Zurn Elkay Water Solutions (ZWS)
Market Price (5/7/2026): $51.14 | Market Cap: $8.6 BilSector: Industrials | Industry: Industrial Machinery & Supplies & Components
Zurn Elkay Water Solutions (ZWS)
Market Price (5/7/2026): $51.14Market Cap: $8.6 BilSector: IndustrialsIndustry: Industrial Machinery & Supplies & Components
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 20%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 18% Low stock price volatilityVol 12M is 30% Megatrend and thematic driversMegatrends include Water Infrastructure, and Sustainable Resource Management. Themes include Water Treatment & Delivery, Wastewater Management, Show more. | Trading close to highsDist 52W High is -3.1%, Dist 3Y High is -3.1% | Key risksZWS key risks include [1] a lack of organic revenue growth over the past two years, Show more. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 20%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 18% |
| Low stock price volatilityVol 12M is 30% |
| Megatrend and thematic driversMegatrends include Water Infrastructure, and Sustainable Resource Management. Themes include Water Treatment & Delivery, Wastewater Management, Show more. |
| Trading close to highsDist 52W High is -3.1%, Dist 3Y High is -3.1% |
| Key risksZWS key risks include [1] a lack of organic revenue growth over the past two years, Show more. |
Qualitative Assessment
AI Analysis | Feedback
1. Zurn Elkay Water Solutions reported robust first-quarter 2026 financial results, surpassing analyst expectations for both revenue and adjusted earnings per share. The company announced Q1 2026 revenue of $433 million, marking an 11.4% year-over-year increase and beating analyst estimates by approximately $9.7 million, or 2.3%. Adjusted Earnings Per Share (EPS) reached $0.41, exceeding the consensus estimate of $0.36 or $0.37. Net income also saw a significant rise, increasing 35.1% year-over-year to $58.9 million. This strong performance contributed to an immediate positive market reaction, with shares rising about 4.3% following the announcement and an overall increase of 9.0% to 9.8% thereafter.
2. The company demonstrated significant margin expansion and operational improvements during Q1 2026. Adjusted EBITDA grew 18% year-over-year to $116 million, with adjusted EBITDA margins expanding by 160 basis points to 26.8%. Operating profit increased by 29.5% year-over-year to $82.1 million, pushing the operating margin to approximately 19.0% from 16.3% in the prior year. These improvements were driven by strong organic growth, strategic execution, supply chain productivity, and a favorable product mix, particularly towards higher-margin filtration and retrofit products.
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Stock Movement Drivers
Fundamental Drivers
The 11.2% change in ZWS stock from 1/31/2026 to 5/6/2026 was primarily driven by a 5.8% change in the company's Net Income Margin (%).| (LTM values as of) | 1312026 | 5062026 | Change |
|---|---|---|---|
| Stock Price ($) | 46.01 | 51.15 | 11.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,659 | 1,740 | 4.9% |
| Net Income Margin (%) | 11.6% | 12.3% | 5.8% |
| P/E Multiple | 40.2 | 40.2 | 0.0% |
| Shares Outstanding (Mil) | 168 | 168 | 0.3% |
| Cumulative Contribution | 11.2% |
Market Drivers
1/31/2026 to 5/6/2026| Return | Correlation | |
|---|---|---|
| ZWS | 11.2% | |
| Market (SPY) | 3.6% | 45.5% |
| Sector (XLI) | 7.2% | 54.8% |
Fundamental Drivers
The 9.1% change in ZWS stock from 10/31/2025 to 5/6/2026 was primarily driven by a 5.8% change in the company's Net Income Margin (%).| (LTM values as of) | 10312025 | 5062026 | Change |
|---|---|---|---|
| Stock Price ($) | 46.89 | 51.15 | 9.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,659 | 1,740 | 4.9% |
| Net Income Margin (%) | 11.6% | 12.3% | 5.8% |
| P/E Multiple | 41.0 | 40.2 | -1.9% |
| Shares Outstanding (Mil) | 168 | 168 | 0.3% |
| Cumulative Contribution | 9.1% |
Market Drivers
10/31/2025 to 5/6/2026| Return | Correlation | |
|---|---|---|
| ZWS | 9.1% | |
| Market (SPY) | 5.5% | 48.1% |
| Sector (XLI) | 14.8% | 54.7% |
Fundamental Drivers
The 52.0% change in ZWS stock from 4/30/2025 to 5/6/2026 was primarily driven by a 18.9% change in the company's P/E Multiple.| (LTM values as of) | 4302025 | 5062026 | Change |
|---|---|---|---|
| Stock Price ($) | 33.66 | 51.15 | 52.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,582 | 1,740 | 10.0% |
| Net Income Margin (%) | 10.7% | 12.3% | 14.4% |
| P/E Multiple | 33.8 | 40.2 | 18.9% |
| Shares Outstanding (Mil) | 170 | 168 | 1.6% |
| Cumulative Contribution | 52.0% |
Market Drivers
4/30/2025 to 5/6/2026| Return | Correlation | |
|---|---|---|
| ZWS | 52.0% | |
| Market (SPY) | 30.4% | 46.4% |
| Sector (XLI) | 36.6% | 52.3% |
Fundamental Drivers
The 145.8% change in ZWS stock from 4/30/2023 to 5/6/2026 was primarily driven by a 219.3% change in the company's Net Income Margin (%).| (LTM values as of) | 4302023 | 5062026 | Change |
|---|---|---|---|
| Stock Price ($) | 20.81 | 51.15 | 145.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,414 | 1,740 | 23.0% |
| Net Income Margin (%) | 3.8% | 12.3% | 219.3% |
| P/E Multiple | 67.6 | 40.2 | -40.5% |
| Shares Outstanding (Mil) | 176 | 168 | 5.2% |
| Cumulative Contribution | 145.8% |
Market Drivers
4/30/2023 to 5/6/2026| Return | Correlation | |
|---|---|---|
| ZWS | 145.8% | |
| Market (SPY) | 78.7% | 54.5% |
| Sector (XLI) | 85.0% | 64.2% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| ZWS Return | -7% | -41% | 41% | 28% | 26% | 9% | 35% |
| Peers Return | -1% | -19% | 64% | 66% | 21% | -20% | 113% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 6% | 93% |
Monthly Win Rates [3] | |||||||
| ZWS Win Rate | 75% | 33% | 58% | 75% | 75% | 40% | |
| Peers Win Rate | 50% | 42% | 67% | 54% | 58% | 46% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 60% | |
Max Drawdowns [4] | |||||||
| ZWS Max Drawdown | -16% | -43% | -6% | -5% | -23% | -6% | |
| Peers Max Drawdown | -15% | -38% | -2% | -6% | -26% | -37% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: GGG, GHM, GCDT, OLOX, RYZ.
[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 5/6/2026 (YTD)
How Low Can It Go
| Event | ZWS | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -19.9% | -18.8% |
| % Gain to Breakeven | 24.8% | 23.1% |
| Time to Breakeven | 34 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -12.7% | -9.5% |
| % Gain to Breakeven | 14.5% | 10.5% |
| Time to Breakeven | 20 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -15.5% | -6.7% |
| % Gain to Breakeven | 18.4% | 7.1% |
| Time to Breakeven | 71 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -38.1% | -24.5% |
| % Gain to Breakeven | 61.6% | 32.4% |
| Time to Breakeven | 702 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -44.5% | -33.7% |
| % Gain to Breakeven | 80.3% | 50.9% |
| Time to Breakeven | 214 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -31.1% | -19.2% |
| % Gain to Breakeven | 45.2% | 23.7% |
| Time to Breakeven | 338 days | 105 days |
In The Past
Zurn Elkay Water Solutions's stock fell -19.9% during the 2025 US Tariff Shock. Such a loss loss requires a 24.8% gain to breakeven.
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| Event | ZWS | S&P 500 |
|---|---|---|
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -38.1% | -24.5% |
| % Gain to Breakeven | 61.6% | 32.4% |
| Time to Breakeven | 702 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -44.5% | -33.7% |
| % Gain to Breakeven | 80.3% | 50.9% |
| Time to Breakeven | 214 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -31.1% | -19.2% |
| % Gain to Breakeven | 45.2% | 23.7% |
| Time to Breakeven | 338 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -31.6% | -12.2% |
| % Gain to Breakeven | 46.1% | 13.9% |
| Time to Breakeven | 91 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -49.8% | -6.8% |
| % Gain to Breakeven | 99.2% | 7.3% |
| Time to Breakeven | 744 days | 15 days |
In The Past
Zurn Elkay Water Solutions's stock fell -19.9% during the 2025 US Tariff Shock. Such a loss loss requires a 24.8% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Zurn Elkay Water Solutions (ZWS)
AI Analysis | Feedback
Zurn Elkay is like Johnson Controls, but for the water systems of commercial buildings.
Zurn Elkay is like Kohler, but specializing in the complete water infrastructure for commercial buildings like hospitals and schools.
Zurn Elkay is like Carrier, but for comprehensive water solutions – including plumbing, drainage, and fire protection – in non-residential buildings.
AI Analysis | Feedback
The major products of Zurn Elkay Water Solutions (ZWS) are:
- Zurn Water System Solutions: A comprehensive range of products including finish plumbing, drainage, water control, backflow prevention, fire protection, and PEX pipe fittings for non-residential buildings.
- World Dryer Hand & Hair Dryers: Commercial hand and hair dryers designed for use in public and institutional settings.
- World Dryer Baby Changing Stations: Durable stations providing a safe and convenient surface for changing babies in commercial restrooms.
- Just Manufacturing Stainless Steel Products: A wide array of stainless steel sinks, faucets, bubblers, drains, and fixtures for various commercial, institutional, and residential markets.
AI Analysis | Feedback
Zurn Elkay Water Solutions (ZWS) sells its products and solutions primarily to other companies and institutions rather than directly to individual consumers. The company's business model focuses on providing water system solutions for non-residential buildings across various market sectors.
Based on publicly available information, including its SEC filings, Zurn Elkay Water Solutions does not disclose specific major customer companies by name. This indicates that the company has a diversified customer base, and no single customer accounts for a material portion (typically 10% or more) of its net sales.
Instead of individual company names, ZWS serves a broad range of customers within the following major market sectors:
- Higher Education
- Healthcare
- Retail
- Restaurant
- Hospitality
- Education (often referring to K-12 institutions)
- Government
- Fire Protection
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Todd Adams, Chairman and Chief Executive Officer
Todd Adams joined Zurn Water Solutions (formerly Rexnord Corporation) in 2004, initially serving as vice president, treasurer, and controller. He rose to senior vice president and chief financial officer in 2007. Adams was appointed chief executive officer in 2009 and later elected chairman of the board in 2020. He played a pivotal role in spearheading the acquisition of Zurn Industries and establishing the company's Water Management Platform, which was instrumental in nearly doubling the business size and laying the groundwork for the company's transformation into Zurn Water Solutions in 2021. He also serves on the board of directors for Badger Meter, Inc., is the chair of Marquette University's board of trustees, and serves on the boards of Children's Wisconsin and Hunger Task Force.
Dave Pauli, Chief Financial Officer
Dave Pauli was promoted to Chief Financial Officer in July 2024. He joined Zurn Elkay in 2012 as assistant corporate controller, later taking on responsibilities for financial planning and analysis (FP&A). Pauli served as a divisional vice president of finance before being named corporate controller in 2016, and in 2021, he added investor relations to his duties. He began his career with Deloitte, where he spent seven years in the firm's audit practice.
Jeffrey Schoon, President
Jeffrey Schoon rejoined Zurn Elkay Water Solutions shortly after the 2022 combination with Elkay Manufacturing. From 2010 to 2021, he held various positions of increasing responsibility, starting as the corporate director of the Rexnord Business System. His roles also encompassed product management, marketing, and commercial responsibilities, including serving as vice president and general manager of both the Global Couplings and Conveying segments. Following the sale of the company's Process & Motion Control business to Regal Beloit, he transitioned to the new Regal Rexnord Corporation. As President, Schoon is responsible for implementing the company's customer-first commitment, accelerating innovation and growth, and delivering value to stakeholders.
Mark Peterson, Chief Administrative Officer
Mark Peterson became Chief Administrative Officer in July 2024. He joined the company in 2006 as chief financial officer of the Flat Top division, subsequently moving into the corporate vice president and controller role. In 2011, Peterson was promoted to senior vice president and chief financial officer, a position he held while guiding the 2021 sale of the Process & Motion Control business and the 2022 combination with Elkay Manufacturing. Before joining Zurn Elkay, he served as corporate controller of Gehl Company for five years.
Jeffrey LaValle, Vice President, General Counsel and Corporate Secretary
Jeffrey LaValle joined Zurn Elkay in 2013 as assistant general counsel and was promoted to general counsel in 2021. Prior to his tenure at Zurn Elkay, he was a partner at Quarles & Brady LLP, a full-service law firm where he specialized in securities law, mergers and acquisitions, and general business law.
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Key Risks to Zurn Elkay Water Solutions (ZWS)
- Economic and Market Cyclicality: Zurn Elkay Water Solutions' demand is closely tied to the construction industry, particularly non-residential building, which is inherently cyclical. Economic downturns or uncertainty can lead to reduced construction projects, negatively impacting the company's net sales and profitability. Management has acknowledged that slow commercial and office construction starts could create a lag effect and a future sales gap.
- Dependence on Key Customers: ZWS faces a risk due to its financial reliance on a limited number of customers. If the company's largest customer accounts for a substantial percentage of consolidated net sales, any shift in this relationship, customer preferences, or market dynamics could materially impact Zurn Elkay's financial performance and lead to reduced sales.
- Tariffs and Commodity Price Volatility: The company is exposed to the risk of tariffs, with management estimating a potential impact of approximately $50 million if tariff rates increase. Additionally, Zurn Elkay must navigate challenges related to commodity price volatility, which can affect its manufacturing costs.
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Here are the addressable market sizes for Zurn Elkay Water Solutions' main products and services:
- Plumbing Fixtures and Fittings (Global): The global plumbing fixtures and fittings market was valued at approximately USD 114.31 billion in 2025. North America accounted for 41.8% of the global plumbing fixtures market revenue in 2023.
- Drainage Systems (Global): The global drainage system market was valued at approximately USD 50.3 billion in 2024.
- Backflow Preventers (Global): The global backflow preventer market was valued at approximately USD 4.7 billion in 2024.
- Fire Protection Systems (Global): The global fire protection systems market was estimated at USD 81.4 billion in 2025.
- PEX Pipe Fittings and Accessories (Global): The global PEX Plumbing Pipe & Fittings market size was valued at approximately USD 7.5 billion in 2023.
- Hand Dryers (Global): The global hand dryer market was valued at approximately USD 1.7 billion in 2023.
- Baby Changing Stations (Global): The global baby changing station market was valued at approximately USD 19.93 billion in 2023.
- Stainless Steel Sinks (Global): The global stainless steel sink market size was approximately USD 5.29 billion in 2025.
AI Analysis | Feedback
Zurn Elkay Water Solutions (ZWS) is poised for future revenue growth over the next 2-3 years, driven by several strategic initiatives and market dynamics:
- Core Sales Growth in Non-Residential End Markets: The company anticipates mid-single-digit core sales growth for the full year 2026, with strong performance expected from its non-residential end markets, including institutional and waterworks sectors, which continue to exhibit low single-digit growth. This focus leverages Zurn Elkay's established leadership in commercial plumbing for defensive markets like healthcare and education.
- Expansion into Strategic Adjacencies and Underserved Verticals: Zurn Elkay is actively pursuing new organic growth opportunities by expanding into strategic adjacencies and underserved verticals within the North American water and professional-grade plumbing markets. This strategy aims to broaden its market reach and capture new revenue streams.
- Introduction of New Products and Services: The launch and adoption of new products, such as "Pro Filtration," are identified as catalysts for growth in the coming quarters. Continuous innovation and new offerings are crucial for maintaining market relevance and driving sales.
- Disciplined Pricing and Price Realization: Management has demonstrated a commitment to disciplined pricing strategies and has successfully executed tariff-related pricing actions, contributing to revenue growth and margin expansion. Price realization is expected to be a significant factor, particularly in the first half of the year.
- Operational Excellence through the Zurn Elkay Business System: The consistent application of the Zurn Elkay Business System and ongoing productivity and continuous improvement initiatives are expected to foster sustainable competitive advantages, supporting faster growth and enhanced profitability, which in turn fuels further investment in growth opportunities.
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Share Repurchases
- Zurn Elkay Water Solutions had an authorized share repurchase program, increased to $300.0 million on January 27, 2020.
- The company repurchased approximately $55 million of its common stock in February 2025, concurrently with a public offering by a former Elkay stockholder.
- Zurn Elkay Water Solutions completed $160 million in common stock repurchases and deployed an additional $25 million to repurchase 0.5 million shares in the fourth quarter of 2025, totaling $185 million for calendar year 2025.
Share Issuance
- On July 1, 2022, Zurn issued 51,564,524 shares of common stock as part of the all-stock merger with Elkay Manufacturing Company, with former Elkay shareholders owning approximately 29% of the combined entity.
- Zurn stockholders approved the issuance of up to 52.5 million newly issued shares of common stock in May 2022 to complete the combination with Elkay Manufacturing.
- During the six months ended June 30, 2022, Zurn issued 462,178 shares of common stock related to the exercise of stock options, vesting of restricted stock units, and other common stock awards.
Outbound Investments
- Zurn Water Solutions completed an all-stock merger with Elkay Manufacturing Company on July 1, 2022, creating Zurn Elkay Water Solutions, with a preliminary purchase price of $1,462.9 million.
- The company acquired Hadrian, a manufacturer of washroom partitions and lockers, to expand its comprehensive washroom solution offering.
- Zurn acquired the Wade Drains business from McWane, Inc. for a cash purchase price of $12.6 million on November 17, 2021.
Capital Expenditures
- Capital expenditures for Zurn Elkay Water Solutions were $29.9 million in both 2023 and 2022.
- Capital expenditures totaled $21.8 million in 2021.
- In the last 12 months (prior to March 2026), the company reported capital expenditures of approximately $29.9 million.
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| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 04302026 | GEO | GEO | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 0.0% | 0.0% | 0.0% |
| 04302026 | RUN | Sunrun | Special | Short Squeeze PotentialShort Squeeze PotentialHas potential for a short squeeze. High short interest, rising short interest and high debt. | 0.0% | 0.0% | 0.0% |
| 04172026 | RSG | Republic Services | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 0.8% | 0.8% | -1.1% |
| 04102026 | VRSK | Verisk Analytics | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 12.3% | 12.3% | 0.0% |
| 04102026 | UHAL | U-Haul | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 0.3% | 0.3% | -1.0% |
| 03312020 | ZWS | Zurn Elkay Water Solutions | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 32.0% | 109.7% | -14.7% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 39.69 |
| Mkt Cap | 8.6 |
| Rev LTM | 1,740 |
| Op Inc LTM | 18 |
| FCF LTM | 36 |
| FCF 3Y Avg | 128 |
| CFO LTM | 87 |
| CFO 3Y Avg | 219 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 4.6% |
| Rev Chg 3Y Avg | 1.1% |
| Rev Chg Q | 9.7% |
| QoQ Delta Rev Chg LTM | 2.2% |
| Op Inc Chg LTM | 4.0% |
| Op Inc Chg 3Y Avg | 0.3% |
| Op Mgn LTM | 7.5% |
| Op Mgn 3Y Avg | 5.3% |
| QoQ Delta Op Mgn LTM | -0.4% |
| CFO/Rev LTM | 5.3% |
| CFO/Rev 3Y Avg | 12.4% |
| FCF/Rev LTM | 0.8% |
| FCF/Rev 3Y Avg | 5.6% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 8.6 |
| P/S | 4.9 |
| P/Op Inc | 28.0 |
| P/EBIT | 28.2 |
| P/E | 40.2 |
| P/CFO | 24.5 |
| Total Yield | 3.3% |
| Dividend Yield | 0.8% |
| FCF Yield 3Y Avg | 3.9% |
| D/E | 0.0 |
| Net D/E | -0.0 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 4.1% |
| 3M Rtn | -6.5% |
| 6M Rtn | 1.4% |
| 12M Rtn | 2.1% |
| 3Y Rtn | 5.3% |
| 1M Excs Rtn | -7.7% |
| 3M Excs Rtn | -13.5% |
| 6M Excs Rtn | -5.6% |
| 12M Excs Rtn | -28.6% |
| 3Y Excs Rtn | -72.5% |
Price Behavior
| Market Price | $51.15 | |
| Market Cap ($ Bil) | 8.6 | |
| First Trading Date | 03/29/2012 | |
| Distance from 52W High | -3.1% | |
| 50 Days | 200 Days | |
| DMA Price | $47.99 | $46.81 |
| DMA Trend | up | indeterminate |
| Distance from DMA | 6.6% | 9.3% |
| 3M | 1YR | |
| Volatility | 32.7% | 29.5% |
| Downside Capture | 0.82 | 0.39 |
| Upside Capture | 110.71 | 101.22 |
| Correlation (SPY) | 44.9% | 45.9% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.43 | 1.35 | 1.15 | 1.09 | 1.09 | 1.00 |
| Up Beta | 1.59 | 1.57 | 1.63 | 1.50 | 1.53 | 0.95 |
| Down Beta | -1.71 | 1.10 | 1.22 | 0.95 | 1.14 | 0.91 |
| Up Capture | 141% | 125% | 118% | 107% | 102% | 150% |
| Bmk +ve Days | 15 | 22 | 31 | 66 | 141 | 428 |
| Stock +ve Days | 14 | 19 | 30 | 59 | 128 | 383 |
| Down Capture | -12% | 133% | 70% | 93% | 78% | 100% |
| Bmk -ve Days | 4 | 18 | 30 | 56 | 108 | 321 |
| Stock -ve Days | 8 | 24 | 34 | 65 | 122 | 362 |
[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 ZWS | |
|---|---|---|---|---|
| ZWS | 48.7% | 29.5% | 1.34 | - |
| Sector ETF (XLI) | 33.3% | 15.6% | 1.65 | 52.1% |
| Equity (SPY) | 28.5% | 12.5% | 1.78 | 46.1% |
| Gold (GLD) | 40.6% | 27.2% | 1.23 | 1.8% |
| Commodities (DBC) | 50.9% | 18.0% | 2.20 | -14.8% |
| Real Estate (VNQ) | 12.8% | 13.5% | 0.65 | 25.5% |
| Bitcoin (BTCUSD) | -14.2% | 42.1% | -0.25 | 17.0% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ZWS | |
|---|---|---|---|---|
| ZWS | 0.8% | 38.9% | 0.16 | - |
| Sector ETF (XLI) | 13.2% | 17.4% | 0.60 | 52.0% |
| Equity (SPY) | 12.7% | 17.1% | 0.58 | 46.8% |
| Gold (GLD) | 21.0% | 17.9% | 0.96 | 5.7% |
| Commodities (DBC) | 13.9% | 19.1% | 0.60 | 7.5% |
| Real Estate (VNQ) | 3.5% | 18.8% | 0.09 | 42.6% |
| Bitcoin (BTCUSD) | 8.7% | 56.1% | 0.37 | 13.9% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ZWS | |
|---|---|---|---|---|
| ZWS | 9.2% | 38.5% | 0.37 | - |
| Sector ETF (XLI) | 14.0% | 20.0% | 0.62 | 63.9% |
| Equity (SPY) | 14.9% | 17.9% | 0.71 | 58.9% |
| Gold (GLD) | 13.7% | 16.0% | 0.71 | 0.8% |
| Commodities (DBC) | 9.5% | 17.7% | 0.45 | 18.9% |
| Real Estate (VNQ) | 5.7% | 20.7% | 0.24 | 47.4% |
| Bitcoin (BTCUSD) | 68.4% | 66.9% | 1.07 | 12.3% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 4/21/2026 | 9.5% | 8.7% | |
| 2/3/2026 | 10.0% | 9.9% | 3.2% |
| 10/28/2025 | 4.2% | 1.8% | 4.8% |
| 7/29/2025 | 12.2% | 16.4% | 21.9% |
| 4/22/2025 | 4.9% | 9.8% | 15.6% |
| 2/4/2025 | -3.3% | -6.4% | -12.0% |
| 10/29/2024 | -0.1% | 7.1% | 10.7% |
| 7/10/2024 | 2.8% | 7.8% | 3.9% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 13 | 14 | 15 |
| # Negative | 9 | 8 | 6 |
| Median Positive | 4.9% | 8.3% | 6.0% |
| Median Negative | -2.5% | -5.5% | -3.2% |
| Max Positive | 12.2% | 16.4% | 23.0% |
| Max Negative | -11.0% | -11.2% | -18.7% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 04/21/2026 | 10-Q |
| 12/31/2025 | 02/09/2026 | 10-K |
| 09/30/2025 | 10/28/2025 | 10-Q |
| 06/30/2025 | 07/29/2025 | 10-Q |
| 03/31/2025 | 04/22/2025 | 10-Q |
| 12/31/2024 | 02/10/2025 | 10-K |
| 09/30/2024 | 10/29/2024 | 10-Q |
| 06/30/2024 | 07/30/2024 | 10-Q |
| 03/31/2024 | 04/23/2024 | 10-Q |
| 12/31/2023 | 02/06/2024 | 10-K |
| 09/30/2023 | 10/31/2023 | 10-Q |
| 06/30/2023 | 07/24/2023 | 10-Q |
| 03/31/2023 | 04/25/2023 | 10-Q |
| 12/31/2022 | 02/14/2023 | 10-K |
| 09/30/2022 | 10/25/2022 | 10-Q |
| 06/30/2022 | 07/26/2022 | 10-Q |
Recent Forward Guidance [BETA]
Latest: Q1 2026 Earnings Reported 4/21/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q2 2026 Core Sales Growth | 8.0% | 8.5% | 9.0% | 13.3% | 1.0% | Raised | Guidance: 7.5% for Q1 2026 |
| Q2 2026 Adjusted EBITDA Margin | 27.0% | 27.25% | 27.5% | 5.8% | 1.5% | Raised | Guidance: 25.75% for Q1 2026 |
| 2026 Core Sales Growth | 5.0% | 0 | Affirmed | Guidance: 5.0% for 2026 | |||
| 2026 Incremental Adjusted EBITDA Margins | 35.0% | 0 | Affirmed | Guidance: 35.0% for 2026 | |||
| 2026 Free Cash Flow | 335.00 Mil | 0 | Affirmed | Guidance: 335.00 Mil for 2026 | |||
Prior: Q4 2025 Earnings Reported 2/3/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q1 2026 Core Sales Growth | 7.0% | 7.5% | 8.0% | 7.1% | 0.5% | Raised | Guidance: 7.0% for Q4 2025 |
| Q1 2026 Incremental Adjusted EBITDA Margins | 35.0% | ||||||
| Q1 2026 Adjusted EBITDA Margins | 25.5% | 25.75% | 26.0% | ||||
| 2026 Core Sales Growth | 5.0% | ||||||
| 2026 Incremental Adjusted EBITDA Margins | 35.0% | ||||||
| 2026 Free Cash Flow | 335.00 Mil | 11.7% | Raised | Guidance: 300.00 Mil for 2025 | |||
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Chhabra, Sudhanshu | VP-Zurn Business Systems | Direct | Sell | 2192026 | 50.85 | 2,021 | 102,768 | 3,536,923 | Form |
| 2 | Troutman, Michael | Chief Information Officer | Direct | Sell | 2192026 | 50.80 | 448 | 22,758 | 3,115,412 | Form |
| 3 | Peterson, Mark W | Chief Administrative Officer | Direct | Sell | 2192026 | 50.86 | 2,006 | 102,025 | 16,977,780 | Form |
| 4 | Lavalle, Jeffrey J | VP, General Counsel & Sec'y | Direct | Sell | 2192026 | 50.86 | 447 | 22,734 | 2,615,272 | Form |
| 5 | Jahnke, Timothy J | Direct | Sell | 2192026 | 51.18 | 25,000 | 1,279,500 | 13,658,100 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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