Tearsheet

Franklin Electric (FELE)

Market Price (4/22/2026): $101.0 | Market Cap: $4.5 Bil
Sector: Industrials | Industry: Industrial Machinery & Supplies & Components

Franklin Electric (FELE)

Market Price (4/22/2026): $101.0
Market Cap: $4.5 Bil
Sector: Industrials
Industry: Industrial Machinery & Supplies & Components

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 11%

Low stock price volatility
Vol 12M is 28%

Megatrend and thematic drivers
Megatrends include Water Infrastructure, and Energy Transition & Decarbonization. Themes include Water Treatment & Delivery, Wastewater Management, Show more.

Weak multi-year price returns
2Y Excs Rtn is -38%, 3Y Excs Rtn is -53%

Key risks
FELE key risks include [1] the long-term threat to its Fueling Systems business from increasing EV adoption and [2] near-term growth headwinds from customer inventory destocking, Show more.

0	Attractive cash flow generation CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 11%
1	Low stock price volatility Vol 12M is 28%
2	Megatrend and thematic drivers Megatrends include Water Infrastructure, and Energy Transition & Decarbonization. Themes include Water Treatment & Delivery, Wastewater Management, Show more.
3	Weak multi-year price returns 2Y Excs Rtn is -38%, 3Y Excs Rtn is -53%
4	Key risks FELE key risks include [1] the long-term threat to its Fueling Systems business from increasing EV adoption and [2] near-term growth headwinds from customer inventory destocking, Show more.

Valuation, Metrics & Events

	4/22/26	2025	2024	2023	2022
Share Price CYE	$101.00	$95.53	$97.45	$96.65	$79.75
Market Cap CYE ($ Bil)	4.5	4.2	4.5	4.5	3.7
Total Debt ($ Bil)	0.2	0.2	0.2	0.2	0.3
Total Cash ($ Bil)	0.1	0.1	0.2	0.1	0.0
Enterprise Value ($ Bil)	4.6	4.4	4.7	4.7	4.0
Valuation Ratios
P/S TTM	2.1	2.0	2.2	2.2	1.8
P/EBIT TTM	21.8	20.7	18.8	17.6	14.9
P/E TTM	30.5	28.8	24.8	23.1	19.6
P/FCF TTM	23.2	21.9	20.4	16.3	61.4
Sector Ratios
P/S TTM (Sector)	1.8	1.7	1.5	1.4	1.2
P/EBIT TTM (Sector)	11.6	11.5	11.4	10.9	8.9
P/E TTM (Sector)	15.9	15.4	14.7	14.9	11.9
P/FCF TTM (Sector)	12.1	11.6	12.7	10.9	7.9

	4/22/26	2025	2024
Share Price CYE	$101.00	$95.53	$97.45
Market Cap CYE ($ Bil)	4.5	4.2	4.5
Total Debt ($ Bil)	0.2	0.2	0.2
Total Cash ($ Bil)	0.1	0.1	0.2
Enterprise Value ($ Bil)	4.6	4.4	4.7
Valuation Ratios
P/S TTM	2.1	2.0	2.2
P/EBIT TTM	21.8	20.7	18.8
P/E TTM	30.5	28.8	24.8
P/FCF TTM	23.2	21.9	20.4
Sector Ratios
P/S TTM (Sector)	1.8	1.7	1.5
P/EBIT TTM (Sector)	11.6	11.5	11.4
P/E TTM (Sector)	15.9	15.4	14.7
P/FCF TTM (Sector)	12.1	11.6	12.7

	FELE	S&P 500
REVENUE GROWTH	POOR
Rev LTM ($ Bil)	2.1
Rev Chg Q	4.3%	7.5%
Rev Chg LTM	5.4%	6.9%
Rev Chg 3Y Avg	1.5%	5.7%
PROFITABILITY	FAIR
Op Inc LTM ($ Bil)	0.3
CFO LTM ($ Bil)	0.2
Net Inc LTM ($ Bil)	0.1
Op Mgn LTM	12.7%	18.6%
CFO/Rev LTM	11.2%	20.6%
Net Inc Mgn	6.9%	12.8%
VALUATION	MODERATE
P/S	2.1	3.3
P/CFO	18.8	15.7
P/FCF	23.2	20.4
P/E	30.5	24.4
STABILITY	GOOD
Debt/Equity	0.05	0.20
Cash/Assets	0.05	0.07

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Metric	Value	Date	Source
Number of Employees	6300	12312024	Link
Backlog	Healthy	10282025	Link

Upcoming
4/28/2026	Earnings Release	Rev: $479 Mil (E) EPS: $0.77 (E)

Price Chart

Return (1M):

Why The Stock Moved

Qualitative Assessment

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Franklin Electric (FELE) stock has gained about 5% since 12/31/2025 because of the following key factors:

1. Strong Full-Year 2025 Performance and Positive 2026 Outlook.

Franklin Electric reported robust full-year 2025 financial results, with net sales increasing 5.4% to $2.1 billion and adjusted diluted earnings per share (EPS) rising 6% to $4.14. Despite a slight miss on analyst estimates for Q4 2025 EPS and revenue, the company provided an optimistic outlook for 2026, projecting sales between $2.17 billion and $2.24 billion and adjusted EPS of $4.40 to $4.60, signaling anticipated continued growth.

2. Increased Quarterly Cash Dividend.

On January 26, 2026, Franklin Electric announced an increase in its quarterly cash dividend to $0.28 per share, representing a 5.7% rise from the previous quarter. This marked the 34th consecutive year the company has raised its dividend, a move interpreted by management as a demonstration of confidence in the business outlook and a commitment to returning cash to shareholders.

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Stock Movement Drivers

Fundamental Drivers

The 6.1% change in FELE stock from 12/31/2025 to 4/21/2026 was primarily driven by a 2.9% change in the company's Net Income Margin (%).

(LTM values as of)	12312025	4212026	Change
Stock Price ($)	95.27	101.04	6.1%
Change Contribution By:
Total Revenues ($ Mil)	2,110	2,131	1.0%
Net Income Margin (%)	6.7%	6.9%	2.9%
P/E Multiple	30.0	30.5	1.8%
Shares Outstanding (Mil)	44	44	0.2%
Cumulative Contribution			6.1%

LTM = Last Twelve Months as of date shown

Market Drivers

12/31/2025 to 4/21/2026

	Return	Correlation
FELE	6.1%
Market (SPY)	-5.4%	28.1%
Sector (XLI)	10.5%	46.2%

Fundamental Drivers

The 6.7% change in FELE stock from 9/30/2025 to 4/21/2026 was primarily driven by a 27.3% change in the company's P/E Multiple.

(LTM values as of)	9302025	4212026	Change
Stock Price ($)	94.68	101.04	6.7%
Change Contribution By:
Total Revenues ($ Mil)	2,060	2,131	3.5%
Net Income Margin (%)	8.7%	6.9%	-20.7%
P/E Multiple	24.0	30.5	27.3%
Shares Outstanding (Mil)	45	44	2.3%
Cumulative Contribution			6.7%

LTM = Last Twelve Months as of date shown

Market Drivers

9/30/2025 to 4/21/2026

	Return	Correlation
FELE	6.7%
Market (SPY)	-2.9%	29.6%
Sector (XLI)	11.5%	48.8%

Fundamental Drivers

The 8.9% change in FELE stock from 3/31/2025 to 4/21/2026 was primarily driven by a 29.1% change in the company's P/E Multiple.

(LTM values as of)	3312025	4212026	Change
Stock Price ($)	92.82	101.04	8.9%
Change Contribution By:
Total Revenues ($ Mil)	2,021	2,131	5.4%
Net Income Margin (%)	8.9%	6.9%	-22.6%
P/E Multiple	23.6	30.5	29.1%
Shares Outstanding (Mil)	46	44	3.4%
Cumulative Contribution			8.9%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2025 to 4/21/2026

	Return	Correlation
FELE	8.9%
Market (SPY)	16.3%	53.8%
Sector (XLI)	32.2%	62.2%

Fundamental Drivers

The 10.8% change in FELE stock from 3/31/2023 to 4/21/2026 was primarily driven by a 36.2% change in the company's P/E Multiple.

(LTM values as of)	3312023	4212026	Change
Stock Price ($)	91.22	101.04	10.8%
Change Contribution By:
Total Revenues ($ Mil)	2,044	2,131	4.3%
Net Income Margin (%)	9.2%	6.9%	-24.7%
P/E Multiple	22.4	30.5	36.2%
Shares Outstanding (Mil)	46	44	3.6%
Cumulative Contribution			10.8%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2023 to 4/21/2026

	Return	Correlation
FELE	10.8%
Market (SPY)	63.3%	53.1%
Sector (XLI)	76.7%	67.1%

Return vs. Risk

Price Returns Compared

	2021	2022	2023	2024	2025	2026	Total [1]
Returns
FELE Return	38%	-15%	22%	2%	-1%	6%	53%
Peers Return	32%	-18%	26%	17%	7%	7%	82%
S&P 500 Return	27%	-19%	24%	23%	16%	4%	89%
Monthly Win Rates [3]
FELE Win Rate	83%	33%	50%	50%	67%	75%
Peers Win Rate	65%	33%	55%	60%	57%	65%
S&P 500 Win Rate	75%	42%	67%	75%	67%	50%
Max Drawdowns [4]
FELE Max Drawdown	-1%	-28%	-2%	-4%	-13%	-6%
Peers Max Drawdown	-5%	-37%	-9%	-6%	-20%	-7%
S&P 500 Max Drawdown	-1%	-25%	-1%	-2%	-15%	-7%

[1] Cumulative total returns since the beginning of 2021
[2] Peers: XYL, PNR, IEX, ITT, DOV. See FELE Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 4/21/2026 (YTD)

How Low Can It Go

Unique Key	Event	FELE	S&P 500
2022 Inflation Shock	2022 Inflation Shock
2022 Inflation Shock% Loss	% Loss	-29.4%	-25.4%
2022 Inflation Shock% Gain to Breakeven	% Gain to Breakeven	41.6%	34.1%
2022 Inflation ShockTime to Breakeven	Time to Breakeven	303 days	464 days
2020 Covid Pandemic	2020 Covid Pandemic
2020 Covid Pandemic% Loss	% Loss	-32.0%	-33.9%
2020 Covid Pandemic% Gain to Breakeven	% Gain to Breakeven	47.1%	51.3%
2020 Covid PandemicTime to Breakeven	Time to Breakeven	195 days	148 days
2018 Correction	2018 Correction
2018 Correction% Loss	% Loss	-22.4%	-19.8%
2018 Correction% Gain to Breakeven	% Gain to Breakeven	28.8%	24.7%
2018 CorrectionTime to Breakeven	Time to Breakeven	118 days	120 days
2008 Global Financial Crisis	2008 Global Financial Crisis
2008 Global Financial Crisis% Loss	% Loss	-66.5%	-56.8%
2008 Global Financial Crisis% Gain to Breakeven	% Gain to Breakeven	198.6%	131.3%
2008 Global Financial CrisisTime to Breakeven	Time to Breakeven	1,063 days	1,480 days

Compare to XYL, PNR, IEX, ITT, DOV

In The Past

Franklin Electric's stock fell -29.4% during the 2022 Inflation Shock from a high on 11/23/2021. A -29.4% loss requires a 41.6% gain to breakeven.

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About Franklin Electric (FELE)

Business Description Analogies Products Customers Suppliers Management Key Risks Emerging Threats Market Size Revenue Drivers Capital Allocation

Franklin 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.

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Here are 1-2 brief analogies for Franklin Electric (FELE):

It's like Carrier for water and fuel pumping and monitoring systems.
Think of them as the Johnson Controls for essential water and fuel infrastructure.

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Water Pumping Systems: A range of products including submersible motors, pumps, drives, and electronic controls primarily used for moving clean water and wastewater.
Water Treatment Systems: Equipment specifically designed for the purification and conditioning of water.
Water Systems Monitoring Devices: Tools used to observe and report on the performance and conditions of water infrastructure.
Fueling System Components: Core parts such as pumps, pipes, sumps, fittings, and vapor recovery components for fuel transfer and storage applications.
Fueling System Electronic Controls and Monitoring Devices: Electronic systems that manage and oversee operations within fueling systems and other energy infrastructure.
Power Reliability Systems: Solutions developed to maintain consistent power stability and availability across various energy markets.
Product Distribution Services: Services involving the wholesale distribution and presale support of water systems products to installing contractors.

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Based on the provided company description, Franklin Electric (FELE) sells primarily to other companies (business-to-business) rather than directly to individual consumers. The background information does not explicitly name specific major customer companies or their public symbols.

However, the company states that it sells its products to the following categories of businesses:

Wholesale and retail distributors
Specialty distributors
Original equipment manufacturers (OEMs)
Industrial and petroleum equipment distributors
Oil and utility companies
Installing contractors (through its Distribution segment, which provides presale support and specifications)

Given the absence of specific customer company names in the provided background information, it is not possible to list them or their corresponding stock symbols.

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Joe Ruzynski, Chief Executive Officer

Mr. Ruzynski joined Franklin Electric as Chief Executive Officer and a member of the Board of Directors in July 2024. Prior to that, he served as President of the Enclosures Segment at nVent Electric plc, a global leader in electrical connection and protection solutions, from 2018 to 2024. Before nVent, he held various leadership roles at Pentair plc, a global water technology company. He has substantial experience in the industrial and electrical sectors, with a track record of driving growth and innovation. Mr. Ruzynski received his Bachelor's degree in math and computer science from Saint John's University and an MBA from the University of Minnesota.

Jennifer Wolfenbarger, Chief Financial Officer and Chief Accounting Officer

Mrs. Wolfenbarger joined Franklin Electric in July 2025 as the Chief Financial Officer and Chief Accounting Officer. Prior to joining Franklin Electric, she served as Vice President and Chief Financial Officer of the Insulation business for Owens Corning. She previously held divisional CFO roles for Stryker, Caterpillar, and General Motors. Mrs. Wolfenbarger holds a Master of Business Administration degree from Butler University, a Bachelor of Science degree in Accounting from Butler University, and is a Certified Management Accountant.

Gregg C. Sengstack, Executive Chairperson

Mr. Sengstack currently serves as Executive Chairperson of Franklin Electric Co., Inc., a role he assumed in July 2024 after stepping down as Chief Executive Officer. He was CEO from 2014 to 2024 and Chairperson of the Board from 2015. Mr. Sengstack joined Franklin Electric in 1988 as assistant treasurer, later becoming Chief Financial Officer in 1999. He also held roles as Senior Vice President and President of Franklin Fueling Systems and International Water Group, and then President and Chief Operating Officer before becoming CEO. As CEO, he led a strategic transformation at Franklin Electric, which included the rapid expansion of the company's energy systems business, forward integration into distribution in the U.S., portfolio extensions into the adjacent water treatment market, and the introduction of connected solutions. Mr. Sengstack earned his bachelor's degree at Bucknell University and his MBA at the University of Chicago.

Mr. Levine, Vice President and President, Global Water Systems

Mr. Levine joined Franklin Electric in 2023 from Nidec Motion Control and Drives, St. Louis, where he served as President for six years. In this role, he oversaw an international team of 3,800 across 13 operational sites and positioned the company to grow twofold through organic growth and acquisitions. Before working at Nidec, Mr. Levine held senior engineering roles at Emerson for 15 years.

Jay Walsh, Vice President and President, Franklin Energy Systems

Mr. Walsh has served as President of Franklin Energy Systems since 2017, responsible for the growth and continued success of the Fueling and Grid Solutions businesses. He started with Franklin Electric in 1995 in the fueling business then known as FE Petro. Prior to taking over as President of Franklin Energy Systems, he held roles with increasing responsibility in marketing and sales.

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The key risks to Franklin Electric's business are:

Sensitivity to Macroeconomic Conditions and Industrial Demand Fluctuations: Franklin Electric's performance is significantly impacted by overall economic conditions, including housing starts, interest rates, and spending in agricultural, municipal, industrial, and energy markets. Fluctuations in these areas can lead to reduced demand for its products, declining backlogs, channel inventory adjustments, and project delays, directly affecting revenue and earnings.
Volatility in Raw Material Prices and Supply Chain Disruptions: As a manufacturer, Franklin Electric is exposed to the volatility of raw material costs and potential disruptions in its supply chain. Significant changes in the prices of materials such as metals and plastics, or issues in sourcing these materials, can impact operational costs, gross margins, and overall profitability.
Regulatory Changes and Trade Policies: Operating globally and in sectors related to water and fuel systems exposes Franklin Electric to various regulatory changes, including environmental legislation, tax laws, and international trade policies. Changes in these regulations, such as the imposition of tariffs, can increase operating costs, affect market access, and influence the demand for specific products, thereby impacting financial results.

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The accelerating global shift towards electric vehicles poses a clear emerging threat to Franklin Electric's Fueling Systems segment. As electric vehicle adoption increases, the demand for traditional liquid fuel pumping and distribution infrastructure, which is a primary focus of this segment, will diminish.

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Here are the addressable market sizes for Franklin Electric's main products and services:

For its **Water Systems** segment, which includes submersible motors, pumps, drives, electronic controls, water treatment systems, and monitoring devices:

The U.S. groundwater market, relevant to Franklin Electric's Distribution segment, is valued at over $4 billion.
The global submersible pumps market was estimated to be between USD 13.79 billion and USD 17.76 billion in 2025, with projections to reach approximately USD 22.23 billion by 2035 (CAGR of 4.89%) or USD 30.61 billion by 2034 (CAGR of 6.00%).
The global water treatment systems market was approximately USD 45.15 billion in 2025 and is projected to grow to about USD 91.39 billion by 2034, at a Compound Annual Growth Rate (CAGR) of 8.15% from 2025 to 2034.
The global water and wastewater pumps market was valued at USD 19.53 billion in 2025 and is predicted to increase to approximately USD 36.67 billion by 2034, expanding at a CAGR of 7.25% from 2025 to 2034.

For its **Fueling Systems** segment, which provides pumps, pipes, sumps, fittings, vapor recovery components, electronic controls, and monitoring devices for fueling system applications:

Franklin Electric's Energy Systems segment (formerly Fueling Systems) addresses a market worth over $1.3 billion.
The global fuel pumps market was valued at approximately USD 8.29 billion in 2025 and is predicted to increase to about USD 11.91 billion by 2035, growing at a CAGR of 3.69% from 2026 to 2035.
The global automotive electric fuel pump market was valued at USD 21.97 billion in 2025 and is projected to grow to USD 37.78 billion by 2034, exhibiting a CAGR of 6.21% during the forecast period.
The global fuel management system market, which includes monitoring devices, was valued at approximately USD 2.8 billion in 2023 and is projected to reach USD 5.7 billion by 2032, growing at a CAGR of 8.3% during the forecast period.

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Franklin Electric (FELE) is expected to drive future revenue growth over the next two to three years through a combination of strategic initiatives and market conditions:

Strategic Acquisitions: The company has demonstrated a consistent focus on inorganic growth through targeted acquisitions. For example, in 2025, Franklin Electric acquired PumpEng Pty Ltd, a producer of submersible pumps for the mining sector. Acquisitions have been cited as a key factor contributing to year-over-year revenue growth across all three segments—Water Systems, Energy Systems, and Distribution.
New Product Development and Innovation: Franklin Electric continues to invest in innovation and expand its product portfolio. Recent developments include the launch of new Cerus® X-Drive™ Pump Panels with Low Harmonic Mitigation and the Pioneer Pump® NSF/ANSI 61-Certified Pump Line in 2025. Additionally, enhancements to the FPS Submersible Wastewater Pump portfolio, including new NC Series solids handling pump models and improvements to the IGP Series Retrofit Kit, were announced in 2024. The FranklinWH 2024 product lineup also introduced the aPower 2 energy battery and an enhanced AATE controller, aiming for whole-home backup solutions.
Effective Pricing Actions: The company has successfully implemented pricing strategies that contribute to revenue growth. The full year 2025 results were supported by "effective pricing actions." Price realization also contributed to sales increases in the Energy Systems and Distribution segments in the fourth quarter of 2025.
Optimization of Global Manufacturing Footprint and Operational Efficiencies: Franklin Electric is actively working to enhance its operational capabilities. The company's CEO highlighted "transformation initiatives" and efforts to "expand and optimize our global manufacturing footprint, positioning Franklin Electric to better serve customers and support future growth." Furthermore, the launch of a Value Acceleration Office in 2026 aims to drive productivity and efficiency, which can enable greater capacity and responsiveness to market demand.

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Share Repurchases

Franklin Electric repurchased approximately 1.8 million shares in 2025, including about 350,000 shares for roughly $34.3 million during the fourth quarter of 2025, and a total of approximately $160 million in share buybacks for the full year.
On June 13, 2025, the company acquired 1,200,000 shares of its common stock at $86.78 per share from the Patricia Schaefer Settlement Trust, totaling approximately $104.1 million.
After the June 2025 transaction, Franklin Electric was authorized to repurchase up to an aggregate of 1,126,635 shares of common stock, with approximately 0.8 million shares remaining under authorization at the end of the fourth quarter 2025.

Share Issuance

Proceeds from the issuance of common stock were $5.321 million in 2025 and $7.204 million in 2024.

Outbound Investments

In 2025, Franklin Electric completed two important acquisitions and several smaller deals, with total acquisitions and investments amounting to approximately $114.664 million.
The company acquired PumpEng, a manufacturer of submersible pumps, in February 2025.
In February 2025, Franklin Electric signed an agreement to acquire Barnes de Colombia S.A., a manufacturer and distributor of industrial and commercial pumps, to expand its presence in Latin America.

Capital Expenditures

Franklin Electric's capital expenditures were $45.3 million for fiscal year 2025.
Capital expenditures in the fourth quarter of 2025 were $15.5 million, marking a 36.1% increase from the prior quarter.
The company has increased its capital spending, focusing on strategic investments in innovation and targeted acquisitions to expand its portfolio and market reach.

Interactive Breakdown

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RTX (9.7%)

RTX

CAT (4.6%)

Caterpillar

Higher Op Mgn LTM (Value for FELE: 12.7%)

UNP (40.2%)

Union Pacific

ETN (19.0%)

Eaton

GE (18.6%)

GE Aerospace

DE (18.0%)

Deere

CAT (16.5%)

Caterpillar

Higher CFO/Rev LTM (Value for FELE: 11.2%)

UBER (19.4%)

Uber Technologies

GE (18.3%)

GE Aerospace

CAT (17.4%)

Caterpillar

GEV (13.1%)

GE Vernova

RTX (12.3%)

RTX

Higher FCF/Rev LTM (Value for FELE: 9.1%)

UBER (18.8%)

Uber Technologies

GE (15.4%)

GE Aerospace

ETN (12.9%)

Eaton

CAT (11.0%)

Caterpillar

GEV (9.7%)

GE Vernova

Higher Total Yield (Value for FELE: 3.9%)

UNP (7.0%)

Union Pacific

UBER (6.3%)

Uber Technologies

HON (5.5%)

Honeywell International

RTX (4.3%)

RTX

DE (4.1%)

Deere

All Other Sectors

Higher Rev Chg 3Y Avg | Lower P/S (Values for FELE: 1.5% | 2.1x)

WMT (5.3% | 1.4x)

Walmart

COST (6.9% | 1.6x)

Costco Wholesale

HD (1.9% | 2.1x)

Home Depot

UNH (11.4% | 0.7x)

UnitedHealth

DIS (4.3% | 1.9x)

Walt Disney

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for FELE: 1.5% | 16.6x)

HD (1.9% | 15.9x)

Home Depot

PG (2.0% | 16.5x)

Procter & Gamble

UNH (11.4% | 16.6x)

UnitedHealth

MRK (3.2% | 12.6x)

Merck

PM (8.6% | 16.0x)

Philip Morris International

Higher Rev Chg LTM (Value for FELE: 5.4%)

NVDA (65.5%)

NVIDIA

MSFT (16.7%)

Microsoft

GOOGL (15.1%)

Alphabet

AMZN (12.4%)

Amazon.com

AAPL (10.1%)

Apple

Higher Rev Chg 3Y Avg (Value for FELE: 1.5%)

NVDA (101.8%)

NVIDIA

MSFT (14.4%)

Microsoft

GOOGL (12.5%)

Alphabet

AMZN (11.7%)

Amazon.com

AAPL (4.1%)

Apple

Higher Op Mgn LTM (Value for FELE: 12.7%)

NVDA (60.4%)

NVIDIA

MSFT (46.7%)

Microsoft

AVGO (41.5%)

Broadcom

AAPL (32.4%)

Apple

GOOGL (32.0%)

Alphabet

Higher CFO/Rev LTM (Value for FELE: 11.2%)

MSFT (52.5%)

Microsoft

NVDA (47.6%)

NVIDIA

GOOGL (40.9%)

Alphabet

AAPL (31.1%)

Apple

AMZN (19.5%)

Amazon.com

Higher FCF/Rev LTM (Value for FELE: 9.1%)

NVDA (44.8%)

NVIDIA

AVGO (42.3%)

Broadcom

AAPL (28.3%)

Apple

MSFT (25.3%)

Microsoft

GOOGL (18.2%)

Alphabet

Higher Total Yield (Value for FELE: 3.9%)

XOM (7.3%)

Exxon Mobil

JPM (6.7%)

JPMorgan Chase

BRK-B (6.6%)

Berkshire Hathaway

MSFT (4.6%)

Microsoft

META (3.9%)

Meta Platforms

Best Bets in Industrials

What You Pay

P/EBIT (Value for FELE: 21.9x)

GATX (10.6x)

GATX

PAYX (13.9x)

Paychex

AGX (63.5x)

Argan

TDG (16.5x)

TransDigm

PCTY (16.6x)

Paylocity

SNA (14.3x)

Snap-on

ADP (13.8x)

Automatic Data Processing

STRL (33.9x)

Sterling Infrastructure

PAYC (11.5x)

Paycom Software

WOR (17.5x)

Worthington Enterprises

P/E (Value for FELE: 30.5x)

GATX (21.3x)

GATX

PAYX (20.5x)

Paychex

AGX (62.1x)

Argan

TDG (34.6x)

TransDigm

PCTY (23.5x)

Paylocity

SNA (19.5x)

Snap-on

ADP (19.3x)

Automatic Data Processing

STRL (50.0x)

Sterling Infrastructure

PAYC (15.8x)

Paycom Software

WOR (24.0x)

Worthington Enterprises

What You Get

Rev Chg 3Y Avg (Value for FELE: 1.5%)

GATX (11.0%)

GATX

PAYX (8.9%)

Paychex

AGX (28.8%)

Argan

TDG (17.5%)

TransDigm

PCTY (19.0%)

Paylocity

SNA (2.1%)

Snap-on

ADP (7.1%)

Automatic Data Processing

STRL (12.1%)

Sterling Infrastructure

PAYC (14.4%)

Paycom Software

WOR (51.4%)

Worthington Enterprises

Rev Chg LTM (Value for FELE: 5.4%)

GATX (9.8%)

GATX

PAYX (16.4%)

Paychex

AGX (8.1%)

Argan

TDG (11.7%)

TransDigm

PCTY (12.1%)

Paylocity

SNA (0.9%)

Snap-on

ADP (6.6%)

Automatic Data Processing

STRL (17.7%)

Sterling Infrastructure

PAYC (8.9%)

Paycom Software

WOR (15.0%)

Worthington Enterprises

Rev Chg Q (Value for FELE: 4.3%)

GATX (8.6%)

GATX

PAYX (19.9%)

Paychex

AGX (12.7%)

Argan

TDG (13.9%)

TransDigm

PCTY (10.4%)

Paylocity

SNA (3.1%)

Snap-on

ADP (6.2%)

Automatic Data Processing

STRL (51.5%)

Sterling Infrastructure

PAYC (10.2%)

Paycom Software

WOR (24.4%)

Worthington Enterprises

FCF/Rev 3Y Avg (Value for FELE: 11.1%)

GATX (37.4%)

GATX

PAYX (33.2%)

Paychex

AGX (27.3%)

Argan

TDG (22.1%)

TransDigm

PCTY (21.7%)

Paylocity

SNA (20.8%)

Snap-on

ADP (19.7%)

Automatic Data Processing

STRL (18.4%)

Sterling Infrastructure

PAYC (18.2%)

Paycom Software

WOR (18.2%)

Worthington Enterprises

[1] Choosing top 10 best bets from each sector quarterly is an alpha producing strategy vs sector benchmark
[2] Historical annualized return of 16%, alpha of 4.2%, and sharpe of 0.76

Latest Trefis Analyses

	Title	Date
0	DASHBOARDS
1	Franklin Electric Stock Dips 15% In One Day, Should You Buy The Stock?	02/18/2026
2	Is Franklin Electric Stock Built to Withstand More Downside?	02/18/2026
3	Franklin Electric Earnings Notes	12/29/2026
4	Better Bet Than FELE Stock: Pay Less Than Franklin Electric To Get More From GWW, GTLS, FLS, MWA	08/14/2025
5	FELE Dip Buy Analysis	07/10/2025
6	Franklin Electric Total Shareholder Return (TSR): 2.9% in 2024 and ...% 3-yr compounded annual returns (below peer average)	03/07/2025
7	Franklin Electric (FELE) Operating Cash Flow Comparison	02/17/2025
8	Franklin Electric (FELE) Net Income Comparison	02/15/2025
9	ARTICLES
10	Buy or Sell Franklin Electric Stock?	02/18/2026
11	Would You Still Hold Franklin Electric Stock If It Fell Another 30%?	02/18/2026
12	Better Bet Than Franklin Electric Stock: Pay Less To Get More From GWW, GTLS	08/14/2025

	Title
0	DASHBOARDS
1	Franklin Electric Stock Dips 15% In One Day, Should You Buy The Stock?
2	Is Franklin Electric Stock Built to Withstand More Downside?
3	Franklin Electric Earnings Notes
4	Better Bet Than FELE Stock: Pay Less Than Franklin Electric To Get More From GWW, GTLS, FLS, MWA
5	FELE Dip Buy Analysis
6	Franklin Electric Total Shareholder Return (TSR): 2.9% in 2024 and ...% 3-yr compounded annual returns (below peer average)
7	Franklin Electric (FELE) Operating Cash Flow Comparison
8	Franklin Electric (FELE) Net Income Comparison
9	ARTICLES
10	Buy or Sell Franklin Electric Stock?
11	Would You Still Hold Franklin Electric Stock If It Fell Another 30%?
12	Better Bet Than Franklin Electric Stock: Pay Less To Get More From GWW, GTLS

Trade Ideas

Select ideas related to FELE.

Unique Key	Date	Ticker	Company	Category	Trade Strategy	6M Fwd Rtn	12M Fwd Rtn	12M Max DD
NSP_3312026_Insider_Buying_45D_2Buy_200K	03312026	NSP	Insperity	Insider	Insider Buys 45DStrong Insider Buying Companies with multiple insider buys in the last 45 days	0.0%	0.0%	0.0%
TNC_3312026_Insider_Buying_45D_2Buy_200K	03312026	TNC	Tennant	Insider	Insider Buys 45DStrong Insider Buying Companies with multiple insider buys in the last 45 days	0.0%	0.0%	0.0%
ADP_3272026_Dip_Buyer_FCFYield	03272026	ADP	Automatic Data Processing	Dip Buy	DB \| FCFY OPMDip Buy with High FCF Yield and High Margin Buying dips for companies with high FCF yield and meaningfully high operating margin	1.0%	1.0%	0.0%
HURN_3272026_Dip_Buyer_FCFYield	03272026	HURN	Huron Consulting	Dip Buy	DB \| FCFY OPMDip Buy with High FCF Yield and High Margin Buying dips for companies with high FCF yield and meaningfully high operating margin	4.0%	4.0%	0.0%
TRU_3272026_Dip_Buyer_FCFYield	03272026	TRU	TransUnion	Dip Buy	DB \| FCFY OPMDip Buy with High FCF Yield and High Margin Buying dips for companies with high FCF yield and meaningfully high operating margin	5.2%	5.2%	0.0%

Recent Active Movers

Top Gainers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
POET	POET Technologies	0.9	19.3%	61.9%
CAR	Avis Budget	25.1	17.3%	456.4%
NVTS	Navitas Semiconductor	3.4	16.1%	114.7%
CBIO	Crescent Biopharma	0.7	13.3%	107.2%
VMI	Valmont Industries	9.0	11.9%	14.3%
MLI	Mueller Industries	14.7	11.4%	17.7%
EGY	VAALCO Energy	0.6	11.0%	65.2%
PBI	Pitney Bowes	2.3	10.9%	39.6%
CRVS	Corvus Pharmaceuticals	1.4	10.3%	122.6%
VICR	Vicor	11.1	9.5%	124.7%

Top Losers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
WASH	Washington Trust Bancorp	0.6	-16.9%	5.2%
TPB	Turning Point Brands	1.3	-16.5%	-34.8%
VSEC	VSE	4.4	-13.7%	12.6%
NG	Novagold Resources	3.8	-12.7%	0.8%
ULCC	Frontier	1.0	-12.1%	-10.2%
TSCO	Tractor Supply	20.9	-11.7%	-20.5%
ELE	Elemental Royalty	1.2	-10.4%	7.8%
HYMC	Hycroft Mining	3.3	-10.4%	65.8%
PEGA	Pegasystems	6.7	-10.3%	-34.1%
REPL	Replimune	0.2	-10.1%	-80.9%

Top Gainers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
CAR	Avis Budget	25.1	73.5%	456.4%
MXL	MaxLinear	2.9	56.3%	93.3%
NVTS	Navitas Semiconductor	3.4	55.3%	114.7%
POET	POET Technologies	0.9	52.8%	61.9%
BB	BlackBerry	3.3	41.3%	48.0%
NN	NextNav	3.1	40.0%	35.6%
HIMS	Hims & Hers Health	6.8	39.3%	-8.3%
USAR	USA Rare Earth	2.3	34.5%	92.0%
BETR	Better Home & Finance	0.7	34.0%	42.9%
BAND	Bandwidth	0.7	32.3%	53.7%

Top Losers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
IIIN	Insteel Industries	0.5	-34.3%	-21.9%
QDEL	QuidelOrtho	0.8	-30.5%	-57.8%
ANAB	AnaptysBio	1.4	-26.2%	6.9%
BMI	Badger Meter	3.6	-25.1%	-30.5%
AGIO	Agios Pharmaceuticals	1.5	-21.1%	-3.4%
LCID	Lucid	2.3	-19.2%	-32.7%
IAG	Iamgold	9.7	-18.4%	2.1%
MDXG	MiMedx	0.5	-18.4%	-52.7%
ORLA	Orla Mining	4.8	-18.3%	8.1%
WASH	Washington Trust Bancorp	0.6	-17.7%	5.2%

Top Gainers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
BCPC	Balchem	5.6	647.6%	14.6%
CAR	Avis Budget	25.1	614.7%	456.4%
AEHR	Aehr Test Systems	2.8	171.5%	364.2%
APLS	Apellis Pharmaceuticals	5.2	137.9%	63.0%
SGML	Sigma Lithium	2.4	135.4%	61.4%
CBIO	Crescent Biopharma	0.7	125.4%	107.2%
CODI	Compass Diversified	0.9	111.6%	146.0%
KOD	Kodiak Sciences	2.4	107.4%	65.0%
MXL	MaxLinear	2.9	103.5%	93.3%
SATL	Satellogic	0.9	100.8%	285.6%

Top Losers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
REPL	Replimune	0.2	-73.4%	-80.9%
PIPR	Piper Sandler Cos	6.1	-69.0%	9.5%
VRDN	Viridian Therapeutics	1.3	-47.1%	-54.1%
MAZE	Maze Therapeutics	1.2	-46.5%	-38.0%
BUR	Burford Capital	1.0	-41.2%	-49.2%
WVE	WAVE Life Sciences	1.3	-37.6%	-56.8%
TASK	TaskUs	0.7	-30.5%	-6.2%
FRMI	Fermi	3.0	-29.7%	-36.8%
LCID	Lucid	2.3	-29.3%	-32.7%
BTU	Peabody Energy	3.3	-27.5%	-8.8%

Peer Comparisons

Peers to compare with:

Financials

	FELE	XYL	PNR	IEX	ITT	DOV	Median
Name	Franklin.	Xylem	Pentair	IDEX	ITT	Dover
Mkt Price	101.04	119.98	89.99	204.79	219.31	220.28	162.38
Mkt Cap	4.5	29.2	14.7	15.4	17.4	30.0	16.4
Rev LTM	2,131	9,035	4,176	3,458	3,938	8,093	4,057
Op Inc LTM	270	1,326	873	720	684	1,373	797
FCF LTM	194	910	746	617	547	1,113	681
FCF 3Y Avg	229	806	660	616	472	949	638
CFO LTM	239	1,241	815	680	668	1,334	748
CFO 3Y Avg	272	1,114	734	688	589	1,139	711

Growth & Margins

	FELE	XYL	PNR	IEX	ITT	DOV	Median
Name	Franklin.	Xylem	Pentair	IDEX	ITT	Dover
Rev Chg LTM	5.4%	5.5%	2.3%	5.8%	8.5%	4.5%	5.5%
Rev Chg 3Y Avg	1.5%	18.4%	0.4%	2.8%	9.7%	1.1%	2.1%
Rev Chg Q	4.3%	6.2%	4.9%	4.2%	13.5%	8.8%	5.6%
QoQ Delta Rev Chg LTM	1.0%	1.6%	1.2%	1.1%	3.3%	2.1%	1.4%
Op Inc Chg LTM	9.1%	23.8%	3.4%	4.9%	8.6%	13.8%	8.9%
Op Inc Chg 3Y Avg	1.5%	27.6%	13.9%	-2.3%	15.0%	2.7%	8.3%
Op Mgn LTM	12.7%	14.7%	20.9%	20.8%	17.4%	17.0%	17.2%
Op Mgn 3Y Avg	12.5%	12.4%	19.6%	21.5%	17.1%	16.2%	16.6%
QoQ Delta Op Mgn LTM	0.1%	0.8%	-0.0%	0.3%	-0.1%	0.3%	0.2%
CFO/Rev LTM	11.2%	13.7%	19.5%	19.7%	17.0%	16.5%	16.7%
CFO/Rev 3Y Avg	13.1%	13.3%	17.8%	20.7%	16.3%	14.3%	15.3%
FCF/Rev LTM	9.1%	10.1%	17.9%	17.8%	13.9%	13.8%	13.8%
FCF/Rev 3Y Avg	11.1%	9.6%	16.0%	18.5%	13.0%	11.9%	12.4%

Valuation

	FELE	XYL	PNR	IEX	ITT	DOV	Median
Name	Franklin.	Xylem	Pentair	IDEX	ITT	Dover
Mkt Cap	4.5	29.2	14.7	15.4	17.4	30.0	16.4
P/S	2.1	3.2	3.5	4.4	4.4	3.7	3.6
P/Op Inc	16.6	22.0	16.8	21.3	25.4	21.8	21.6
P/EBIT	21.9	24.2	17.8	22.0	24.9	20.2	21.9
P/E	30.5	30.5	22.5	31.8	35.7	27.4	30.5
P/CFO	18.8	23.6	18.0	22.6	26.1	22.5	22.5
Total Yield	3.9%	4.6%	5.6%	4.5%	3.4%	4.6%	4.6%
Dividend Yield	0.6%	1.3%	1.1%	1.4%	0.6%	0.9%	1.0%
FCF Yield 3Y Avg	5.2%	2.7%	4.4%	4.1%	4.0%	3.9%	4.1%
D/E	0.1	0.1	0.1	0.1	0.0	0.1	0.1
Net D/E	0.0	0.0	0.1	0.1	-0.1	0.1	0.0

Returns

	FELE	XYL	PNR	IEX	ITT	DOV	Median
Name	Franklin.	Xylem	Pentair	IDEX	ITT	Dover
1M Rtn	12.4%	-0.4%	4.4%	11.2%	20.0%	5.2%	8.2%
3M Rtn	3.7%	-13.3%	-13.3%	5.9%	22.2%	9.7%	4.8%
6M Rtn	2.8%	-18.0%	-16.8%	21.4%	26.1%	27.9%	12.1%
12M Rtn	20.9%	11.9%	15.1%	29.5%	76.4%	40.9%	25.2%
3Y Rtn	17.0%	19.2%	74.1%	-2.1%	169.9%	54.6%	36.9%
1M Excs Rtn	3.8%	-9.0%	-4.2%	2.7%	11.5%	-3.4%	-0.3%
3M Excs Rtn	-0.3%	-17.2%	-17.2%	2.0%	18.3%	5.8%	0.9%
6M Excs Rtn	-1.6%	-23.3%	-22.6%	17.6%	21.3%	27.0%	8.0%
12M Excs Rtn	-15.7%	-23.7%	-20.6%	-6.9%	38.9%	4.5%	-11.3%
3Y Excs Rtn	-53.4%	-51.6%	5.9%	-73.6%	101.1%	-15.5%	-33.5%

FDIC Bank Data

Bank Capital

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Bank Deposits

null

Bank Assets

null

Bank Loans

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FDA Approved Drugs Data

Expand for Morenull

Financials

Annual
Quarterly

$ Mil \| FY: 12/31	LTM	2025	2024	2023	2022	2021	2020
Period End	12/31/2025	12/31/2025	12/31/2024	12/31/2023	12/31/2022	12/31/2021	12/31/2020
Filing Date	2/20/2026	2/20/2026	2/21/2025	2/23/2024	2/22/2023	2/25/2022	2/24/2021
Key Financials
Total Revenue	2,131	2,131	2,021	2,065	2,044	1,662	1,247
EBITDA	268	268	294	306	297	239	165
Operating Income	270	270	247	264	259	190	133
Net Income	147	147	180	193	187	154	100
EPS	3.24	3.25	3.92	4.17	4.02	3.29	2.16
Growth Rates
Total Revenue Growth	5.4%	5.4%	-2.1%	1.0%	23.0%	33.2%	-5.1%
EBITDA Growth	-8.9%	-8.9%	-3.9%	3.1%	24.1%	45.3%	1.7%
Operating Income Growth	9.1%	9.1%	-6.2%	1.6%	36.6%	42.7%	2.6%
Net Income Growth	-18.4%	-18.4%	-6.7%	3.2%	21.8%	53.2%	5.2%
Margins
EBITDA Margin	12.6%	12.6%	14.6%	14.8%	14.5%	14.4%	13.2%
Operating Income Margin	12.7%	12.7%	12.2%	12.8%	12.7%	11.4%	10.7%
Net Income Margin	6.9%	6.9%	8.9%	9.4%	9.2%	9.3%	8.1%
Cash & Debt
Total Cash	100	100	221	85	46	41	131
Total Debt	234	234	192	156	265	237	126
Net Debt / (Cash)	134	134	-29	71	219	196	-4
Cash Flows
Net Cash from Operations	239	239	261	316	102	130	212
Free Cash from Operations	194	194	220	274	60	100	189
Returns to Shareholders
Dividends	50	50	47	42	37	33	30
Share Repurchases	166	166	61	43	40	26	20

$ Mil \| FY: 12/31	2025Q4	2025Q3	2025Q2	2025Q1	2024Q4	2024Q3	2024Q2	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1
Period End	12/31/2025	9/30/2025	6/30/2025	3/31/2025	12/31/2024	9/30/2024	6/30/2024	3/31/2024	12/31/2023	9/30/2023	6/30/2023	3/31/2023
Filing Date	2/20/2026	10/30/2025	7/31/2025	5/1/2025	2/21/2025	10/31/2024	7/26/2024	4/30/2024	2/23/2024	10/27/2023	7/28/2023	5/5/2023
Key Financials Quarterly
Total Revenue	507	582	587	455	486	531	543	461	473	538	569	485
Ebitda	68	43	99	58	56	88	93	58	61	89	92	64
Operating Income	52	85	88	44	46	74	79	48	51	79	81	53
Net Income	39	17	60	31	34	55	59	33	39	58	60	37
EPS	0.88	0.37	1.32	0.67	0.73	1.19	1.28	0.71	0.83	1.25	1.29	0.81
Key Financials TTM
Total Revenue TTM	2,131	2,110	2,060	2,016	2,021	2,009	2,016	2,041	2,065	2,082	2,095	2,077
Ebitda TTM	268	257	301	295	294	299	301	300	306	311	310	310
Operating Income TTM	270	264	253	243	247	252	257	259	264	269	272	271
Net Income TTM	147	141	179	178	180	185	188	189	193	194	195	195
Growth Rates Quarterly
Total Revenue Growth	4.3%	9.5%	8.1%	-1.2%	2.7%	-1.3%	-4.6%	-4.9%	-3.4%	-2.4%	3.3%	7.3%
EBITDA Growth	20.4%	-50.8%	6.9%	0.9%	-8.1%	-1.9%	0.9%	-9.8%	-7.3%	1.4%	-0.0%	25.0%
Operating Income Growth	11.9%	15.7%	11.6%	-7.7%	-9.4%	-6.2%	-2.3%	-9.1%	-9.4%	-3.3%	0.1%	29.7%
Net Income Growth	16.6%	-69.3%	1.8%	-6.1%	-12.7%	-5.5%	-0.8%	-11.7%	-2.6%	-1.4%	0.4%	25.4%
Margins Quarterly
EBITDA Margin	13.4%	7.4%	16.9%	12.8%	11.6%	16.5%	17.1%	12.5%	13.0%	16.6%	16.2%	13.2%
Operating Income Margin	10.2%	14.7%	15.0%	9.7%	9.6%	13.9%	14.6%	10.4%	10.8%	14.6%	14.2%	10.9%
Net Income Margin	7.7%	2.9%	10.2%	6.8%	6.9%	10.3%	10.9%	7.2%	8.2%	10.7%	10.5%	7.7%
Cash & Debt
Total Cash	100	103	105	84	221	106	58	65	85	63	53	52
Total Debt	234	271	346	225	192	149	192	171	156	170	292	320
Net Debt / (Cash)	134	168	242	141	-29	43	133	106	71	107	238	268
Cash Flows Quarterly
FCF from Operations	104	103	51	-19	110	116	36	-1	117	156	55	-12
Cash Flows TTM
FCF from Operations TTM	239	245	258	243	261	268	308	326	316	293	207	151
Returns to Shareholders Quarterly
Dividends	13	12	12	13	11	11	12	12	10	10	10	10
Share Repurchases	36	0	122	7	4	9	39	9	13	4	8	17
Return on Invested Capital (ROIC) Quarterly
ROIC	45.3%	63.5%	63.9%	48.3%	182.5%	125.6%	95.3%	63.6%	84.5%	111.7%	72.0%	43.6%
Return on Invested Capital (ROIC) TTM
ROIC TTM	55.3%	51.7%	46.9%	68.8%	226.2%	109.9%	79.3%	88.2%	106.2%	96.2%	60.2%	57.1%

Segment Financials

Assets by Segment

$ Mil	2025	2024	2023	2022	2021
Water Systems	1,044	1,018	894	646	658
Distribution	366	360	363	249	180
Energy Systems	256	269	274	269	284
Other	62
Intersegment Eliminations/Other		47	44	108	72
Total	1,728	1,694	1,575	1,272	1,195

Price Behavior

Price Behavior

Market Price	$101.04
Market Cap ($ Bil)	4.5
First Trading Date	03/26/1990
Distance from 52W High	-8.0%
	50 Days	200 Days
DMA Price	$97.17	$95.93
DMA Trend	up	down
Distance from DMA	4.0%	5.3%
	3M	1YR
Volatility	39.5%	27.9%
Downside Capture	-0.15	0.29
Upside Capture	-19.49	65.90
Correlation (SPY)	25.4%	40.9%

FELE Betas & Captures as of 3/31/2026

	1M	2M	3M	6M	1Y	3Y
Beta	1.05	0.68	0.89	0.72	0.84	0.91
Up Beta	1.34	3.85	3.13	1.59	0.97	1.05
Down Beta	0.92	1.34	1.17	0.77	0.77	0.75
Up Capture	97%	-42%	15%	43%	54%	59%
Bmk +ve Days	7	16	27	65	139	424
Stock +ve Days	9	24	34	65	120	373
Down Capture	115%	12%	41%	54%	86%	100%
Bmk -ve Days	12	23	33	58	110	323
Stock -ve Days	13	18	29	61	132	376

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively

Based On 1-Year Data

	Annualized Return	Annualized Volatility	Sharpe Ratio	Correlation with FELE
FELE	18.1%	27.9%	0.59	-
Sector ETF (XLI)	38.5%	15.4%	1.91	54.8%
Equity (SPY)	23.7%	12.7%	1.52	42.5%
Gold (GLD)	41.4%	27.5%	1.25	1.7%
Commodities (DBC)	22.4%	16.2%	1.25	-2.2%
Real Estate (VNQ)	14.2%	13.8%	0.72	38.8%
Bitcoin (BTCUSD)	-10.4%	42.7%	-0.14	19.8%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Based On 5-Year Data

	Annualized Return	Annualized Volatility	Sharpe Ratio	Correlation with FELE
FELE	5.8%	27.2%	0.21	-
Sector ETF (XLI)	12.9%	17.3%	0.59	70.4%
Equity (SPY)	10.8%	17.1%	0.49	60.1%
Gold (GLD)	21.6%	17.8%	0.99	7.3%
Commodities (DBC)	10.9%	18.8%	0.47	13.5%
Real Estate (VNQ)	4.1%	18.8%	0.12	50.8%
Bitcoin (BTCUSD)	3.8%	56.4%	0.29	22.9%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Based On 10-Year Data

	Annualized Return	Annualized Volatility	Sharpe Ratio	Correlation with FELE
FELE	13.7%	31.3%	0.48	-
Sector ETF (XLI)	14.0%	19.9%	0.62	68.1%
Equity (SPY)	13.9%	17.9%	0.67	61.6%
Gold (GLD)	13.7%	15.9%	0.71	2.9%
Commodities (DBC)	8.2%	17.6%	0.39	19.0%
Real Estate (VNQ)	5.4%	20.7%	0.23	49.8%
Bitcoin (BTCUSD)	68.0%	66.9%	1.07	15.6%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date	3312026
Short Interest: Shares Quantity	0.6 Mil
Short Interest: % Change Since 3152026	-4.0%
Average Daily Volume	0.3 Mil
Days-to-Cover Short Interest	2.2 days
Basic Shares Quantity	44.4 Mil
Short % of Basic Shares	1.4%

Returns Analyses

	Title
0	Is Franklin Electric Stock Built to Withstand More Downside?
1	Franklin Electric Stock Return Comparison
2	[9/29/2021] Franklin Electric (FELE) Stock Price Forecast: AI Forecasts FELE Stock Price To Be Around $83.6 In A Month (Up 1.4%)
3	Franklin Electric Total Shareholder Return (TSR): -14.8% in 2022 and 12.6% 3-yr returns (below peer average)
4	Franklin Electric (FELE) Stock Return: AI Predicts FELE Average and Excess Return After a Fall or Rise

Earnings Returns History

Expand for More

	Forward Returns
Earnings Date	1D Returns	5D Returns	21D Returns
2/17/2026	-14.7%	-12.5%	-15.6%
10/28/2025	-3.3%	-5.4%	-3.1%
7/29/2025	2.8%	0.4%	6.1%
4/29/2025	-4.4%	-1.1%	-2.9%
2/18/2025	6.0%	3.8%	-0.8%
10/29/2024	-6.3%	-3.5%	5.6%
7/23/2024	-4.3%	0.3%	-4.5%
4/30/2024	-6.8%	-2.9%	-6.6%
...
SUMMARY STATS
# Positive	11	11	13
# Negative	13	13	11
Median Positive	3.2%	1.8%	5.7%
Median Negative	-4.4%	-3.0%	-3.2%
Max Positive	6.9%	15.4%	15.8%
Max Negative	-14.7%	-12.5%	-15.6%

	Forward Returns
2/17/2026	-14.7%	-12.5%	-15.6%
10/28/2025	-3.3%	-5.4%	-3.1%
7/29/2025	2.8%	0.4%	6.1%
4/29/2025	-4.4%	-1.1%	-2.9%
2/18/2025	6.0%	3.8%	-0.8%
10/29/2024	-6.3%	-3.5%	5.6%
7/23/2024	-4.3%	0.3%	-4.5%
4/30/2024	-6.8%	-2.9%	-6.6%
2/13/2024	-4.4%	-0.9%	1.3%
10/24/2023	1.1%	1.4%	6.0%
7/25/2023	-4.6%	-7.1%	-11.3%
5/2/2023	6.9%	3.7%	0.7%
2/14/2023	3.6%	2.8%	-3.2%
10/25/2022	-6.9%	-5.8%	-2.4%
7/26/2022	5.4%	15.4%	15.8%
4/26/2022	-14.7%	-11.2%	-11.5%
2/15/2022	3.2%	-1.6%	-1.3%
10/26/2021	-0.9%	0.5%	10.8%
7/27/2021	-2.4%	-2.1%	1.1%
4/27/2021	0.7%	3.2%	1.7%
2/16/2021	0.7%	1.1%	5.7%
10/27/2020	-1.0%	-0.5%	11.4%
7/28/2020	3.5%	1.8%	11.8%
4/28/2020	0.4%	-3.0%	5.6%
SUMMARY STATS
# Positive	11	11	13
# Negative	13	13	11
Median Positive	3.2%	1.8%	5.7%
Median Negative	-4.4%	-3.0%	-3.2%
Max Positive	6.9%	15.4%	15.8%
Max Negative	-14.7%	-12.5%	-15.6%

SEC Filings

Expand for More

Report Date	Filing Date	Filing
12/31/2025	02/20/2026	10-K
09/30/2025	10/30/2025	10-Q
06/30/2025	07/31/2025	10-Q
03/31/2025	05/01/2025	10-Q
12/31/2024	02/21/2025	10-K
09/30/2024	10/31/2024	10-Q
06/30/2024	07/26/2024	10-Q
03/31/2024	04/30/2024	10-Q
12/31/2023	02/23/2024	10-K
09/30/2023	10/27/2023	10-Q
06/30/2023	07/28/2023	10-Q
03/31/2023	05/05/2023	10-Q
12/31/2022	02/22/2023	10-K
09/30/2022	11/01/2022	10-Q
06/30/2022	08/02/2022	10-Q
03/31/2022	05/03/2022	10-Q

Recent Forward Guidance [BETA]

Latest: Q4 2025 Earnings Reported 2/17/2026

Forward Guidance				Guidance Change
Metric	Low	Mid	High	% Chg	% Delta	Change	Prior
2026 Revenue	2.17 Bil	2.21 Bil	2.24 Bil	4.0%		Higher New	Actual: 2.12 Bil for 2025
2026 Adjusted Diluted EPS	4.4	4.5	4.6	9.8%		Higher New	Actual: 4.1 for 2025

Prior: Q3 2025 Earnings Reported 10/28/2025

Forward Guidance				Guidance Change
Metric	Low	Mid	High	% Chg	% Delta	Change	Prior
2025 Revenue	2.09 Bil	2.12 Bil	2.15 Bil	0		Affirmed	Guidance: 2.12 Bil for 2025
2025 EPS	4	4.1	4.2	0		Affirmed	Guidance: 4.1 for 2025

Insider Activity

Expand for More

#	Owner	Title	Holding	Action	Filing Date	Price	Shares	Transacted Value	Value of Held Shares	Form
1	Sengstack, Gregg C		Sengstack Family Foundation	Sell	12122025	97.33	1,000	97,331	2,889,477	Form
2	Sengstack, Gregg C		Direct	Sell	12122025	97.03	10,779	1,045,908	10,678,954	Form
3	Grandon, Jonathan M	Chief Administrative Officer	Direct	Sell	8152025	98.03	10,036	983,868	801,035	Form
4	Sengstack, Gregg C		Direct	Sell	8142025	98.19	10,000	981,943	12,806,992	Form
5	Wathen, David M		Direct	Sell	6052025	85.25	25,000	2,131,318	2,046,065	Form

FELE Trade Sentinel

Stock Conviction

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CONVICTION RATIONALE

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STOCK ARCHETYPE

null

Looking for high-conviction positions with a better risk/reward profile? See what's currently in the Trefis High Quality Portfolio.

INVESTMENT THESIS

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Mechanism: null

Supporting Evidence:

PRIMARY RISK

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Mechanism: null

Supporting Evidence:

Key KPI Watchlist

KPI	Threshold	Rationale

Core Investment Debate

BULL VIEW

CORE TENSION

PREVAILING SENTIMENT

BEAR VIEW

Next 6 months: Risks and Catalysts

Timeline	Event & Metric To Watch

Key Events in Last 6 Months

Date	Event	Stock Impact

Risk Management

Position Sizing

null

Diversification Alternatives

How Is The Market Pricing FELE?

What will confirm the thesis

What will damage the thesis

Noise: Real but irrelevant to thesis

Repricing Catalyst

What FELE Makes & Who Pays

TTM figures based on

FELE Evolution: Price Return by Era

① Structure

② Volume / Momentum

③ Catalyst

Combined Score

0 / 12

1 Price Structure & Trend · ▾

2 Momentum ▾

3 Relative Strength vs. SPY ▾

4 Institutional Footprint & Volume ▾

5 Volatility ▾

6 Key Price Levels Range · Vol ▾

7 Earnings Reaction History ▾

8 How the Verdict Is Derived Three Pillars ▾

Pillar	Score
① Structure	0
② Vol / Mom	0
③ Catalyst	0

ℹ Bull Pillars: 0 · Bear Pillars: 0 · Combined Score: 0 →

External Quote Links

0	Y Finance	Barrons
1	TradingView	Morningstar
2	SeekingAlpha	ValueLine
3	Motley Fool	Robinhood
4	CNBC	Etrade
5	MarketWatch	Unusual Whales
6	YCharts	Perplexity Finance
7	FinViz

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Franklin Electric (FELE)

Market Price (4/22/2026): $101.0 | Market Cap: $4.5 BilSector: Industrials | Industry: Industrial Machinery & Supplies & Components

Franklin Electric (FELE)

Market Price (4/22/2026): $101.0Market Cap: $4.5 BilSector: IndustrialsIndustry: Industrial Machinery & Supplies & Components

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

Stock Movement Drivers

Fundamental Drivers

Market Drivers

Fundamental Drivers

Market Drivers

Fundamental Drivers

Market Drivers

Fundamental Drivers

Market Drivers

Return vs. Risk

Price Returns Compared

How Low Can It Go

In The Past

Preserve Wealth

Asset Allocation

About Franklin Electric (FELE)

Interactive Breakdown

Better Bets vs. Franklin Electric (FELE)

INDUSTRY: Industrial Machinery & Supplies & Components

Higher Rev Chg 3Y Avg | Lower P/S (Values for FELE: 1.5% | 2.1x)

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for FELE: 1.5% | 16.6x)

Higher Rev Chg LTM (Value for FELE: 5.4%)

Higher Rev Chg 3Y Avg (Value for FELE: 1.5%)

Higher Op Mgn LTM (Value for FELE: 12.7%)

Higher CFO/Rev LTM (Value for FELE: 11.2%)

Higher FCF/Rev LTM (Value for FELE: 9.1%)

Higher Total Yield (Value for FELE: 3.9%)

SECTOR: Industrials

Higher Rev Chg 3Y Avg | Lower P/S (Values for FELE: 1.5% | 2.1x)

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for FELE: 1.5% | 16.6x)

Higher Rev Chg LTM (Value for FELE: 5.4%)

Higher Rev Chg 3Y Avg (Value for FELE: 1.5%)

Higher Op Mgn LTM (Value for FELE: 12.7%)

Higher CFO/Rev LTM (Value for FELE: 11.2%)

Higher FCF/Rev LTM (Value for FELE: 9.1%)

Higher Total Yield (Value for FELE: 3.9%)

All Other Sectors

Higher Rev Chg 3Y Avg | Lower P/S (Values for FELE: 1.5% | 2.1x)

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for FELE: 1.5% | 16.6x)

Higher Rev Chg LTM (Value for FELE: 5.4%)

Higher Rev Chg 3Y Avg (Value for FELE: 1.5%)

Higher Op Mgn LTM (Value for FELE: 12.7%)

Higher CFO/Rev LTM (Value for FELE: 11.2%)

Higher FCF/Rev LTM (Value for FELE: 9.1%)

Higher Total Yield (Value for FELE: 3.9%)

Best Bets in Industrials

P/EBIT (Value for FELE: 21.9x)

P/E (Value for FELE: 30.5x)

Rev Chg 3Y Avg (Value for FELE: 1.5%)

Rev Chg LTM (Value for FELE: 5.4%)

Rev Chg Q (Value for FELE: 4.3%)

FCF/Rev 3Y Avg (Value for FELE: 11.1%)

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Market Price (4/22/2026): $101.0 | Market Cap: $4.5 Bil
Sector: Industrials | Industry: Industrial Machinery & Supplies & Components

Market Price (4/22/2026): $101.0
Market Cap: $4.5 Bil
Sector: Industrials
Industry: Industrial Machinery & Supplies & Components