Veralto Q3 profit beats estimates on water treatment demand; raises 2026 outlook
VLTO•Veralto reported third-quarter sales of $1.51 billion and adjusted EPS of $1.18, topping estimates of $1.50 billion and $1.09, respectively. It raised its 2026 adjusted EPS forecast to $4.49-$4.52 from $4.35-$4.43.
1. Quarterly results
Veralto’s third-quarter sales increased 7.5% year over year to $1.51 billion, slightly above analyst expectations. Adjusted EPS rose 19.2% to $1.18, compared with an estimate of $1.09; adjusted net income was $290 million.
2. Outlook and drivers
The company expects fourth-quarter core sales growth of 5.5% to 6.5% and adjusted EPS of $1.13 to $1.16. It raised its 2026 adjusted EPS forecast to $4.49-$4.52 from $4.35-$4.43. Core sales grew 6.4%, led by double-digit growth in water treatment solutions; acquisitions contributed 2.3% to total sales growth, while adjusted operating margin expanded 170 basis points to 25.6%.
3. Capital allocation
Veralto completed four acquisitions and repurchased $550 million of shares in 2026 through October 28.
