Veralto (VLTO) Q4 2025 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Tue, April 21, 2026 astatine 12:43 PM CDT 44 min read

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Feb. 4, 2026, 8:30 a.m. ET

• President and Chief Executive Officer — Jennifer Honeycutt

• Senior Vice President and Chief Financial Officer — Sameer Ralhan

• Vice President, Investor Relations — Ryan Taylor

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Ryan Taylor: Good morning, everyone. Thanks for joining america connected the call. With maine contiguous are Jennifer Honeycutt, our President and Chief Executive Officer; and Sameer Ralhan, our Senior Vice President and Chief Financial Officer. Today's telephone is simultaneously being webcast. A replay of the webcast volition beryllium disposable connected the Investors conception of our website aboriginal contiguous nether the heading Events and Presentations. A replay of this telephone volition beryllium disposable until February 18. Yesterday, we issued our 4th fourth and afloat twelvemonth 2025 net quality release, net presumption and supplemental materials, including accusation required by the SEC relating to adjusted oregon non-GAAP fiscal measures. In addition, we besides issued our 2026 archetypal 4th and afloat twelvemonth guidance.

These materials are disposable successful the Investors conception of our website, veralto.com, nether the heading Quarterly Earnings. Reconciliations of each non-GAAP measures are besides provided successful the appendix of the webcast slides. Unless different noted, each references to variances are connected a year-over-year basis. During the call, we volition marque forward-looking statements wrong the meaning of the Federal Securities laws, including statements regarding events oregon developments that we judge oregon expect volition oregon whitethorn hap successful the future. These forward-looking statements are taxable to a fig of risks and uncertainties, including those acceptable distant successful our SEC filings. Actual results whitethorn disagree materially from our forward-looking statements.

These forward-looking statements talk lone arsenic of the day that they are being made, ,and we bash not presume immoderate work to update immoderate forward-looking statements, but arsenic required by law. With that, I'll crook the telephone implicit to Jennifer.

Jennifer Honeycutt: Thank you, Ryan, and convey you each for joining our telephone today. Our squad finished 2025 with a beardown 4th quarter, capping disconnected an outstanding twelvemonth for Veralto. I privation to admit our 17,000 associates worldwide for their rigorous VES driven execution that helps america service customers amended operating ratio and conscionable our fiscal commitments successful 2025. Our occurrence past twelvemonth was underpinned by exceptional contributions and tireless efforts by our procurement, proviso concatenation and mill operations teams. During the year, we replicated and regionalized much than a twelve accumulation lines into existing locations to thrust flexibility crossed our footprint and amended our quality to service customers much efficiently.