Inferra AI / Company / ZWS
Zurn Elkay Water Solutions Corp
ZWS · Industrials
Last earnings Oct 27, 2026
Key results
Net incomequarter
$60 million
Net income from continuing operations was $60 million (diluted EPS from continuing operations of $0.35) compared with net income from continuing operations of $44 million (diluted EPS from continuing operations of $0.25) in the year-ago quarter.
SEC original ↗Zurn Elkay Water Solutions Corp — Earnings release (8-K exhibit)EX-99Oct 28, 2025
EPSquarter
$0.35
Net income from continuing operations was $60 million (diluted EPS from continuing operations of $0.35) compared with net income from continuing operations of $44 million (diluted EPS from continuing operations of $0.25) in the year-ago quarter.
SEC original ↗Zurn Elkay Water Solutions Corp — Earnings release (8-K exhibit)EX-99Oct 28, 2025
Free cash flowquarter
$94 million
Free cash flow (1) of $94 million Net debt leverage (1) of 0.6x as of September 30, 2025.
SEC original ↗Zurn Elkay Water Solutions Corp — Earnings release (8-K exhibit)EX-99Oct 28, 2025
Free cash flow (1) in the quarter was $94 million which reduced our leverage to a record low of 0.6x.
SEC original ↗Zurn Elkay Water Solutions Corp — Earnings release (8-K exhibit)EX-99Oct 28, 2025
Revenuequarter
$455.4 million
Net sales $ 455.4 $ 410.0 $ 1,288.7 $ 1,195.8
SEC original ↗Zurn Elkay Water Solutions Corp — Earnings release (8-K exhibit)EX-99Oct 28, 2025
Gross marginquarter
$200.7 million
Gross profit 200.7 189.4 584.0 545.8
SEC original ↗Zurn Elkay Water Solutions Corp — Earnings release (8-K exhibit)EX-99Oct 28, 2025
Selling, general, and administrativequarter
$106.7 million
Selling, general and administrative expenses 106.7 101.7 316.1 296.5
SEC original ↗Zurn Elkay Water Solutions Corp — Earnings release (8-K exhibit)EX-99Oct 28, 2025
AI analysis
Q3 2025 · reported Oct 28, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q3 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Net income | $60 million | — | — |
| EPS | $0.35 | — | — |
| Free cash flow | $94 million | — | — |
| Revenue | $455.4 million | — | — |
| Gross margin | $200.7 million | — | — |
| Selling, general, and administrative | $106.7 million | — | — |
Guidance · company-stated
Direction: Raised
“We are raising our full year 2025 outlook and now anticipate adjusted EBITDA (1) of $437 million to $440 million (previous was $420 million to $430 million) and now expect our full year free cash flow (1) to be greater than $300 million.”
“Adams, Chairman and Chief Executive Officer, commented, We delivered a solid quarter as our sales and adjusted EBITDA (1) both exceeded the guidance we provided 90 days ago and will again raise our expectations for the full year.”
Classified from the release's primary full-year outlook statement.
Margin
Cash flow & capex
Capital allocation
Free cash flow (1) of $94 million Net debt leverage (1) of 0.6x as of September 30, 2025.
Event summary
Zurn Elkay Water Solutions Corp Q3 2025 — Net income from continuing operations was $60 million (diluted EPS from continuing operations of $0.35) compared with net income from continuing operations of $44 million (diluted EPS from continuing…
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
Direction: Raised
Company outlook: “We are raising our full year 2025 outlook and now anticipate adjusted EBITDA (1) of $437 million to $440 million (previous was $420 million to $430 million) and now expect our full year free cash flow (1) to be greater than $300 million.”
Revenue — Raised (“raise”)
“Adams, Chairman and Chief Executive Officer, commented, We delivered a solid quarter as our sales and adjusted EBITDA (1) both exceeded the guidance we provided 90 days ago and will again raise our expectations for the full year.”
Company outlook — Raised (“raising”)
“We are raising our full year 2025 outlook and now anticipate adjusted EBITDA (1) of $437 million to $440 million (previous was $420 million to $430 million) and now expect our full year free cash flow (1) to be greater than $300 million.”
Classified from the release's primary full-year outlook statement.
Capital allocation
Free cash flow (1) of $94 million Net debt leverage (1) of 0.6x as of September 30, 2025.
SEC original ↗Zurn Elkay Water Solutions Corp — Earnings release (8-K exhibit)EX-99Oct 28, 2025
Deployed $25 million to repurchase 0.6 million shares of common stock in the quarter.
SEC original ↗Zurn Elkay Water Solutions Corp — Earnings release (8-K exhibit)EX-99Oct 28, 2025
Increased annual dividend 22% to $0.44 per share.
SEC original ↗Zurn Elkay Water Solutions Corp — Earnings release (8-K exhibit)EX-99Oct 28, 2025
Increased share repurchase authorization up to $500 million.
SEC original ↗Zurn Elkay Water Solutions Corp — Earnings release (8-K exhibit)EX-99Oct 28, 2025
We have increased our annual dividend 22% to $0.44 per share and also increased the share repurchase authorization to $500 million.
SEC original ↗Zurn Elkay Water Solutions Corp — Earnings release (8-K exhibit)EX-99Oct 28, 2025
Management also believes that these measures are useful to investors in their analysis of our results of operations and provide improved comparability between fiscal periods as well as insight into the compliance with our debt covenants.
SEC original ↗Zurn Elkay Water Solutions Corp — Earnings release (8-K exhibit)EX-99Oct 28, 2025
Strategy & priorities
In particular, our definition of Adjusted EBITDA allows us to add back certain non-cash, non-operating or non-recurring charges that are deducted in calculating net income, even though these are expenses that may recur, vary greatly and are difficult to predict and can represent the effect of long-term strategies as opposed to short-term results.
SEC original ↗Zurn Elkay Water Solutions Corp — Earnings release (8-K exhibit)EX-99Oct 28, 2025
Cautionary Statement on Forward-Looking Statements Information in this release may involve outlook, expectations, beliefs, plans, intentions, strategies or other statements regarding the future, which are forward-looking statements.
SEC original ↗Zurn Elkay Water Solutions Corp — Earnings release (8-K exhibit)EX-99Oct 28, 2025
Grounded in the spirit of continuous improvement, ZEBS creates a scalable, process-based framework that focuses on driving superior customer satisfaction and financial results by targeting world-class operating performance throughout all aspects of its business.
SEC original ↗Zurn Elkay Water Solutions Corp — 10-Q Quarterly report10-QOct 27, 2026
These initiatives were implemented to drive efficiencies and reduce operating costs while also modifying the Company's footprint to reflect changes in the markets it serves, the impact of mergers and acquisitions on the Company's overall manufacturing capacity and the refinement of its overall product portfolio.
SEC original ↗Zurn Elkay Water Solutions Corp — 10-Q Quarterly report10-QOct 27, 2026
Management expects to continue executing similar initiatives to optimize the Company's operating margin and manufacturing footprint.
SEC original ↗Zurn Elkay Water Solutions Corp — 10-Q Quarterly report10-QOct 27, 2026
Risks & headwinds
These forward-looking statements involve risks and uncertainties.
SEC original ↗Zurn Elkay Water Solutions Corp — Earnings release (8-K exhibit)EX-99Oct 28, 2025
Legal Proceedings 34 Item 2.
SEC original ↗Zurn Elkay Water Solutions Corp — 10-Q Quarterly report10-QOct 27, 2026
Although these statements are based upon reasonable assumptions, including projections of orders, sales, operating margins, earnings, cash flows, research and development costs, working capital and capital expenditures, they are subject to risks and uncertainties that are described more fully herein and in our Annual Report on Form 10-K for the year ended December 31, 2025, in Part I, Item 1A, Risk Factors and in Part I under the heading "Cautionary Notice Regarding Forward-Looking Statements", as well as in our other filings with the Securities and Exchange Commission.
SEC original ↗Zurn Elkay Water Solutions Corp — 10-Q Quarterly report10-QOct 27, 2026
The Company disaggregates its sales by customer type and geographic location, which the Company believes best depicts how the nature, amount, timing and uncertainty of its revenue and cash flows may be impacted differently by certain economic factors.
SEC original ↗Zurn Elkay Water Solutions Corp — 10-Q Quarterly report10-QOct 27, 2026
Tariffs As previously disclosed, the Company was the importer of record and paid reciprocal tariffs on certain imported raw materials and products under the International Emergency Economic Powers Act ( IEEPA ).
SEC original ↗Zurn Elkay Water Solutions Corp — 10-Q Quarterly report10-QOct 27, 2026
Supreme Court ruled that such IEEPA reciprocal tariffs were not authorized under the statute.
SEC original ↗Zurn Elkay Water Solutions Corp — 10-Q Quarterly report10-QOct 27, 2026
Earnings deck slides
1 deck with slide viewCompetitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
35 documents- Q3 2026
- 8-KZWS
- 10-QZWS
- Q2 2026
- 10-QZWS
- 8-KZWS
- 8-KZWS
- Q1 2026
- 8-KZWS
- 8-KZWS
- 10-QZWS
- 8-KZWS
- Q4 2025
- 8-KZWS
- 10-KZWS
- 8-KZWS
- Q3 2025
- 10-QZWS
- 8-KZWS
- Q2 2025
- 10-QZWS
- 8-KZWS
- Q1 2025
- 8-KZWS
- 10-QZWS
- 8-KZWS
- Q4 2024
- 8-KZWS
- EX-99ZWS
- EX-99ZWS
- 10-KZWS
- 8-KZWS
- Q3 2024
- 10-QZWS
- 8-KZWS
- Q2 2024
- 10-QZWS
- 8-KZWS
- 8-KZWS
- EX-99ZWS
- Q1 2024
- 8-KZWS
- 8-KZWS
- 10-QZWS
- 8-KZWS
- Q4 2023
- 10-KZWS
Earnings releases
13 documentsPresentations
1 document- Other presentations
- ZWSDeck
Transcripts
0 documentsNo transcripts for Zurn Elkay Water Solutions Corp are held in this edition of the library.
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