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Franklin Electric Co Inc.

FELE · Industrials

Last earnings Oct 28, 2026

Key results

Distribution operating incomequarter

$85.1 million

Distribution Operating income was $85.1 million, an increase of 16% to the prior year, with

SEC original ↗Franklin Electric Co Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Operating marginquarter

14.6%

operating margin of 14.6% The company terminated its US Pension Plan for a pre-tax settlement charge of $55.3 million ($41.7 million net of tax) and an EPS impact of approximately $0.93 per share net of tax GAAP fully diluted earnings per share (EPS) was $0.37

SEC original ↗Franklin Electric Co Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025

EPSquarter

$0.93

operating margin of 14.6% The company terminated its US Pension Plan for a pre-tax settlement charge of $55.3 million ($41.7 million net of tax) and an EPS impact of approximately $0.93 per share net of tax GAAP fully diluted earnings per share (EPS) was $0.37

SEC original ↗Franklin Electric Co Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Operating incomequarter

$85.1 million

Third quarter 2025 operating income was $85.1 million, compared to third quarter 2024 operating income of $73.5 million.

SEC original ↗Franklin Electric Co Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Third quarter 2025 diluted EPS was $0.37, compared to third quarter 2024 EPS of $1.17.

SEC original ↗Franklin Electric Co Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Adjusted EPSquarter

$1.30

Third quarter 2025 adjusted diluted EPS was $1.30, up $0.13 or 11 percent, compared to third quarter 2024.

SEC original ↗Franklin Electric Co Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Growthquarter

up $0.13

Third quarter 2025 adjusted diluted EPS was $1.30, up $0.13 or 11 percent, compared to third quarter 2024.

SEC original ↗Franklin Electric Co Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Revenuequarter

$336.6 million

Segment Summaries Water Systems net sales were $336.6 million in the third quarter, an increase of $34.4 million or 11 percent compared to the third quarter of 2024.

SEC original ↗Franklin Electric Co Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Water Systems operating incomequarter

$60.2 million

Water Systems operating income in the third quarter of 2025 was $60.2 million.

SEC original ↗Franklin Electric Co Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Third quarter 2024 Water Systems operating income was $52.8 million.

SEC original ↗Franklin Electric Co Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Gross marginquarter

$208,704 thousand

Gross profit 208,704 189,663 584,433 553,040

SEC original ↗Franklin Electric Co Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Net incomequarter

$17,204 thousand

Net income $ 17,204 $ 54,894 $ 109,141 $ 147,317

SEC original ↗Franklin Electric Co Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025

AI analysis

Q3 2025 · reported Oct 28, 2025

Based on: Earnings release + parent 8-K — transcript not held

Revenue · Q3 2025
$336.6M
EX-99 · Oct 28, 2025
EPS · Q3 2025
$0.93
EX-99 · Oct 28, 2025
Net income · Q3 2025
$17,204 thousand
EX-99 · Oct 28, 2025
Distribution operating income · Q3 2025
$85.1M
EX-99 · Oct 28, 2025

The quarter in charts

Guidance ladder — revenue

Delivered vs the company's guided range

EX-99 · Oct 28, 2025 Guide as stated by the company; range and midpoint computed from the stated figure.

Headline figures

MetricQ3 2025Prior qtrYear ago
Distribution operating income$85.1 million——
Operating margin14.6%——
EPS$0.93——
Operating income$85.1 million——
Adjusted EPS$1.30——
Growthup $0.13——
Revenue$336.6 million——
Water Systems operating income$60.2 million——

EX-99 · Oct 28, 2025

Guidance · company-stated

Direction: Reiterated

Revenue$2.09 billion

“2025 Guidance The Company is maintaining the midpoint of its guidance for full year 2025 sales to be in the range of $2.09 billion to $2.15 billion and full year 2025 EPS to be in the range of $4.00 to $4.20 without the impact of the pension termination.”

Midpoint vs latest-quarter revenue+520.9%computed from stated figures

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Operating margin14.6%
Gross margin$208,704 thousand

What changed vs last quarter

  • Guide midpoint vs latest-quarter revenue +520.9% computed from stated figures
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

FOR IMMEDIATE DISTRIBUTION FRANKLIN ELECTRIC REPORTS THIRD QUARTER 2025 RESULTS

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

Direction: Reiterated

Revenue: “2025 Guidance The Company is maintaining the midpoint of its guidance for full year 2025 sales to be in the range of $2.09 billion to $2.15 billion and full year 2025 EPS to be in the range of $4.00 to $4.20 without the impact of the pension termination.”

Revenue — Reiterated (“maintaining”)
“2025 Guidance The Company is maintaining the midpoint of its guidance for full year 2025 sales to be in the range of $2.09 billion to $2.15 billion and full year 2025 EPS to be in the range of $4.00 to $4.20 without the impact of the pension termination.”

Classified from the release's primary full-year outlook statement.

Strategy & priorities

Operating performance was supported by both higher volumes and effective pricing initiatives.

SEC original ↗Franklin Electric Co Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025

In addition, we continue to make progress on our strategic initiatives, including the expansion of our global manufacturing footprint in several key markets, which positions us well to more efficiently serve our customers and capture new growth opportunities, commented Joe Ruzynski, Franklin Electric s CEO.

SEC original ↗Franklin Electric Co Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025

As we close out the year, we remain focused on executing pricing discipline and cost control, while maintaining a balanced capital allocation approach to drive value for our shareholders, concluded Mr.

SEC original ↗Franklin Electric Co Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Risks & headwinds

These risks and uncertainties may cause actual results to differ materially from those indicated by the forward-looking statements.

SEC original ↗Franklin Electric Co Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Documents

Earnings deck slides

6 decks with slide view

Franklin Electric Co Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Franklin Electric Co Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Franklin Electric Co Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Franklin Electric Co Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Franklin Electric Co Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Franklin Electric Co Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Franklin Electric Co Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Slide history — recurring slides by stated title

Slides are matched across this company’s decks by their stated title only; a title listed here appeared in more than one held deck.

Non-GAAP Reconciliations — Oct 28, 2026 · slide 17 · Oct 28, 2026 · slide 15 · Oct 28, 2026 · slide 15 · Oct 28, 2026 · slide 19 · Oct 28, 2026 · slide 14 · Oct 28, 2026 · slide 15

Reconciliation of Non-GAAP Financial Measure — Oct 28, 2026 · slide 19 · Oct 28, 2026 · slide 17 · Oct 28, 2026 · slide 18 · Oct 28, 2026 · slide 22 · Oct 28, 2026 · slide 17 · Oct 28, 2026 · slide 17

Thank You! — Oct 28, 2026 · slide 23 · Oct 28, 2026 · slide 21 · Oct 28, 2026 · slide 21 · Oct 28, 2026 · slide 27 · Oct 28, 2026 · slide 19 · Oct 28, 2026 · slide 21

Balance Sheet and Cash Flow¹ — Oct 28, 2026 · slide 11 · Oct 28, 2026 · slide 11 · Oct 28, 2026 · slide 11 · Oct 28, 2026 · slide 8 · Oct 28, 2026 · slide 11

Closing Thoughts — Oct 28, 2026 · slide 16 · Oct 28, 2026 · slide 14 · Oct 28, 2026 · slide 14 · Oct 28, 2026 · slide 13 · Oct 28, 2026 · slide 14

RESIDENTIAL | AGRICULTURAL | COMMERCIAL | INDUSTRIAL | ENERGY — Oct 28, 2026 · slide 5 · Oct 28, 2026 · slide 5 · Oct 28, 2026 · slide 3 · Oct 28, 2026 · slide 5 · Oct 28, 2026 · slide 5

2026 Outlook — Oct 28, 2026 · slide 12 · Oct 28, 2026 · slide 12 · Oct 28, 2026 · slide 12 · Oct 28, 2026 · slide 12

Safe Harbor Statement — Oct 28, 2026 · slide 2 · Oct 28, 2026 · slide 2 · Oct 28, 2026 · slide 2 · Oct 28, 2026 · slide 2

Reconciliation of Adjusted EPS Non-GAAP Financial Measure — Oct 28, 2026 · slide 17 · Oct 28, 2026 · slide 21 · Oct 28, 2026 · slide 16

Water Pressure Boosting — Oct 28, 2026 · slide 14 · Oct 28, 2026 · slide 11

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

RELX (RELX) IndustrialsThomson Reuters (TRI) IndustrialsFedEx (FDX) IndustrialsVertiv (VRT) IndustrialsCanadian National Railway (CNI) IndustrialsAerCap Holdings (AER) IndustrialsCanadian Pacific Kansas City (CP) IndustrialsGeneral Dynamics (GD) Industrials

Filings

33 documents

Earnings releases

9 documents

Presentations

13 documents

Transcripts

0 documents

No transcripts for Franklin Electric Co Inc. are held in this edition of the library.

See also the earnings calendar for every tracked company’s next earnings date.