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Veralto Corp (VLTO) Fundamental Analysis & AI Grade 2026

VLTO NYSE Instruments For Meas & Testing of Electricity & Elec Signals X1 CIK: 0001967680
Updated This Month • Analysis: May 6, 2026 • SEC Data: 2026-04-03
Combined AI Grade
A
85% Confidence
N/A
A
85% Conf
Pending
Analysis scheduled

📊 VLTO Key Takeaways

Revenue: $1.4B
Net Margin: 17.9%
Free Cash Flow: $170.0M
Current Ratio: 1.48x
Debt/Equity: 0.89x
EPS: $1.02
AI Grade: A with 85% confidence
Veralto Corp (VLTO) receives a A fundamental grade with 85% confidence from our AI analysis based on SEC 10-K filings. With revenue of $1.4B, net profit margin of 17.9%, and return on equity (ROE) of 8.5%, Veralto Corp demonstrates strong fundamentals in the Utilities sector. Below is our complete VLTO stock analysis for 2026.

Is Veralto Corp (VLTO) a Good Investment?

Claude

Veralto demonstrates strong operational leverage with net income growth (12.8%) outpacing revenue growth (6%), supported by excellent profitability margins (60% gross, 24% operating). Conservative leverage (0.89x debt/equity) and robust free cash flow generation ($170M, 12% margin) position the company for sustained financial health.

Veralto Corp Key Strengths (VLTO)

Claude
  • + Excellent profitability margins (60% gross, 24% operating, 18% net) indicate pricing power and operational efficiency
  • + Operating leverage evident with NI growth (12.8%) exceeding revenue growth (6%), demonstrating margin expansion capability
  • + Strong free cash flow generation ($170M) with minimal capex requirements indicates capital-light, cash-generative business model
  • + Conservative balance sheet with 0.89x debt/equity, healthy current ratio (1.48x), and $1.4B cash position
  • + Strong interest coverage (5.8x) and solid liquidity metrics support financial stability

VLTO Stock Risks: Veralto Corp Investment Risks

Claude
  • ! Moderate revenue growth rate (6% YoY) below high-growth industry peers, suggesting mature market position or competitive pressure
  • ! Low returns on assets (3.3%) and equity (8.5%) indicate underutilized asset base or capital inefficiency despite high margins
  • ! Absolute debt level of $2.7B requires sustained profitability; elevated if revenue growth slows further
  • ! Very low capex ($12M) may constrain organic growth investments or indicate deferred maintenance issues
  • ! Cyclical exposure through instruments/electrical testing sector creates vulnerability to industrial demand slowdowns

Key Metrics to Watch

Claude
  • * Revenue growth acceleration - assess if 6% rate can expand through market share gains or new products
  • * Operating margin trajectory - monitor sustainability or expansion of 23.8% operating margin at higher revenue levels
  • * Free cash flow conversion - track FCF/net income ratio to ensure cash generation quality remains strong
  • * Debt reduction pace - monitor absolute debt levels and D/E ratio trend toward improved leverage
  • * Return on equity improvement - assess if capital structure optimization or profitability growth can improve 8.5% ROE

Veralto Corp (VLTO) Financial Metrics & Key Ratios

Revenue
$1.4B
Net Income
$254.0M
EPS (Diluted)
$1.02
Free Cash Flow
$170.0M
Total Assets
$7.7B
Cash Position
$1.4B

💡 AI Analyst Insight

Veralto Corp presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

VLTO Profit Margin, ROE & Profitability Analysis

Gross Margin 60.1%
Operating Margin 23.8%
Net Margin 17.9%
ROE 8.5%
ROA 3.3%
FCF Margin 12.0%

VLTO vs Utilities Sector: How Veralto Corp Compares

How Veralto Corp compares to Utilities sector averages

Net Margin
VLTO 17.9%
vs
Sector Avg 12.0%
VLTO Sector
ROE
VLTO 8.5%
vs
Sector Avg 10.0%
VLTO Sector
Current Ratio
VLTO 1.5x
vs
Sector Avg 0.8x
VLTO Sector
Debt/Equity
VLTO 0.9x
vs
Sector Avg 1.4x
VLTO Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Veralto Corp Stock Overvalued? VLTO Valuation Analysis 2026

Based on fundamental analysis, Veralto Corp appears fundamentally strong relative to the Utilities sector in 2026.

Return on Equity
8.5%
Sector avg: 10%
Net Profit Margin
17.9%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.89x
Sector avg: 1.4x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Veralto Corp Balance Sheet: VLTO Debt, Cash & Liquidity

Current Ratio
1.48x
Quick Ratio
1.32x
Debt/Equity
0.89x
Debt/Assets
0.0%
Interest Coverage
5.83x
Long-term Debt
$2.7B

VLTO Revenue & Earnings Growth: 5-Year Financial Trend

VLTO 5-year financial data: Year 2023: Revenue $5.0B, Net Income $861.0M, EPS $3.50. Year 2024: Revenue $5.2B, Net Income $845.0M, EPS $3.43. Year 2025: Revenue $5.5B, Net Income $839.0M, EPS $3.40.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Veralto Corp's revenue has shown modest growth of 10% over the 5-year period. The most recent EPS of $3.40 reflects profitable operations.

VLTO Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
12.0%
Free cash flow / Revenue

VLTO Quarterly Earnings & Performance

Quarterly financial performance data for Veralto Corp including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $1.3B $225.0M $0.90
Q3 2025 $1.3B $219.0M $0.88
Q2 2025 $1.3B $203.0M $0.81
Q1 2025 $1.2B $184.0M $0.74
Q3 2024 $1.3B $205.0M $0.83
Q2 2024 $1.3B $203.0M $0.81
Q1 2024 $1.2B $184.0M $0.74
Q3 2023 $1.2B $205.0M $0.83

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Veralto Corp Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$182.0M
Cash generated from operations
Stock Buybacks
$300.0M
Shares repurchased (TTM)
Capital Expenditures
$12.0M
Investment in assets
Dividends Paid
$32.0M
Returned to shareholders

VLTO SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Veralto Corp (CIK: 0001967680)

📋 Recent SEC Filings

Date Form Document Action
Jun 1, 2026 8-K vlto-20260527.htm View →
May 19, 2026 4 xslF345X06/wk-form4_1779224681.xml View →
May 14, 2026 8-K vlto-20260513.htm View →
May 5, 2026 4 xslF345X06/wk-form4_1778013618.xml View →
Apr 29, 2026 10-Q vlto-20260403.htm View →

Frequently Asked Questions about VLTO

What is the AI rating for VLTO?

Veralto Corp (VLTO) has an AI grade of A with 85% confidence, based on fundamental analysis of SEC EDGAR filings.

What are VLTO's key strengths?

Claude: Excellent profitability margins (60% gross, 24% operating, 18% net) indicate pricing power and operational efficiency. Operating leverage evident with NI growth (12.8%) exceeding revenue growth (6%), demonstrating margin expansion capability.

What are the risks of investing in VLTO?

Claude: Moderate revenue growth rate (6% YoY) below high-growth industry peers, suggesting mature market position or competitive pressure. Low returns on assets (3.3%) and equity (8.5%) indicate underutilized asset base or capital inefficiency despite high margins.

What is VLTO's revenue and growth?

Veralto Corp reported revenue of $1.4B.

Does VLTO pay dividends?

Veralto Corp pays dividends, with $32.0M distributed to shareholders in the trailing twelve months.

Where can I find VLTO SEC filings?

Official SEC filings for Veralto Corp (CIK: 0001967680) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is VLTO's EPS?

Veralto Corp has a diluted EPS of $1.02.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is VLTO's fundamental grade?

Based on our AI fundamental analysis in June 2026, Veralto Corp has a A grade with 85% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is VLTO stock overvalued or undervalued?

Valuation metrics for VLTO: ROE of 8.5% (sector avg: 10%), net margin of 17.9% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

What is VLTO's AI grade for 2026?

Our dual AI analysis gives Veralto Corp a combined A grade for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is VLTO's free cash flow?

Veralto Corp's operating cash flow is $182.0M, with capital expenditures of $12.0M. FCF margin is 12.0%.

How does VLTO compare to other Utilities stocks?

Vs Utilities sector averages: Net margin 17.9% (avg: 12%), ROE 8.5% (avg: 10%), current ratio 1.48 (avg: 0.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 6, 2026 | Data as of: 2026-04-03 | Powered by Claude AI