Veralto Q1 Earnings Call Highlights

3 weeks ago 19

MarketBeat

Wed, April 29, 2026 astatine 7:37 AM CDT 8 min read

Veralto logo

Key Points

Veralto reported astir 7% full income growth and 13% adjusted EPS growth successful Q1 and raised full-year adjusted EPS guidance to $4.20–$4.28, citing stronger bid books, disciplined pricing, and improved execution.
Segment outlook was mixed: Water Quality showed unchangeable request with municipal wastewater providing secular tailwinds and mid-single-digit growth, portion PQI had beardown CPG request but packaging & colour declined owed to non‑recurring revenue; the GlobalVision acquisition is expected to bolster PQI’s workflow capabilities.
Management has deployed astir $1 billion connected 2 strategical acquisitions and remains biased toward M&A portion opportunistically repurchasing shares; a company-wide outgo optimization programme is expected to present astir 50% of run‑rate savings successful 2027 and afloat run‑rate benefits successful 2028.
Interested successful Veralto Corporation? Here are 5 stocks we similar better.

Veralto (NYSE:VLTO) executives struck an upbeat code connected the company’s first-quarter 2026 net call, citing beardown start-of-year performance, continued resilience successful extremity markets, and accrued full-year net guidance. President and CEO Jennifer Honeycutt said the institution delivered “approximately 7% full income maturation and 13% adjusted net per stock growth” successful the 4th portion continuing to put successful “commercial execution, productivity, and innovation.”

Reflecting the first-quarter results and what absorption described arsenic improving momentum, Honeycutt said Veralto raised its full-year adjusted EPS outlook to a scope of $4.20 to $4.28 per share. She added that halfway income maturation is expected to “accelerate arsenic the twelvemonth progresses.”

Guidance raised arsenic absorption cites Q1 spot and pricing

→ Pipelines and Automation: 2 Energy Plays Built for Any Oil Price

In the Q&A, CFO Samir Ralhan said the higher EPS usher is “predominantly raised due to the fact that of the operating stuff,” noting that stock repurchases already completed were “already benignant of baked in.” He pointed to respective drivers down the increase:

“The spot of Q1 and the mode we’re coming retired successful presumption of the bid books retired of the 4th into April.”
Pricing expectations “at the higher end,” which helium said added assurance for the afloat year.
Improved execution “across the committee successful some the businesses and crossed the regions.”

Ralhan characterized request patterns arsenic “pretty steady,” adding that with astir 4 months of the twelvemonth elapsed, absorption has “more assurance connected that front.”