Veralto CORP ARS Filing

Ticker: VLTO · Form: ARS · Filed: Mar 27, 2026 · CIK: 0001967680

Veralto CORP ARS Filing Summary
FieldDetail
CompanyVeralto CORP (VLTO)
Form TypeARS
Filed DateMar 27, 2026
Pages15
Reading Time18 min
Key Dollar Amounts$1 billion, $5.5 b, $3, $750 million, $3.3B
Sentimentneutral

Sentiment: neutral

FAQ

What type of filing is this?

This is a ARS filing submitted by Veralto CORP (ticker: VLTO) to the SEC on Mar 27, 2026.

What are the key financial figures in this filing?

Key dollar amounts include: $1 billion (sted earnings per share growth and over $1 billion of free cash flow, demonstrating the st); $5.5 b (er of VES. Total sales grew to a record $5.5 billion, led by strong commercial executi); $3 (t demand. Adjusted EPS increased 10% to $3.90, marking our second consecutive year); $750 million (crease in our dividend and authorized a $750 million share repurchase program while maintain); $3.3B (2025 Segment Revenues Water Quality - $3.3B Product Quality and Innovation - $2.2B).

How long is this filing?

Veralto CORP's ARS filing is 15 pages with approximately 4,385 words. Estimated reading time is 18 minutes.

Where can I view the full ARS filing?

The complete filing is available on SEC EDGAR. You can also read the AI-decoded analysis with risk assessment and key highlights on ReadTheFiling.

Filing Stats: 4,385 words · 18 min read · ~15 pages · Grade level 16.1 · Accepted 2026-03-27 08:04:54

Key Financial Figures

Filing Documents

From the Filing

a2025_annualxreportxfina Safeguarding the World's Most Vital Resources 2025 Annual Report 2025 Annual Report - CEO Letter to Shareholders Dear Fellow Shareholders, 2025 was an outstanding year for Veralto marked by strong execution, resilient end market demand and durable growth. I am proud of our global team of 17,000 associates for driving growth across our business while helping our customers deliver clean water, safe food and trusted essential goods to billions of people worldwide. Last year we reached all-time highs in sales, adjusted earnings per share and free cash flow, and were recognized by the Wall Street Journal as one of the 250 Best- Managed Companies – an assessment-based recognition that evaluates customer satisfaction, employee engagement, innovation, social responsibility and financial strength. This honor reflects our high-performance team, rigorous deployment of the Veralto Enterprise System (VES) and continuous improvement mindset throughout all aspects of our business. A Look Back at 2025 In 2025, we delivered mid-single-digit core sales growth, double-digit adjusted earnings per share growth and over $1 billion of free cash flow, demonstrating the strength of our portfolio and the power of VES. Total sales grew to a record $5.5 billion, led by strong commercial execution and steady end market demand. Adjusted EPS increased 10% to $3.90, marking our second consecutive year of double-digit earnings per share growth. And free cash flow conversion exceeded 100%, underscoring the capital efficiency of our operations. Our sales growth was broad-based across geographies, end markets and reporting segments. In both reporting segments, growth was supported by new product launches, new customer wins, geographic expansion and strategic pricing. In Water Quality, we benefited from strong demand across industrial end markets and steady demand from municipal customers. Water Quality's growth was balanced across analytics and treatment. Outstanding commercial execution and operational discipline led our Water Quality segment to achieve all-time highs in revenue and profitability. In Product Quality & Innovation, global demand across consumer packaged-goods markets was steady. PQI's growth was led by marking and coding, highlighted by growth in both continuous ink-jet and laser technologies. We also saw strong growth in our expanded portfolio of digital workflow solutions in packaging and color. We bolstered our source-to-shelf workflow solutions JENNIFER L. HONEYCUTT President and Chief Executive Officer last year through the successful integration of the TraceGains acquisition and the addition of AI- enabled packaging and label compliance capabilities. Both increase our ability to help customers accelerate speed-to-market, improve quality and reduce risk. Throughout 2025, we took meaningful steps to enhance the quality and growth profile of our portfolio. We divested slower-growth assets, invested in higher-growth businesses, such as TraceGains, and executed strategic bolt-on acquisitions, most notably AQUAFIDES and In-Situ (announced in Q4 2025; completed in Q1 2026). These two acquisitions strengthen our Water Quality portfolio and enhance our ability to help customers address water scarcity and improve water quality, while reducing economic challenges posed by the availability of water. Our approach to capital allocation remains disciplined. Along with the strategic bolt-on acquisitions mentioned above, we announced an 18% increase in our dividend and authorized a $750 million share repurchase program while maintaining a strong balance sheet with low leverage—providing flexibility to invest for growth while returning capital to shareholders. Looking Ahead Looking ahead, we are confident in our ability to continue delivering steady core sales growth, margin expansion, and adjusted EPS growth in 2026. With approximately 80% of revenue tied to essential end markets with powerful secular growth drivers and 60% of revenue recurring, Veralto is well positioned both this year and over the long-term to deliver enduring growth and value creation. Our team at Veralto is inspired every day by our unifying purpose of Safeguarding the World's Most Vital ResourcesTM. Our leading technology solutions monitor, enhance and protect key resources around the globe, helping ensure access to clean water, safe food and trusted essential goods. We are committed to the advancement of public health and safety and believe we are well-positioned to support our customers as they address large global challenges including environmental resource sustainability, water scarcity, management of severe weather events, food and pharmaceutical security, and the impact of an aging workforce. Thank you for your investment in Veralto and continued trust in our team. We are proud of our progress as a young public company and excited about the opportunities ahead. Sincerely, Jennifer L. Honeycutt President and Chief Executive Office

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