Veralto Corp
Veralto Corp (VLTO) shares rose 13.2% over three months after improved earnings expectations and stronger Q2 results, according to the company and consensus revisions. Adjusted EPS was $1.11, up 19.4% YoY. Water Quality sales rose to $908 million, and adjusted operating profit rose to $363 million with margin at 24.6%. 2026 guidance was raised to $4.35-$4.43 per share.
Veralto (NYSE:VLTO) said municipal water markets stayed resilient, with about 60% of revenue recurring. Management expects PQI improvement in 2H, bookings for digital workflow products, and packaging and color equipment recovery. It guided for margin expansion of ~25 bps sequential in Q3 and 25-50 bps for FY, plus tariff refunds of about $16M. Veralto also completed the Alfaa UV acquisition and repurchased over 5M shares for ~$480M.
Veralto Corp CEO Jennifer Honeycutt sold 7,097 shares for $720,487 on July 29, 2026, at $101.52 per share, after exercising the same number of shares via employee stock options at $28.76 per share, per an SEC Form 4. The sales followed a Feb. 25, 2026 Rule 10b5-1 plan. Veralto also reported Q2 2026 adjusted EPS of $1.11 vs $0.92 and revenue of $1.47B.
Over the past 7 days, alphai's AI scored 1 news story mentioning VLTO (Veralto Corp). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.
Recent VLTO coverage spans earnings, financial news and insider activity.
In the last 30 days, VLTO insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($1.4M). The most active reporter was Honeycutt Jennifer, President and CEO, with 2 filings. 100% of activity was filed under pre-arranged Rule 10b5-1 plans.
Guidance raise plus margin expansion (with tariff-refund caveat) is a near-term earnings trajectory tailwind for VLTO.
Earnings-call guidance and segment outlook (PQI recovery, margin expansion) plus tariff-refund contribution and a small acquisition create near-term positioning catalysts.
The article discloses an SEC Form 4 insider transaction (sale plus option exercise) tied to a pre-set 10b5-1 plan, with no new operating guidance.
This is a routine, pre-arranged insider sale with no new operating or guidance information, so it is unlikely to change fundamentals.
Guidance raise plus margin and buyback details create a near-term re-rating setup, with focus on whether digital workflow bookings sustain 2H acceleration.
alphai scores every news story that mentions VLTO with an AI model for sentiment and relevance, and aggregates insider trades from Veralto Corp's SEC EDGAR Form 4 filings. Figures refresh continuously.
Veralto Corp (VLTO) shares rose 13.2% over three months after improved earnings expectations and stronger Q2 results, according to the company and consensus revisions. Adjusted EPS was $1.11, up 19.4% YoY. Water Quality sales rose to $908 million, and adjusted operating profit rose to $363 million with margin at 24.6%. 2026 guidance was raised to $4.35-$4.43 per share.
6 min readVeralto (NYSE:VLTO) said municipal water markets stayed resilient, with about 60% of revenue recurring. Management expects PQI improvement in 2H, bookings for digital workflow products, and packaging and color equipment recovery. It guided for margin expansion of ~25 bps sequential in Q3 and 25-50 bps for FY, plus tariff refunds of about $16M. Veralto also completed the Alfaa UV acquisition and repurchased over 5M shares for ~$480M.
4 min readVeralto Corp CEO Jennifer Honeycutt sold 7,097 shares for $720,487 on July 29, 2026, at $101.52 per share, after exercising the same number of shares via employee stock options at $28.76 per share, per an SEC Form 4. The sales followed a Feb. 25, 2026 Rule 10b5-1 plan. Veralto also reported Q2 2026 adjusted EPS of $1.11 vs $0.92 and revenue of $1.47B.
2 min readHoneycutt Jennifer (President and CEO) sold 7,097 shares of Veralto Corp (VLTO) at $101.52 ($0.72M total) on 2026-07-29 under a Rule 10b5-1 trading plan.
2 min readStrategic Performance Drivers Core sales growth accelerated sequentially to 4.2% in Q2, primarily driven by a 5.7% increase in Water Quality and a 2% rise in PQI. Industrial water demand is being propelled by the data center ecosystem, including power, mining, and semiconductor sectors, where ChemTreat is seeing double-digit growth. Water scarcity and climate change factors are driving increased adoption of water recycling and reuse solutions across industrial and municipal markets.
7 min readVeralto Corp (VLTO) reported Q2 2026 total sales up 7.6% year over year and adjusted EPS up 19.4%. Free cash flow was $328 million. Core sales rose 4.2%, led by Water Quality (5.7%) and PQI (2%). Full-year adjusted EPS guidance was raised to $4.35 to $4.43 per share, and the company repurchased over 5 million shares for about $480 million.
6 min readNorthcoast Research raised its price target on Veralto Corporation (MT) to $110 from $105, according to the report. The update follows coverage that includes valuation, EPS revisions, and visibility inputs.
1 min readVeralto (VLTO) reported Q2 2026 adjusted EPS of $1.11, up 19.4% year over year and 11% above the Zacks Consensus. Revenue rose 7.6% to $1.47 billion, 2.5% above estimates. Water Quality led growth; recurring revenue was 62% of sales. Q3 adjusted EPS guidance is $1.06-$1.09.
5 min readVeralto (VLTO) reported Q2 2026 adjusted EPS of $1.05 (+19.4%) and $328M free cash flow. The company raised its full-year adjusted EPS outlook to $4.35 to $4.43 (+12% to +14%) on 5.7% water quality core growth and expects 5% to 6% core sales growth in H2, driven by data-center demand and water scarcity.
7 min readVeralto Corp (VLTO) reported Q2 2026 results with 7.6% sales growth and a 19.4% rise in adjusted EPS, alongside strong free cash flow. The company said Water Quality and PQI segments accelerated, supported by acquisitions and industrial demand, and it expanded margins. Veralto raised its full-year EPS guidance and highlighted capital allocation as a priority.
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