Veralto Q2 Earnings Call Highlights

Impact · against what's priced in

Veralto is a positive catalyst following an upward revision to full-year adjusted EPS guidance ($4.35 - $4.43) and expectations for accelerating core sales growth in the second half. The outlook is underpinned by strong secular demand in industrial water markets, specifically data centers and semiconductors, alongside a recovery in the PQI segment.

VLTO+0.70

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In context

The company raised its full-year adjusted EPS outlook to $4.35 - $4.43 and expects core sales growth to accelerate to 5% to 6% in the second half, driven by industrial water demand from data centers and semiconductors.

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• semiconductors▲13%
• guidance▲9%
• earnings
• m and a
• ai
• data centers
• VLTO
• industrial water