Zurn Elkay Water Solutions Corp. (ZWS)
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-11-04
$45.15+2.33%
Close 2026-11-04 · 1-day change
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-11-04
QuarterlyIQ Insights · ZWS
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 ZWS 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 neutral grew net income 51% of the time over the next year (vs 61% for the rest of the cohort, n=9285).
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 continue to leverage the Zurn Elkay Business System to drive above market growth in targeted areas as well as a higher baseline of incremental margins through our relentless deployment of 80/20, o…
Stated in 3 of 4 supplied quarters. Management reported: “We continue to leverage the Zurn Elkay Business System to drive above market growth in targeted areas as well as a higher baseline of incremental margins through our relentless deployment of 80/20, our supply chain initiatives and the continuous improvement our associates drive every day.” “We leveraged the Zurn Elkay Business System to drive 8% year-over-year core sales (1) growth and full year adjusted EBITDA (1) of $442 million with margins expanding 120 basis points year over year to 26.1%.”
“We continue to leverage the Zurn Elkay Business System to drive above market growth in targeted areas as well as a higher baseline of incremental margins through our relentless deployment of 80/20, o…”
““We continue to prioritize the relentless deployment of our strategic initiatives paired with world-class operational execution within our business by leveraging the Zurn Elkay Business System.”
“We leveraged the Zurn Elkay Business System to drive 8% year-over-year core sales (1) growth and full year adjusted EBITDA (1) of $442 million with margins expanding 120 basis points year over year t…”
Adams continued, “We’re pleased to have completed the acquisition of Intellihot, which has been a long-term proprietary cultivation of a strategic opportunity in an adjacency we had wanted to enter.
Stated in 2 of 4 supplied quarters. Management reported: “Adams continued, “We’re pleased to have completed the acquisition of Intellihot, which has been a long-term proprietary cultivation of a strategic opportunity in an adjacency we had wanted to enter.” “Beyond Intellihot, we remain on track to launch several new products into adjacent categories in the back half of 2026 and into 2027 that expand our served available market, that in time, we believe will continue to help us drive the above-market growth we have delivered for 15+ years.””
Our robust and increasing levels of free cash flow (1) provide us with the flexibility to continue to be both disciplined and strategic, investing in stock repurchases, a growing dividend and acquisi…
Stated in 2 of 4 supplied quarters. Management reported: “Our robust and increasing levels of free cash flow (1) provide us with the flexibility to continue to be both disciplined and strategic, investing in stock repurchases, a growing dividend and acquisitions while maintaining a low leverage profile.” “Todd A. Adams, Chairman and Chief Executive Officer, commented, “We finished 2025 with record annual sales, adjusted EBITDA (1) and free cash flow (1) while repurchasing $160 million of our common stock and increasing our quarterly dividend 22% year over year.”
Grow core sales through targeted initiatives, new product adjacencies, and expansion of served markets, including the hot water loop.
Use the Zurn Elkay Business System, 80/20 deployment, and supply-chain initiatives to improve productivity, incremental margins, and operating results.
Over the trailing year it converted 0.87x of net income into operating cash flow. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 54% for the rest of the cohort, n=6652).
Most sensitive to the broad stock market and long-term interest rates.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity, real (inflation-adjusted) rates (low R² over the window).
6 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated stable grew net income 60% of the time over the next year (vs 56% for the rest of the cohort, n=6637).
Not investment advice. As of 2026-11-04.
“Adams continued, “We’re pleased to have completed the acquisition of Intellihot, which has been a long-term proprietary cultivation of a strategic opportunity in an adjacency we had wanted to enter.”
“We’re pleased with the traction we’re getting on our targeted growth initiatives as well as the progress we’re making on opening new growth adjacencies that will launch later in 2026 and into 2027.””
“Our robust and increasing levels of free cash flow (1) provide us with the flexibility to continue to be both disciplined and strategic, investing in stock repurchases, a growing dividend and acquisi…”
“Todd A. Adams, Chairman and Chief Executive Officer, commented, “We finished 2025 with record annual sales, adjusted EBITDA (1) and free cash flow (1) while repurchasing $160 million of our common st…”