03:00 PM EDT, 10/29/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:
We lift our 12-month target to $115 from $110, valuing shares at 27.6x our 2026 EPS view of $4.15 (up from $4.09; 2025 EPS view lifted to $3.85 from $3.78). VLTO delivered solid Q3 2025 results, with sales growth of ~7% to $1.404B, supported by mid-single-digit core growth of ~5% despite an uneven macroeconomic backdrop. Operating profit expanded 5.8% to $326M, though margins compressed 20 bps to 23.2% due to higher selling and administrative expenses that increased 9.5% Y/Y. Both Water Quality and Product Quality segments contributed to growth, with core sales advancing 5.3% and 4.6%, respectively, indicating broad-based demand resilience across the portfolio. Management raised full-year 2025 adjusted EPS guidance to $3.82-$3.85 vs its prior $3.72-$3.80 range. We see the double-digit adjusted earnings growth of 11.2% Q/Q to $0.99 demonstrating VLTO's ability to drive operational leverage through its high-performance initiatives and systematic approach to business optimization.