Franklin Electric Reports Third Quarter 2026 Results
Franklin Electric reported Q3 2026 net sales of $633.6 million, up 9% year-over-year, with growth across all three segments — Water Systems +5%, Energy Systems +15%, and Distribution +15%. GAAP diluted EPS was $1.35 (up 265% vs. a pension-settlement-depressed prior year) and adjusted diluted EPS was $1.50, up 15%. GAAP operating income rose only 2% to $86.5 million as margin compressed to 13.7% from 14.6% on higher material and freight costs.
Key figures
- Eps
- 1.35
- Revenue
- $633.6 million
- Guidance
- FY2026 net sales raised to $2.23B-$2.30B; FY2026 Adjusted Diluted EPS raised to $4.62-$4.82
- Revenue Yoy
- 9%
- Net income
- $61.0 million
- Adjusted eps
- 1.5
- Eps prior year
- 0.37
- Adjusted eps yoy
- 15%
- Operating income
- $86.5 million
- Operating margin
- 13.7%
- Distribution sales
- $226.1 million
- Water systems sales
- $352.5 million
- Energy systems sales
- $91.7 million
- Operating income yoy
- 2%
- Adjusted operating income
- $95.4 million
AI analysis
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