Here's what you can anticipate in Veralto’s upcoming earnings release

Overview of Veralto Corporation

Headquartered in Waltham, Massachusetts, Veralto Corporation (VLTO) provides a wide array of solutions worldwide, including water analytics, treatment technologies, product marking and coding, packaging, and color management. The company, valued at nearly $25.5 billion, operates well-known brands such as Hach, Trojan Technologies, ChemTreat, Videojet, Linx, Esko, X-Rite, and Pantone. These brands cater to a diverse clientele, including municipal, food, pharmaceutical, and industrial sectors, offering advanced precision tools.

Financial Performance and Earnings Outlook

As Veralto prepares to announce its fiscal 2025 fourth-quarter results, market sentiment remains optimistic. Analysts anticipate diluted earnings per share (EPS) of $0.98, reflecting a 3.2% increase from the previous year’s $0.95. This positive outlook is supported by Veralto’s consistent track record, having surpassed EPS expectations for the last four consecutive quarters.

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Long-Term Projections

Looking further ahead, Wall Street analysts estimate that Veralto’s diluted EPS for fiscal 2025 will reach $3.84, marking an 8.5% rise year-over-year. This upward trend is expected to continue into fiscal 2026, with projections of EPS climbing to $4.20, a 9.4% increase from the prior year.

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Stock Performance Comparison

Despite the company’s positive earnings outlook, its stock price has seen only modest growth. Over the past year, VLTO shares have edged up slightly and are up about 3% so far this year. In contrast, the S&P 500 Index ($SPX) has surged 17.7% over the last 52 weeks and 1.8% year-to-date, highlighting a performance gap.

When compared to industry peers, a similar trend is evident. The First Trust Water ETF (FIW) has advanced nearly 12% over the past year and 4.7% year-to-date, outpacing Veralto’s stock gains.

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Strategic Acquisition and Growth Initiatives

On November 25, 2025, investor interest spiked as Veralto’s shares rose 5.9% intraday following the announcement of its plan to acquire In-Situ, a prominent provider of environmental water monitoring solutions. The deal is valued at $435 million, or about $422 million after estimated tax benefits, and is expected to close in the first quarter of 2026.

This acquisition is set to enhance both Veralto’s scale and profitability. In-Situ is forecasted to generate approximately $80 million in revenue for 2025, with gross margins close to 50% and EBITDA margins in the mid-teens. Veralto anticipates achieving around $11 million in annual pre-tax cost savings by the third year, along with significant commercial and operational advantages.

In addition to its growth strategy, Veralto has reinforced its approach to returning capital to shareholders. The board has approved a share repurchase program of up to $750 million, allowing the company to buy back shares over time through open-market or privately negotiated transactions.

Analyst Ratings and Price Targets

These developments have contributed to a stable analyst outlook. VLTO maintains a “Moderate Buy” consensus rating, unchanged for the past three months. Of the 18 analysts covering the stock, half rate it as a “Strong Buy,” while the other half recommend holding.

Price targets suggest further potential for growth. The average target price for VLTO stands at $114.27, indicating an 11.2% upside from current levels, while the highest target of $123 implies a possible gain of 19.7%.