Franklin Electric
Builds water-pumping and fueling systems, then distributes groundwater equipment to U.S. contractors.
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Profile
Sells pumps, submersible motors, controls, water-treatment equipment, and fueling-site systems worldwide through Water Systems and Energy Systems, while Headwater Companies distributes groundwater products to U.S. contractors. Revenue is weighted toward water applications and a contractor-facing domestic distribution channel.
Designs, manufactures, and distributes water and energy pumping systems through Water Systems, Energy Systems, and Distribution. Water Systems supplies submersible motors, pumps, drives, electronic controls, monitoring devices, and water-treatment equipment for groundwater, water transfer, wastewater, mining, and other residential, agricultural, municipal, and industrial applications. Energy Systems provides pumps, piping, containment, vapor-recovery, controls, and monitoring for fueling sites, plus remote monitoring equipment for utility and other critical infrastructure.
Combines engineering across motors, pumps, controls, and integrated systems with manufacturing close to regional customers. Headwater Companies gives the Distribution segment a U.S. contractor-facing channel for groundwater equipment. Demand depends on housing, weather, agriculture, mining and energy activity; groundwater restrictions and environmental rules can also shift demand.
Company facts
Key statistics
Year to date +3.6% · Average volume (30d) 243.8K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Jul 29, 2026 | DA Davidson | Reiterate | Neutral | $100 | $105 |
| Jul 29, 2026 | Robert W. Baird | Target | $112 | $124 | |
| Feb 19, 2026 | DA Davidson | Reiterate | Neutral | $90 | $100 |
| Feb 18, 2026 | DA Davidson | Reiterate | Neutral | $90 | |
| Oct 29, 2025 | Robert W. Baird | Target | $107 | $112 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 28, 2026Q2 FY26 | $1.44 | $1.55 | +7.6% | $605.9M | $622.9M | +2.8% | −3.95% |
| Apr 28, 2026Q1 FY26 | $0.77 | $0.83 | +7.8% | $479.2M | $500.4M | +4.4% | −1.15% |
| Feb 17, 2026Q4 FY25 | $0.89 | $0.87 | −2.2% | $516.2M | $506.9M | −1.8% | −2.26% |
| Oct 28, 2025Q3 FY25 | $1.29 | $1.30 | +0.8% | $563.2M | $581.7M | +3.3% | +0.02% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $455.2M | $587.4M | $581.7M | $506.9M | $500.4M | $622.9M | |
| Gross profit | $163.9M | $211.8M | $208.7M | $171.5M | $175.0M | $230.6M | |
| Operating income | $45.5M | $89.9M | $85.2M | $52.0M | $52.7M | $93.6M | |
| Net income | $31.0M | $60.1M | $16.7M | $39.3M | $34.3M | $65.7M | |
| Diluted EPS | $0.67 | $1.31 | $0.37 | $0.87 | $0.77 | $1.46 | |
| Gross margin | 36.0% | 36.1% | 35.9% | 33.8% | 35.0% | 37.0% | |
| Operating margin | 10.0% | 15.3% | 14.7% | 10.3% | 10.5% | 15.0% |
Fiscal years (4-quarter sums)FY21 $1.66B · FY22 $2.04B · FY23 $2.07B · FY24 $2.02B · FY25 $2.13B
Revenue by product · Q2 FY26
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $97.3M · Total debt $308.3M · Total assets $2.15B · Shareholders' equity $1.41B
Dividends
Raised for 32 straight years — most recently to $0.28 from $0.265 in Feb 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 6, 2026 | Aug 6 | Aug 20 | $0.28 | |
| May 7, 2026 | May 7 | May 21 | $0.28 | |
| Feb 5, 2026 | Feb 5 | Feb 19 | $0.28 | raised from $0.265 |
| Nov 6, 2025 | Nov 6 | Nov 20 | $0.265 | |
| Aug 7, 2025 | Aug 7 | Aug 21 | $0.265 | |
| May 8, 2025 | May 8 | May 22 | $0.265 | |
| Feb 6, 2025 | Feb 6 | Feb 20 | $0.265 | raised from $0.25 |
| Nov 7, 2024 | Nov 7 | Nov 21 | $0.25 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 44.21M · Float 37.91M · 85.8% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 6.51M | 14.73% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 2.39M | 5.40% | 13F | Aug 13, 2026 |
| State Street Corp | 1.96M | 4.43% | 13F | Aug 7, 2026 |
| Morgan Stanley | 1.78M | 4.02% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 1.70M | 3.84% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 9, 2026 | Jonathan M. Grandon | officer: Chief Administrative Officer | −8,547 | $103.40 |
| May 22, 2026 | Jonathan M. Grandon | officer: Chief Administrative Officer | −4,200 | $98.23 |
| May 26, 2026 | delancey W. davis | officer: President, Headwater Companies | −1,900 | $100.00 |
| May 1, 2026 | delancey W. davis | officer: President, Headwater Companies | −200 | $98.78 |
| Apr 30, 2026 | Jonathan M. Grandon | officer: Chief Administrative Officer | −4,988 | $100.02 |
Peers
- Xylem
Broad water infrastructure and applied-water rival
- Pentair
Water pumps, treatment, and flow systems overlap
- Vontier
Fueling-site systems and monitoring competitor
- Dover
Clean-energy and retail-fueling equipment overlap
