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Veralto 8-K Report, Financial Results (Apr 28, 2026)

Reports
Earnings & Results
Filing Date
Filed April 28, 2026
Period End
April 28, 2026
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. Leadership change8-K · Nov ’25Nov ’25

01—Abstract

Summary

Summary of the 8-K filed April 28, 2026. Cited figures are marked; the original filing is the authoritative source.

Veralto Corporation (NYSE: VLTO) reported first quarter 2026 results for the quarter ended April 3, 2026, as furnished in Exhibit 99.1 under Item 2.02.

Sales increased 6.7% year-over-year to $1,422 milliona, with non-GAAP core sales growth of 1.9%. GAAP net earnings were $254 million, or $1.02 per diluted share, compared with $225 million, or $0.90 per diluted share, in the prior-year period. Non-GAAP adjusted net earnings were $266 million, or $1.07 per diluted share, and operating cash flow was $182 million, with non-GAAP free cash flow of $170 million.

The company deployed roughly $1 billionb year-to-date on strategic acquisitions and share repurchases, including completed acquisitions of In-Situ and GlobalVision for about $620 million and $300 million of repurchases. Veralto also initiated a cost optimization program, expecting a charge of $85 to $105 million and annual savings of $65 to $75 million by 2028. Management raised full-year 2026 adjusted diluted EPS guidance to $4.20 to $4.28 from $4.10 to $4.20, and expects non-GAAP core sales growth of 3.0% to 4.5% for the year and second-quarter core sales growth of 3.0% to 4.0%.

For the second quarter, guidance calls for adjusted diluted EPS of $0.96 to $1.00c and an adjusted operating profit margin of approximately 23.5%. Management stated that it expects core sales growth to accelerate as the year progresses and that the balance sheet provides flexibility for further acquisitions and share repurchases.

02—Key points

Key Highlights

  1. Sales rose 6.7% year-over-year to $1,422 million, with non-GAAP core sales growth of 1.9%; currency exchange rates reduced total sales growth by 3.5 percentage points.
  2. GAAP diluted EPS was $1.02 versus $0.90 a year earlier; non-GAAP adjusted diluted EPS was $1.07 versus $0.95.
  3. Operating profit margin was 23.8% on a GAAP basis and 25.1% on an adjusted non-GAAP basis.
  4. Free cash flow was $170 million, up from $142 million, and the trailing twelve-month free cash flow margin was 18.6%.
  5. Approximately $1 billion deployed year-to-date on the In-Situ and GlobalVision acquisitions (about $620 million) and $300 million of share repurchases (1.3% of shares outstanding).
  6. New cost optimization program expected to incur $85 to $105 million in charges and yield $65 to $75 million of annual savings by 2028.
  7. Full-year 2026 adjusted diluted EPS guidance raised to $4.20 to $4.28 from $4.10 to $4.20; free cash flow conversion guidance raised to approximately 100% of GAAP net earnings.

03—Questions

Frequently Asked Questions

  1. How did Veralto perform in the first quarter of 2026?

    Sales increased 6.7% year-over-year to $1,422 million, and GAAP net earnings were $254 million, or $1.02 per diluted share. Non-GAAP core sales growth was 1.9%, and adjusted diluted EPS was $1.07.

  2. What changed in the company's full-year 2026 guidance?

    Adjusted diluted EPS guidance was raised to $4.20 to $4.28 from $4.10 to $4.20. Full-year non-GAAP core sales growth is expected to be 3.0% to 4.5%, adjusted operating profit margin is expected to expand by about 25 basis points, and free cash flow conversion is now expected at approximately 100% of GAAP net earnings.

  3. What is the outlook for the second quarter of 2026?

    Veralto expects non-GAAP core sales growth of 3.0% to 4.0%, an adjusted operating profit margin of approximately 23.5%, and adjusted diluted EPS of $0.96 to $1.00.

  4. What capital allocation actions did Veralto take?

    The company completed the In-Situ and GlobalVision acquisitions for about $620 million and repurchased $300 million of shares, totaling roughly $1 billion year-to-date. Management said the balance sheet remains strong and provides flexibility for additional acquisitions and repurchases.

  5. What is the cost optimization program?

    Veralto initiated a program to streamline business processes and enhance operating efficiency. The company expects to incur a charge of $85 to $105 million and achieve annual savings of $65 to $75 million by 2028.

04—Continue

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