Tearsheet

Franklin Electric (FELE)

Market Price (12/29/2025): $99.26 | Market Cap: $4.4 Bil
Sector: Industrials | Industry: Industrial Machinery & Supplies & Components

Franklin Electric (FELE)

Market Price (12/29/2025): $99.26
Market Cap: $4.4 Bil
Sector: Industrials
Industry: Industrial Machinery & Supplies & Components

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

0	Attractive cash flow generation CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 12%	Weak multi-year price returns 2Y Excs Rtn is -40%, 3Y Excs Rtn is -52%	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.
1	Low stock price volatility Vol 12M is 25%
2	Megatrend and thematic drivers Megatrends include Water Infrastructure, and Energy Transition & Decarbonization. Themes include Water Treatment & Delivery, Wastewater Management, Show more.

0	Attractive cash flow generation CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 12%
1	Low stock price volatility Vol 12M is 25%
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 -40%, 3Y Excs Rtn is -52%
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

	12/29/25	2024	2023	2022	2021
Share Price CYE	$99.26	$96.35	$94.63	$77.33	$90.82
Market Cap CYE ($ Bil)	4.4	4.4	4.4	3.6	4.2
Total Debt ($ Bil)	0.3	0.2	0.2	0.3	0.2
Total Cash ($ Bil)	0.1	0.2	0.1	0.0	0.0
Enterprise Value ($ Bil)	4.6	4.6	4.6	3.9	4.4
Valuation Ratios
P/S TTM	2.1	2.2	2.2	1.8	2.6
P/EBIT TTM	22.5	18.8	17.6	15.0	22.5
P/E TTM	31.2	24.8	23.1	19.7	28.5
P/FCF TTM	21.8	20.4	16.3	61.8	44.0
Sector Ratios
P/S TTM (Sector)	1.7	1.5	1.4	1.1	1.6
P/EBIT TTM (Sector)	13.0	11.8	11.2	9.1	12.3
P/E TTM (Sector)	17.3	16.5	15.4	12.1	16.3
P/FCF TTM (Sector)	13.6	13.4	12.1	8.5	14.1

	12/29/25	2024	2023
Share Price CYE	$99.26	$96.35	$94.63
Market Cap CYE ($ Bil)	4.4	4.4	4.4
Total Debt ($ Bil)	0.3	0.2	0.2
Total Cash ($ Bil)	0.1	0.2	0.1
Enterprise Value ($ Bil)	4.6	4.6	4.6
Valuation Ratios
P/S TTM	2.1	2.2	2.2
P/EBIT TTM	22.5	18.8	17.6
P/E TTM	31.2	24.8	23.1
P/FCF TTM	21.8	20.4	16.3
Sector Ratios
P/S TTM (Sector)	1.7	1.5	1.4
P/EBIT TTM (Sector)	13.0	11.8	11.2
P/E TTM (Sector)	17.3	16.5	15.4
P/FCF TTM (Sector)	13.6	13.4	12.1

	FELE	S&P 500
REVENUE GROWTH	FAIR
Rev LTM ($ Bil)	2.1
Rev Chg Q	9.5%	7.3%
Rev Chg LTM	5.1%	6.1%
Rev Chg 3Y Avg	2.1%	5.5%
PROFITABILITY	FAIR
Op Inc LTM ($ Bil)	0.3
CFO LTM ($ Bil)	0.2
Net Inc LTM ($ Bil)	0.1
Op Mgn LTM	12.5%	18.8%
CFO/Rev LTM	11.6%	20.4%
Net Inc Mgn	6.7%	13.1%
VALUATION	MODERATE
P/S	2.1	3.3
P/CFO	18.0	15.8
P/FCF	21.8	20.7
P/E	31.2	23.7
STABILITY	GOOD
Debt/Equity	0.06	0.21
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
2/17/2026	Earnings Release	Rev: - EPS: -
4/27/2026	Earnings Release	Rev: - EPS: -

FELE Stock

Return (1M):

Why The Stock Moved

Qualitative Assessment

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Franklin Electric (FELE) experienced a 1.7% stock movement during the approximate period from August 31, 2025, to December 29, 2025, influenced by several key factors. While a precise cause for an exact 1.7% shift cannot be definitively isolated without specific daily market data, the following points represent significant financial and operational developments for the company within and leading up to this timeframe:

1. Positive Q3 2025 Earnings Beat: Franklin Electric reported robust third-quarter 2025 financial results on October 28, 2025, exceeding analyst expectations. The company announced earnings per share (EPS) of $1.30, which topped the consensus estimate of $1.29. Additionally, quarterly revenue rose by 9.5% year-over-year to $581.71 million, surpassing the anticipated $563.18 million.

2. Revenue Growth Driven by Acquisitions, Volumes, and Pricing: For the first nine months of 2025, Franklin Electric's revenue increased, with approximately 5% of this growth attributed to recent acquisitions. This was further bolstered by higher sales volumes and strategic price realization across its offerings.

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Stock Movement Drivers

Fundamental Drivers

The 4.6% change in FELE stock from 9/28/2025 to 12/28/2025 was primarily driven by a 30.0% change in the company's P/E Multiple.

	9282025	12282025	Change
Stock Price ($)	94.84	99.21	4.61%
Change Contribution By	LTM	LTM
Total Revenues ($ Mil)	2059.86	2110.14	2.44%
Net Income Margin (%)	8.71%	6.71%	-22.99%
P/E Multiple	24.01	31.20	29.97%
Shares Outstanding (Mil)	45.40	44.50	1.98%
Cumulative Contribution			4.57%

LTM = Last Twelve Months as of date shown

Market Drivers

9/28/2025 to 12/28/2025

	Return	Correlation
FELE	4.6%
Market (SPY)	4.3%	35.8%
Sector (XLI)	3.0%	57.9%

Fundamental Drivers

The 10.5% change in FELE stock from 6/29/2025 to 12/28/2025 was primarily driven by a 35.6% change in the company's P/E Multiple.

	6292025	12282025	Change
Stock Price ($)	89.81	99.21	10.47%
Change Contribution By	LTM	LTM
Total Revenues ($ Mil)	2015.69	2110.14	4.69%
Net Income Margin (%)	8.85%	6.71%	-24.20%
P/E Multiple	23.02	31.20	35.56%
Shares Outstanding (Mil)	45.70	44.50	2.63%
Cumulative Contribution			10.39%

LTM = Last Twelve Months as of date shown

Market Drivers

6/29/2025 to 12/28/2025

	Return	Correlation
FELE	10.5%
Market (SPY)	12.6%	39.2%
Sector (XLI)	7.5%	58.1%

Fundamental Drivers

The 2.4% change in FELE stock from 12/28/2024 to 12/28/2025 was primarily driven by a 30.6% change in the company's P/E Multiple.

	12282024	12282025	Change
Stock Price ($)	96.85	99.21	2.44%
Change Contribution By	LTM	LTM
Total Revenues ($ Mil)	2008.57	2110.14	5.06%
Net Income Margin (%)	9.22%	6.71%	-27.28%
P/E Multiple	23.90	31.20	30.56%
Shares Outstanding (Mil)	45.70	44.50	2.63%
Cumulative Contribution			2.37%

LTM = Last Twelve Months as of date shown

Market Drivers

12/28/2024 to 12/28/2025

	Return	Correlation
FELE	2.4%
Market (SPY)	17.0%	64.2%
Sector (XLI)	19.2%	71.6%

Fundamental Drivers

The 27.3% change in FELE stock from 12/29/2022 to 12/28/2025 was primarily driven by a 62.9% change in the company's P/E Multiple.

	12292022	12282025	Change
Stock Price ($)	77.94	99.21	27.29%
Change Contribution By	LTM	LTM
Total Revenues ($ Mil)	1986.80	2110.14	6.21%
Net Income Margin (%)	9.48%	6.71%	-29.29%
P/E Multiple	19.15	31.20	62.92%
Shares Outstanding (Mil)	46.30	44.50	3.89%
Cumulative Contribution			27.10%

LTM = Last Twelve Months as of date shown

Market Drivers

12/29/2023 to 12/28/2025

	Return	Correlation
FELE	4.8%
Market (SPY)	48.4%	60.1%
Sector (XLI)	41.4%	72.4%

Return vs. Risk

Price Returns Compared

	2020	2021	2022	2023	2024	2025	Total [1]
Returns
FELE Return	22%	38%	-15%	22%	2%	3%	84%
Peers Return	16%	38%	-12%	21%	26%	16%	150%
S&P 500 Return	16%	27%	-19%	24%	23%	18%	114%
Monthly Win Rates [3]
FELE Win Rate	75%	83%	33%	50%	50%	67%
Peers Win Rate	52%	65%	42%	68%	57%	52%
S&P 500 Win Rate	58%	75%	42%	67%	75%	73%
Max Drawdowns [4]
FELE Max Drawdown	-28%	-1%	-28%	-2%	-4%	-13%
Peers Max Drawdown	-34%	-5%	-26%	-7%	-9%	-23%
S&P 500 Max Drawdown	-31%	-1%	-25%	-1%	-2%	-15%

[1] Cumulative total returns since the beginning of 2020
[2] Peers: HPQ, HPE, IBM, CSCO, AAPL. 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] 2025 data is for the year up to 12/26/2025 (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 HPQ, HPE, IBM, CSCO, AAPL

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 1-3 brief analogies for Franklin Electric (FELE):

Like a specialized Eaton, but for the pumps, motors, and systems that move water and fuel.
The 'Intel Inside' for residential, agricultural, and industrial water wells, as well as fuel pumping systems.
A focused Honeywell for the world's water and fuel pumping infrastructure.

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Submersible Motors: Electric motors designed for operation while submerged in a fluid, primarily used in water and fuel pumping applications.
Pumps (Water and Fuel): A wide range of pumps for moving water in residential, agricultural, and industrial settings, as well as for fuel transfer at service stations.
Controls & Drives: Electronic devices that manage, protect, and optimize the performance of pumping systems, including variable frequency drives and motor controls.
Water Treatment Systems: Products and solutions for improving water quality through filtration, disinfection, and other purification processes.
Fueling System Components: A comprehensive suite of equipment for fuel handling, including piping, sensors, monitoring systems, and containment solutions for service stations.

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Franklin Electric (FELE) Major Customers

Franklin Electric (FELE) primarily sells its products and systems to other businesses, not directly to individual consumers. While the company's business model is B2B, it does not publicly disclose the names of its individual major customer companies in its regulatory filings or investor communications.

Instead, Franklin Electric describes its customer base in terms of the following categories of companies:

Independent Distributors and Wholesalers: These companies constitute Franklin Electric's primary sales channel. They purchase a wide range of Franklin Electric's water and fueling systems products (such as submersible motors, pumps, drives, and controls) and then resell them to a diverse group of end-users, including plumbing contractors, well drillers, irrigation specialists, industrial facilities, and retailers. While Franklin Electric's regulatory filings acknowledge a reliance on a "concentrated number of independent distributors," the specific names of these major distributor companies are not publicly identified by FELE.
Original Equipment Manufacturers (OEMs): Franklin Electric supplies components to other manufacturers who integrate FELE's motors, pumps, or control systems into their own finished products. Examples include manufacturers of heating, ventilation, and air conditioning (HVAC) systems, large-scale agricultural irrigation systems, and various types of industrial machinery. The specific names of these OEM customers are not publicly disclosed by Franklin Electric.
Private Label Customers: Franklin Electric also manufactures products that are then rebranded and sold under another company's private label. The names of these private label customers are not publicly disclosed.

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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 this role, he served as President of the Enclosures Segment at nVent, a global leader in electrical connection and protection solutions, from 2018 to 2024. He also held various leadership positions at Pentair plc, a global water technology company. Mr. Ruzynski has substantial experience in the industrial and electrical sectors, with a track record of driving growth, innovation, and operational excellence.

Jennifer Wolfenbarger, Chief Financial Officer

Mrs. Wolfenbarger joined Franklin Electric in July 2025 as the Chief Financial Officer. Before joining Franklin Electric, she served as Vice President and Chief Financial Officer of the Insulation business for Owens Corning, a global leader in building materials. She previously held divisional CFO roles at other manufacturing companies, including Stryker, Caterpillar, and General Motors. Mrs. Wolfenbarger has a proven track record of strategic growth, transformation, and manufacturing excellence.

Jonathan M. Grandon, Chief Administrative Officer, General Counsel and Secretary

Mr. Grandon joined Franklin Electric in September 2016. Most recently, he served as Senior Vice President, General Counsel, and Secretary of Biomet Inc., a leading multi-national health care and medical device company. Prior to that, he was a partner at Ropes & Gray LLP and Mayer Brown LLP.

Daniela Williams, Chief Human Resources Officer

Ms. Williams joined Franklin Electric in 2025 as Chief Human Resources Officer. She brings over 20 years of global experience across the technology, automotive, and manufacturing sectors. Before joining Franklin Electric, she served as Global Vice President of People & Culture at Visteon and held senior leadership roles at Aptiv and Dura Automotive.

Greg Levine, Vice President and President, Global Water Systems

Mr. Levine joined Franklin Electric in 2023 from Nidec Motion Control and Drives, where he served as President for six years. In this role, he oversaw an international team and positioned the company for twofold growth through organic initiatives and acquisitions. Before his tenure at Nidec, Mr. Levine held senior engineering roles at Emerson for 15 years.

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Franklin Electric (symbol: FELE) faces several key risks to its business operations:

Impact of Electric Vehicle (EV) Adoption on Fueling Systems: A significant long-term headwind for Franklin Electric is the increasing adoption of Electric Vehicles, which is expected to negatively affect the demand for the company's fueling systems. This trend could lead to reduced sales and profitability in its Fueling Systems business segment.
Cyclical Demand, Economic Conditions, and Inventory Management: The company is exposed to cyclical markets, particularly in its dewatering and other water systems applications, and its performance is sensitive to broader economic conditions. Recent challenges include near-term headwinds from inventory destocking and a declining backlog, indicating a slowdown in growth, as well as delayed customer projects in the Fueling Systems business and lower residential and agriculture demand for its Water Systems business.
Raw Material Cost Volatility and Supply Chain Disruptions: Franklin Electric's costs of production are affected by changes in the market price of raw materials, sourced components, and finished goods. The company generally does not engage in commodity hedging for raw materials, and significant increases in these prices could lead to higher product costs, potentially reducing demand or increasing susceptibility to competition. Additionally, supply chain disruptions can impact the company's ability to procure necessary components and distribute its products.

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The global transition from internal combustion engine (ICE) vehicles to electric vehicles (EVs) poses a clear emerging threat to Franklin Electric's Fueling Systems segment. As demand for traditional fossil fuels declines, the need for new and replacement petroleum fueling infrastructure (including pumps, dispensers, sensors, and monitoring systems for gasoline/diesel) will significantly decrease over time.

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Franklin Electric (symbol: FELE) operates in the water and fueling systems markets. The addressable markets for their main products and services are as follows:

Water Systems

The global water pump market was valued at approximately USD 73.98 billion in 2024 and is projected to reach around USD 106.36 billion by 2034, growing at a Compound Annual Growth Rate (CAGR) of 4.13%. Other estimates place the global water pump market size at USD 71.86 billion in 2024, projected to reach USD 92.21 billion by 2030 (CAGR of 4.4%), and USD 52.4 billion in 2024, forecasted to expand to USD 80.6 billion by 2034 (CAGR of 4.4%).
The global submersible pump market was valued at USD 16.32 billion in 2024 and is projected to grow to USD 27.74 billion by 2032, exhibiting a CAGR of 6.58%. Another report estimates the global submersible pump market size at USD 15.59 billion in 2025, expected to reach USD 25.74 billion by 2030, at a CAGR of 10.55%.
The global electric submersible pumps market size was valued at USD 13.1 billion in 2023 and is anticipated to exceed USD 29.9 billion by 2033, growing at a CAGR of 8.60%.
Franklin Electric's Distribution segment, which focuses on the U.S. groundwater market, has an addressable market opportunity worth over USD 4 billion.

Fueling Systems

The global fuel management system market size was valued at USD 1.33 billion in 2024 and is projected to grow from USD 1.43 billion in 2025 to reach USD 2.56 billion by 2033, growing at a CAGR of 7.52%.
The global automotive fuel delivery system market is projected to grow from USD 10.6 billion in 2025 to approximately USD 16.9 billion by 2035, at a CAGR of 4.8%. Other sources estimate the global fuel delivery system market size at USD 2.7 billion in 2023, poised to grow to USD 4.22 billion by 2032 at a CAGR of 5.1%, and USD 4.3 billion in 2023, anticipated to grow at a CAGR of over 5% between 2024 and 2032.
Franklin Electric's Energy Systems segment, focusing on fuel pumping systems and related offerings, has a market opportunity worth over USD 1.3 billion.

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Here are 3-5 expected drivers of future revenue growth for Franklin Electric (FELE) over the next 2-3 years:

Global Manufacturing Expansion: Franklin Electric is actively expanding its global manufacturing footprint, including the recent opening of a new factory in Izmir, Turkey. This expansion aims to enhance service efficiency and capture growth opportunities in key international markets, particularly in Eastern Europe and the Middle East, by bringing capabilities closer to growing customer needs.
Strategic Pricing and Volume Growth: The company has demonstrated the ability to achieve robust growth through increased volumes and effective pricing strategies. Management emphasizes maintaining pricing discipline and managing costs effectively, which, coupled with higher sales volumes across its segments, contributed to revenue increases in Q3 2025.
Growth in Water Treatment and Dewatering Equipment: Franklin Electric is experiencing strong growth in specific product lines. Sales of large dewatering equipment increased significantly by 38% in Q3 2025, and water treatment products also saw a 9% rise in sales. These areas represent key product-level drivers for future revenue.
Product Innovation and New Product Launches: The company is investing in innovation and has launched new products, such as three new pressure boosting products (VR SpecPAK, in-line SpecPAK, and VersaBoost Pro), which have shown strong interest and early adoption. Continued product innovation and successful new product introductions are expected to drive future sales.
Strategic Acquisitions: Recent acquisitions have contributed incrementally to sales, as noted in the Q4 2024 and Q3 2025 earnings reports. Franklin Electric's strategy includes a balanced approach to capital allocation, suggesting that strategic acquisitions will continue to be a component of its growth strategy.

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 Share Repurchases

    Franklin Electric repurchased approximately $104.1 million worth of shares (1,200,000 shares at $86.78 per share) in June 2025 from the Patricia Schaefer Settlement Trust.
    In June 2025, the Board of Directors approved an increase to the share repurchase authorization by 1,200,000 shares, maintaining a total authorization of 1,126,635 shares post-transaction. As of September 30, 2025, approximately 1.1 million shares remained authorized for repurchase.
    The company repurchased $53.1 million worth of its own shares in 2024. In 2022, Franklin Electric repurchased approximately $36.3 million in shares, including about $10.8 million in the fourth quarter.

 Outbound Investments

    Franklin Electric has a strategic focus on acquisitions to drive growth and enhance its competitive position, aiming to expand product offerings and geographic reach, particularly in water treatment and industrial pump sectors.
    In early 2025, Franklin Electric planned to close the acquisition of Barnes de Colombia S.A. and acquired PumpEng Pty Ltd in February 2025. Acquisitions in the first quarter of 2025 totaled approximately $109.7 million.
    Major acquisitions in recent years included Gicon Pumps & Equipment for $27.9 million and Waterite in 2020, and Aqua Systems and Puronics in 2021, with total acquisitions for 2021 amounting to $235.7 million.

 Capital Expenditures

    Capital expenditures, net, were $40.5 million in 2024, $39.9 million in 2023, and $41.9 million in 2022.
    In the first quarter of 2025, capital expenditures were approximately $6.8 million.
    Water Systems research and development expenditures in 2024 focused on developing new integrated pressure boosting systems, electronic variable frequency drives and controls, expanded standard electric skid pump packages, and new HVAC condensate product offerings.

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GEV (9.4%)

GE Vernova

RTX (8.8%)

RTX

Higher Rev Chg 3Y Avg (Value for FELE: 2.1%)

UBER (19.6%)

Uber Technologies

GE (15.7%)

GE Aerospace

BA (10.1%)

Boeing

RTX (9.4%)

RTX

CAT (4.9%)

Caterpillar

Higher Op Mgn LTM (Value for FELE: 12.5%)

UNP (40.6%)

Union Pacific

GE (20.5%)

GE Aerospace

HON (18.9%)

Honeywell International

DE (18.8%)

Deere

CAT (17.7%)

Caterpillar

Higher CFO/Rev LTM (Value for FELE: 11.6%)

UNP (39.6%)

Union Pacific

UBER (18.1%)

Uber Technologies

CAT (17.8%)

Caterpillar

GE (17.2%)

GE Aerospace

DE (16.7%)

Deere

Higher FCF/Rev LTM (Value for FELE: 9.6%)

UNP (24.5%)

Union Pacific

UBER (17.5%)

Uber Technologies

HON (15.2%)

Honeywell International

GE (14.7%)

GE Aerospace

CAT (11.7%)

Caterpillar

Higher Total Yield (Value for FELE: 3.8%)

UBER (9.8%)

Uber Technologies

UNP (7.4%)

Union Pacific

DE (5.3%)

Deere

CAT (4.4%)

Caterpillar

RTX (4.0%)

RTX

All Other Sectors

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

WMT (5.4% | 1.3x)

Walmart

COST (6.7% | 1.4x)

Costco Wholesale

UNH (11.4% | 0.7x)

UnitedHealth

PGR (20.6% | 1.6x)

Progressive

HCA (6.6% | 1.6x)

HCA Healthcare

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for FELE: 2.1% | 16.7x)

UNH (11.4% | 11.4x)

UnitedHealth

MRK (2.9% | 11.9x)

Merck

TMUS (2.4% | 11.6x)

T-Mobile US

DIS (4.5% | 14.8x)

Walt Disney

PEP (3.4% | 16.1x)

PepsiCo

Higher Rev Chg LTM (Value for FELE: 5.1%)

NVDA (65.2%)

NVIDIA

MSFT (15.6%)

Microsoft

GOOGL (13.4%)

Alphabet

AMZN (10.9%)

Amazon.com

AAPL (6.0%)

Apple

Higher Rev Chg 3Y Avg (Value for FELE: 2.1%)

NVDA (91.6%)

NVIDIA

META (17.3%)

Meta Platforms

MSFT (13.2%)

Microsoft

AMZN (11.3%)

Amazon.com

GOOGL (11.0%)

Alphabet

Higher Op Mgn LTM (Value for FELE: 12.5%)

NVDA (58.8%)

NVIDIA

MSFT (46.3%)

Microsoft

META (43.2%)

Meta Platforms

GOOGL (32.2%)

Alphabet

AAPL (31.9%)

Apple

Higher CFO/Rev LTM (Value for FELE: 11.6%)

MSFT (50.0%)

Microsoft

NVDA (44.4%)

NVIDIA

GOOGL (39.3%)

Alphabet

AAPL (26.6%)

Apple

AMZN (18.1%)

Amazon.com

Higher FCF/Rev LTM (Value for FELE: 9.6%)

NVDA (41.3%)

NVIDIA

MSFT (26.6%)

Microsoft

META (23.7%)

Meta Platforms

AAPL (23.5%)

Apple

GOOGL (19.1%)

Alphabet

Higher Total Yield (Value for FELE: 3.8%)

XOM (9.2%)

Exxon Mobil

JNJ (7.5%)

Johnson & Johnson

JPM (6.4%)

JPMorgan Chase

BRK-B (6.3%)

Berkshire Hathaway

META (3.8%)

Meta Platforms

		Best Bets In Industrials Sector
	FELE	GATX	VRSK	PAYX	ADT	AGX	PCTY	TDG	FTV	VRRM	CSW
What You Pay
P/E	31.2	19.9	33.4	25.7	10.4	37.5	37.9	36.7	30.6	70.3	35.9
P/EBIT	22.5	9.6	22.8	17.7	5.2	37.6	27.2	18.1	14.9	20.8	27.7
What You Get
Rev Chg Q	9.5%	8.4%	5.9%	18.3%	4.4%	-2.3%	12.5%	11.5%	2.3%	16.1%	21.5%
Rev Chg LTM	5.1%	10.7%	7.3%	12.4%	6.3%	13.5%	13.3%	11.2%	27.9%	8.5%	14.9%
Rev Chg 3Y Avg	2.1%	10.3%	13.4%	7.9%	3.4%	26.9%	21.4%	17.7%	9.4%	9.1%	11.3%
FCF/Rev 3Y Avg	11.0%	39.2%	33.2%	32.6%	24.7%	24.5%	21.5%	21.0%	20.1%	19.0%	18.9%

[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	Topic
0	DASHBOARDS
1	Franklin Electric Earnings Notes
2	Franklin Electric Earnings Notes
3	Franklin Electric Earnings Notes
4	With Franklin Electric Stock Surging, Have You Considered The Downside?	Return
5	Better Bet Than FELE Stock: Pay Less Than Franklin Electric To Get More From GWW, GTLS, FLS, MWA	Actionable
6	FELE Dip Buy Analysis
7	Franklin Electric Total Shareholder Return (TSR): 2.9% in 2024 and ...% 3-yr compounded annual returns (below peer average)
8	Franklin Electric (FELE) Operating Cash Flow Comparison	Financials
9	Franklin Electric (FELE) Net Income Comparison	Financials
10	Franklin Electric (FELE) Operating Income Comparison	Financials

	Title
0	ARTICLES

Trade Ideas

Select ideas related to FELE. For more, see Trefis Trade Ideas.

Unique Key	Date	Ticker	Company	Category	Trade Strategy	6M Fwd Rtn	12M Fwd Rtn	12M Max DD
CNM_11212025_Dip_Buyer_FCFYield	11212025	CNM	Core & Main	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	18.3%	18.3%	-1.6%
VRRM_11212025_Dip_Buyer_FCFYield	11212025	VRRM	Verra Mobility	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	5.5%	5.5%	-1.2%
LII_11212025_Dip_Buyer_ValueBuy	11212025	LII	Lennox International	Dip Buy	DB \| P/E OPMDip Buy with Low PE and High Margin Buying dips for companies with tame PE and meaningfully high operating margin	7.1%	7.1%	0.0%
ADP_11212025_Monopoly_xInd_xCD_Getting_Cheaper	11212025	ADP	Automatic Data Processing	Monopoly	MY \| Getting CheaperMonopoly-Like with P/S Decline Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple	2.9%	2.9%	-1.2%
CW_11212025_Quality_Momentum_RoomToRun_10%	11212025	CW	Curtiss-Wright	Quality	Q \| Momentum \| UpsideQuality Stocks with Momentum and Upside Buying quality stocks with strong momentum but still having room to run	5.7%	5.7%	-0.4%

Recent Active Movers

Top Gainers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
ZETA	Zeta Global	4.6	8.3%	15.1%
SGML	Sigma Lithium	1.6	7.3%	29.2%
USAS	Americas Gold And Silver	1.6	6.6%	557.6%
CPNG	Coupang	44.2	6.4%	10.4%
LION	Lionsgate Studios	2.7	4.6%	-69.9%
BBW	Build-A-Bear Workshop	0.8	4.4%	37.8%
XRAY	Dentsply Sirona	2.3	4.2%	-36.3%
BLMN	Bloomin Brands	0.6	3.8%	-41.2%
FUN	Six Flags Entertainment	1.5	3.8%	-69.1%
SVM	Silvercorp Metals	1.9	3.6%	198.0%

Top Losers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
FLY	Firefly Aerospace	3.3	-13.7%	-61.3%
TMC	TMC The Metals	2.5	-10.5%	508.9%
ORGO	Organogenesis	0.7	-10.1%	64.8%
AAOI	Applied Optoelectronics	2.4	-9.3%	0.8%
BKSY	BlackSky Technology	0.7	-9.0%	79.0%
LUNR	Intuitive Machines	1.8	-8.7%	-16.0%
RCAT	Red Cat	0.8	-8.7%	-35.4%
RGTI	Rigetti Computing	6.7	-8.7%	46.7%
RDW	Redwire	1.0	-8.6%	-56.6%
RKLB	Rocket Lab	36.4	-8.5%	177.4%

Top Gainers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
OMER	Omeros	0.9	71.5%	59.0%
RZLT	Rezolute	0.3	44.3%	-45.5%
DVAX	Dynavax Technologies	1.8	41.5%	20.4%
LUNR	Intuitive Machines	1.8	40.6%	-16.0%
UAMY	United States Antimony	0.7	39.0%	252.5%
FOLD	Amicus Therapeutics	4.4	30.9%	51.3%
ADEA	Adeia	1.9	30.3%	23.0%
HUT	Hut 8	5.2	28.6%	142.3%
AAOI	Applied Optoelectronics	2.4	27.1%	0.8%
SGML	Sigma Lithium	1.6	24.9%	29.2%

Top Losers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
TPL	Texas Pacific Land	6.6	-67.9%	-21.5%
LW	Lamb Weston	5.9	-29.0%	-35.3%
TLRY	Tilray Brands	10.2	-22.2%	-27.8%
TDUP	ThredUp	0.8	-18.2%	348.2%
LAB	Standard BioTools	0.5	-16.9%	-21.1%
OLMA	Olema Pharmaceuticals	2.2	-14.9%	349.9%
EVEX	Eve	1.4	-12.0%	-21.9%
IRON	Disc Medicine	2.8	-11.2%	26.7%
AVO	Mission Produce	0.8	-11.1%	-18.8%
CABO	Cable One	0.7	-10.6%	-67.4%

Top Gainers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
TLRY	Tilray Brands	10.2	876.4%	-27.8%
HPP	Hudson Pacific Properties	4.7	452.7%	-51.0%
WVE	WAVE Life Sciences	2.9	139.2%	43.7%
TE	T1 Energy	1.1	106.7%	400.0%
VERA	Vera Therapeutics	3.4	82.1%	26.7%
OMER	Omeros	0.9	66.2%	59.0%
RKLB	Rocket Lab	36.4	65.8%	177.4%
PL	Planet Labs PBC	5.9	65.0%	379.2%
AAOI	Applied Optoelectronics	2.4	63.5%	0.8%
LUNR	Intuitive Machines	1.8	62.4%	-16.0%

Top Losers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
RZLT	Rezolute	0.3	-72.0%	-45.5%
JANX	Janux Therapeutics	0.9	-59.0%	-73.4%
FRMI	Fermi	5.3	-46.0%	-76.6%
LENZ	LENZ Therapeutics	0.5	-43.5%	-41.6%
GOGO	Gogo	0.6	-35.3%	-43.0%
HPK	HighPeak Energy	0.5	-33.9%	-70.4%
PACB	Pacific Biosciences of California	0.5	-32.7%	-3.3%
LDI	loanDepot	0.4	-29.6%	3.9%
ORIC	ORIC Pharmaceuticals	0.6	-29.0%	2.2%
LW	Lamb Weston	5.9	-28.6%	-35.3%

Peer Comparisons for Franklin Electric

Peers to compare with:

Financials

	FELE	HPQ	HPE	IBM	CSCO	AAPL	Median
Name	Franklin.	HP	Hewlett .	Internat.	Cisco Sy.	Apple
Mkt Price	99.21	23.26	24.49	305.09	78.16	273.40	88.69
Mkt Cap	4.4	21.9	32.6	284.9	309.2	4,074.4	158.8
Rev LTM	2,110	55,295	34,296	65,402	57,696	408,625	56,496
Op Inc LTM	264	3,624	1,644	11,544	12,991	130,214	7,584
FCF LTM	202	2,800	627	11,854	12,733	96,184	7,327
FCF 3Y Avg	227	2,978	1,400	11,753	13,879	100,503	7,366
CFO LTM	245	3,697	2,919	13,483	13,744	108,565	8,590
CFO 3Y Avg	269	3,672	3,896	13,498	14,736	111,559	8,697

Growth & Margins

	FELE	HPQ	HPE	IBM	CSCO	AAPL	Median
Name	Franklin.	HP	Hewlett .	Internat.	Cisco Sy.	Apple
Rev Chg LTM	5.1%	3.2%	13.8%	4.5%	8.9%	6.0%	5.5%
Rev Chg 3Y Avg	2.1%	-3.9%	6.5%	2.6%	3.7%	1.8%	2.4%
Rev Chg Q	9.5%	4.2%	14.4%	9.1%	7.5%	9.6%	9.3%
QoQ Delta Rev Chg LTM	2.4%	1.1%	3.7%	2.1%	1.8%	2.1%	2.1%
Op Mgn LTM	12.5%	6.6%	4.8%	17.7%	22.5%	31.9%	15.1%
Op Mgn 3Y Avg	12.7%	7.4%	7.2%	16.4%	24.2%	30.8%	14.5%
QoQ Delta Op Mgn LTM	0.3%	-0.2%	-1.4%	0.6%	0.4%	0.1%	0.2%
CFO/Rev LTM	11.6%	6.7%	8.5%	20.6%	23.8%	26.6%	16.1%
CFO/Rev 3Y Avg	13.0%	6.8%	12.7%	21.4%	26.1%	28.4%	17.2%
FCF/Rev LTM	9.6%	5.1%	1.8%	18.1%	22.1%	23.5%	13.9%
FCF/Rev 3Y Avg	11.0%	5.5%	4.6%	18.6%	24.6%	25.6%	14.8%

Valuation

	FELE	HPQ	HPE	IBM	CSCO	AAPL	Median
Name	Franklin.	HP	Hewlett .	Internat.	Cisco Sy.	Apple
Mkt Cap	4.4	21.9	32.6	284.9	309.2	4,074.4	158.8
P/S	2.1	0.4	1.0	4.4	5.4	10.0	3.2
P/EBIT	22.5	6.8	19.9	25.1	22.5	31.3	22.5
P/E	31.2	8.6	572.7	36.0	29.9	41.0	33.6
P/CFO	18.0	5.9	11.2	21.1	22.5	37.5	19.6
Total Yield	3.8%	14.1%	2.3%	5.0%	5.4%	2.8%	4.4%
Dividend Yield	0.6%	2.5%	2.1%	2.2%	2.1%	0.4%	2.1%
FCF Yield 3Y Avg	5.2%	10.6%	5.5%	6.4%	6.0%	3.1%	5.7%
D/E	0.1	0.5	0.7	0.2	0.1	0.0	0.2
Net D/E	0.0	0.3	0.6	0.2	0.0	0.0	0.1

Returns

	FELE	HPQ	HPE	IBM	CSCO	AAPL	Median
Name	Franklin.	HP	Hewlett .	Internat.	Cisco Sy.	Apple
1M Rtn	4.3%	-3.6%	12.7%	-1.1%	1.6%	-2.0%	0.2%
3M Rtn	4.6%	-11.9%	2.7%	7.9%	17.0%	7.1%	5.9%
6M Rtn	10.5%	-4.0%	34.5%	6.6%	15.2%	36.3%	12.9%
12M Rtn	2.4%	-27.0%	16.2%	40.5%	34.5%	7.5%	11.8%
3Y Rtn	27.3%	-3.7%	67.3%	141.3%	79.6%	114.1%	73.5%
1M Excs Rtn	1.8%	-5.6%	12.9%	-2.2%	-0.0%	-3.7%	-1.1%
3M Excs Rtn	0.3%	-16.2%	-1.7%	3.6%	12.7%	2.8%	1.6%
6M Excs Rtn	-1.8%	-16.3%	22.3%	-5.7%	3.0%	24.0%	0.6%
12M Excs Rtn	-13.5%	-42.9%	-0.7%	25.0%	19.9%	-8.4%	-4.6%
3Y Excs Rtn	-51.6%	-83.5%	-11.2%	59.6%	-1.2%	28.4%	-6.2%

FDIC Bank Data

Bank Capital

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Bank Deposits

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Bank Assets

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Bank Loans

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FDA Approved Drugs Data

Expand for Morenull

Financials

Annual
Quarterly

$ Mil \| FY: 12/31	LTM	2024	2023	2022	2021	2020	2019
Period End	9/30/2025	12/31/2024	12/31/2023	12/31/2022	12/31/2021	12/31/2020	12/31/2019
Filing Date	10/30/2025	2/21/2025	2/23/2024	2/22/2023	2/25/2022	2/24/2021	2/25/2020
Key Financials
Total Revenue	2,110	2,021	2,065	2,044	1,662	1,247	1,315
EBITDA	257	294	306	297	239	165	162
Operating Income	264	247	264	259	190	133	130
Net Income	141	180	193	187	154	100	95
EPS	3.09	3.92	4.17	4.02	3.29	2.16	2.04
Growth Rates
Total Revenue Growth	5.1%	-2.1%	1.0%	23.0%	33.2%	-5.1%	1.3%
EBITDA Growth	-14.2%	-3.9%	3.1%	24.1%	45.3%	1.7%	-4.0%
Operating Income Growth	4.9%	-6.2%	1.6%	36.6%	42.7%	2.6%	-3.0%
Net Income Growth	-23.6%	-6.7%	3.2%	21.8%	53.2%	5.2%	-9.8%
Margins
EBITDA Margin	12.2%	14.6%	14.8%	14.5%	14.4%	13.2%	12.3%
Operating Income Margin	12.5%	12.2%	12.8%	12.7%	11.4%	10.7%	9.9%
Net Income Margin	6.7%	8.9%	9.4%	9.2%	9.3%	8.1%	7.3%
Cash & Debt
Total Cash	103	221	85	46	41	131	64
Total Debt	271	192	156	265	237	126	143
Net Debt / (Cash)	168	-29	71	219	196	-4	78
Cash Flows
Net Cash from Operations	245	261	316	102	130	212	178
Free Cash from Operations	202	220	274	60	100	189	156
Returns to Shareholders
Dividends	49	47	42	37	33	30	28
Share Repurchases	133	61	43	40	26	20	11

$ Mil \| FY: 12/31	2025Q3	2025Q2	2025Q1	2024Q4	2024Q3	2024Q2	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4
Period End	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	12/31/2022
Filing Date	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	2/22/2023
Key Financials Quarterly
Total Revenue	582	587	455	486	531	543	461	473	538	569	485	489
Ebitda	43	99	58	56	88	93	58	61	89	92	64	66
Operating Income	85	88	44	46	74	79	48	51	79	81	53	56
Net Income	17	60	31	34	55	59	33	39	58	60	37	40
EPS	0.37	1.32	0.67	0.73	1.19	1.28	0.71	0.83	1.25	1.29	0.81	0.85
Key Financials TTM
Total Revenue TTM	2,110	2,060	2,016	2,021	2,009	2,016	2,041	2,065	2,082	2,095	2,077	2,044
Ebitda TTM	257	301	295	294	299	301	300	306	311	310	310	297
Operating Income TTM	264	253	243	247	252	257	259	264	269	272	271	259
Net Income TTM	141	179	178	180	185	188	189	193	194	195	195	187
Growth Rates Quarterly
Total Revenue Growth	9.5%	8.1%	-1.2%	2.7%	-1.3%	-4.6%	-4.9%	-3.4%	-2.4%	3.3%	7.3%	13.2%
EBITDA Growth	-50.8%	6.9%	0.9%	-8.1%	-1.9%	0.9%	-9.8%	-7.3%	1.4%	-0.0%	25.0%	2.0%
Operating Income Growth	15.7%	11.6%	-7.7%	-9.4%	-6.2%	-2.3%	-9.1%	-9.4%	-3.3%	0.1%	29.7%	19.1%
Net Income Growth	-69.3%	1.8%	-6.1%	-12.7%	-5.5%	-0.8%	-11.7%	-2.6%	-1.4%	0.4%	25.4%	-2.7%
Margins Quarterly
EBITDA Margin	7.4%	16.9%	12.8%	11.6%	16.5%	17.1%	12.5%	13.0%	16.6%	16.2%	13.2%	13.5%
Operating Income Margin	14.7%	15.0%	9.7%	9.6%	13.9%	14.6%	10.4%	10.8%	14.6%	14.2%	10.9%	11.5%
Net Income Margin	2.9%	10.2%	6.8%	6.9%	10.3%	10.9%	7.2%	8.2%	10.7%	10.5%	7.7%	8.1%
Cash & Debt
Total Cash	103	105	84	221	106	58	65	85	63	53	52	46
Total Debt	271	346	225	192	149	192	171	156	170	292	320	265
Net Debt / (Cash)	168	242	141	-29	43	133	106	71	107	238	268	219
Cash Flows Quarterly
FCF from Operations	103	51	-19	110	116	36	-1	117	156	55	-12	95
Cash Flows TTM
FCF from Operations TTM	245	258	243	261	268	308	326	316	293	207	151	102
Returns to Shareholders Quarterly
Dividends	12	12	13	11	11	12	12	10	10	10	10	10
Share Repurchases	0	122	7	4	9	39	9	13	4	8	17	10
Return on Invested Capital (ROIC) Quarterly
ROIC	63.5%	63.9%	48.3%	182.5%	125.6%	95.3%	63.6%	84.5%	111.7%	72.0%	43.6%	58.2%
Return on Invested Capital (ROIC) TTM
ROIC TTM	51.7%	46.9%	68.8%	226.2%	109.9%	79.3%	88.2%	106.2%	96.2%	60.2%	57.1%	65.5%

Segment Financials

Assets by Segment

$ Mil	2024	2023	2022	2021	2020
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	$99.21
Market Cap ($ Bil)	4.4
First Trading Date	03/26/1990
Distance from 52W High	-5.6%
	50 Days	200 Days
DMA Price	$95.49	$92.49
DMA Trend	indeterminate	indeterminate
Distance from DMA	3.9%	7.3%
	3M	1YR
Volatility	19.6%	25.1%
Downside Capture	56.04	91.62
Upside Capture	66.23	79.66
Correlation (SPY)	35.9%	64.3%

FELE Betas & Captures as of 11/30/2025

	1M	2M	3M	6M	1Y	3Y
Beta	0.49	0.49	0.59	0.88	0.83	0.95
Up Beta	0.47	0.59	0.97	1.56	0.88	1.06
Down Beta	-0.23	0.38	0.22	0.48	0.73	0.78
Up Capture	66%	49%	48%	78%	63%	75%
Bmk +ve Days	12	25	38	73	141	426
Stock +ve Days	8	22	31	62	116	374
Down Capture	56%	51%	78%	85%	98%	101%
Bmk -ve Days	7	16	24	52	107	323
Stock -ve Days	11	19	31	63	132	373

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

Based On 1-Year Data

		Comparison of FELE With Other Asset Classes (Last 1Y)
	FELE	Sector ETF	Equity	Gold	Commodities	Real Estate	Bitcoin
Annualized Return	2.0%	19.3%	17.8%	72.1%	8.6%	4.4%	-8.2%
Annualized Volatility	24.9%	18.8%	19.4%	19.3%	15.2%	17.0%	35.0%
Sharpe Ratio	0.03	0.80	0.72	2.70	0.34	0.09	-0.08
Correlation With Other Assets		71.7%	64.3%	1.5%	17.8%	63.2%	28.8%

ETFs used for asset classes: Sector ETF = XLI, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How

Based On 5-Year Data

		Comparison of FELE With Other Asset Classes (Last 5Y)
	FELE	Sector ETF	Equity	Gold	Commodities	Real Estate	Bitcoin
Annualized Return	7.9%	13.8%	14.7%	18.7%	11.5%	4.6%	30.8%
Annualized Volatility	26.5%	17.2%	17.1%	15.5%	18.7%	18.9%	48.6%
Sharpe Ratio	0.30	0.65	0.70	0.97	0.50	0.16	0.57
Correlation With Other Assets		72.9%	62.0%	7.3%	15.0%	52.7%	26.0%

Based On 10-Year Data

		Comparison of FELE With Other Asset Classes (Last 10Y)
	FELE	Sector ETF	Equity	Gold	Commodities	Real Estate	Bitcoin
Annualized Return	14.7%	13.5%	14.8%	15.3%	7.0%	5.3%	69.2%
Annualized Volatility	31.1%	19.9%	18.0%	14.7%	17.6%	20.8%	55.8%
Sharpe Ratio	0.51	0.60	0.71	0.86	0.32	0.22	0.90
Correlation With Other Assets		68.8%	62.6%	2.0%	20.3%	50.6%	16.6%

Short Interest

Short Interest: As Of Date	12152025
Short Interest: Shares Quantity	600,718
Short Interest: % Change Since 11302025	-22.4%
Average Daily Volume	229,784
Days-to-Cover Short Interest	2.61
Basic Shares Quantity	44,500,000
Short % of Basic Shares	1.3%

Returns Analyses

	Title
0	With Franklin Electric Stock Surging, Have You Considered The 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
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%
...
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%	-11.2%	-12.9%

	Forward Returns
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%
2/18/2020	-3.5%	-5.3%	-12.9%
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%	-11.2%	-12.9%

SEC Filings

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Report Date	Filing Date	Filing
9302025	10302025	10-Q 9/30/2025
6302025	7312025	10-Q 6/30/2025
3312025	5012025	10-Q 3/31/2025
12312024	2212025	10-K 12/31/2024
9302024	10312024	10-Q 9/30/2024
6302024	7262024	10-Q 6/30/2024
3312024	4302024	10-Q 3/31/2024
12312023	2232024	10-K 12/31/2023
9302023	10272023	10-Q 9/30/2023
6302023	7282023	10-Q 6/30/2023
3312023	5052023	10-Q 3/31/2023
12312022	2222023	10-K 12/31/2022
9302022	11012022	10-Q 9/30/2022
6302022	8022022	10-Q 6/30/2022
3312022	5032022	10-Q 3/31/2022
12312021	2252022	10-K 12/31/2021

Insider Activity

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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 (12/29/2025): $99.26 | Market Cap: $4.4 BilSector: Industrials | Industry: Industrial Machinery & Supplies & Components

Franklin Electric (FELE)

Market Price (12/29/2025): $99.26Market Cap: $4.4 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

FELE Stock

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)

Franklin Electric (FELE) Major Customers

Water Systems

Fueling Systems

Interactive Breakdown

Better Bets than Franklin Electric (FELE)

INDUSTRY: Industrial Machinery & Supplies & Components

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

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for FELE: 2.1% | 16.7x)

Higher Rev Chg LTM (Value for FELE: 5.1%)

Higher Rev Chg 3Y Avg (Value for FELE: 2.1%)

Higher Op Mgn LTM (Value for FELE: 12.5%)

Higher CFO/Rev LTM (Value for FELE: 11.6%)

Higher FCF/Rev LTM (Value for FELE: 9.6%)

Higher Total Yield (Value for FELE: 3.8%)

SECTOR: Industrials

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

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for FELE: 2.1% | 16.7x)

Higher Rev Chg LTM (Value for FELE: 5.1%)

Higher Rev Chg 3Y Avg (Value for FELE: 2.1%)

Higher Op Mgn LTM (Value for FELE: 12.5%)

Higher CFO/Rev LTM (Value for FELE: 11.6%)

Higher FCF/Rev LTM (Value for FELE: 9.6%)

Higher Total Yield (Value for FELE: 3.8%)

All Other Sectors

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

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for FELE: 2.1% | 16.7x)

Higher Rev Chg LTM (Value for FELE: 5.1%)

Higher Rev Chg 3Y Avg (Value for FELE: 2.1%)

Higher Op Mgn LTM (Value for FELE: 12.5%)

Higher CFO/Rev LTM (Value for FELE: 11.6%)

Higher FCF/Rev LTM (Value for FELE: 9.6%)

Higher Total Yield (Value for FELE: 3.8%)

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Market Price (12/29/2025): $99.26 | Market Cap: $4.4 Bil
Sector: Industrials | Industry: Industrial Machinery & Supplies & Components

Market Price (12/29/2025): $99.26
Market Cap: $4.4 Bil
Sector: Industrials
Industry: Industrial Machinery & Supplies & Components