Veralto Corporation (VLTO)

In Q4 2024, Veralto's sales increased by 4.4% year-over-year to $1,345 million, with adjusted EPS at $0.95. For the full year 2024, total sales grew 3.4% to just under $5.2 billion, with adjusted EPS at $3.54 per share. In Q1 2025, sales increased 6.9% year-over-year to $1,332 million, with adjusted diluted EPS at $0.95. The stock price rose by 5.87% over the last 12 months. Insider trading activity has primarily involved sales, and the company announced an increase in its quarterly dividend.

Veralto's businesses can experience cyclical downturns, and demand is influenced by customer spending and government funding. Profitability can be affected by the ability to adjust purchases to changes in demand and market fluctuations. Demand is sensitive to changes in customer order patterns, influenced by factors like price changes, marketing programs, and new product introductions. Specific seasonal patterns were not explicitly outlined.

Veralto Corp. is a global leader in essential technology solutions focused on safeguarding vital resources. It was spun off from Danaher Corporation in October 2023 and is headquartered in Waltham, Massachusetts. The company operates in the Industrials sector, classified under Professional & Commercial Services, Industrial - Pollution & Treatment Controls, Electrical Products, and Scientific & Technical Instruments. Its business is divided into Water Quality (WQ) and Product Quality & Innovation (PQI) segments, serving regulated industries like municipal utilities, food and beverage, pharmaceutical, and industrials.

Veralto has a global operational presence, including significant presence in Belgium, Brazil, Canada, China, Germany, the Netherlands, and the United Kingdom. The company is expanding its footprint in Europe through acquisitions like AQUAFIDES.

Veralto Corp. has a strong brand reputation built on innovation and customer trust, with a commitment to safeguarding vital resources. The Water Quality segment features leading brands like Hach, known for water analytics. The Product Quality & Innovation segment includes brands like Videojet and Pantone, relied upon for product safety and traceability. The acquisition of AQUAFIDES has positively reinforced its market position.

Veralto Corp.'s ownership is primarily institutional, with institutional investors holding a significant portion of the stock. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and T. Rowe Price Investment Management, Inc. Individual ownership is around 21.72% to 30.65%, while insider ownership is relatively small, ranging from approximately 0.12% to 0.36%.