The raised FY2026 EPS guidance and cost optimization program signal improving operational efficiency and margin expansion. Monitor Q2 2026 core sales growth (guided 3.0%-4.0%) and the pace of acquisition integration for sustained momentum.
Price Chart
Executive Summary
Veralto reported Q1 2026 GAAP diluted EPS of $1.02 on sales of $1,422M, a 6.7% YoY increase. The company raised its full-year 2026 adjusted EPS guidance to $4.20-$4.28 from $4.10-$4.20, citing momentum and a strong first quarter, while also initiating a cost optimization program expected to yield $65-$75M in annual savings by 2028.
Key Financial Metrics
Key Facts
- Q1 2026 GAAP diluted EPS of $1.02 vs $0.90 in Q1 2025, a 13.3% YoY increase
- Q1 2026 sales of $1,422M, up 6.7% YoY from $1,332M
- Full-year 2026 adjusted EPS guidance raised to $4.20-$4.28 from prior $4.10-$4.20
- Initiated cost optimization program with $85-$105M charge expected, yielding $65-$75M annual savings by 2028
- Completed acquisitions of In-Situ and GlobalVision for $620M; repurchased $300M in shares YTD
- Operating cash flow of $182M and free cash flow of $170M in Q1 2026
Financial Impact
Q1 2026 GAAP diluted EPS of $1.02, up 13.3% YoY; sales of $1,422M, up 6.7% YoY; full-year adjusted EPS guidance raised by $0.10 at midpoint to $4.20-$4.28
Risk Factors
- Core sales growth of only 1.9% in Q1 2026, below the 6.7% reported GAAP growth, indicating significant currency and acquisition-related boosts
- Cost optimization program carries execution risk and $85-$105M upfront charge
- Product Quality & Innovation segment core sales declined 1.0% YoY
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001967680-26-000023 |
| Document: vlto-20260428.htm | 0001967680-26-000023 |
| Document: 0001967680-26-000023-index-headers.html | 0001967680-26-000023 |
| Document: 0001967680-26-000023-index.html | 0001967680-26-000023 |
| Document: 0001967680-26-000023.txt | 0001967680-26-000023 |
| 8-K Data (Synthetic) | 0001967680-26-000023 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 17, 2026 11w ago | 144 | $93.81 $97.68 | ▲ +4.13% | ▼ −0.32% | $94.84 (+1.10%) |
Jun 1, 2026 17w ago | 8-K | $82.43 $90.34 | ▲ +9.60% | ▲ +11.16% | $94.84 (+15.06%) |
May 28, 2026 18w ago | 424B5 | $82.23 $88.32 | ▲ +7.41% | ▲ +9.20% | $94.84 (+15.34%) |
May 27, 2026 18w ago | 424B5 | $84.46 $87.99 | ▲ +4.18% | ▲ +6.08% | $94.84 (+12.29%) |
Apr 28, 2026 22w ago | 8-K | $89.47 $83.48 | ▼ −6.70% | ▼ −12.74% | $94.84 (+6.00%) |
Mar 30, 2026 26w ago | 144 | $88.42 $88.81 | ▲ +0.44% | ▼ −8.98% | $94.84 (+7.26%) |
Mar 27, 2026 27w ago | DEFA14A | $84.90 $87.15 | ▲ +2.65% | ▼ −10.09% | $94.84 (+11.71%) |
US Market Status
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