NYSEIndustrialsIndustrial - Pollution & Treatment ControlsSnapshot 2026-08-31
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Create your account →Warn: Recent financial performance slipped notably this past month, though still top-half.
Veralto grows revenue about 3% to 4.5% yearly. Earnings per share rise to about $4.24 in 2026. Free cash flow matches net earnings, showing strong cash health. The company buys back shares and manages debt well.
Growth could slow below 3% yearly. Profit gains may stall or fall short of $4.24 per share. Cash flow might weaken, hurting buybacks and debt plans.
The price is about 5% below our fair value near $97. Analysts expect about 7% revenue growth, slightly above company guidance. Our fair value is 11% below Street median, reflecting cautious optimism.
Breaks if: Company halts buybacks or takes on excessive debt raising costs above 5%
Breaks if: EPS falls below $4.20 in FY26
Free cash flow conversion falls below 90% of GAAP net earnings in FY26
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment is characterized as a stable growth opportunity. VLTO has shown a commitment to achieving core sales growth and increasing earnings per share, but the current thesis state is mixed due to recent performance fluctuations.
The market currently prices VLTO as justified, with a low fragility tier. Valuation is relatively cheap compared to peers, suggesting that expectations for growth are modest but not overly aggressive.
Management is on track to meet its earnings and cash flow targets, with recent financial performance showing improvement. However, there is a moderate risk of missing future guidance, which could impact sentiment.
The thesis hinges on the performance of sector bellwethers like CECO, PCT, and ERII. If these companies continue to perform well, it could support VLTO's growth. Conversely, any negative guidance from these peers could lead to a decline in VLTO's momentum.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. The latest earnings beat supports a positive outlook. The Cleanwater1 deal reinforces the company's strategy for expanding its portfolio. There are no new threats impacting the thesis.
as of 2026-08-31
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Breaks if: YoY revenue growth falls below 3.0% in FY26
VLTO's outlook remains stable, but it requires careful monitoring of sector trends and management execution. Not investment advice.
