Veralto Corporation (VLTO) Q3 FY2026 earnings

Reported results

• Sales increased 7.5% year-over-year to $1,509 million (GAAP), with non-GAAP core sales growth of 5.1%
• GAAP operating profit margin was 19.7%, and non-GAAP adjusted operating profit margin was 25.6%
• GAAP net earnings were $253 million, or $1.03 per diluted common share
• Non-GAAP, adjusted net earnings were $290 million, or $1.18 per diluted common share
• GAAP operating cash flow was $323 million and non-GAAP free cash flow was $304 million

Guidance

• For the fourth quarter of 2026, non-GAAP core sales growth is expected to be in the range of 5.5% to 6.5% year-over-year
• For the fourth quarter of 2026, non-GAAP adjusted operating profit margin is expected to be approximately 24.5%
• For the fourth quarter of 2026, non-GAAP adjusted diluted earnings per share is expected to be in the range of $1.13 to $1.16 per share
• For the full year 2026, non-GAAP core sales growth is expected to be in the range of 4.2% to 4.5% year-over-year
• For the full year 2026, non-GAAP adjusted operating profit margin is expected to expand approximately 50 basis points year-over-year
• For the full year 2026, non-GAAP adjusted diluted earnings per share is expected to be in the range of $4.49 to $4.52 per share
• For the full year 2026, non-GAAP free cash flow to net earnings conversion ratio is expected to be greater than 105% of GAAP net earnings

Price and volatility reaction

The stock moved +6.8% on the print. No front-expiry chain was on file, so there is no straddle expected move. 30-day ATM implied volatility moved -6.3 vol points across the event (constant-maturity series — not the front-week crush).

Source

The figures above come from the earnings release the company filed with the SEC on 2026-10-29 (8-K, Item 2.02). Read the original filing on sec.gov.