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Visual31 Oct 2025
Three decades of Rolls-Royce
Veralto (VLTO) investor relations material
Veralto Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary29 Oct, 2025
Executive summary
Achieved 6.9% year-over-year sales growth to $1,404 million in Q3 2025, with core sales up 5.1% driven by both volume and price increases.
Adjusted EPS grew 11.2% to $0.99, with net earnings at $239 million and free cash flow up 20% to $258 million, reflecting 108% conversion.
Recurring revenue comprised 62% of total sales, supporting a resilient business model.
Raised full-year adjusted EPS guidance to $3.82–$3.85 and free cash flow conversion guidance to approximately 100%.
Continued focus on sustainability, with milestones in product innovation and environmental impact, including supporting clean water access for 3.4 billion people and saving 85 billion gallons of water in 2024.
Financial highlights
Q3 2025 sales grew 6.9% year-over-year to $1.4 billion; core sales up 5.1% with both volume (+2.7%) and price (+2.4%) contributing.
Gross profit increased 8% to $844 million; gross margin expanded 50 bps to 60.1%.
Adjusted operating profit margin was 23.9%; adjusted EBITDA margin was 24.7%.
Free cash flow in Q3 was $258 million, up 20% year-over-year, with 108% conversion of net income.
Net earnings margin (GAAP) for Q3 2025 was 17.0%.
Outlook and guidance
Full-year 2025 adjusted EPS guidance raised to $3.82–$3.85, with free cash flow conversion targeted at ~100%.
Q4 2025 core sales expected to grow low-single-digits year-over-year; adjusted EPS guidance $0.95–$0.98.
Full-year core sales growth expected mid-single-digits; adjusted operating margin to expand flat to +25 bps.
FY2025 sales expected to be ~$5.5 billion.
Guidance reflects current assessment of end market demand, tariffs, and related countermeasures.
What factors enabled the raised FY25 EPS guidance?
How do trade policy changes impact Veralto's business?
Compare core sales growth drivers for each segment.
Discuss data center business size and future impact
Explain PQI margin recovery post-tariff mitigation
Describe M&A pipeline urgency given low leverage
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Q4 20256 Feb, 2026
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Frequently asked questions
Veralto Corporation, listed on the New York Stock Exchange under the ticker VLTO, specializes in water analytics, water treatment, marking and coding, and packaging and color services globally. It operates through two main segments: Water Quality (WQ) and Product Quality & Innovation (PQI). The WQ segment delivers precision instrumentation and water treatment technologies across various applications, leveraging brands like Hach, Trojan Technologies, and ChemTreat. This segment offers comprehensive water solutions, including chemical reagents, services, and digital solutions. The PQI segment focuses on inline printing solutions for products and packaging, marking and coding systems, design software, color management solutions, and software solutions for digital asset management. This segment caters to regulated industries such as municipal utilities, food and beverage, pharmaceutical, and industrials. The company is headquartered in Waltham, Massachusetts, and its shares are listed on the NYSE.
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