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Veralto 8-K Report, Financial Results (Apr 29, 2025)

Reports
Earnings & Results·Exhibits & Filings
Filing Date
Filed April 29, 2025
Period End
April 29, 2025
Security
VLTO
In the record · 2023–202610-K310-Q108-K28

VLTO filed 3 annual reports (10-K), 10 quarterly reports (10-Q) and 28 current reports (8-K) between 2023 and 2026.

  1. Change in control8-K · Oct ’23Oct ’23
  2. Leadership change8-K · Jul ’24Jul ’24
  3. Material agreement8-K · Jun ’26Jun ’26

01—Abstract

Summary

Summary of the 8-K filed April 29, 2025. Cited figures are marked; the original filing is the authoritative source.

Veralto Corporation (NYSE: VLTO) reported first quarter 2025 results for the quarter ended April 4, 2025, as furnished in Exhibit 99.1 to this Form 8-K dated April 29, 2025.

Sales rose 6.9% year-over-year to $1,332 milliona, with non-GAAP core sales growth of 7.8%. GAAP operating profit was $322 million, a 24.2% operating margin, and non-GAAP adjusted operating margin was 25.0%. Net earnings were $225 million, or $0.90 per diluted share, compared with $184 million, or $0.74 per diluted share, a year earlier.

Non-GAAP adjusted net earnings were $237 millionb, or $0.95 per diluted share, versus $209 million, or $0.84, in the prior-year period. Cash generation was solid, with operating cash flow of $157 million, up from $115 million, and non-GAAP free cash flow of $142 million, up from $102 million. Management highlighted broad-based core sales growth across its Product Quality and Innovation and Water Quality segments, including robust North American water treatment growth and double-digit growth in European water analytics.

The company cited countermeasures taken to mitigate tariff impacts and reaffirmed full-year 2025 adjusted diluted EPS guidance of $3.60 to $3.70c, with free cash flow conversion of 90% to 100%. For the second quarter of 2025, Veralto anticipates low-to-mid single-digit non-GAAP core sales growth and adjusted diluted EPS in the range of $0.84 to $0.88.

Full-year guidance assumes low-to-mid single-digit core sales growth and adjusted operating margin expansion of flat to +50 basis points year-over-year. The company noted the forward-looking nature of these statements, including exposure to changing global trade policies and tariffs.

02—Key points

Key Highlights

  1. Sales increased 6.9% year-over-year to $1,332 million, with non-GAAP core sales growth of 7.8%.
  2. GAAP operating profit of $322 million, a 24.2% operating margin; non-GAAP adjusted operating margin of 25.0%.
  3. Net earnings of $225 million ($0.90 per diluted share), versus $184 million ($0.74) in the prior-year quarter.
  4. Non-GAAP adjusted net earnings of $237 million ($0.95 per diluted share), versus $209 million ($0.84) a year earlier.
  5. Operating cash flow of $157 million and non-GAAP free cash flow of $142 million, compared with $115 million and $102 million in the prior-year period.
  6. Full-year 2025 adjusted diluted EPS guidance of $3.60 to $3.70 was reaffirmed, with free cash flow conversion of 90% to 100%.
  7. Q2 2025 guidance calls for low-to-mid single-digit core sales growth and adjusted diluted EPS of $0.84 to $0.88.

03—Questions

Frequently Asked Questions

  1. How did Veralto perform in the first quarter of 2025?

    Sales grew 6.9% year-over-year to $1,332 million, with non-GAAP core sales growth of 7.8%. GAAP net earnings were $225 million, or $0.90 per diluted share, and non-GAAP adjusted net earnings were $237 million, or $0.95 per diluted share.

  2. What drove core sales growth in the quarter?

    Management said core sales growth was broad-based across Product Quality and Innovation and Water Quality. Cited drivers included positive trends in consumer-packaged goods markets for marking and coding, digital workflow solutions in packaging and color, robust growth of water treatment solutions in North America, and double-digit growth of water analytics in Europe.

  3. Did Veralto change its 2025 outlook?

    No. The company reaffirmed its full-year 2025 adjusted diluted EPS guidance of $3.60 to $3.70 and free cash flow conversion of 90% to 100%, assuming low-to-mid single-digit core sales growth and adjusted operating margin change of flat to +50 basis points.

  4. How is the company addressing tariffs?

    Management stated that the company has implemented several countermeasures to mitigate the impact of tariffs and enhance operational flexibility, and that the reaffirmed guidance is based on these countermeasures and currently known factors.

  5. What is the second-quarter 2025 outlook?

    Veralto anticipates non-GAAP core sales growth of low-to-mid single digits year-over-year and adjusted diluted EPS in the range of $0.84 to $0.88 for the quarter ending July 4, 2025.

04—Continue

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