Equity Profile

FELE

Franklin Electric Co., Inc.

IndustrialsIndustrial Machinery & Supplies & Components$4.7B

Jul28Tue

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Franklin Electric Co., Inc. is a global leader in the manufacturing of water and fueling systems....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will help gauge the company's financial health this quarter.

N/A

Revenue Growth

Revenue growth will indicate how well the company is performing in its core markets and whether demand is increasing.

N/A

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

FELE Q2-2026 Earnings Preview

Context

Company Snapshot

Franklin Electric Co., Inc. is a global leader in the manufacturing of water and fueling systems. Operating in the industrial sector, the company plays a crucial role in providing solutions for water and fuel management, which are essential for agriculture, municipal, and industrial applications.

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 Q1-2026, Franklin Electric reported an EPS of $0.83, surpassing estimates by 8.21%. However, the stock experienced a slight decline of 0.43% the following day, indicating mixed market reactions.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, expectations for Franklin Electric's upcoming earnings are mixed, with no analyst estimates available. Investors are keen to see if the company can maintain its recent positive momentum.

Bull Case

If Franklin Electric can report strong EPS and revenue growth, it may signal robust demand in its markets, leading to a positive stock reaction.

Bear Case

Conversely, if the company misses expectations or shows signs of declining demand, it could lead to a significant drop in stock price, as seen in previous quarters.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

A strong EPS could indicate continued profitability and investor confidence, while a weak EPS might raise concerns about the company's performance.

How is revenue growth trending in key markets?

Understanding revenue trends will help assess the demand for Franklin Electric's products and the overall health of its business.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for revenue growth in key sectors, particularly in water management, which could outperform expectations.

Supporting Evidence

The company's recent EPS beat suggests stronger-than-expected demand.

Options pricing indicates a higher expected move than historical averages, hinting at potential volatility.

Past performance shows that the stock has reacted positively to earnings beats, suggesting a bullish sentiment.

Key Risk

If revenue growth exceeds expectations, it could lead to a significant reevaluation of the stock's potential.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will indicate whether Franklin Electric can sustain its growth in a competitive market.

Bull Confirmed If

An EPS of $0.90 or higher would confirm strong demand and profitability.

Bear Confirmed If

An EPS below $0.75 would raise significant concerns about the company's growth trajectory.

Pre-Earnings Positioning

Options Market

Implied Move

±6.93%

Historical Avg

±5.3%

Pricing rich

The options market is pricing in a move of about 6.93%, suggesting that traders expect some volatility around the earnings announcement.

Options are pricing ±6.9% while FELE has averaged ±5.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

23.1%

Calls (100)P/C Ratio: 1.00Puts (100)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Industrials

n=30

Fade rate: 6 of 24 (25%)

This setup has occurred 30 times across Industrials in the last 2 years. 18 of 24 (75%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 4.7%, with a raw directional average of +1.7% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Franklin Electric beats expectations, history suggests the stock could rise by around 1.26% on the following day, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further guidance from management.

Miss

A miss could lead to a decline of about 7.40%, reflecting investor disappointment and concerns about future performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches in water management systems.
2Insights into demand trends in key markets like agriculture and municipal sectors.
3Management's outlook on supply chain issues and their impact on production.
4Details on cost management strategies and their effectiveness.
5Any commentary on competitive pressures and market share.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Franklin Electric Co., Inc. is a global leader in the manufacturing of water and fueling systems....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will help gauge the company's financial health this quarter.

N/A

Revenue Growth

Revenue growth will indicate how well the company is performing in its core markets and whether demand is increasing.

N/A

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

FELE Q2-2026 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 Q1-2026, Franklin Electric reported an EPS of $0.83, surpassing estimates by 8.21%. However, the stock experienced a slight decline of 0.43% the following day, indicating mixed market reactions.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, expectations for Franklin Electric's upcoming earnings are mixed, with no analyst estimates available. Investors are keen to see if the company can maintain its recent positive momentum.

Bull Case

If Franklin Electric can report strong EPS and revenue growth, it may signal robust demand in its markets, leading to a positive stock reaction.

Bear Case

Conversely, if the company misses expectations or shows signs of declining demand, it could lead to a significant drop in stock price, as seen in previous quarters.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

A strong EPS could indicate continued profitability and investor confidence, while a weak EPS might raise concerns about the company's performance.

How is revenue growth trending in key markets?

Understanding revenue trends will help assess the demand for Franklin Electric's products and the overall health of its business.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for revenue growth in key sectors, particularly in water management, which could outperform expectations.

Supporting Evidence

The company's recent EPS beat suggests stronger-than-expected demand.

Options pricing indicates a higher expected move than historical averages, hinting at potential volatility.

Past performance shows that the stock has reacted positively to earnings beats, suggesting a bullish sentiment.

Key Risk

If revenue growth exceeds expectations, it could lead to a significant reevaluation of the stock's potential.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will indicate whether Franklin Electric can sustain its growth in a competitive market.

Bull Confirmed If

An EPS of $0.90 or higher would confirm strong demand and profitability.

Bear Confirmed If

An EPS below $0.75 would raise significant concerns about the company's growth trajectory.

Pre-Earnings Positioning

Options Market

Implied Move

±6.93%

Historical Avg

±5.3%

Pricing rich

The options market is pricing in a move of about 6.93%, suggesting that traders expect some volatility around the earnings announcement.

Options are pricing ±6.9% while FELE has averaged ±5.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

23.1%

Calls (100)P/C Ratio: 1.00Puts (100)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Industrials

n=30

Fade rate: 6 of 24 (25%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Franklin Electric beats expectations, history suggests the stock could rise by around 1.26% on the following day, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further guidance from management.

Miss

A miss could lead to a decline of about 7.40%, reflecting investor disappointment and concerns about future performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches in water management systems.
2Insights into demand trends in key markets like agriculture and municipal sectors.
3Management's outlook on supply chain issues and their impact on production.
4Details on cost management strategies and their effectiveness.
5Any commentary on competitive pressures and market share.