Equity Profile

ZWS

Zurn Elkay Water Solutions Corporation

IndustrialsBuilding Products$7.8B

Jul28Tue

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Zurn Elkay Water Solutions Corporation (ZWS) operates in the industrials sector, focusing on building products related to water solutions. The company plays a crucial role in providing sustainable water management solutions, which are increasingly important in today's environmentally conscious market.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, and it helps investors gauge performance against expectations.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market presence and meet customer demand, which is vital for long-term success.

N/A

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

ZWS Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+9.18%

Avg Stock Reaction

+0.52%

Last Quarter Recap

In Q1-2026, ZWS reported an EPS of $0.41, exceeding expectations by 12.02%. The stock saw a modest increase of 0.33% the following day.

Management Promises & Guidance

Continued focus on sustainable water solutions.
Commitment to enhancing operational efficiencies.
Plans to expand product offerings in the building products sector.

Expectations

Wall Street Expectations

Overall expectations for ZWS's upcoming earnings are cautious, given the lack of analyst estimates and management guidance.

Bull Case

If ZWS continues its trend of beating EPS estimates, it could signal strong operational performance and market demand, potentially leading to a significant stock price increase.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a decline in investor confidence and a drop in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

Given ZWS's history of beating EPS estimates, this number will be critical in determining market sentiment and stock movement.

How is revenue growth trending in key markets?

Understanding revenue growth will provide insight into the company's market position and future prospects, which are vital for investor confidence.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating ZWS's ability to leverage its sustainable water solutions in a growing market, which could lead to stronger-than-expected revenue growth.

Supporting Evidence

ZWS has consistently beaten EPS estimates, indicating strong operational execution.

The options market is pricing a larger move than historical averages suggest, indicating heightened expectations.

Recent trends in environmental sustainability are driving demand for water solutions, which ZWS is well-positioned to capitalize on.

Key Risk

If revenue growth exceeds expectations, it could significantly alter the market's perception of ZWS's future potential.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on ZWS's ability to maintain its growth trajectory and profitability in a competitive market.

Bull Confirmed If

An EPS of $0.45 or higher would confirm the bull case and indicate strong operational performance.

Bear Confirmed If

An EPS below $0.35 would support the bear case, suggesting potential issues in revenue generation or market demand.

Pre-Earnings Positioning

Options Market

Implied Move

±14.19%

Historical Avg

±1.0%

Pricing rich

The options market is pricing in a significant potential move, indicating that investors expect volatility around the earnings report.

Options are pricing ±14.2% while ZWS has averaged ±1.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

38.7%

Calls (100)P/C Ratio: 1.00Puts (0)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Industrials

n=30

Fade rate: 5 of 24 (21%)

This setup has occurred 30 times across Industrials in the last 2 years. 19 of 24 (79%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 4.6%, with a raw directional average of +1.6% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If ZWS beats expectations, history suggests a potential stock increase of around 0.52%, confirming the company's strong operational performance.

In-Line / Cautious

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

Miss

A miss could lead to a decline in stock price, with historical patterns suggesting an average drop of around 1.03%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches in sustainable water solutions.
2Insights into market demand trends for building products.
3Management's commentary on operational efficiencies and cost management.
4Guidance on future revenue growth and market expansion plans.
5Responses to any competitive pressures in the industry.

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, and it helps investors gauge performance against expectations.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market presence and meet customer demand, which is vital for long-term success.

N/A

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

ZWS Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+9.18%

Avg Stock Reaction

+0.52%

Last Quarter Recap

In Q1-2026, ZWS reported an EPS of $0.41, exceeding expectations by 12.02%. The stock saw a modest increase of 0.33% the following day.

Management Promises & Guidance

Continued focus on sustainable water solutions.
Commitment to enhancing operational efficiencies.
Plans to expand product offerings in the building products sector.

Expectations

Wall Street Expectations

Overall expectations for ZWS's upcoming earnings are cautious, given the lack of analyst estimates and management guidance.

Bull Case

If ZWS continues its trend of beating EPS estimates, it could signal strong operational performance and market demand, potentially leading to a significant stock price increase.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a decline in investor confidence and a drop in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

Given ZWS's history of beating EPS estimates, this number will be critical in determining market sentiment and stock movement.

How is revenue growth trending in key markets?

Understanding revenue growth will provide insight into the company's market position and future prospects, which are vital for investor confidence.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating ZWS's ability to leverage its sustainable water solutions in a growing market, which could lead to stronger-than-expected revenue growth.

Supporting Evidence

ZWS has consistently beaten EPS estimates, indicating strong operational execution.

The options market is pricing a larger move than historical averages suggest, indicating heightened expectations.

Recent trends in environmental sustainability are driving demand for water solutions, which ZWS is well-positioned to capitalize on.

Key Risk

If revenue growth exceeds expectations, it could significantly alter the market's perception of ZWS's future potential.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on ZWS's ability to maintain its growth trajectory and profitability in a competitive market.

Bull Confirmed If

An EPS of $0.45 or higher would confirm the bull case and indicate strong operational performance.

Bear Confirmed If

An EPS below $0.35 would support the bear case, suggesting potential issues in revenue generation or market demand.

Pre-Earnings Positioning

Options Market

Implied Move

±14.19%

Historical Avg

±1.0%

Pricing rich

The options market is pricing in a significant potential move, indicating that investors expect volatility around the earnings report.

Options are pricing ±14.2% while ZWS has averaged ±1.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

38.7%

Calls (100)P/C Ratio: 1.00Puts (0)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Industrials

n=30

Fade rate: 5 of 24 (21%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If ZWS beats expectations, history suggests a potential stock increase of around 0.52%, confirming the company's strong operational performance.

In-Line / Cautious

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

Miss

A miss could lead to a decline in stock price, with historical patterns suggesting an average drop of around 1.03%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches in sustainable water solutions.
2Insights into market demand trends for building products.
3Management's commentary on operational efficiencies and cost management.
4Guidance on future revenue growth and market expansion plans.
5Responses to any competitive pressures in the industry.