delivered 6% total sales growth in 2025, reaching $5.5 billion, with both segments contributing near the company average.
Profitability: Adjusted EPS rose 10% to $3.90 in 2025, marking a second consecutive year of double-digit EPS growth; adjusted operating profit margin expanded by 20 basis points.
Recurring Revenue: 60% of revenue is recurring, supporting resilient performance and strong free cash flow of over $1 billion for the year.
Acquisition & Portfolio Moves: Completed the In-Situ acquisition for $427 million in early 2026, strengthening the Water Analytics portfolio; also divested the slower-growth AVT line.
2026 Guidance: Management expects low to mid-single-digit core sales growth, mid- to high single-digit adjusted EPS growth to $4.10–$4.20, and continued margin expansion.
Capital Allocation: Announced an 18% dividend increase and a $750 million share repurchase authorization.
Margin Drivers: Price increases and easing tariff headwinds support margin growth, while integration of In-Situ brings some near-term dilution.
