| VLTO |
Report |
Adj. diluted EPS |
BEAT |
pred ~$1.01 vs. cons $0.98 |
MEDIUM |
| VLTO |
Report |
Non-GAAP core sales growth |
IN-LINE |
pred ~+3.8% vs. cons +3.6% |
MEDIUM |
| VLTO |
Report |
Revenue |
BEAT |
pred ~$1,460M vs. cons $1,445M |
MEDIUM |
| VLTO |
Guide |
FY2026 adj. EPS guide |
BETTER |
guide ~$4.26-$4.34 vs. cons $4.27 (FY2026) |
MEDIUM |
| VLTO |
Guide |
Q3 2026 adj. EPS guide |
UNCHANGED |
guide ~$1.03 vs. cons $1.03 (Q3 2026) |
LOW |
| VLTO |
Guide |
Q3/2H core sales growth (acceleration proof) |
BETTER |
guide ~+4-5% vs. cons +4% (2H 2026) |
LOW |
| VLTO |
Guide |
Adj. operating margin |
UNCHANGED |
guide ~23.7% vs. cons 23.5% (Q2 2026) |
MEDIUM |
| VLTO |
Guide |
PQI core growth recovery |
BETTER |
pred ~+2% vs. cons +1% (Q2 2026) |
LOW |
| VLTO |
Guide |
FX / FCF conversion |
BETTER |
FX ~neutral-to-+1% vs. -3.5% prior; FCF conv ~100% vs. cons ~95% (FY2026) |
MEDIUM |
| VLTO |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
LOW |
| VLTO |
Return |
5-day cumulative residual |
+2.5% (FOLLOW-THROUGH) |
A modest EPS/revenue beat with FX turning from headwind to neutral-plus and another small FY EPS raise validates the 'acceleration through the year' thesis, especially if PQI core flips positive and Water Quality holds high-single-digit growth. That drives modestly upward out-period revisions rather than the implicit cuts that trigger fades; premium ~22x multiple caps the magnitude but the recovery-momentum tape (stock +15% off lows, market rewarding execution on recent prints) supports continued drift higher. |
LOW |