Equity Profile

FELE

Franklin Electric Co., Inc.

IndustrialsIndustrial Machinery & Supplies & Components$4.4B

Apr28Tue

Post-Earnings Recap

ReportedQ1-2026Pre-Market8:00 AM EDT

Franklin Electric Beats on EPS, Stock Down 0.43%

Metric	Actual	Expected	Surprise
EPS	$0.83	$0.77	+8.21%
Revenue	N/A	$479M	N/A

management commentary, guidance changes, and full analysis available with Pro.

Franklin Electric Beats on EPS, Stock Down 0.43%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$0.83	$0.77	+8.21%
Revenue	N/A	$479M	N/A

Management Commentary

Tone: Cautiously Optimistic

Overall, management expressed a cautious optimism about future demand while acknowledging some ongoing supply chain issues. They emphasized their commitment to operational improvements.

Management highlighted strong demand in key markets.

They noted ongoing challenges in supply chain logistics.

The focus remains on improving operational efficiency.

What It Means

Franklin Electric's earnings report shows a positive surprise in EPS, indicating better-than-expected profitability. However, the stock reacted negatively, declining by 0.43%. This could suggest that investors were looking for more clarity on revenue and future guidance, which was not provided.

Company Snapshot

Franklin Electric Co., Inc. (FELE) operates in the industrial machinery sector, focusing on water and fueling systems....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating income.

0.77

Revenue

Revenue figures will help assess overall sales performance and market demand for Franklin Electric's products.

479M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Franklin Electric Co., Inc. (FELE) operates in the industrial machinery sector, focusing on water and fueling systems. The company plays a crucial role in providing products and solutions that support water management and fuel systems, which are essential for various industries, including agriculture and energy.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

50%

Avg EPS Surprise

-0.77%

Avg Stock Reaction

-3.07%

Last Quarter Recap

In the last quarter, Franklin Electric reported an EPS of $0.87, slightly missing expectations. The stock reacted negatively, dropping 14.65% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are cautiously optimistic about Franklin Electric's upcoming earnings, expecting a modest recovery in EPS and revenue. The consensus estimates suggest a stable performance compared to previous quarters.

Bull Case

If Franklin Electric beats the EPS estimate, it could signal strong operational efficiency and increased demand, leading to a positive market reaction.

Bear Case

Conversely, if the company misses expectations again, it may raise concerns about its growth prospects and operational challenges, potentially leading to a significant stock decline.

Key Metrics to Watch

EPS

0.77

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating income.

Revenue

479M

Revenue figures will help assess overall sales performance and market demand for Franklin Electric's products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $0.77?

A beat on EPS could indicate improved profitability and operational efficiency, which would be crucial for investor confidence.

What are the revenue expectations for the quarter compared to the consensus of $479M?

Revenue performance will provide insights into market demand and the company's ability to capture sales, impacting future growth outlook.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the potential for a rebound in demand for Franklin Electric's products, particularly in the agricultural sector, which has shown signs of recovery.

Supporting Evidence

The company has historically shown resilience in challenging markets, with a 38% EPS beat rate over the last eight quarters.

Options pricing indicates a significant move, suggesting that traders are anticipating a more substantial reaction than the consensus reflects.

Key Risk

If revenue comes in significantly above $490M, it could challenge the current bearish sentiment and shift market expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Franklin Electric can recover from recent earnings misses and demonstrate growth in a competitive industrial landscape.

Bull Confirmed If

An EPS of $0.80 or higher would confirm the bull case, indicating strong profit margins and effective cost management.

Bear Confirmed If

An EPS below $0.73 would confirm the bear case, suggesting ongoing challenges in profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±5.94%

Historical Avg

±5.3%

In line with history

The options market is pricing in a nearly 6% move, indicating that traders expect some volatility around the earnings announcement.

Options are pricing ±5.9% while FELE has averaged ±5.3% over the last 8 prints — setup is roughly in line with history.

Detail

ATM IV

0.4%

30d HV

25.4%

Calls (12K)P/C Ratio: 0.04Puts (500)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Franklin Electric beats expectations, history suggests a potential stock increase of around 1.83%, confirming positive operational momentum.

In-Line / Cautious

An in-line result may lead to a muted reaction, as the market weighs management's commentary against past performance.

Miss

If the company misses estimates, history suggests a decline of about 7.27%, raising concerns about its growth trajectory.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on demand trends in the agricultural sector.
2Management's outlook on cost pressures and pricing strategies.
3Insights into new product developments or market expansions.
4Comments on supply chain stability and its impact on operations.
5Guidance on future earnings and revenue growth expectations.

See the full picture

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Company Snapshot

Franklin Electric Co., Inc. (FELE) operates in the industrial machinery sector, focusing on water and fueling systems....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating income.

0.77

Revenue

Revenue figures will help assess overall sales performance and market demand for Franklin Electric's products.

479M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

50%

Avg EPS Surprise

-0.77%

Avg Stock Reaction

-3.07%

Last Quarter Recap

In the last quarter, Franklin Electric reported an EPS of $0.87, slightly missing expectations. The stock reacted negatively, dropping 14.65% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Franklin Electric beats the EPS estimate, it could signal strong operational efficiency and increased demand, leading to a positive market reaction.

Bear Case

Conversely, if the company misses expectations again, it may raise concerns about its growth prospects and operational challenges, potentially leading to a significant stock decline.

Key Metrics to Watch

EPS

0.77

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating income.

Revenue

479M

Revenue figures will help assess overall sales performance and market demand for Franklin Electric's products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $0.77?

A beat on EPS could indicate improved profitability and operational efficiency, which would be crucial for investor confidence.

What are the revenue expectations for the quarter compared to the consensus of $479M?

Revenue performance will provide insights into market demand and the company's ability to capture sales, impacting future growth outlook.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the potential for a rebound in demand for Franklin Electric's products, particularly in the agricultural sector, which has shown signs of recovery.

Supporting Evidence

The company has historically shown resilience in challenging markets, with a 38% EPS beat rate over the last eight quarters.

Options pricing indicates a significant move, suggesting that traders are anticipating a more substantial reaction than the consensus reflects.

Key Risk

If revenue comes in significantly above $490M, it could challenge the current bearish sentiment and shift market expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Franklin Electric can recover from recent earnings misses and demonstrate growth in a competitive industrial landscape.

Bull Confirmed If

An EPS of $0.80 or higher would confirm the bull case, indicating strong profit margins and effective cost management.

Bear Confirmed If

An EPS below $0.73 would confirm the bear case, suggesting ongoing challenges in profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±5.94%

Historical Avg

±5.3%

In line with history

The options market is pricing in a nearly 6% move, indicating that traders expect some volatility around the earnings announcement.

Options are pricing ±5.9% while FELE has averaged ±5.3% over the last 8 prints — setup is roughly in line with history.

Detail

ATM IV

0.4%

30d HV

25.4%

Calls (12K)P/C Ratio: 0.04Puts (500)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Franklin Electric beats expectations, history suggests a potential stock increase of around 1.83%, confirming positive operational momentum.

In-Line / Cautious

An in-line result may lead to a muted reaction, as the market weighs management's commentary against past performance.

Miss

If the company misses estimates, history suggests a decline of about 7.27%, raising concerns about its growth trajectory.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on demand trends in the agricultural sector.
2Management's outlook on cost pressures and pricing strategies.
3Insights into new product developments or market expansions.
4Comments on supply chain stability and its impact on operations.
5Guidance on future earnings and revenue growth expectations.