The 10% revenue growth with all segments positive and maintained guidance supports the stock's current valuation. Watch for Q2 results to confirm the growth trajectory and any tariff or macro headwinds that could impact the second half.
Price Chart
Executive Summary
Franklin Electric reported Q1 2026 results with net sales of $500.4M (+10% YoY) and GAAP diluted EPS of $0.77 (+15% YoY), both exceeding consensus estimates of $479.2M and $0.77 respectively. The company maintained its full-year 2026 guidance for net sales of $2.17B-$2.24B and adjusted diluted EPS of $4.40-$4.60, indicating confidence in continued execution despite macroeconomic uncertainty.
Key Financial Metrics
Key Facts
- Q1 2026 net sales of $500.4M, up 10% YoY from $455.2M
- GAAP diluted EPS of $0.77, up 15% YoY from $0.67
- Adjusted diluted EPS of $0.83, up 24% YoY from $0.67
- Operating income of $48.1M, up 9% YoY from $44.1M
- All three segments grew sales: Water Systems +11%, Energy Systems +7%, Distribution +6%
- Full-year 2026 guidance maintained: net sales $2.17B-$2.24B, adjusted EPS $4.40-$4.60
- Revenue beat consensus estimate of $479.2M by 4.4%
- EPS of $0.77 matched consensus estimate of $0.77 (in-line)
Financial Impact
Revenue beat consensus by ~$21M (4.4%), EPS in-line with consensus; guidance maintained at prior levels
Risk Factors
- Macroeconomic and geopolitical uncertainty could impact demand
- Water Systems operating margin compressed to 14.0% from 15.1% due to $3.9M restructuring expense
- Operating cash flow was negative $40.9M in Q1, though typical seasonal pattern
- Tariff changes could impact costs and margins
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000038725-26-000022 |
| Document: fele-20260428.htm | 0000038725-26-000022 |
| Document: 0000038725-26-000022-index-headers.html | 0000038725-26-000022 |
| Document: 0000038725-26-000022-index.html | 0000038725-26-000022 |
| Document: 0000038725-26-000022.txt | 0000038725-26-000022 |
| 8-K Data (Synthetic) | 0000038725-26-000022 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 28, 2026 9w ago | 8-K | $109.71 $101.82 | ▼ −7.19% | ▼ −10.57% | $98.70 (−10.04%) |
May 27, 2026 18w ago | Insider Cluster | $101.16 $108.88 | ▲ +7.63% | ▲ +9.53% | $98.70 (−2.43%) |
May 4, 2026 21w ago | 8-K | $98.62 $97.44 | ▼ −1.19% | ▼ −6.84% | $98.70 (+0.09%) |
Apr 30, 2026 22w ago | Insider Cluster | $99.91 $99.09 | ▼ −0.82% | ▼ −5.79% | $98.70 (−1.21%) |
Apr 28, 2026 22w ago | 8-K | $101.59 $101.16 | ▼ −0.42% | ▼ −5.88% | $98.70 (−2.84%) |
Apr 28, 2026 22w ago | 8-K | $102.76 $100.65 | ▼ −2.06% | ▼ −7.53% | $98.70 (−3.95%) |
Apr 28, 2026 22w ago | Press Release | $102.76 $100.65 | ▼ −2.06% | ▼ −7.53% | $98.70 (−3.95%) |
Apr 27, 2026 22w ago | Press Release | $103.21 $100.65 | ▼ −2.48% | ▼ −7.44% | $98.70 (−4.37%) |
Apr 14, 2026 24w ago | Press Release | $102.81 $99.01 | ▼ −3.70% | ▼ −10.00% | $98.70 (−4.00%) |
Mar 25, 2026 27w ago | DEFA14A | $93.16 $101.61 | ▲ +9.07% | ▲ +1.21% | $98.70 (+5.95%) |
US Market Status
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