8-K Announcements
6Material company update
Apr 28, 2026·SEC
Material company update
Apr 28, 2026·SEC
Material company update
Feb 26, 2026·SEC
Franklin Electric Co., Inc.(FELE)Earnings, Financials & Key Ratios
FELE•NASDAQ
$102.77
31.6× P/E·Price updated Jul 7, 2026
AboutFranklin Electric Co., Inc., together with its subsidiaries, designs, manufactures, and distributes water and fuel pumping systems worldwide. It operates through three segments: Water Systems, Fueling Systems, and Distribution. The Water Systems segment offers submersible motors, pumps, drives, electronic controls, water treatment systems, monitoring devices, and related parts and equipment. Its motors and pumps are used principally for pumping clean water and wastewater in various residential, agricultural, municipal, and industrial applications; and manufactures electronic drives and controls that are used in motors for controlling functionality, as well as provides protection from various hazards, such as electrical surges, over-heating, and dry wells or tanks. The Fueling Systems segment provides pumps, pipes, sumps, fittings, vapor recovery components, electronic controls, monitoring devices, and related parts and equipment primarily for use in fueling system applications. This segment serves other energy markets, such as power reliability systems, as well as includes electronic devices for online monitoring of the power utility, hydroelectric, and telecommunication and data center infrastructure. The Distribution segment sells to and provides presale support and specifications to the installing contractors. It sells products produced by the Water Systems segment. The company sells its products to wholesale and retail distributors, specialty distributors, original equipment manufacturers, industrial and petroleum equipment distributors, and oil and utility companies through its employee sales force and independent manufacturing representatives. Franklin Electric Co., Inc. was founded in 1944 and is headquartered in Fort Wayne, Indiana.Show more
- Revenue$2.13B+5.4%
- EBITDA$333M+11.0%
- Net Income$147M-18.4%
- EPS (Diluted)3.25-15.8%
- Gross Margin35.47%
- EBITDA Margin15.6%+5.2%
- Operating Margin12.65%+5.0%
- Net Margin6.9%-22.6%
- ROE11.33%-22.1%
FELE Price & Volume
Franklin Electric Co., Inc. (FELE) stock price & volume — 10-year historical chart
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Acquisition Driven Growth Masks Structural Margin Volatility
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Mixed
Profitability:Moderate
Financial:Healthy
Cash Flow:Mixed
Primary Risk:Acquisition-driven margin dilution
Key Thesis Takeaways
- Franklin Electric continues to pursue an aggressive acquisition-led strategy, evidenced by goodwill ballooning to $661.9 million as of 2026Q1, which complicates the assessment of core organic performance.
- While the company maintains a conservative debt-to-equity ratio of 0.22, investors should monitor the persistent margin pressure resulting from the integration of lower-margin distribution assets.
- Future performance remains tethered to cyclical water system demand, which has historically caused operating income to swing from $88.1 million in 2025Q2 to $48.1 million in 2026Q1.
Verdict Logic
while the balance sheet remains stable with a 0.22 debt-to-equity ratio, the current forward P/E of 23.50 appears to discount the risks associated with significant earnings volatility and margin compression.
FELE Growth Metrics
Franklin Electric Co., Inc. (FELE) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years8.71%
5 Years11.31%
3 Years1.41%
TTM7.98%
Profit CAGR
10 Years7.27%
5 Years7.92%
3 Years-7.74%
TTM-15.62%
EPS CAGR
10 Years8.04%
5 Years8.72%
3 Years-6.45%
TTM-13.35%
Return on Capital
10 Years15.67%
5 Years18.44%
3 Years18.17%
Last Year18.06%
FELE Recent Earnings
Franklin Electric Co., Inc. (FELE) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 4/12 qtrs (33%)●Beat Revenue 5/12 qtrs (42%)
Q2 2026Latest
Apr 28, 2026Metric
Actual
Est
EPS
$0.83+7.8%
$0.77
Rev
$500M+4.4%
$479M
Q1 2026
Feb 17, 2026Metric
Actual
Est
EPS
$0.87-2.2%
$0.89
Rev
$507M-1.8%
$516M
Q4 2025
Oct 28, 2025Metric
Actual
Est
EPS
$1.30+0.8%
$1.29
Rev
$582M+3.3%
$563M
Q3 2025
Jul 29, 2025Metric
Actual
Est
EPS
$1.31+2.3%
$1.28
Rev
$587M+4.2%
$564M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 28, 2026 | $0.83vs $0.77+7.8% | $500Mvs $479M+4.4% |
| Q1 2026 | Feb 17, 2026 | $0.87vs $0.89-2.2% | $507Mvs $516M-1.8% |
| Q4 2025 | Oct 28, 2025 | $1.30vs $1.29+0.8% | $582Mvs $563M+3.3% |
| Q3 2025 | Jul 29, 2025 | $1.31vs $1.28+2.3% | $587Mvs $564M+4.2% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Franklin Electric Co., Inc. (FELE)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $102.77 | $4.54B | 31.62 | 5.44% | 6.9% | 11.33% | 1.08% | |
| $1356.43 | $64.04B | 38.32 | 4.51% | 9.7% | 43.13% | — | |
| $209.29 | $10.02B | 634.21 | 2.49% | -0.63% | -0.78% | — | |
| $0.75 | $7.49M | -0.85 | 13.03% | -55.45% | -79.65% | — | |
| $286.03 | $15.94B | 33.61 | 3.78% | 18.19% | 17.12% | — | |
| $75.18 | $12.15B | 18.98 | 2.28% | 15.97% | 17.74% | — |
Compare FELE vs Peers
Franklin Electric Co., Inc. (FELE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
FELE SEC Filings & Documents
Franklin Electric Co., Inc. (FELE) SEC filings — annual & quarterly reports (10-K, 10-Q)
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FELE Frequently Asked Questions
Franklin Electric Co., Inc. (FELE) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Franklin Electric Co., Inc.'s revenue?
Franklin Electric Co., Inc. (FELE) reported $2.18B in revenue for fiscal year 2025. This represents a 624% increase from $300.7M in 1996.
How fast is Franklin Electric Co., Inc. growing?
Franklin Electric Co., Inc. (FELE) grew revenue by 5.4% over the past year. This is steady growth.
Is FELE profitable?
Yes, Franklin Electric Co., Inc. (FELE) is profitable, generating $150.5M in net income for fiscal year 2025 (6.9% net margin).
Dividend & Returns
Does FELE pay dividends?
Yes, Franklin Electric Co., Inc. (FELE) pays a dividend with a yield of 1.08%. This makes it attractive for income-focused investors.
What is FELE's return on equity?
Franklin Electric Co., Inc. (FELE) has a return on equity (ROE) of 11.3%. This is reasonable for most industries.
What is Franklin Electric Co., Inc.'s free cash flow?
Franklin Electric Co., Inc. (FELE) generated $169.5M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.