Análisis opcionales del producto
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Veralto Corporation's published Reduce conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $23.3B | |
|---|---|---|
| Revenue (ttm) | 5.7B | |
| Net income (ttm) | 988M | |
| EPS (ttm) | $3.97 | |
| Shares out | 243.8M | |
| P/E (trailing) | 25.9x | |
| P/E (forward) | 20.0x | |
| Dividend | $0.52 (0.51%) | |
| Volume | 2,001,839 | |
| Beta | 0.77 |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $4.70B | $4.87B | $5.02B | $5.19B | $5.50B | +4.0% |
| Gross profit | $2.71B | $2.76B | $2.90B | $3.11B | $3.30B | +5.0% |
| Operating income | $1.04B | $1.11B | $1.14B | $1.21B | $1.28B | +5.2% |
| Net income | $861.0M | $845.0M | $839.0M | $833.0M | $940.0M | +2.2% |
| EPS (diluted) | $3.50 | $3.43 | $3.40 | $3.34 | $3.76 | +1.8% |
| EBITDA | $1.15B | $1.20B | $1.21B | $1.28B | $1.35B | +4.1% |
| R&D | $244.0M | $217.0M | $225.0M | $253.0M | $266.0M | +2.2% |
| SG&A | $1.43B | $1.43B | $1.54B | $1.64B | $1.76B | +5.3% |
Recent company headlines from major financial publishers.
The Base scenario establishes Fair value at $79.82, implying a return of -16.4% at a probability of 60.0%. In this modal path, Veralto executes its compounder playbook with mid-single-digit revenue growth driven by the mission-critical replacement of testing consumables, proprietary reagents, and marking inks. Operating margins expand moderately as standalone public company overhead rationalizes and pricing power outpaces input inflation. The business generates exceptional free cash flow conversion on minimal capital expenditure requirements. However, because $95.44 already trades at an elevated forward earnings multiple above peer medians, total returns are restrained by multiple compression toward historical norms. Disconfirmation would occur if organic growth slips below nominal economic growth or if operating margins fail to improve over the FY2026 to FY2027 forecast period.
Under the Bull scenario, with Potential value of $94.43 representing a return of -1.1% at a probability of 20.0%, statutory water quality mandates accelerate globally. Tightening environmental standards for PFAS and micro-pollutants drive double-digit growth in analytical instrumentation and recurring consumable reagents across municipal utilities. Meanwhile, industrial water reuse investments surge and Product and Quality Innovation benefits from stringent pharmaceutical and packaging traceability regulations. Operating leverage through the Veralto Business System expands operating margins beyond historical highs, and disciplined bolt-on acquisitions in water analytics software accelerate earnings growth. This scenario would be disconfirmed if municipal infrastructure disbursements stall or if operating margin expansion plateaus before the conclusion of FY2027.
| Ke ↓ / g → | 2.5% | 2.8% | 3.0% | 3.3% | 3.5% |
|---|---|---|---|---|---|
| 6.9% | $87.8 | $90.8 | $94.1 | $97.9 | $102 |
| 7.4% | $81.2 | $83.6 | $86.2 | $89.2 | $92.4 |
| 7.9% | $75.8 | $77.7 | $79.8 | $82.2 | $84.7 |
| 8.4% | $71.2 | $72.8 | $74.5 | $76.4 | $78.5 |
| 8.9% | $67.2 | $68.6 | $70.0 | $71.6 | $73.3 |
Upcoming earnings date and setup when available.
La calificación que llevaba la edición de análisis publicada cada mes. Una calificación compara el precio en la fecha del análisis con el valor razonable; no es un registro de si la valoración acertó.
| Año | ene | feb | mar | abr | may | jun | jul | ago | sept | oct | nov | dic |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
