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11:30
Jul 29 ◎
Jul 29 ◎
DOW
VLTO
▾
HIGH
The company's industrial water growth is driven significantly by the data center ecosystem, but remains a small part of overall revenue. The company has a partnership with Dow to serve liquid cooling applications. — Highlights the growing importance of data center demand in the water treatment sector and a concrete partnership to tap into this market.
"We're excited about our partnership with Dow to help serve liquid cooling applications and data centers."
DOW WATCH
Management is confident in accelerating core sales growth in the second half, driven by strong demand in water and PQI, leading to a raised full-year EPS guidance.
"We expect year-over-year core sales growth to continue accelerating in the second half to approximately 5% to 6%."
VLTO WATCH
HIGH
11:30
Apr 29 ◎
Apr 29 ◎
VLTO
▾
HIGH
Management raised full-year EPS guidance and expects core sales growth to accelerate through 2026, driven by strong demand in water quality and steady CPG demand, with easier comps in H2.
"Looking ahead, we expect core sales growth to accelerate as the year progresses."
VLTO WATCH
HIGH
13:30
Feb 04 ◎
Feb 04 ◎
VLTO
▾
HIGH
Veralto's guidance is optimistic, driven by durable secular demand, margin expansion, and strategic acquisitions, despite a prudent near-term growth outlook.
"Entering 2026, we are confident that the enduring need to safeguard the global supply of clean water and safe food will continue to underpin steady demand for our products and services across our key industrial, municipal, and consumer"
VLTO WATCH
HIGH
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