Veralto Corp — Form 8-K
Filed July 28, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
Veralto reported Q2 2026 sales of $1,474M (7.6% YoY growth; 4.2% core growth), operating profit margin of 21.4% GAAP / 24.6% adjusted, and diluted EPS of $0.98 GAAP / $1.11 adjusted. The company raised full-year 2026 adjusted EPS guidance to $4.35–$4.43 (from $4.20–$4.28), reflecting 12–14% YoY growth and including $0.05/share from IEEPA tariff refunds. H2 core sales growth is expected to accelerate to 5–6%, with free cash flow conversion >100% of net earnings.
Why this rating
Modest beat and upside guidance revision; 4.2% core growth is in-line with management's prior messaging. Tariff refund is one-time. Acceleration narrative and solid cash generation are encouraging, but gains are incremental, not transformational. Material only relative to quarterly trend, not company scale.
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