Veralto Corporation (VLTO)

Veralto went public on September 27, 2023. In Q1 CY2025, Veralto exceeded market revenue expectations, with sales up 6.9% year-on-year to $1.33 billion and a non-GAAP profit of $0.95 per share. In Q2 CY2025, the company announced better-than-expected revenue, with sales increasing 6.4% year-on-year to $1.37 billion and a GAAP profit of $0.89 per share. In October 2024, Veralto acquired TraceGains for $350 million. In November 2024, Veralto invested $15 million in Axine Water Technologies. In February 2025, the company acquired Aquafides for $20 million. In July 2025, Veralto made a $20 million investment in Emerald Technology Ventures. Over the past six months, Veralto's stock price has increased by 20.63%, but over the past 52 weeks, shares have declined 4.3%. Veralto is scheduled to announce its fiscal Q3 earnings for 2025 on October 22, 2025.

Veralto benefits from steady, broad-based customer demand in essential markets. Demand for its water analytics and treatment solutions is driven by long-term trends. The marking and coding business within the PQI segment also experiences consistent demand for consumables. The company's demand profile is generally stable due to the critical nature of its products and services.

Veralto Corp. operates in the Industrial sector, focusing on Environmental & Facilities Services. The company integrates high-quality products with value-added services, operating through Water Quality (WQ) and Product Quality & Innovation (PQI) segments. The WQ segment provides water treatment technologies and the PQI segment offers solutions for packaged goods, digital asset management, and color management. Veralto serves industries such as municipal utilities, food and beverage, pharmaceutical, and industrials.

Veralto Corporation has a global presence. In 2024, North America accounted for 48% of its sales, Western Europe for 22%, and other locations for 30%.

Veralto Corp. maintains a strong brand reputation through market leadership and robust brand equity. Its brands are recognized for quality and reliability. The company is committed to sustainability and has financial resilience, a strong margin profile, and attractive cash flows. Veralto's focus on essential technologies enhances its reputation.

Institutional investors hold approximately 93.85% of Veralto Corp. stock, with major holders including Vanguard Group Inc., Blackrock, Inc., and State Street Corp. Individual investors and public companies own approximately 22.63% of the stock, while insiders hold about 0.13%.