Franklin Electric (FELE)
NASDAQIndustrialsIndustrial - MachinerySnapshot 2026-11-05
NASDAQIndustrialsIndustrial - MachinerySnapshot 2026-11-05
QuarterlyIQ Insights · FELE
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-11-04.
The screen ranks FELE against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 68% of the time over the next year (vs 52% for the rest of the cohort, n=6978).
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 guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
We remain focused on disciplined pricing, productivity initiatives, and operational execution throughout our global manufacturing and distribution network.
Stated in 4 of 4 supplied quarters. Management reported: “2026 Guidance The Company is raising its guidance for full year 2026 net sales to be in the range of $2.23 billion to $2.30 billion and full year 2026 Adjusted Diluted EPS to be in the range of $4.62 to $4.82.” “With this strong performance and continued momentum in our core businesses, we are increasing both our revenue and EPS guidance for the year.” Revenue was $633.615 million in 2026-Q3.
“We remain focused on disciplined pricing, productivity initiatives, and operational execution throughout our global manufacturing and distribution network.”
“These results reflect the progress of our organic volume growth initiatives — adding new customers, strengthening our channels, and investing in innovation across the highest‑growth applications in t…”
“We remain focused on driving profitable growth through our investment in innovation, focus on faster growing markets, disciplined pricing, and productivity initiatives, while continuing to enhance ou…”
“As we look ahead, our focus remains on driving profitable growth, expanding margins, and executing our strategic priorities to deliver long-term value for our shareholders,” concluded Mr. Ruzynski.”
We were pleased with the early contribution from Cat Pumps as our teams remain focused on executing our integration playbook while serving customers at a high level,” commented Joe Ruzynski, Franklin…
Stated in 1 of 4 supplied quarters. Management reported: “We were pleased with the early contribution from Cat Pumps as our teams remain focused on executing our integration playbook while serving customers at a high level,” commented Joe Ruzynski, Franklin Electric’s CEO.” “• Supports strategy of long-term profitable growth: The acquisition is expected to be accretive in the first full year of Franklin Electric's ownership .”
We remain focused on disciplined pricing, productivity initiatives, and operational execution throughout our global manufacturing and distribution network.
Stated in 4 of 4 supplied quarters. Management reported: “We remain focused on disciplined pricing, productivity initiatives, and operational execution throughout our global manufacturing and distribution network.” ““At the same time, we continue to manage closely the inflationary price pressures we’re seeing in sourced materials and logistics lanes.” Operating income was $86.514 million in 2026-Q3.
“We remain focused on disciplined pricing, productivity initiatives, and operational execution throughout our global manufacturing and distribution network.”
“At the same time, we continue to manage closely the inflationary price pressures we’re seeing in sourced materials and logistics lanes.
Stated in 1 of 4 supplied quarters. Management reported: ““At the same time, we continue to manage closely the inflationary price pressures we’re seeing in sourced materials and logistics lanes.” “Our global footprint and in‑region manufacturing model help us serve critical water and energy needs reliably while maintaining the operational discipline that supports profitable growth and long-term value for our shareholders,” concluded Mr. Ruzynski.”
““At the same time, we continue to manage closely the inflationary price pressures we’re seeing in sourced materials and logistics lanes.”
• Maintains strong financial position and flexibility to execute balanced capital allocation priorities: Franklin Electric expects to have a net leverage ratio 1 of approximately 1.5x following the c…
Stated in 1 of 4 supplied quarters. Management reported: ““While macroeconomic conditions remain dynamic, we enter the new year with healthy order trends and a solid balance sheet with the flexibility to fuel our balanced approach to capital allocation.” “• Maintains strong financial position and flexibility to execute balanced capital allocation priorities: Franklin Electric expects to have a net leverage ratio 1 of approximately 1.5x following the close of the transaction.”
Over the trailing year it converted 0.40x of net income into operating cash flow. Historically, Industrials names rated fragile grew net income 50% of the time over the next year (vs 59% for the rest of the cohort, n=5006).
Most sensitive to the broad stock market and long-term interest rates.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
16 material management or governance events in the past 24 months, led by M&A activity. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 56% for the rest of the cohort, n=8936).
Not investment advice. As of 2026-11-05.
“We were pleased with the early contribution from Cat Pumps as our teams remain focused on executing our integration playbook while serving customers at a high level,” commented Joe Ruzynski, Franklin…”
““At the same time, we continue to manage closely the inflationary price pressures we’re seeing in sourced materials and logistics lanes.”
“We remain focused on driving profitable growth through our investment in innovation, focus on faster growing markets, disciplined pricing, and productivity initiatives, while continuing to enhance ou…”
“For the full year, results were supported by effective pricing actions, transformation initiatives, and continued progress on our strategic investments in innovation and targeted acquisitions.”
““While macroeconomic conditions remain dynamic, we enter the new year with healthy order trends and a solid balance sheet with the flexibility to fuel our balanced approach to capital allocation.”