Franklin Electric Co., Inc. (FELE) Earnings
Franklin Electric Co., Inc. is expected to report next earnings on July 28, 2026 (in NaN days), with a consensus EPS estimate of $1.44. FELE has beaten EPS estimates in 6 of its last 12 reported quarters (average surprise +3.1% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 28, 2026 | $0.77 | $0.83 | +7.8% | $500M | +4.4% |
| Feb 17, 2026 | $0.89 | $0.87 | -2.2% | $507M | +5.1% |
| Jul 29, 2025 | $1.28 | $1.31 | +2.3% | $587M | +4.2% |
| Feb 18, 2025 | $0.69 | $0.72 | +4.3% | $486M | +2.5% |
| Jul 23, 2024 | $1.32 | $1.26 | -4.5% | $543M | -4.7% |
| Apr 30, 2024 | $0.74 | $0.70 | -5.4% | $461M | -3.5% |
| Feb 13, 2024 | $0.84 | $0.83 | -1.2% | $473M | -3.6% |
| Jul 25, 2023 | $1.33 | $1.27 | -4.5% | $569M | -4.9% |
| May 2, 2023 | $0.63 | $0.79 | +25.4% | $485M | +1.8% |
| Feb 14, 2023 | $0.93 | $0.84 | -9.7% | $489M | +2.1% |
| Jul 26, 2022 | $1.06 | $1.26 | +18.9% | $551M | +4.2% |
| Feb 15, 2022 | $0.63 | $0.86 | +36.5% | $433M | +11.7% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · April 28, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
· First quarter was strong for all segments with healthy organic growth. · Launch of Value Acceleration Office off to great start. · New products like VersaBoost launched. · Margin expansion efforts on track with Value Acceleration Office. · Expanding capital deployment with new factories in Turkey, India, etc. · Continued share buybacks and dividend expansion. · Employees are bedrock for growth
Guidance
· Holds full-year sales expectations at $2.17 billion to $2.24 billion. · Holds full-year adjusted diluted EPS at $4.40 to $4.60 range. · Reflects uncertainty in global markets, does not include clawback of tariff-related expenditures
Segment performance
Global Water Systems: Sales up 11% vs Q1 2025. Operating income $44.4 million, up $1 million. Margin 14%, down 110 bps y-o-y. Adjusted operating income $48.3 million, up $4.9 million, margin 15.2%, up 10 bps. Distribution: Sales $150.9 million, up 6% y-o-y. Operating income $3 million, up $900k. Margin 2% of sales, improved 50 bps. Energy Systems: Sales $71.8 million, up 7% y-o-y. Operating income $24.2 million, up $2.3 million. Margin 33.7%, improved 90 bps
Risks & headwinds
· Uncertainty in global macroeconomic and geopolitical outlook. · EMEA sales negatively impacted by Middle East conflict. · Uncertainty regarding tariff-related expenditures
Analyst Q&A
Q: How to think about revenue progression and nuances by end markets?
A: Q2 outlook robust, underlying business healthy but some unknowns like ag prices, freight impact.
Q: Thoughts on margin progression?
A: Energy had strong Q1, Q2 comp challenged but underlying strong; distribution working on upstream leverage; water working on restructuring and post-acquisition synergies.
Q: Volume and price contribution in Q1 and full-year?
A: Q1 volume under 30% and price over 30% balanced, expect balanced throughout year.
Q: New product intros time frame and contribution?
A: 2026 - 2028 reference, new products accretive.
Q: Dewatering softness?
A: U.S. and Canada timing impact on fleet, global dewatering growth expected.
Q: Energy margin long term and strategy?
A: Confident in mid-30s margin, energy business a template, other segments to expand margin.
Q: AI in distribution pricing?
A: Dynamic pricing, not embedded with AI yet but working on smarter dynamic pricing.
Q: Data center products run rate and growth?
A: Sub-$50 million business now, first production line up, expect volume growth.
Q: Impact of updated Section 232 tariffs?
A: Fairly neutral impact, largely in-region manufacturing helps