VL VLTO Veralto Загрузка... : Бычьи и медвежьи мнения аналитиков

EPA’s finalised PFAS rules force water utilities to test and monitor forever chemicals; Veralto is a water quality/testing/analytics pure-play. Regulatory testing creates recurring revenue, not just one-off capex, making VLT a direct PFAS compliance beneficiary. Long VLT for multi-year PFAS testing and water quality demand. Regulatory rollback under a less enforcement-focused administration would weaken the catalyst.

JP Morgan, TD Cowen, RBC, Jefferies, Piper

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.

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.

Veralto's guidance is optimistic, driven by durable secular demand, margin expansion, and strategic acquisitions, despite a prudent near-term growth outlook.