Q2 2026 Veralto Corp Earnings Call Transcript
Key Points
- Veralto Corp (VLTO) reported a 7.6% year-over-year increase in total sales for Q2 2026.
- Adjusted EPS grew by 19.4%, showcasing strong profitability.
- The company generated robust free cash flow of $328 million.
- Core sales growth was led by Water Quality at 5.7% and PQI at 2%, with expectations for continued acceleration.
- Veralto Corp (VLTO) raised its full-year adjusted EPS guidance to $4.35 to $4.43 per share, indicating 12% to 14% growth year-over-year.
- The company faces risks and uncertainties related to forward-looking statements, which could impact future performance.
- There is a slight moderation expected in pricing, which may affect revenue growth.
- The impact of volatile raw material costs, particularly in ChemTreat, remains a concern.
- High-growth markets were relatively flat, with some shrinkage in the Water segment in China.
- The timing of potential tariff refunds remains uncertain, which could affect future financial results.
Thank you for your continued patience. Your meeting will begin shortly. (Operator Instructions) Please stand by your meeting is about to begin.
Hello. My name is Nikki, and I will be your conference operator this morning. At this time, I would like to welcome everyone to Veralto Corporation's second quarter 2026 conference call. (Operator Instructions)
I will now turn the call over to Ryan Taylor, Vice President of Investor Relations. Mr. Taylor, you may begin your conference.
Good morning, everyone. Thanks for joining us on the call. With me today are Jennifer Honeycutt, our President and Chief Executive Officer; and Sameer Ralhan, our Senior Vice President and Chief Financial Officer. Today's call is simultaneously being webcast. A replay of the webcast will be available in the Investors section of our website later today under the heading Events and Presentations.
A replay of this call will be available until August 7. Yesterday, we issued our second quarter 2026
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