Solid start to 2026 but no positive catalyst to drive shares meaningfully higher. Monitor for any guidance changes in subsequent quarters and margin improvement from restructuring.
Price Chart
Executive Summary
Franklin Electric reported Q1 2026 revenue of $500.4M, 10% YoY growth and 4.4% above consensus, while GAAP EPS of $0.77 matched estimates. Operating income rose 9% YoY, and full-year guidance was maintained. The quarter was solid but in line with expectations on the bottom line.
Key Financial Metrics
Key Facts
- Revenue $500.4M vs consensus $479.2M (beat by 4.4%)
- GAAP diluted EPS $0.77 vs consensus $0.77 (in line)
- Adjusted diluted EPS $0.83, up 24% YoY
- Operating income $48.1M, up 9% YoY
- All three segments grew revenue: Water Systems +11%, Energy Systems +7%, Distribution +6%
- Full-year 2026 guidance maintained: revenue $2.17B-$2.24B, adjusted EPS $4.40-$4.60
Financial Impact
Revenue beat by ~$21M, EPS in line; no material change to valuation
Risk Factors
- Restructuring expense of $3.9M in Water Systems may indicate ongoing cost pressures
- Negative operating cash flow of -$40.9M due to working capital buildup
- Macroeconomic and tariff uncertainties could impact future demand
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3282569 |
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% | $98.65 (−10.08%) |
May 27, 2026 18w ago | Insider Cluster | $101.16 $108.88 | ▲ +7.63% | ▲ +9.53% | $98.65 (−2.48%) |
May 4, 2026 21w ago | 8-K | $98.62 $97.44 | ▼ −1.19% | ▼ −6.84% | $98.65 (+0.03%) |
Apr 30, 2026 22w ago | Insider Cluster | $99.91 $99.09 | ▼ −0.82% | ▼ −5.79% | $98.65 (−1.26%) |
Apr 28, 2026 22w ago | 8-K | $101.59 $101.16 | ▼ −0.42% | ▼ −5.88% | $98.65 (−2.89%) |
Apr 28, 2026 22w ago | 8-K | $102.76 $100.65 | ▼ −2.06% | ▼ −7.53% | $98.65 (−4.00%) |
Apr 28, 2026 22w ago | Press Release | $102.76 $100.65 | ▼ −2.06% | ▼ −7.53% | $98.65 (−4.00%) |
Apr 27, 2026 22w ago | Press Release | $103.21 $100.65 | ▼ −2.48% | ▼ −7.44% | $98.65 (−4.42%) |
Apr 14, 2026 24w ago | Press Release | $102.81 $99.01 | ▼ −3.70% | ▼ −10.00% | $98.65 (−4.05%) |
Mar 25, 2026 27w ago | DEFA14A | $93.16 $101.61 | ▲ +9.07% | ▲ +1.21% | $98.65 (+5.89%) |
US Market Status
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