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Veralto VLTO

Veralto scores good on business quality (6.9 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$96.93Oct 10, 2026
Business qualityGood
Next earningsOct 28, 2026, after the close
Insiders, 90 daysQuiet

Why it matters

  1. What Veralto does

    Veralto provides water quality and product identification solutions, selling essential testing, marking, and coding equipment to municipal and industrial customers worldwide.

  2. What it does best

    Veralto delivers an elite gross margin of 60.2%, easily outpacing peers like WM at 40.9% and CLH at 32.3%. This edge stems from entrenched software, hardware, and recurring consumable revenue streams that are extremely difficult for customers to rip out.

  3. The main risk

    Water quality margin expansion must keep delivering to justify the valuation, as sluggish overall revenue growth of 6.0% leaves little room for operational missteps or municipal spending freezes.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityStrong

Operating margins hit 22.8% and FCF margin sits at 18.4%, showing strong efficiency that scales effectively as revenue grows.

MoatStrong

Switching costs create a deep moat built on recurring consumables and critical infrastructure, placing gross margins in the top decile of its sector at the 91st percentile.

GrowthSlow

Revenue grew 6.0% to $5.7B, marking a modest pace that tracks slightly above historical averages but lacks high-octane acceleration.

Financial healthFair

Interest coverage sits at 14.1x backed by $2.0B in cash, while free cash flow reached $1.0B; the balance sheet is holding steady.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

No open market buys or unplanned sales by executives or directors.

Our sealed record on VLTO

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is VLTO a good business?

Veralto scores good on the Cluenex quality check (6.9 of 10), measured against its own industry. Profitability is strong, moat strong, growth slow and financial health fair.

Are insiders buying VLTO?

In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.

When does VLTO report earnings?

Oct 28, 2026, after the close.

For members

See VLTO today

  • Today's verdict on VLTO, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “Veralto (VLTO)”, https://cluenex.com/stocks/vlto/, data as of Oct 10, 2026.