VLTO
Market read
The latest filing is mixed. 0 of 31 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
Invalidation: The isolated read changes if VLTO's group or a disclosed connection begins moving with it.
Research brief
The latest filing is mixed. 0 of 31 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No qualifying adverse evidence was identified; that is not proof there is no downside.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“From a product line perspective, core sales in the marking and coding business increased 2.0% year-over-year during the three-month period ended April 3, 2026, driven by demand across most major end-markets and geographies.”10-Q · Apr 29, 2026 ↗
“The portion of revenue attributable to currency translation is calculated as the difference between the period-to-period change in revenue (excluding sales from acquired/divested businesses (as defined above, as applicable)) and the period-to-period change in…”10-Q · Apr 29, 2026 ↗
“Gross profit margins decreased 30 basis points on a year-over-year basis during the three-month period ended April 3, 2026, as compared to the comparable period in 2025, driven by incremental year-over-year labor costs.”10-Q · Apr 29, 2026 ↗
“Gross profit margins decreased 30 basis points on a year-over-year basis during the three-month period ended April 3, 2026, as compared to the comparable period in 2025, driven by incremental year-over-year labor costs.”10-Q · Apr 29, 2026 ↗
Valuation discipline
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for VLTO. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-04-29 against the comparable filing from 2025-04-30.
No thresholded deterioration was identified.
“The gross profit margin decrease was partially offset by positive pricing actions, the impact of product mix, and the net positive impact from the gross profit margin of recent acquisitions.”
“The increase in net earnings was primarily driven by increased sales resulting from positive pricing actions and the impact of product mix, partially offset by higher cost of sales.”
“Overview of Cash Flows and Liquidity Following is an overview of the Company’s cash flows and liquidity: Three-Month Period Ended ($ in millions) April 3, 2026 April 4, 2025 Net cash provided by operating activities $ 182 $ 157 Cash paid for acquisitions, net of cash acquired $ (426) $ — Payments for additions to property, plant and equipment $ (12) $ (15) All other investing activities (1) 4 Net cash used in investing activities $ (439) $ (11) Payment of dividends $ (32) $ (27) Payments for repurchase of common stock (300) — Net cash used in financing activities $ (332) $ (26) • Operating cash flows increased $25 million, or 16%, during the three-month period ended April 3, 2026 as compare...”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“In connection with the Separation, the Company entered into certain agreements with Danaher, including a tax matters agreement.”
“At the time of the Separation, Veralto Corporation consisted of Danaher’s former Environmental & Applied Solutions segment.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 3 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
VLTO is currently a Participant in the organic co-movement group Mixed Multi-Sector. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for VLTO; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.