The raised guidance across both revenue and EPS is the strongest signal — it confirms organic momentum and management's confidence. Watch for the earnings call at 10:00 AM ET for color on demand trends in Water Systems (dewatering, pressure-boosting) and any tariff/inflation commentary that could affect H2 margins.
Price Chart
Executive Summary
Franklin Electric reported Q2 2026 results with net sales of $622.9M (+6% YoY) and GAAP diluted EPS of $1.46 (+11% YoY). The company raised its full-year 2026 guidance for both net sales ($2.21B-$2.29B) and adjusted diluted EPS ($4.50-$4.70), signaling confidence in continued momentum across all three segments. The beat vs consensus and raised guidance are the key catalysts for the stock.
Key Financial Metrics
Key Facts
- Q2 2026 net sales of $622.9M, +6% YoY vs $587.4M
- GAAP diluted EPS of $1.46, +11% YoY vs $1.31
- Adjusted diluted EPS of $1.55, +18% YoY vs $1.31
- Full-year 2026 guidance raised: net sales to $2.21B-$2.29B (from $2.17B-$2.24B)
- Full-year 2026 adjusted diluted EPS guidance raised to $4.50-$4.70 (from $4.40-$4.60)
- Operating income of $93.6M, +6% YoY, with operating margin of 15.0%
- Water Systems net sales +5% to $358.5M; Distribution +11% to $221.1M; Energy Systems +3% to $80.2M
- Energy Systems operating income included a $4.5M legal settlement expense; adjusted operating income +11%
Financial Impact
Raised full-year guidance by ~2% on revenue and ~2-3% on EPS; Q2 EPS beat consensus by ~2%
Risk Factors
- Energy Systems operating income declined 4% YoY due to a $4.5M legal settlement; adjusted operating income grew 11%
- Inflationary pressure on sourced materials and logistics lanes could compress margins in H2
- Foreign exchange headwinds ($6.1M translation impact in Q2) and tariff uncertainty remain overhangs
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000038725-26-000051 |
| Document: fele-20260728.htm | 0000038725-26-000051 |
| Document: 0000038725-26-000051-index-headers.html | 0000038725-26-000051 |
| Document: 0000038725-26-000051-index.html | 0000038725-26-000051 |
| Document: 0000038725-26-000051.txt | 0000038725-26-000051 |
| 8-K Data (Synthetic) | 0000038725-26-000051 |
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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