It's been a good week for Veralto Corporation (NYSE:VLTO) shareholders, because the company has just released its latest quarterly results, and the shares gained 2.3% to US$94.17. Results were roughly in line with estimates, with revenues of US$1.5b and statutory earnings per share of US$0.98. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

Following the latest results, Veralto's 17 analysts are now forecasting revenues of US$5.90b in 2026. This would be a credible 3.6% improvement in revenue compared to the last 12 months. Statutory per-share earnings are expected to be US$4.08, roughly flat on the last 12 months. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$5.87b and earnings per share (EPS) of US$4.02 in 2026. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.

There were no changes to revenue or earnings estimates or the price target of US$113, suggesting that the company has met expectations in its recent result. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. There are some variant perceptions on Veralto, with the most bullish analyst valuing it at US$132 and the most bearish at US$100.00 per share. With such a narrow range of valuations, the analysts apparently share similar views on what they think the business is worth.

Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. It's clear from the latest estimates that Veralto's rate of growth is expected to accelerate meaningfully, with the forecast 7.4% annualised revenue growth to the end of 2026 noticeably faster than its historical growth of 4.2% p.a. over the past five years. Other similar companies in the industry (with analyst coverage) are also forecast to grow their revenue at 6.1% per year. Veralto is expected to grow at about the same rate as its industry, so it's not clear that we can draw any conclusions from its growth relative to competitors.

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. They also reconfirmed their revenue estimates, with the company predicted to grow at about the same rate as the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have forecasts for Veralto going out to 2028, and you can see them free on our platform here.

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.