Tearsheet

Flowserve (FLS)


Market Price (12/28/2025): $71.05 | Market Cap: $9.3 Bil
Sector: Industrials | Industry: Industrial Machinery & Supplies & Components

Flowserve (FLS)


Market Price (12/28/2025): $71.05
Market Cap: $9.3 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 yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.5%, FCF Yield is 6.8%
Trading close to highs
Dist 52W High is -3.0%, Dist 3Y High is -3.0%
Key risks
FLS key risks include [1] significant dependence on the cyclical capital spending of the oil, Show more.
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 15%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 13%
  
2 Low stock price volatility
Vol 12M is 49%
  
3 Megatrend and thematic drivers
Megatrends include Water Infrastructure, and Sustainable Infrastructure. Themes include Water Treatment & Delivery, Wastewater Management, Show more.
  
0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.5%, FCF Yield is 6.8%
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 15%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 13%
2 Low stock price volatility
Vol 12M is 49%
3 Megatrend and thematic drivers
Megatrends include Water Infrastructure, and Sustainable Infrastructure. Themes include Water Treatment & Delivery, Wastewater Management, Show more.
4 Trading close to highs
Dist 52W High is -3.0%, Dist 3Y High is -3.0%
5 Key risks
FLS key risks include [1] significant dependence on the cyclical capital spending of the oil, Show more.

Valuation, Metrics & Events

FLS Stock


Why The Stock Moved


Qualitative Assessment

AI Analysis | Feedback

Here are the key points explaining Flowserve's (FLS) stock movement between approximately August 31, 2025, and December 28, 2025:

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<b>1. Strong Third Quarter 2025 Financial Performance:</b> Flowserve reported robust financial results for the third quarter ended September 30, 2025. Highlights included bookings of $1.2 billion, with a 6% increase in aftermarket bookings to over $650 million, and power bookings rising 23% year-over-year, including $140 million in nuclear awards. The company also saw its adjusted operating margin expand by 370 basis points to 14.8%, with adjusted earnings per share reaching $0.90.

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<b>2. Increased Full-Year 2025 Adjusted EPS Guidance:</b> Reflecting confidence in continued strong performance, Flowserve raised its full-year 2025 Adjusted EPS guidance from $3.25-$3.40 to $3.40-$3.50. This revised guidance at the midpoint represents an increase of over 30% compared to the prior year.

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<b>3. Strategic Portfolio Optimization Through Acquisitions and Divestitures:</b> In October 2025, Flowserve announced a transaction to divest its legacy asbestos liabilities, a move designed to enable the company to focus its capital allocation priorities on growth and value-enhancing opportunities. Further, in December 2025, Flowserve acquired Greenray Turbine Solutions, expanding its aftermarket capabilities in industrial gas turbines.

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<b>4. Positive Analyst Sentiment and Upgraded Price Targets:</b> Throughout late 2024 and 2025, financial analysts maintained or upgraded their ratings and price targets for Flowserve, with a consensus "Strong Buy" rating. Several analysts set price targets in the high $70s to low $80s in late 2025, including Goldman Sachs setting an $80.00 price target in December 2025, anticipating a potential 12.30% upside. Stifel also increased its price target to $77.00 in February 2025.

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<b>5. Shareholder Returns and Robust Cash Generation:</b> The company demonstrated a commitment to returning value to shareholders, generating $402 million in cash from operations in Q3 2025, and returning $173 million to shareholders through dividends and share repurchases during the same quarter. Additionally, a quarterly cash dividend of $0.21 per share was authorized in December 2025.

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Stock Movement Drivers

Fundamental Drivers

The 31.8% change in FLS stock from 9/27/2025 to 12/27/2025 was primarily driven by a 53.9% change in the company's Net Income Margin (%).
927202512272025Change
Stock Price ($)53.8971.0331.80%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)4646.074687.420.89%
Net Income Margin (%)6.28%9.66%53.91%
P/E Multiple24.1820.44-15.47%
Shares Outstanding (Mil)130.85130.310.41%
Cumulative Contribution31.80%

LTM = Last Twelve Months as of date shown

Market Drivers

9/27/2025 to 12/27/2025
ReturnCorrelation
FLS31.8% 
Market (SPY)4.3%26.8%
Sector (XLI)3.0%28.6%

Fundamental Drivers

The 33.3% change in FLS stock from 6/28/2025 to 12/27/2025 was primarily driven by a 57.8% change in the company's Net Income Margin (%).
628202512272025Change
Stock Price ($)53.2771.0333.33%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)4614.874687.421.57%
Net Income Margin (%)6.12%9.66%57.83%
P/E Multiple24.8220.44-17.62%
Shares Outstanding (Mil)131.57130.310.95%
Cumulative Contribution33.32%

LTM = Last Twelve Months as of date shown

Market Drivers

6/28/2025 to 12/27/2025
ReturnCorrelation
FLS33.3% 
Market (SPY)12.6%32.0%
Sector (XLI)7.5%34.3%

Fundamental Drivers

The 24.8% change in FLS stock from 12/27/2024 to 12/27/2025 was primarily driven by a 63.8% change in the company's Net Income Margin (%).
1227202412272025Change
Stock Price ($)56.9171.0324.80%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)4542.644687.423.19%
Net Income Margin (%)5.90%9.66%63.83%
P/E Multiple27.9220.44-26.78%
Shares Outstanding (Mil)131.40130.310.82%
Cumulative Contribution24.79%

LTM = Last Twelve Months as of date shown

Market Drivers

12/27/2024 to 12/27/2025
ReturnCorrelation
FLS24.8% 
Market (SPY)17.0%59.9%
Sector (XLI)19.2%60.6%

Fundamental Drivers

The 152.6% change in FLS stock from 12/28/2022 to 12/27/2025 was primarily driven by a 301.6% change in the company's Net Income Margin (%).
1228202212272025Change
Stock Price ($)28.1171.03152.65%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)3495.624687.4234.09%
Net Income Margin (%)2.41%9.66%301.56%
P/E Multiple43.7020.44-53.22%
Shares Outstanding (Mil)130.70130.310.30%
Cumulative Contribution152.65%

LTM = Last Twelve Months as of date shown

Market Drivers

12/28/2023 to 12/27/2025
ReturnCorrelation
FLS76.5% 
Market (SPY)48.0%59.5%
Sector (XLI)41.2%63.7%

Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
FLS Return-24%-15%3%37%42%25%63%
Peers Return16%38%-12%21%26%16%150%
S&P 500 Return16%27%-19%24%23%18%114%

Monthly Win Rates [3]
FLS Win Rate50%50%42%67%67%50% 
Peers Win Rate52%65%42%68%57%52% 
S&P 500 Win Rate58%75%42%67%75%73% 

Max Drawdowns [4]
FLS Max Drawdown-61%-20%-19%-2%-4%-31% 
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 FLS 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 KeyEventFLSS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-45.2%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven82.3%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven530 days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-62.0%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven163.4%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven1,576 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-36.0%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven56.1%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven2,144 days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-73.2%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven272.8%131.3%
2008 Global Financial CrisisTime to BreakevenTime to Breakeven1,477 days1,480 days

Compare to HPQ, HPE, IBM, CSCO, AAPL

In The Past

Flowserve's stock fell -45.2% during the 2022 Inflation Shock from a high on 6/8/2021. A -45.2% loss requires a 82.3% gain to breakeven.

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About Flowserve (FLS)

Flowserve Corporation designs, develops, manufactures, distributes, and services industrial flow management equipment in the United States, Europe, the Middle East, Africa, Asia, and internationally. It operates in two segments, Flowserve Pump Division (FPD) and Flow Control Division (FCD). The FPD segment offers custom and pre-configured pumps and pump systems, mechanical seals, auxiliary systems, replacement parts, upgrades, and related aftermarket services, including installation and commissioning services, seal systems spare parts, repairs, advanced diagnostics, re-rate and upgrade solutions, retrofit programs, and machining and asset management solutions, as well as manufactures a gas-lubricated mechanical seal for use in high-speed compressors for gas pipelines. The FCD segment provides engineered and industrial valve and automation solutions, including isolation and control valves, actuation, controls, and related equipment, as well as equipment maintenance services for flow control systems, including advanced diagnostics, repair, installation, commissioning, retrofit programs, and field machining capabilities. This segment's products are used to control, direct, and manage the flow of liquids, gases, and fluids. The company primarily serves oil and gas, chemical and pharmaceuticals, power generation, and water management markets, as well as general industries, including mining and ore processing, pulp and paper, food and beverage, and other smaller applications. The company distributes its products through direct sales, distributors, and sales representatives. Flowserve Corporation was incorporated in 1912 and is headquartered in Irving, Texas.

AI Analysis | Feedback

Here are 1-3 brief analogies for Flowserve:

  • Flowserve is like a specialized Honeywell or Siemens, but focused entirely on industrial pumps, valves, and seals for critical processes.
  • It's the Caterpillar or John Deere for the unseen components that manage fluid and gas flow within factories, power plants, and refineries.
  • Flowserve is essentially Emerson Electric for large-scale industrial fluid and gas management.

AI Analysis | Feedback

  • Pumps: Industrial pumps designed for critical applications across various industries, including oil and gas, power generation, and chemical processing.
  • Mechanical Seals: Advanced mechanical seals and sealing systems engineered to prevent leakage in rotating equipment, improving operational safety and efficiency.
  • Valves: A comprehensive portfolio of control valves, shut-off valves, and other valve solutions for precise fluid control and isolation in demanding environments.
  • Aftermarket Services: Provides essential repair, maintenance, installation, upgrades, and field support for their flow control products and other original equipment manufacturers.

AI Analysis | Feedback

Flowserve (FLS) Major Customers

Flowserve (FLS) operates primarily in a business-to-business (B2B) model, providing critical fluid motion and control products and services (such as pumps, valves, and seals) to a diverse range of industrial customers globally. Due to the nature of its business and broad customer base, Flowserve does not publicly disclose a list of specific 'major customers' by name in its financial reports. However, based on its reported market segments and industry focus, its customers are generally large corporations operating in capital-intensive industries.

The categories of companies that constitute Flowserve's customer base, along with illustrative examples of public companies that operate within these sectors and would typically purchase Flowserve's products, include:

  • Oil & Gas Companies (Upstream, Midstream, and Downstream operations): These include international and national oil companies, refiners, and pipeline operators who require Flowserve's equipment for extraction, processing, and transportation of hydrocarbons.
    • ExxonMobil (XOM)
    • Chevron (CVX)
    • Shell plc (SHEL)
    • BP p.l.c. (BP)
    • Marathon Petroleum Corporation (MPC)
  • Chemical & Petrochemical Manufacturers: Companies producing various chemicals, plastics, and other related products rely on Flowserve's pumps and valves for their demanding process applications.
    • Dow Inc. (DOW)
    • LyondellBasell Industries N.V. (LYB)
    • DuPont de Nemours, Inc. (DD)
  • Power Generation Companies (Utilities & Independent Power Producers): Operators of power plants (including thermal, nuclear, and some renewable support infrastructure) use Flowserve products for critical fluid handling systems.
    • Duke Energy Corporation (DUK)
    • NextEra Energy, Inc. (NEE)
    • Exelon Corporation (EXC)
  • Engineering, Procurement, and Construction (EPC) Firms: These companies are often responsible for designing, building, and delivering large-scale industrial projects for end-clients, frequently specifying and procuring Flowserve's equipment for these projects.
    • Fluor Corporation (FLR)
    • KBR, Inc. (KBR)
    • Jacobs Solutions Inc. (J)
  • Water Management Companies & Industrial Water Users: Companies involved in municipal and industrial water and wastewater treatment, desalination, and distribution utilize Flowserve's pumps and other fluid handling solutions.
    • American Water Works Company, Inc. (AWK)
    • Evoqua Water Technologies Corp. (AQUA)

AI Analysis | Feedback

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R. Scott Rowe President and Chief Executive Officer

R. Scott Rowe has served as President and Chief Executive Officer of Flowserve since April 2017. Prior to joining Flowserve, Mr. Rowe served as President of the Cameron Group, a position he assumed in April 2016 following the merger between Schlumberger and Cameron International Corporation. During his 14-year career at Cameron, he held various progressive roles, culminating as its President and CEO. He also led the transformative pre-merger joint venture between Cameron and Schlumberger, which formed OneSubsea, a $3 billion business that he later ran as CEO. Before Cameron, Mr. Rowe was with Varco International and served in the U.S. Army.

Amy B. Schwetz Senior Vice President, Chief Financial Officer

Amy B. Schwetz has served as Senior Vice President and Chief Financial Officer of Flowserve since February 2020. Before Flowserve, Ms. Schwetz was Executive Vice President and Chief Financial Officer at Peabody Energy Corporation from 2015 to 2020, where she held various roles of increasing responsibility since August 2005. She began her career as an audit manager at Ernst & Young. Ms. Schwetz is also a member of the board of directors of Dril-Quip, Inc.

Lamar L. Duhon President, Flowserve Pumps Division

Lamar L. Duhon has served as President of the Flowserve Pumps Division since February 2023, joining the company in 2022. He previously held the role of President of Aftermarket Services & Solutions from January 2022 to February 2023. Before Flowserve, Mr. Duhon held increasing positions of responsibility at Halliburton from 2010 to 2021, including Vice President, Sperry Drilling.

Alice M. DeBiasio President, Flow Control Division

Alice M. DeBiasio joined Flowserve as President of the Flow Control Division in October 2025. Prior to Flowserve, Ms. DeBiasio served as Vice President, General Manager of Carrier Corporation's Truck Trailer Americas and Digital Solutions business segment since January 2023, and held leadership roles at Resideo (formerly Honeywell) and Northrop Grumman.

Brian Boukalik Senior Vice President, Chief Human Resources Officer

Brian Boukalik has served as Senior Vice President and Chief Human Resources Officer since May 2024. Before Flowserve, Mr. Boukalik held increasing positions of responsibility at Tenneco from 2017 to 2023, including Executive Vice President and Chief Human Resources Officer from 2022 to 2023. Prior to Tenneco, he spent 17 years at Eaton in various HR leadership positions.

AI Analysis | Feedback

The public company Flowserve (FLS) faces several key business risks, primarily stemming from its exposure to cyclical industries, intense competition, and global operational challenges.

  1. Dependence on Cyclical Industries and Project Delays: A significant portion of Flowserve's Original Equipment (OE) sales is tied to the capital expenditure cycles of industries such as oil and gas, and chemicals. Downturns or reduced investment in these sectors can directly impact Flowserve's revenue. Additionally, delays or cancellations of large projects in the energy and chemical sectors, including their focus on nuclear projects, can lead to deferred revenue and affect short-term earnings.
  2. Intense Competition: Flowserve operates in a highly competitive market, contending with major players like ITT Industries, Sulzer Pumps, Baker Hughes Co., and Emerson Electric Co. Aggressive pricing strategies or faster technological innovation from these competitors could lead to a loss of market share for Flowserve.
  3. Geopolitical and Supply Chain Risks: With operations spanning over 50 countries, Flowserve is exposed to various geopolitical risks, including trade tensions and potential disruptions to its global supply chain. The company's reliance on third-party suppliers for components also creates vulnerabilities to bottlenecks or increased costs, which can impact production and delivery times.

AI Analysis | Feedback

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AI Analysis | Feedback

Flowserve Corporation (FLS) operates in the addressable markets for industrial pumps, valves, and seals.

Pumps

  • The global industrial pumps market was estimated at USD 43.90 billion in 2023 and is projected to reach USD 59.95 billion by 2030, growing at a CAGR of 4.5% from 2024 to 2030.
  • Another estimate for the global industrial pumps market valued it at USD 46.4 billion in 2024, with a projection to reach USD 77.1 billion in 2034 at a CAGR of 5.3%.
  • The global pumps market size was USD 59.68 billion in 2024 and is anticipated to reach approximately USD 92.15 billion by 2034, expanding at a CAGR of 4.44% from 2025 to 2034.
  • The global pumps market size was valued at USD 77.34 billion in 2024 and is estimated to reach USD 99.01 billion by 2033, exhibiting a CAGR of 2.78% during 2025-2033.
  • The Asia Pacific region dominated the pumps market with a revenue share of 45.2% in 2024.
  • The United States industrial pumps market accounted for an estimated USD 11 billion in revenue in 2024, representing about 80% of the North American market share.

Valves

  • The global industrial valves market size was valued at USD 76.2 billion in 2023 and is projected to reach USD 100.9 billion by 2030, growing at a CAGR of 4.4% from 2024 to 2030.
  • Other estimations for the global industrial valve market include USD 75.9 billion in 2024, expected to reach USD 142.6 billion in 2034 with a CAGR of 6.6% from 2025 to 2034.
  • Another report states the global industrial valves market size was USD 78.2 billion in 2024 and is estimated to reach USD 131.6 billion by 2033, exhibiting a CAGR of 6% during 2025-2033.
  • The global industrial valves market was valued at USD 65 billion in 2021 and is estimated to reach USD 110.5 billion by 2031, growing at a CAGR of 5.3% from 2022 to 2031.
  • The Asia Pacific region accounted for the largest revenue share of 35.8% in 2023 and is expected to witness the fastest growth over the forecast period. Asia Pacific held a significant market share of over 42% in 2024, and in 2021, it held over 40.2% of the industrial valves industry.
  • The U.S. industrial valves market accounted for a 15.6% share of the global market in 2023 and is expected to grow significantly, exhibiting a CAGR of 5.1% from 2022 to 2031. In 2024, the United States led the North American industrial valve market with approximately 79% market share and an estimated USD 17.9 billion in revenue.

Seals (Mechanical Seals and Gaskets and Seals)

  • The global mechanical seals market size was valued at USD 3.20 billion in 2018 and is projected to reach USD 6.92 billion by 2032, exhibiting a CAGR of 5.3%.
  • The global mechanical seals market is expected to reach USD 5.64 billion in 2024 and further increase to USD 8.76 billion by 2035, with a CAGR of 4.08% from 2025 to 2035.
  • Another estimate for the global mechanical seal market size was USD 3.5 billion in 2023 and is projected to reach USD 4.9 billion by 2032, registering a CAGR of 4.2% during the forecast period (2024-2032).
  • The mechanical seals market size is estimated at USD 7.27 billion in 2025 and is expected to reach USD 9.07 billion by 2030, at a CAGR of 4.52% during the forecast period (2025-2030).
  • The global mechanical seals market size was valued at USD 3.8 billion in 2023 and is poised to grow from USD 3.97 billion in 2024 to USD 5.65 billion by 2032, at a CAGR of 4.5% during the forecast period (2025-2032).
  • The Asia Pacific region dominated the mechanical seals market with a market share of 35.31% in 2018, is the most significant global mechanical seal shareholder, and generated 36.65% of the mechanical seals market revenue in 2024.
  • The mechanical seals market in the U.S. is projected to grow significantly, reaching an estimated value of USD 1.13 billion by 2032. North America holds a significant 26.2% share of the global mechanical seals market and is anticipated to exhibit a CAGR of 4.4% over the forecast period.

AI Analysis | Feedback

Flowserve Corporation (FLS) is expected to drive future revenue growth over the next 2-3 years through several key initiatives and market trends:

  1. Expansion in New Energy Markets: Flowserve's "3D growth strategy" includes a significant focus on decarbonization and rapidly expanding new energy opportunities. This involves capturing opportunities in clean energy projects, the nuclear sector (including large reactors and small modular reactors), and water infrastructure. The company has already seen record nuclear bookings.
  2. Growth in Aftermarket Services: The aftermarket business is a consistent and strong contributor to Flowserve's revenue and is seen as a key driver of recurring revenue. Aftermarket bookings have shown significant year-over-year growth and represent a substantial portion of total bookings.
  3. Strategic Acquisitions: Flowserve is pursuing mergers and acquisitions to strengthen its portfolio, expand offerings, and enter new markets. Recent examples include the acquisition of Mogas Industries, which is expected to enhance Flowserve's portfolio and support long-term value creation. The company has also expressed renewed interest in M&A, particularly in the nuclear sector and complementary products, to offset organic growth headwinds.
  4. Execution of the 3D Growth Strategy and Conversion of Strong Backlog: Beyond decarbonization, the broader 3D growth strategy encompasses diversification and digitization initiatives aimed at accelerating growth. Flowserve maintains a substantial backlog of orders, which stood at near-record levels of $2.8 billion at the end of Q3 2024. Converting this backlog efficiently into revenue is a critical driver for future sales.

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Share Repurchases

  • As of March 31, 2025, Flowserve had $258.8 million of remaining capacity for Board of Directors approved share repurchases.
  • In the second quarter of 2025, nearly $60 million was allocated to a combination of dividends and share repurchases.
  • During the third quarter of 2024, common share repurchases amounted to $20.070 million.

Share Issuance

  • Flowserve's shares outstanding increased slightly year-over-year, with 0.132 billion shares outstanding in 2024, a 0.32% increase from 2023, and 0.131 billion shares outstanding in 2022, a 0.35% increase from 2021.
  • As of April 21, 2025, the company had 130,728,620 shares of common stock outstanding.
  • Share issuance primarily relates to employee stock plans, including the 2020 Plan and the Employee Stock Purchase Plan (ESPP), which had 3,996,597 shares available for issuance.

Outbound Investments

  • Flowserve completed the acquisition of MOGAS Industries in 2024, which significantly enhanced its severe service valve portfolio.
  • The company plans to pursue acquisitions, particularly in the nuclear sector and for complementary products, to strengthen its portfolio and expand project capabilities.
  • Flowserve remains open to disciplined mergers and acquisitions (M&A) following the termination of its planned merger with Chart Industries.

Capital Expenditures

  • Flowserve projects capital expenditures (CapEx) for 2025 to be between $80 million and $90 million.
  • Capital expenditures for 2024 were reaffirmed at $75 million to $85 million, with actual expenditures reported as $81.019 million.
  • Over the past five years (2020-2024), capital expenditures averaged $67.401 million, with annual figures ranging from a low of $54.936 million in 2021 to a high of $81.019 million in 2024. These expenditures support operational improvements, increased productivity, and addressing market demand, including opportunities in energy transition.

Better Bets than Flowserve (FLS)

Trade Ideas

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

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
CNM_11212025_Dip_Buyer_FCFYield11212025CNMCore & MainDip BuyDB | 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_FCFYield11212025VRRMVerra MobilityDip BuyDB | 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_ValueBuy11212025LIILennox InternationalDip BuyDB | 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_Cheaper11212025ADPAutomatic Data ProcessingMonopolyMY | 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%11212025CWCurtiss-WrightQualityQ | 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%
FLS_3312020_Dip_Buyer_High_FCF_Yield_ExInd_DE_RevG03312020FLSFlowserveDip BuyDB | FCF Yield | Low D/EDip Buy with High Free Cash Flow Yield
Buying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap
14.3%66.5%-7.1%

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Peer Comparisons for Flowserve

Peers to compare with:

Financials

FLSHPQHPEIBMCSCOAAPLMedian
NameFlowserveHP Hewlett .Internat.Cisco Sy.Apple  
Mkt Price71.0323.2624.49305.0978.16273.4074.59
Mkt Cap9.321.932.6284.9309.24,074.4158.8
Rev LTM4,68755,29534,29665,40257,696408,62556,496
Op Inc LTM4623,6241,64411,54412,991130,2147,584
FCF LTM6292,80062711,85412,73396,1847,327
FCF 3Y Avg3672,9781,40011,75313,879100,5037,366
CFO LTM7033,6972,91913,48313,744108,5658,590
CFO 3Y Avg4423,6723,89613,49814,736111,5598,697

Growth & Margins

FLSHPQHPEIBMCSCOAAPLMedian
NameFlowserveHP Hewlett .Internat.Cisco Sy.Apple  
Rev Chg LTM3.2%3.2%13.8%4.5%8.9%6.0%5.2%
Rev Chg 3Y Avg10.5%-3.9%6.5%2.6%3.7%1.8%3.2%
Rev Chg Q3.6%4.2%14.4%9.1%7.5%9.6%8.3%
QoQ Delta Rev Chg LTM0.9%1.1%3.7%2.1%1.8%2.1%2.0%
Op Mgn LTM9.9%6.6%4.8%17.7%22.5%31.9%13.8%
Op Mgn 3Y Avg9.0%7.4%7.2%16.4%24.2%30.8%12.7%
QoQ Delta Op Mgn LTM-0.6%-0.2%-1.4%0.6%0.4%0.1%-0.1%
CFO/Rev LTM15.0%6.7%8.5%20.6%23.8%26.6%17.8%
CFO/Rev 3Y Avg9.7%6.8%12.7%21.4%26.1%28.4%17.1%
FCF/Rev LTM13.4%5.1%1.8%18.1%22.1%23.5%15.8%
FCF/Rev 3Y Avg8.0%5.5%4.6%18.6%24.6%25.6%13.3%

Valuation

FLSHPQHPEIBMCSCOAAPLMedian
NameFlowserveHP Hewlett .Internat.Cisco Sy.Apple  
Mkt Cap9.321.932.6284.9309.24,074.4158.8
P/S2.00.41.04.45.410.03.2
P/EBIT13.26.819.925.122.531.321.2
P/E20.48.6572.736.029.941.033.0
P/CFO13.25.911.221.122.537.517.1
Total Yield5.5%14.1%2.3%5.0%5.4%2.8%5.2%
Dividend Yield0.6%2.5%2.1%2.2%2.1%0.4%2.1%
FCF Yield 3Y Avg5.5%10.6%5.5%6.4%6.0%3.1%5.8%
D/E0.20.50.70.20.10.00.2
Net D/E0.10.30.60.20.00.00.1

Returns

FLSHPQHPEIBMCSCOAAPLMedian
NameFlowserveHP Hewlett .Internat.Cisco Sy.Apple  
1M Rtn1.0%-1.8%14.4%0.6%2.7%-1.5%0.8%
3M Rtn31.8%-11.9%2.7%7.9%17.0%7.1%7.5%
6M Rtn33.3%-4.0%34.5%6.6%15.2%36.3%24.3%
12M Rtn24.8%-27.0%16.2%40.5%34.5%7.5%20.5%
3Y Rtn152.6%-1.9%71.1%143.1%81.3%120.2%100.7%
1M Excs Rtn-1.1%-5.6%12.9%-2.2%-0.0%-3.7%-1.7%
3M Excs Rtn27.5%-16.2%-1.7%3.6%12.7%2.8%3.2%
6M Excs Rtn21.1%-16.3%22.3%-5.7%3.0%24.0%12.0%
12M Excs Rtn8.6%-42.9%-0.7%25.0%19.9%-8.4%3.9%
3Y Excs Rtn73.4%-83.5%-11.2%59.6%-1.2%28.4%13.6%

Financials

Segment Financials

Revenue by Segment
$ Mil20242023202220212020
Flowserve Pumps Division (FPD)3,0642,5182,4682,6742,704
Flow Control Division (FCD)1,2661,0971,0731,0541,235
Eliminations and All Other-100   
Total4,3213,6153,5413,7283,940


Assets by Segment
$ Mil20242023202220212020
Flowserve Pumps Division (FPD)3,1923,1112,9273,0392,974
Flow Control Division (FCD)1,3341,2701,2231,3081,334
Eliminations and All Other583410599967630
Total5,1094,7914,7505,3154,938


Price Behavior

Price Behavior
Market Price$71.03 
Market Cap ($ Bil)9.3 
First Trading Date03/26/1990 
Distance from 52W High-3.0% 
   50 Days200 Days
DMA Price$66.51$54.36
DMA Trendupup
Distance from DMA6.8%30.7%
 3M1YR
Volatility67.7%48.8%
Downside Capture154.05166.51
Upside Capture256.92163.26
Correlation (SPY)26.9%60.0%
FLS Betas & Captures as of 11/30/2025

 1M2M3M6M1Y3Y
Beta1.491.401.391.631.481.30
Up Beta0.11-2.69-1.75-0.031.191.15
Down Beta0.971.871.721.791.661.41
Up Capture244%375%300%276%228%289%
Bmk +ve Days12253873141426
Stock +ve Days10202960123403
Down Capture164%143%153%175%131%106%
Bmk -ve Days7162452107323
Stock -ve Days9213365125343

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
 Comparison of FLS With Other Asset Classes (Last 1Y)
 FLSSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return24.6%19.3%17.8%72.1%8.6%4.4%-8.2%
Annualized Volatility48.4%18.8%19.4%19.3%15.2%17.0%35.0%
Sharpe Ratio0.590.800.722.700.340.09-0.08
Correlation With Other Assets 60.6%59.9%-3.0%27.7%27.7%20.0%

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 FLS With Other Asset Classes (Last 5Y)
 FLSSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return16.1%13.8%14.7%18.7%11.5%4.6%30.8%
Annualized Volatility34.7%17.2%17.1%15.5%18.7%18.9%48.6%
Sharpe Ratio0.500.650.700.970.500.160.57
Correlation With Other Assets 66.7%56.9%10.4%29.7%40.0%21.9%

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 10-Year Data
 Comparison of FLS With Other Asset Classes (Last 10Y)
 FLSSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return7.9%13.5%14.8%15.3%7.0%5.3%69.2%
Annualized Volatility37.0%19.9%18.0%14.7%17.6%20.8%55.8%
Sharpe Ratio0.320.600.710.860.320.220.90
Correlation With Other Assets 71.4%61.1%1.2%38.0%45.0%14.6%

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

Short Interest

Short Interest: As Of Date12152025
Short Interest: Shares Quantity3,731,726
Short Interest: % Change Since 11302025-13.4%
Average Daily Volume1,464,796
Days-to-Cover Short Interest2.55
Basic Shares Quantity130,315,000
Short % of Basic Shares2.9%

Earnings Returns History

Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
10/28/202530.9%32.0%34.0%
7/29/20252.4%-2.0%-1.0%
4/29/20250.8%3.9%12.6%
2/18/2025-6.5%-13.5%-18.7%
10/28/20242.3%1.5%15.8%
7/29/2024-3.3%-12.6%-3.5%
2/20/20240.8%0.9%6.7%
10/25/20234.1%3.0%7.9%
...
SUMMARY STATS   
# Positive101112
# Negative11109
Median Positive3.3%3.9%9.0%
Median Negative-6.0%-5.8%-6.5%
Max Positive30.9%32.0%34.0%
Max Negative-9.4%-16.2%-51.6%

SEC Filings

Expand for More
Report DateFiling DateFiling
93020251028202510-Q 9/30/2025
6302025730202510-Q 6/30/2025
3312025429202510-Q 3/31/2025
12312024226202510-K 12/31/2024
93020241028202410-Q 9/30/2024
6302024729202410-Q 6/30/2024
3312024429202410-Q 3/31/2024
12312023220202410-K 12/31/2023
93020231025202310-Q 9/30/2023
6302023801202310-Q 6/30/2023
3312023501202310-Q 3/31/2023
12312022307202310-K 12/31/2022
93020221031202210-Q 9/30/2022
6302022727202210-Q 6/30/2022
3312022502202210-Q 3/31/2022
12312021223202210-K 12/31/2021