Veralto Corporation VLTO

Revenue Intelligence Report • 15 quarters of SEC filing data • Updated 2026-10-14 • Data through 2026-04-03

Veralto Corporation's latest quarterly revenue is $1.4B for the period ending 2026-04-03. The model projects $5.8B across the next four quarters (+3.0% versus the preceding four quarters). The forecast uses SG&A data; model selection and estimation exclude the latest quarter, whose retrospective holdout error is 3.1%. These are statistical associations, not estimates of the causal effect of spending.

Investment Thesis

The ARDL forecast is based on reported revenue and SG&A data through 2026-04-03. Training MAPE measures fit to historical data; the separately reported holdout error measures a withheld quarter. Spending coefficients describe associations and do not establish causation.

Next 4 Quarters
$5.76B
+3.0% YoY
R&D Multiplier
$347.77 per $1
SG&A Multiplier
$-23.56 per $1
Training Fit
0.3% MAPE
Retrospective holdout (Q1 FY2026): The model predicted $1.38B vs the actual $1.42B — an error of 3.1%.
Retrospective one-quarter holdout: model fitting and selection exclude this quarter. Historical inputs use the latest available restatements, so this is not a preserved real-time forecast.
⚠ Model limitation: One or more estimated spending associations are negative. These observational coefficients do not establish a causal return on spending.

Revenue Forecast

VLTO Revenue Forecast

Quarterly Detail

QuarterModel ForecastActual95% RangeYoY GrowthStatus
Q1 FY2026
Period end 2026-04-03		 $1.38B $1.42B $1.37B–$1.39B +3.4% ✗ Outside range
Q2 FY2026
Period end 2026-07-03		 $1.46B $1.44B–$1.47B +6.2%
Q3 FY2026
Period end 2026-10-03		 $1.44B $1.42B–$1.45B +2.3%
Q4 FY2026
Period end 2027-01-03		 $1.49B $1.47B–$1.51B +6.8%
Q1 FY2027
Period end 2027-04-03		 $1.37B $1.36B–$1.39B -3.3%

Seasonal Factors

Multiplicative seasonal adjustment: These factors capture Veralto Corporation's systematic quarterly revenue patterns relative to the trend model. A factor of 1.05 means that quarter typically runs 5% above the underlying trend; 0.95 means 5% below. Factors are computed as the median of (actual / fitted) across all available quarters.
Fiscal QuarterSeasonal Factorvs TrendInterpretationObs.
FQ1 (Jan–Mar) 0.9981 -0.2% In line with trend 3
FQ2 (Apr–Jun) 0.9996 -0.0% In line with trend 3
FQ3 (Jul–Sep) 1.002 +0.2% In line with trend 3
FQ4 (Oct–Dec) 1.0019 +0.2% In line with trend 3

Spending and Revenue

VLTO Spending Timing
Reading this chart: Each line shows the cumulative revenue association per $1 of spending over subsequent quarters. These estimates describe historical associations and do not establish causation.

Time-Varying Spending Associations

Time-varying analysis: A penalized spline model (GAM) tracks the association between log spending and log revenue over 15 quarters. Its coefficients describe conditional historical associations, not causal returns on spending.
Current SG&A elasticity: 0.6046x • R&D elasticity: 0.257x
The model-term chart shows relative absolute term magnitudes. Its percentages are not shares of revenue or causal contributions to growth.

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Data sourced from SEC EDGAR XBRL filings. SEC source data. Forecast model: ARDL; spending associations: ARDL (linear) with 15 quarters. This analysis is for informational purposes only and does not constitute investment advice.

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