FELEFranklin Electric Co., Inc.
Franklin Electric Co., Inc. sells electrical equipment and systems for industrial and residential construction, including pumps, controls, and power solutions. The next catalyst is Jan 14, 2027 — 2027 Industrial & Residential Construction Outlook, which will test the company’s exposure to construction demand and pricing power.
- Revenue hit $2.12B in 2026, up 5.4% YoY.
- Free cash flow (TTM) stands at $41.79M, with a net margin of 6.7%.
- Debt-to-equity ratio is 0.13x, reflecting a conservative capital structure.
The Read
5% post-Q2 2026 on strong sales and earnings beats tempered by global uncertainty concerns.
The schedule
- Thu14Jan
The release will test the company's ability to capitalize on the industrial and residential construction sectors, which are expected to see continued demand. This will provide insight into the company's positioning in a growing market.
- Wed27Jan
This release will test the company's ability to sustain growth in the agricultural equipment segment and its capacity to manage cash flow. The last similar print focused on margin compression, so this will be a test of operational efficiency and demand resilience.
- Tue9Feb
The release will focus on the water systems segment, which has shown strong demand in recent quarters. This will test the company's ability to scale its infrastructure projects and maintain profitability amid rising input costs.
- Tue11May
This release will test the company's ability to deliver on its long-term growth strategy, particularly in the water systems and agricultural equipment segments. The last similar print focused on cost control, so this will be a test of execution and scalability.
- Tue10Aug
Past
- Wed29Jul
Actual outcome: Mixed · $106.96 at outcome
Franklin Electric reported strong Q2 results, featuring higher sales, margin expansion, and an earnings beat of $1.55 per share against a $1.44 estimate. The company also raised its full-year sales and adjusted earnings outlook, but the stock saw a muted 1.5% increase, resulting in a mixed reaction as the market balanced the positive financial performance against management's notes on continued global market uncertainty.
Franklin Electric's Q2 earnings will test the stock's premium multiple, focusing on working capital efficiency and margin sustainability amid steady ~10% revenue growth.
- Fri20Feb
Actual outcome: Bull · $98.92 at outcome
Franklin Electric reported Q4 EPS of $0.87, exactly matching analyst estimates. With financial results coming in perfectly in-line with expectations and lacking significant positive or negative surprises, the stock experienced a modest 3.2% gain, resulting in a mixed outcome as it remained well below the bull target.