Zurn Elkay Water Solutions Corp. (ZWS)
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-09-04
$47.61-0.02%
Close 2026-09-04 · 1-day change
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-09-04
QuarterlyIQ Insights · ZWS
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 11.8% |
| Our one-year growth estimate | diamond | 6.1% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market and Fed net liquidity.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 5.7 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 63 industry peers
ZWS — CFO transition
Dated 2026-05-27
COO — David J. Pauli: David J. Pauli was promoted to COO and Daniel J. Klun was promoted to CFO.
Why it matters: More dividends show strong cash flow and a promise to give value to shareholders.
Supportive ifAnnouncement of a dividend per share increase from $0.11.
Worry ifNo increase in dividend per share announced.
Why it matters: Leadership changes can affect company strategy and performance. This could impact revenue growth.
Watch forNew CFO announces a strategic plan that boosts revenue growth expectations.
Also watch forA change in CFO brings uncertainty and no clear plan for the future.
Why it matters: Changes in leadership can affect company plans and actions. Good performance shows the company is stable.
Watch forThe company had good results and new plans after the CFO change.
Also watch forThere were problems or missed goals after the CFO change.
Why it matters: This growth rate will show if the company can maintain its revenue momentum. It is a key indicator of ongoing demand and market position.
Supportive ifQ3 core sales growth reported between 6% and 7% year over year.
Worry ifCore sales growth falls below 6% year over year.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$112 on $10,000 · ±1.1% | How much price usually moves either way. |
| Bad day | $254 loss on $10,000 · 2.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,702 loss on $10,000 · 17.0% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: This sales number shows that Intellihot was integrated well. It shows Zurn Elkay can grow into new markets.
Supportive ifIntellihot sales are $16 million or higher for the rest of 2026.
Worry ifIntellihot sales are below $16 million for the rest of 2026.
Why it matters: A margin of 28% shows good cost control and efficiency. This is key for making money.
Supportive ifAdjusted EBITDA margin is at or above 28% for Q3.
Worry ifAdjusted EBITDA margin falls below 27% for Q3.
Why it matters: An increase in dividends signals strong financial health and commitment to returning value to shareholders. It reflects confidence in future cash flows.
Supportive ifAnnouncement of a higher dividend per share compared to $0.11 in Q4 2026.
Worry ifNo increase in dividend per share announced for Q4 2026.
Why it matters: Completing this acquisition will expand Zurn Elkay's market reach and product offerings in water heating. It is a strategic growth move.
Supportive ifThe acquisition will close in early Q3 2026.
Worry ifThe acquisition will not close by Q3 2026.
Why it matters: Updates on growth initiatives show how Zurn Elkay plans to expand its market presence. Success in these initiatives can drive future revenue.
Watch forManagement shares details on new growth projects that are working.
Also watch forNo news or negative comments on growth projects.
Why it matters: Hitting this cash flow target shows strong finances. It helps with more investments and returns.
Supportive ifFree cash flow reported at or above $350 million for 2026.
Worry ifFree cash flow reported below $350 million for 2026.
Why it matters: Growth in operating income is key for making more money. It shows good cost control.
Supportive ifOperating income is expected to rise by more than 10% in the next earnings report.
Worry ifOperating income is expected to rise by less than 5% in the next earnings report.
Why it matters: The CFO change may impact money plans and business choices. This matters for future growth.
Watch forGood changes or cost cuts announced after the CFO change.
Also watch forBad changes or higher costs reported after the CFO change.