VLTO at a glance
Veralto (VLTO, SEC CIK 1967680) filed its latest 10-K annual report on February 20, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on July 28, 2026 and Form 4 insider filings as recently as August 19, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Veralto (VLTO) reported revenue of $5.5 billion (up 6.0% from FY2024) and net income of $940.0 million. Diluted EPS was $3.76.
- As of June 30, 2026, 44 institutional investment managers tracked by SignalX reported holding Veralto (VLTO) shares worth $9.0 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Trivedi Surekha on August 17, 2026 of 986 shares at $97.05 per share.
- In the last 90 days, VLTO insiders reported 0 open-market purchases ($0) and 3 open-market sales ($1.5M) on Form 4, a net sale of $1.5M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $5.5B
- +6.0% vs prior year
- Insiders · 90 days
- 0 buys · 3 sells
- Net −$1.5M
- 13F holders
- 44 funds
- $9.0B · +0 vs prior quarter
- Latest 8-K
- Jul 28, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Management Discussion & Analysis
- No forward-looking management outlook or guidance mentioned
Business Overview
- Core business model: diversified technology and solutions provider serving multiple global markets with a focus on innovation, customer responsiveness, and operational efficiency
- Emphasis on growth in Water Quality and Product Quality & Innovation segments with new product offerings supporting trust and safety in consumer packaged goods
- Strategic focus on global expansion including increased manufacturing, R&D, and sales capabilities in high-growth markets such as Asia (excluding Japan), Latin America, Middle East, Eastern Europe, and Africa
- Net earnings $940M, up 13% YoY, driven by positive pricing and volume increases despite higher costs
- Notable geographic sales growth: developed markets +6.4%, North America +5.9%, Western Europe +8.0%, high-growth markets +4.8%
Risk Factors
- Legal indemnification risk with significant deductible exposure beyond insurance coverage for directors/officers under Company’s certificate and by-laws
- Goodwill impairment sensitivity, with reporting unit fair values exceeding carrying values by 104% to 987%, but a 10% fair value reduction narrows to 66%-781%
- High reliance on forecasts for acquired intangible assets involving EBITDA, revenue growth, and obsolescence assumptions affecting amortization and impairment charges
- No recorded intangible asset impairment charges in 2025 and 2024, but risk remains if future results deviate from current estimates
- Operational risk from integrating newly acquired reporting units that present the highest impairment risk before full business integration
AI summary of the VLTO 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 3, 2026
Management Discussion & Analysis
- Q2 revenue $1.474B, up 7.6% from $1.371B; core sales up 4.2%
- Gross margin 61.2% vs 60.0% YoY; net earnings $241M vs $222M
- Water Quality strongest segment: $908M revenue vs $825M; Product Quality & Innovation $566M vs $546M
- In-Situ acquisition for $426M and GlobalVision acquisition for $195M during 2026
- Outlook: Water Quality global growth; PQI acceleration expected, with tariff uncertainty and Middle East conflict headwinds
Risk Factors
- No risk-factor text provided; excerpt begins with cross-reference to prior 10-K and April 3, 2026 10-Q
- Share-repurchase execution risk: $1,549,881 shares repurchased at average $86.13, leaving $317 million authorized
- Capital-allocation risk: repurchases could reduce liquidity while the program remains open-ended
- Insider-trading compliance risk: executive trading plan covers up to 39,398 shares through March 1, 2027
AI summary of the VLTO 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Item 2.02 contains only the standard Regulation FD liability disclaimer
- No earnings figures, reporting period results, or operating metrics disclosed in the provided text
Item EX-99.1: Item EX-99.1
- Q2 sales rose 7.6% to $1,474M, with core growth 4.2%; Water Quality led at 5.7% versus PQI at 2.0%
- Adjusted EPS increased to $1.11 from $0.93, while adjusted margin expanded to 24.6% from 23.7%
Item 8.01: Other Events
- Veralto raised approximately $718.8 million in net proceeds through a notes offering
- Proceeds may refinance debt, fund working capital, capital expenditures, and other corporate obligations
Item 1.01: Entry into a Material Definitive Agreement
- $725 million issued in 4.850% senior notes maturing January 15, 2032
- Semiannual interest payments beginning January 15, 2027, creating long-term fixed-rate debt obligations
Item 5.07: Submission of Matters to a Vote of Security Holders
- All four Class III director nominees elected to one-year terms expiring at the 2027 annual meeting
- Ernst & Young LLP ratified as independent auditor for fiscal 2026, with 221,833,179 votes for
AI summaries of VLTO 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for VLTO
Don't miss the next VLTO filing
- Alerts as it files. A push when VLTO files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut VLTO, by share count.
- Ask anything. An AI agent that reads every VLTO filing and answers with sources.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Trivedi Surekha | Sell | Aug 17, 2026 | 986 | $97.05 |
| Honeycutt Jennifer | Sell | Jul 29, 2026 | 7,097 | $101.52 |
| Honeycutt Jennifer | M | Jul 29, 2026 | 7,097 | - |
| Honeycutt Jennifer | M | Jul 29, 2026 | 7,097 | $28.76 |
| Williams Thomas | A | Jul 24, 2026 | 183 | $92.02 |
| Wallis-Lage Cindy L. | A | Jul 24, 2026 | 38 | $92.02 |
| MITTS HEATH A | A | Jul 24, 2026 | 154 | $92.02 |
| Honeycutt Jennifer | Sell | Jul 17, 2026 | 7,097 | $95.00 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $5.2B | $5.5B |
| Gross Profit | - | $3.1B | $3.3B |
| Operating Income | - | $1.2B | $1.3B |
| Net Income | - | $833.0M | $940.0M |
| Gross Margin | - | 59.8% | 59.9% |
| Op. Margin | - | 23.3% | 23.2% |
| Net Margin | - | 16.0% | 17.1% |
| Balance Sheet | |||
| Total Assets | $5.7B | $6.4B | $7.7B |
| Equity | $1.4B | $2.0B | $3.1B |
| ROE | - | 40.9% | 30.3% |
| Per Share | |||
| EPS | - | $3.34 | $3.76 |
| Cash Flow | |||
| Operating CF | - | $875.0M | $1.1B |
| CapEx | - | $55.0M | $63.0M |
Source: XBRL data in Veralto (VLTO)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate VLTO share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 44 | $9.05B |
| Q1 2026 | 44 | $8.91B |
| Q4 2025 | 43 | $10.35B |
| Q3 2025 | 45 | $11.37B |
| Q2 2025 | 45 | $10.28B |
| Q1 2025 | 42 | $7.39B |
| Q4 2024 | 37 | $6.34B |
| Q3 2024 | 33 | $3.39B |
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- BlackRock−2.28M (-9%)
- JPMorgan Chase & Co−860.5K (-22%)
- BNY Mellon−380.0K (-13%)
- Prudential Financial−324.7K (-73%)
- Renaissance Technologies LLC−313.5K (-23%)
- D.E. Shaw & Co−228.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 333 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
VLTO filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Aug 19, 2026 | - | - | - |
| SC 13G | Aug 14, 2026 | - | - | |
| 4 | Jul 31, 2026 | - | - | - |
| 10-Q | Jul 29, 2026 | Jul 3, 2026 | Analysis | |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 28, 2026 | - | - | - |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 4 | Jul 21, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 8-K | Jun 1, 2026 | - | Analysis | |
| 4 | May 19, 2026 | - | - | |
| 8-K | May 14, 2026 | - | Analysis | |
| 4 | May 5, 2026 | - | - | - |
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VLTO SEC filings: frequently asked questions
Are VLTO insiders buying or selling?
In the last 90 days, Veralto (VLTO) officers, directors and 10% owners reported no open-market purchases and 3 open-market sales worth $1.5 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold VLTO stock?
As of June 30, 2026, the largest Veralto (VLTO) holders among the 13F filers tracked by SignalX were BlackRock ($2.0 billion), Vanguard Capital Management LLC ($1.4 billion), Vanguard Portfolio Management LLC ($1.1 billion), State Street Corp ($988.5 million), Invesco Ltd ($491.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was VLTO's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Veralto (VLTO) reported revenue of $5.5 billion (up 6.0% from FY2024) and net income of $940.0 million. Diluted EPS was $3.76. The figures come from the XBRL data in the 10-K.
What are the main risks in VLTO's latest 10-K?
In the 10-K filed February 20, 2026, Veralto (VLTO) flagged: Legal indemnification risk with significant deductible exposure beyond insurance coverage for directors/officers under Company’s certificate and by-laws. Goodwill impairment sensitivity, with reporting unit fair values exceeding carrying values by 104% to 987%, but a 10% fair value reduction narrows to 66%-781%. (AI summary of the Risk Factors section.)
What did VLTO report in its latest 8-K?
Veralto (VLTO) filed an 8-K on July 28, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Item 2.02 contains only the standard Regulation FD liability disclaimer.
What are the latest VLTO SEC filings?
Veralto (VLTO) filed its latest 10-K annual report on February 20, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on July 28, 2026 and a Form 4 insider filing on August 19, 2026.
What is VLTO's SEC CIK number?
Veralto (VLTO)'s SEC Central Index Key (CIK) is 1967680. EDGAR lists every VLTO filing under that number.
Ask anything about VLTO
The research agent reads VLTO's filings, financials, insider trades and 13F holders, then answers with sources.