Veralto Corp(VLTO)Stock Analysis
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Rank #477 of 2,961 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
VLTO Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for Veralto Corp (VLTO), a Technology sector company. 13F Pro's AI-powered ranking engine scores VLTO at 65.5/100 on a 32-signal composite quality model, placing it at rank #477 of 2,961 stocks — the top 25% of the AI-ranked universe. VLTO scores in the top quartile across balance sheet strength (91.1), revenue scale (79.5), profitability (76.9). Shareholder dilution risk is elevated at 48.9/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Veralto Corp reports quarterly revenue of $1.4B, net income of $254.0M, an operating margin of 23.8%. Top institutional holders of VLTO by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, T. Rowe Price Investment Management, based on the most recent SEC filings. VLTO trades on the NYSE exchange and files with the SEC under CIK 1967680. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate VLTO daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Veralto Corp directly from SEC EDGAR. Veralto Corp's 13F Pro composite quality score has ranged between 36 and 72 since 2024, currently 65.5 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.
What's Driving VLTO's Business? Latest 10-Q Breakdown
AI-extracted from Veralto Corp's 10-Q filed 2026-07-29 — Q2 FY2026 (quarter ended July 3, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Veralto's Q2 FY2026 revenue rose 7.6% YoY to $1,474M, but operating margin fell to 21.4% from 22.8% as $29M of 2026 Cost Optimization Program restructuring charges hit Product Quality & Innovation profitability especially hard.
Biggest Revenue Drivers
Core sales growth driven by the chemical treatment solutions business and, to a lesser extent, analytical instrumentation, with strength in North America and Western Europe
Growth driven by the marking and coding business, partially offset by a decline in packaging and color solutions due to global macroeconomic conditions
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q1 2026
$1.4B
Net Income
Q1 2026
$254.0M
Free Cash Flow
Q1 2026
$170.0M
Operating Margin
Q1 2026
23.8%
ROIC
Q1 2026
21.2%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+6.0% YoYNet Income
+12.8% YoYOperating Income
+5.7% YoYEPS (Diluted)
+12.6% YoYTotal Assets
+20.1% YoYTotal Debt
+29.8% YoYOp. Cash Flow
+23.1% YoYFree Cash Flow
+23.7% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|
| Revenue | $5.50B +6.0% | $5.19B +3.4% | $5.02B +3.1% | $4.87B +3.6% | $4.70B |
| Net Income | $940.0M +12.8% | $833.0M -0.7% | $839.0M -0.7% | $845.0M -1.9% | $861.0M |
| Operating Income | $1.28B +5.7% | $1.21B +6.0% | $1.14B +2.5% | $1.11B +6.8% | $1.04B |
| EPS (Diluted) | $3.76 +12.6% | $3.34 -1.8% | $3.40 -0.9% | $3.43 -2.0% | $3.50 |
| Total Assets | $7.69B +20.1% | $6.41B +12.5% | $5.69B +18.0% | $4.83B -0.3% | $4.84B |
| Total Debt | $3.37B +29.8% | $2.60B -1.1% | $2.63B | $0.00 | — |
| Operating Cash Flow | $1.08B +23.1% | $875.0M -9.1% | $963.0M +10.7% | $870.0M -2.9% | $896.0M |
| Free Cash Flow | $1.01B +23.7% | $820.0M -9.8% | $909.0M +8.7% | $836.0M -0.7% | $842.0M |
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Top Institutional Holders of VLTO
BlackRock, Inc.
$2.0B22,647,953 shVANGUARD CAPITAL MANAGEMENT LLC
$1.4B16,043,210 shT. Rowe Price Investment Management, Inc.
$1.2B13,712,810 shVANGUARD PORTFOLIO MANAGEMENT LLC
$1.1B12,149,926 shSTATE STREET CORP
$988.5M11,131,069 shFIRST TRUST ADVISORS LP
$726.3M8,190,187 shGEODE CAPITAL MANAGEMENT, LLC
$653.0M7,389,874 shInvesco Ltd.
$491.0M5,536,282 shImpax Asset Management Group plc
$459.9M5,186,589 shGOLDMAN SACHS GROUP INC
$358.4M4,041,035 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $2.0B | 22,647,953 |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.4B | 16,043,210 |
| T. Rowe Price Investment Management, Inc. | $1.2B | 13,712,810 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.1B | 12,149,926 |
| STATE STREET CORP | $988.5M | 11,131,069 |
| FIRST TRUST ADVISORS LP | $726.3M | 8,190,187 |
| GEODE CAPITAL MANAGEMENT, LLC | $653.0M | 7,389,874 |
| Invesco Ltd. | $491.0M | 5,536,282 |
| Impax Asset Management Group plc | $459.9M | 5,186,589 |
| GOLDMAN SACHS GROUP INC | $358.4M | 4,041,035 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is VLTO a good stock to buy?
13F Pro's AI-powered analysis of Veralto Corp (VLTO) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for VLTO are available on the VLTO stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. VLTO is classified as a large company.
Which hedge funds own VLTO?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling VLTO. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Veralto Corp's investment landscape.