Veralto Corporation (NYSE:VLTO) Just Released Its Full-Year Earnings: Here's What Analysts Think

Veralto Corporation (NYSE:VLTO) shareholders are probably feeling a little disappointed, since its shares fell 4.4% to US$98.81 in the week after its latest yearly results. Results were roughly in line with estimates, with revenues of US$5.2b and statutory earnings per share of US$3.34. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.

See our latest analysis for Veralto

Taking into account the latest results, the current consensus from Veralto's 13 analysts is for revenues of US$5.33b in 2025. This would reflect a modest 2.6% increase on its revenue over the past 12 months. Per-share earnings are expected to increase 5.3% to US$3.55. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$5.44b and earnings per share (EPS) of US$3.59 in 2025. The consensus seems maybe a little more pessimistic, trimming their revenue forecasts after the latest results even though there was no change to its EPS estimates.

The consensus has reconfirmed its price target of US$112, showing that the analysts don't expect weaker revenue expectations next year to have a material impact on Veralto's market value. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. The most optimistic Veralto analyst has a price target of US$134 per share, while the most pessimistic values it at US$99.12. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable.

Of course, another way to look at these forecasts is to place them into context against the industry itself. The period to the end of 2025 brings more of the same, according to the analysts, with revenue forecast to display 2.6% growth on an annualised basis. That is in line with its 3.1% annual growth over the past three years. Compare this with the broader industry (in aggregate), which analyst estimates suggest will see revenues grow 6.8% annually. So although Veralto is expected to maintain its revenue growth rate, it's forecast to grow slower than the wider industry.

The Bottom Line

The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. On the negative side, they also downgraded their revenue estimates, and forecasts imply they will perform worse than the wider industry. Still, earnings per share are more important to value creation for shareholders. The consensus price target held steady at US$112, with the latest estimates not enough to have an impact on their price targets.

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. At Simply Wall St, we have a full range of analyst estimates for Veralto going out to 2027, and you can see them free on our platform here..

Even so, be aware that Veralto is showing 1 warning sign in our investment analysis , you should know about...

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.