Pulling SEC filings + quote and writing the call…

FRANKLIN ELECTRIC CO INC
Next earnings Jul 27, 2026 · consensus $1.47 EPS, $618M rev
Last earnings -0.4% on 2026-04-28
Global water-pump leader with 10% operating-income growth and a water-infrastructure tailwind, but full at 32x with soft net income.
Sources: SEC EDGAR (CIK 0000038725, latest 10-Q filed 2026-04-29) · EODHD · analysis by claude-code · as of 6/21/2026, 9:01:57 PM.
Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.
Middling fundamentals and a rich price (~75% above fair value) leave little margin of safety — a wait-and-see.
Franklin Electric is a global leader in water and fuel pumping systems, serving customers from over 240 manufacturing and distribution facilities across 20+ countries. The franchise is high-quality and levered to the durable secular demand for water access, treatment and movement. The operating business performed well in FY2025: revenue grew 5.4% to $2.13B and operating income rose a healthier 10.4% to $269M (a 12.6% operating margin), with a 35.5% gross margin — evidence of pricing power and mix improvement in the core segments.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
Unlock with Pro€15/mo · cancel anytime
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $1.66B | $2.04B | $2.07B | $2.02B | $2.13B |
| Gross profit | $576M | $691M | $697M | $717M | $756M |
| Operating income | $189M | $257M | $262M | $244M | $269M |
| Net income | $154M | $187M | $193M | $180M | $147M |
| Diluted EPS | $3.25 | $3.97 | $4.11 | $3.86 | $3.22 |
| Net margin | 9.3% | 9.2% | 9.4% | 8.9% | 6.9% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
1048 tracked peers · median
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Last 90 days: 0 open-market buys · 3 sales
| 2026-06-12 | SENGSTACK GREGG C Director | Exercise | 35.0K @ $43.00 | $1.50M |
| 2026-06-12 | SENGSTACK GREGG C Director | Tax | 22.6K @ $103.57 | $2.34M |
| 2026-06-09 | Grandon Jonathan M. Chief Administrative Officer | Exercise | 8.55K @ $42.20 | $361K |
| 2026-06-09 | Grandon Jonathan M. Chief Administrative Officer | Sell | 8.55K @ $103.40 | $884K |
| 2026-06-01 | SENGSTACK GREGG C Director | Award | 366.00 @ $97.44 | $35.7K |
| 2026-06-01 | SENGSTACK GREGG C Director | Tax | 145.00 @ $97.44 | $14.1K |
| 2026-05-26 | davis delancey w President, Headwater Companies | Sell | 1.90K @ $100.00 | $190K |
| 2026-05-22 | Grandon Jonathan M. Chief Administrative Officer | Exercise | 4.20K @ $42.20 | $177K |
| 2026-05-22 | Grandon Jonathan M. Chief Administrative Officer | Sell | 4.20K @ $98.23 | $413K |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.