FRANKLIN ELECTRIC CO INC
FRANKLIN ELECTRIC CO INC Q4 FY2025 earnings call
February 17, 2026 · fiscal period ended 2025-12
EPS · actual vs est
Revenue · actual vs est
Summary
Generated 2026-02-17
Management highlights
Joe Ruzynski mentioned strong Q4 and full year results with sales up 5.4% and segment operating income up 9.6% for full year. Focus on accelerating growth, innovation with over 35 new products. Progress in Water treatment and Distribution businesses. Launch of Value Acceleration Office using 80-20, AI and process engineering. Completed acquisitions and share buybacks. Focus on talent and culture. Jennifer Wolfenbarger discussed financial results including EPS, gross profit, SG&A expenses, operating income
Segment performance
Global Water Systems: Q4 2025 sales up 4.3%, full year 2025 sales up 6%. Energy Systems: Q4 2025 sales $74.7 million, up 9%, full year 2025 sales $299 million, up 9%. Distribution: Q4 2025 sales $161.6 million, up 3%, full year 2025 sales $700.7 million, up 2%. Global Water Systems operating margin in Q4 2025 $41.8 million, up 17%, full year 2025 $207.2 million, up 5.2%. Energy Systems operating margin in Q4 2025 30.3%, down from 35.9% in prior year, full year 2025 33.1%, down from 34.2% in prior year. Distribution operating margin in Q4 2025 3.3%, up 300 basis points, full year 2025 5.7%, up 210 basis points
Guidance
Company expects full year 2026 sales in range of $2.17 billion - $2.24 billion and adjusted EPS in range of $4.40 - $4.60
Q&A highlights
Q: Matt Summerville asked about revenue guide organic outlook across segments, volume vs price.
A: Joe Ruzynski responded on Water, Energy, Distribution segments' growth, price and volume mix.
Q: Ryan Connors asked about HVAC headwind in Water and large dewatering deceleration.
A: Jennifer Wolfenbarger said HVAC headwind isolated to end of Q4, expected to normalize; Joe Ruzynski said large dewatering growth healthy with 18-24 month cycles.
Q: Bryan Blair asked about Barnes and PumpEng integration, M&A pipeline.
A: Joe Ruzynski talked about PumpEng integration ahead of track, Barnes deal integration progress, M&A pipeline healthy.
Q: Michael Halloran asked about value-driven approach product line opportunities, guidance seasonality, margin outlook.
A: Joe Ruzynski and Jennifer Wolfenbarger discussed product line opportunities, seasonal patterns, margin expansion across segments.
Q: Walter Liptak asked about 80-20 progress, fueling outlook.
A: Joe Ruzynski and Jennifer Wolfenbarger talked about 80-20 in Water, Distribution, Energy, fueling outlook positive
Key numbers
Reported versus consensus
Earnings calendar feed
| Metric | Reported | Consensus | Delta | Prior year |
|---|---|---|---|---|
| EPS | $0.87 | $0.89 | -2.2% | $0.72 |
| Revenue | $506.9M | $482.3M | +5.1% | $485.7M |
Transcript
February 17, 2026Full transcript unavailable for redistribution
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