FELE
Franklin Electric Co., Inc.97.50
-0.26-0.27%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Segment growth details, stabilizations
Q&A broke down 2026 guidance into 3-5% Water, over 3% Energy, and 3-4% Distribution growth, blending price and volume with no housing recovery baked in. Soft spots like U.S. HVAC and Mexico stabilized, while large dewatering backlogs stay healthy despite year-end pauses. PumpEng integration raced ahead; Barnes progresses post-Mexico rebound, with M&A pipeline busy. Value Acceleration Office—formalized mid-2025—targets SKU overlaps and logistics for outsized Distribution margin gains of 70bps, Energy to mid-30s. Backlogs look healthy. Management stayed confident; investors eye efficiency readout.
Key Stats
Market Cap
4.34BP/E (TTM)
31.76Basic EPS (TTM)
3.07Dividend Yield
0.01%Recent Filings
8-K
Symposium presentation posted
10-K
FY2025 results
Franklin Electric posted FY2025 net sales of $2.1B, up 5% y/y on acquisitions (3% contribution, including Q1 PumpEng and Barnes buys adding $48.9M), price hikes, and volume gains—Water Systems +6%, Energy +9%, Distribution +2%—yet diluted EPS fell to $3.22 from $3.86 amid a $54.9M pension settlement charge. Q4 saw aggressive buybacks of 350,000 shares at $97.93 while operating cash flow held strong at $238.9M annually; backlog ticked down slightly to $139.1M. Debt stands manageable at $167.1M with $313.6M revolver capacity. Distribution margins leaped 210bps to 5.7%. Q4 accelerated buybacks. Volatility in raw materials threatens margins.
8-K
Citi conference presentation posted
8-K
Q4 earnings slides posted
8-K
Q4 sales up 4%, margins soar
Franklin Electric posted Q4 2025 net sales of $506.9 million, up 4%, with operating income jumping 20% to $51.6 million at 10.2% margin. Full-year sales hit $2.1 billion, up 5%, but GAAP EPS fell to $3.22 from a $54.9 million pension settlement charge. Margins expanded via pricing and acquisitions. 2026 guide: sales $2.17-2.24 billion, adjusted EPS $4.40-4.60.
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