Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Franklin Electric (FELE)
NASDAQIndustrialsIndustrial - MachinerySnapshot 2026-11-04
$100.04-0.91%
Close 2026-11-04 · 1-day change
NASDAQIndustrialsIndustrial - MachinerySnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
5.24 → 5.39 EPS · FY ending Dec 31, 2027 · 3 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 3 to 3; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for FELE yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Complete $50 million acquisition of three companies | The company completed a $50 million acquisition to boost growth. | Intact | Acquisition not completed or reversed by 2026-Q2 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
FELE is a growth-oriented industrial company with growth supported in part by acquisitions and pricing. Its multi-year view is intact, but execution quality is fragile and acquisition integration remains in progress.
The valuation evidence is mixed: FELE is described as cheap versus peers, while the model also indicates a peer premium and an expectations gap. The priced-in assessment is labeled justified, with low fragility rather than an unusually concentrated set of risks.
Recent results were strong: third-quarter sales rose 9% year over year, and management has raised guidance. Near term, higher material and freight costs and a lower operating margin temper the growth picture; recent momentum also weakened after earnings, while the stated miss risk is low.
The multi-year thesis depends on sustaining profitable growth while integrating acquisitions and improving margins. Near term, a guidance cut after the recent raise would weaken confidence; continued strength or weakness among industrial peers could also shape the sector backdrop.
For the next 1 to 3 years, FELE’s growth evidence supports an intact long-term thesis, but margin pressure and acquisition execution leave meaningful questions about earnings quality. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A primary condition in Franklin Electric's published investment case. The stated target is EPS between $4.4 and $4.6. |
| Under Pressure |
| EPS falls below $4.4 in FY26 |
Diluted EPS: $1.35 per share FY2026-Q3; GAAP. Published target: EPS between $4.4 and $4.6. Annual target cannot be compared with a quarterly or TTM observation. Oct 28, 20261.35 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Operating income improvement to at least $48 million | Operating income rose from $44 million to $48 million in the last year. | Intact | Operating income falls below $44 million next year | Operating income: $86.514M FY2026-Q3; GAAP. Published target: >= $48 million. Target period is not explicitly aligned with this observation. Oct 28, 202686,514,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue growth of at least 4.6% annually | A primary condition in Franklin Electric's published investment case. The stated target is >=4.6% YoY. | Under Pressure | YoY revenue growth falls below 4.6% in FY26 | Revenue growth: 8.92% FY2026-Q3; GAAP. Published target: >=4.6% YoY. Annual target cannot be compared with a quarterly or TTM observation. Oct 28, 20268.922082 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$5.08 → $5.39 · observed estimates
$2.33B → $2.51B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $5.08 | $2,327,830,600 | 4 / 5 |
| 2026-07-25 | $5.08 | $2,327,830,600 | 4 / 5 |
| 2026-07-26 | $5.08 | $2,327,830,600 | 4 / 5 |
| 2026-07-27 | $5.08 | $2,327,830,600 | 4 / 5 |
| 2026-07-28 | $5.12 | $2,328,005,501 | 3 / 4 |
| 2026-07-29 | $5.13 | $2,352,745,501 | 3 / 4 |
| 2026-07-30 | $5.15 | $2,358,385,501 | 3 / 4 |
| 2026-07-31 | $5.16 | $2,370,312,800 | 4 / 5 |
| 2026-08-01 | $5.15 | $2,358,385,501 | 3 / 4 |
| 2026-08-02 | $5.16 | $2,370,312,800 | 4 / 5 |
| 2026-08-03 | $5.16 | $2,370,312,800 | 4 / 5 |
| 2026-08-04 | $5.16 | $2,370,312,800 | 4 / 5 |
| 2026-08-05 | $5.16 | $2,370,312,800 | 4 / 5 |
| 2026-08-06 | $5.16 | $2,370,312,800 | 4 / 5 |
| 2026-08-07 | $5.18 | $2,358,385,501 | 3 / 4 |
| 2026-08-08 | $5.16 | $2,370,312,800 | 4 / 5 |
| 2026-08-09 | $5.16 | $2,370,312,800 | 4 / 5 |
| 2026-08-10 | $5.16 | $2,370,312,800 | 4 / 5 |
| 2026-08-11 | $5.16 | $2,370,312,800 | 4 / 5 |
| 2026-08-12 | $5.16 | $2,370,312,800 | 4 / 5 |
| 2026-08-13 | $5.18 | $2,358,385,501 | 3 / 4 |
| 2026-08-14 | $5.18 | $2,358,385,501 | 3 / 4 |
| 2026-08-15 | $5.18 | $2,358,385,501 | 3 / 4 |
| 2026-08-16 | $5.18 | $2,358,385,501 | 3 / 4 |
| 2026-08-17 | $5.18 | $2,358,385,501 | 3 / 4 |
| 2026-08-18 | $5.18 | $2,358,385,501 | 3 / 4 |
| 2026-08-19 | $5.18 | $2,358,385,501 | 3 / 4 |
| 2026-08-20 | $5.22 | $2,393,800,000 | 3 / 4 |
| 2026-08-21 | $5.22 | $2,393,800,000 | 3 / 4 |
| 2026-08-22 | $5.22 | $2,393,800,000 | 3 / 4 |
| 2026-08-23 | $5.22 | $2,393,800,000 | 3 / 4 |
| 2026-08-24 | $5.22 | $2,393,800,000 | 3 / 4 |
| 2026-08-25 | $5.22 | $2,393,800,000 | 3 / 4 |
| 2026-08-26 | $5.22 | $2,393,800,000 | 3 / 4 |
| 2026-08-27 | $5.22 | $2,393,800,000 | 3 / 4 |
| 2026-08-28 | $5.22 | $2,393,800,000 | 3 / 4 |
| 2026-08-29 | $5.22 | $2,393,800,000 | 3 / 4 |
| 2026-08-30 | $5.22 | $2,393,800,000 | 3 / 4 |
| 2026-08-31 | $5.22 | $2,393,800,000 | 3 / 4 |
| 2026-09-01 | $5.22 | $2,393,800,000 | 3 / 4 |
| 2026-09-02 | $5.22 | $2,393,800,000 | 3 / 4 |
| 2026-09-03 | $5.22 | $2,393,800,000 | 3 / 4 |
| 2026-09-04 | $5.22 | $2,393,800,000 | 3 / 4 |
| 2026-09-05 | $5.22 | $2,393,800,000 | 3 / 4 |
| 2026-09-06 | $5.22 | $2,393,800,000 | 3 / 4 |
| 2026-09-07 | $5.22 | $2,393,800,000 | 3 / 4 |
| 2026-09-08 | $5.22 | $2,393,800,000 | 3 / 4 |
| 2026-09-09 | $5.22 | $2,393,786,400 | 3 / 4 |
| 2026-09-10 | $5.22 | $2,393,786,400 | 3 / 4 |
| 2026-09-11 | $5.22 | $2,393,786,400 | 3 / 4 |
| 2026-09-12 | $5.25 | $2,439,453,067 | 3 / 4 |
| 2026-09-13 | $5.25 | $2,439,453,067 | 3 / 4 |
| 2026-09-14 | $5.25 | $2,439,453,067 | 3 / 4 |
| 2026-09-15 | $5.25 | $2,439,453,067 | 3 / 4 |
| 2026-09-16 | $5.25 | $2,439,453,067 | 3 / 4 |
| 2026-09-17 | $5.25 | $2,439,453,067 | 3 / 4 |
| 2026-09-18 | $5.25 | $2,439,453,067 | 3 / 4 |
| 2026-09-19 | $5.25 | $2,439,453,067 | 3 / 4 |
| 2026-09-20 | $5.25 | $2,439,453,067 | 3 / 4 |
| 2026-09-21 | $5.25 | $2,439,453,067 | 3 / 4 |
| 2026-09-22 | $5.25 | $2,439,453,067 | 3 / 4 |
| 2026-09-23 | $5.25 | $2,439,453,067 | 3 / 4 |
| 2026-09-24 | $5.25 | $2,439,453,067 | 3 / 4 |
| 2026-09-25 | $5.25 | $2,439,453,067 | 3 / 4 |
| 2026-09-26 | $5.25 | $2,439,453,067 | 3 / 4 |
| 2026-09-27 | $5.25 | $2,439,453,067 | 3 / 4 |
| 2026-09-28 | $5.25 | $2,439,453,067 | 3 / 4 |
| 2026-09-29 | $5.25 | $2,439,453,067 | 3 / 4 |
| 2026-09-30 | $5.25 | $2,439,453,067 | 3 / 4 |
| 2026-10-01 | $5.24 | $2,439,453,067 | 3 / 4 |
| 2026-10-02 | $5.24 | $2,439,453,067 | 3 / 4 |
| 2026-10-03 | $5.24 | $2,439,453,067 | 3 / 4 |
| 2026-10-04 | $5.24 | $2,439,453,067 | 3 / 4 |
| 2026-10-05 | $5.24 | $2,439,453,067 | 3 / 4 |
| 2026-10-06 | $5.24 | $2,439,453,067 | 3 / 4 |
| 2026-10-07 | $5.24 | $2,439,453,067 | 3 / 4 |
| 2026-10-08 | $5.24 | $2,439,453,067 | 3 / 4 |
| 2026-10-09 | $5.24 | $2,439,453,067 | 3 / 4 |
| 2026-10-10 | $5.24 | $2,439,453,067 | 3 / 4 |
| 2026-10-11 | $5.24 | $2,439,453,067 | 3 / 4 |
| 2026-10-12 | $5.24 | $2,439,453,067 | 3 / 4 |
| 2026-10-13 | $5.24 | $2,439,453,067 | 3 / 4 |
| 2026-10-14 | $5.24 | $2,439,453,067 | 3 / 4 |
| 2026-10-15 | $5.24 | $2,439,453,067 | 3 / 4 |
| 2026-10-16 | $5.24 | $2,439,453,067 | 3 / 4 |
| 2026-10-17 | $5.24 | $2,439,453,067 | 3 / 4 |
| 2026-10-18 | $5.24 | $2,439,453,067 | 3 / 4 |
| 2026-10-19 | $5.24 | $2,439,453,067 | 3 / 4 |
| 2026-10-20 | $5.24 | $2,439,453,067 | 3 / 4 |
| 2026-10-21 | $5.28 | $2,483,319,733 | 3 / 4 |
| 2026-10-22 | $5.28 | $2,483,319,733 | 3 / 4 |
| 2026-10-23 | $5.28 | $2,483,319,733 | 3 / 4 |
| 2026-10-24 | $5.28 | $2,483,319,733 | 3 / 4 |
| 2026-10-25 | $5.28 | $2,483,319,733 | 3 / 4 |
| 2026-10-26 | $5.28 | $2,483,319,733 | 3 / 4 |
| 2026-10-27 | $5.28 | $2,483,319,733 | 3 / 4 |
| 2026-10-28 | $5.28 | $2,483,319,733 | 3 / 4 |
| 2026-10-29 | $5.30 | $2,472,503,300 | 3 / 4 |
| 2026-10-30 | $5.33 | $2,477,749,020 | 3 / 4 |
| 2026-10-31 | $5.33 | $2,477,842,640 | 3 / 4 |
| 2026-11-01 | $5.33 | $2,477,842,640 | 3 / 4 |
| 2026-11-02 | $5.33 | $2,477,842,640 | 3 / 4 |
| 2026-11-03 | $5.39 | $2,508,170,800 | 3 / 4 |
| 2026-11-04 | $5.39 | $2,508,170,800 | 3 / 4 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 3 Buy / Strong Buy · 3 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 1 recorded
2 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.