Veralto Corp
Veralto (VLTO) reported strong Q2 FY2026 results, with a 19.4% increase in adjusted EPS and raised full-year 2026 adjusted diluted EPS guidance. Sales growth was led by its Water Quality segment, reflecting improving profitability and management confidence.
Baird Capital will sell Cleanwater1 to Veralto (NYSE: VLTO) for $465M. Cleanwater1, led by CEO David Stanton, provides water treatment systems and generated $135M in sales over the past year. Veralto aims to strengthen its water quality segment with this acquisition, according to CEO Jennifer Honeycutt.
Wall Street analysts have set a mean price target of $111.25 for Veralto (VLTO), suggesting an 11.9% upside from its current share price, with the highest target at $123, indicating a 23.7% potential gain. The information is provided for informational purposes only, according to the article's disclaimer.
Over the past 7 days, alphai's AI scored 2 news stories mentioning VLTO (Veralto Corp). Coverage has skewed bullish: 1 bullish, 1 neutral, and 0 bearish.
Recent VLTO coverage spans mergers & acquisitions, earnings and financial news.
In the last 30 days, VLTO insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($816K). The most active reporter was Trivedi Surekha, SVP, Strategy & Sustainability, with 1 filing. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Higher earnings and guidance may support short-term price upside but risks remain.
The deal adds a sizable aftermarket services business to Veralto, potentially boosting recurring revenue.
New analyst price targets suggest modest upside potential.
The acquisition expands Veralto's portfolio and could boost earnings, supporting a near‑term upside of ~14% to the new target.
The deal is expected to boost Veralto's revenue and recurring earnings, likely supporting a positive price reaction.
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 (VLTO) reported strong Q2 FY2026 results, with a 19.4% increase in adjusted EPS and raised full-year 2026 adjusted diluted EPS guidance. Sales growth was led by its Water Quality segment, reflecting improving profitability and management confidence.
2 min readBaird Capital will sell Cleanwater1 to Veralto (NYSE: VLTO) for $465M. Cleanwater1, led by CEO David Stanton, provides water treatment systems and generated $135M in sales over the past year. Veralto aims to strengthen its water quality segment with this acquisition, according to CEO Jennifer Honeycutt.
2 min readWall Street analysts have set a mean price target of $111.25 for Veralto (VLTO), suggesting an 11.9% upside from its current share price, with the highest target at $123, indicating a 23.7% potential gain. The information is provided for informational purposes only, according to the article's disclaimer.
1 min readStifel reiterated a Buy rating and $114 target for Veralto (VLTO) after its $465M acquisition of Cleanwater1. VLTO trades at $100.10, with analysts' targets ranging from $100 to $136. The deal, at 17x EBITDA, is expected to close in Q4 2026. VLTO's Q2 2026 earnings beat estimates, with revenue up 7.6% YoY and EPS up 19.4%.
2 min readVeralto Corp. (VLTO) agreed to acquire Cleanwater1 Inc. for $465M from Baird Capital. Cleanwater1, with $135M revenue and $30M-$40M Ebitda, provides water treatment services. Veralto expects the deal to close in Q4 2026, expanding its water treatment portfolio. Cleanwater1's CEO and Veralto's CEO led the deal internally.
2 min readVeralto agreed to acquire Cleanwater1 for $465M in cash, with a net price of $452M. The deal, expected to close in Q4 2026, values Cleanwater1 at 17x its adjusted EBITDA. Cleanwater1 generated $135M in sales over the last 12 months, with 25% from aftermarket services. Veralto expects the acquisition to be neutral to modestly accretive to adjusted EPS in 2027.
2 min readVeralto (VLTO) agreed to acquire Cleanwater for $465 million, with a net purchase price of around $400 million after tax benefits. The deal aims to strengthen Veralto's position in water disinfection and expand its market presence.
2 min readVeralto (NYSE: VLTO) agreed to acquire Cleanwater1 for $465M, with a net price of $452M. The deal, expected to close in Q4 2026, adds 25,000 units and $135M in LTM sales. Veralto expects neutral to modest EPS accretion in 2027 and ROIC at or above WACC by year four.
4 min readVeralto (NYSE:VLTO) reported Q2 2026 sales of $1,474 million and net income of $241 million year over year. The company completed a $433.5 million share repurchase and announced the acquisition of India-based UV water treatment firm Alfaa UV. Management said M&A remains its main capital use.
6 min readVeralto 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.
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