NASDAQ$FELE

Franklin Electric Co Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Franklin Electric reported a record first quarter with sales increasing by 7% and operating income rising by 32% compared to the prior year.

Franklin Electric delivered a strong start to 2023, achieving record first quarter sales, operating income, and earnings per share. The company's performance was driven by robust demand and improvements in supply chain management, leading to operating margin expansion.

  • First quarter sales reached a record $484.6 million, a 7% increase year-over-year.
  • Operating income hit a record $52.6 million, up 32% from the prior year.
  • GAAP fully diluted earnings per share (EPS) was $0.79, an increase of $0.16 over the prior year.
  • The company is raising its full year 2023 sales and EPS guidance.

Headline financials

Total Revenue

$485M

Previous: $451M+7.3%
EPS (adj)

$0.79

Previous: $0.64+23.4%
Operating Margin

10.9%

Previous: 8.8%+23.9%
Capital Expenditures

-$9.56M

Previous: -$9.46M-1.1%
Free Cash Flow

$27.8M

Previous: $20.3M+36.7%
Net Income

$37.3M

Previous: $29.8M+25.4%
Operating Income

$52.6M

Previous: $39.9M+31.7%
Gross Profit

$162M

Previous: $145M+11.6%
Cash & Equivalents

$51.9M

Previous: $38.6M+34.5%
Total Assets

$1.8B

Previous: $1.68B+7.1%
Stock-Based Comp

$3.91M

Previous: $3.99M-1.8%

Revenue & EPS history

Franklin Electric · Revenue · Quarterly

$485M

Q1 2023+7.3%vs Q1 2022
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

Franklin Electric · $522M total across 3 segments · Q1 2023

  • Water Systems
    $307M+12.5%
  • Distribution
    $143M+6.0%
  • Energy Systems
    $72.7M+0.3%

Forward guidance

The Company is updating and raising its guidance for full year 2023 sales to be in the range of $2.15 billion to $2.25 billion and full year 2023 EPS to be in the range of $4.25 to $4.45.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

-0.6%

Avg return

Earnings day

-1.0%

Avg return

5 days after

-0.4%

Avg return

30 days after

37%

24 / 65 earnings

Positive

+22.0%

Q3 2015

Best reaction

-14.6%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.5%-3.9%-4.4%
Q4 2025-14.6%-12.0%-16.1%
Q3 2025-3.5%-3.8%-2.4%
Q1 2025-4.4%-0.3%-2.3%
Q4 2024+6.0%+4.3%-2.0%
Q3 2024-5.9%-4.9%+4.5%
Q2 2024-3.1%+1.9%-3.9%
Q1 2024-5.5%-4.2%-5.4%
Q4 2023-2.0%+0.3%+1.0%
Q3 2023-0.0%-0.2%+6.3%
Q2 2023-7.1%-8.6%-10.8%
Q1 2023+5.8%+5.3%+1.3%
Q4 2022+3.6%+4.4%-2.1%
Q3 2022-5.5%-6.7%-3.2%
Q2 2022+9.0%+14.6%+17.2%
Q1 2022-10.0%-12.6%-9.2%
Q4 2021+2.0%-0.7%-0.4%
Q3 2021-3.0%-1.2%+9.0%
Q2 2021-2.9%-0.9%+0.6%
Q1 2021-0.1%-0.1%+3.6%
Q4 2020-0.4%-1.6%+6.6%
Q3 2020-5.5%-4.3%+9.3%
Q2 2020+5.3%-0.1%+10.0%
Q1 2020+5.6%-3.9%+1.5%
Q4 2019-2.6%-2.5%-20.8%
Q3 2019+5.7%+3.3%+5.9%
Q2 2019+2.5%+3.2%-0.1%
Q1 2019-7.3%-7.2%-13.9%
Q4 2018+7.6%+8.4%+2.5%
Q3 2018+2.0%+4.2%+7.2%
Q2 2018+0.0%+1.7%+3.3%
Q1 2018+5.2%+6.8%+12.8%
Q4 2017-8.1%-8.1%-7.8%
Q3 2017-1.7%+2.4%+2.0%
Q2 2017-4.4%-5.0%-9.7%
Q1 2017-8.2%-11.7%-15.9%
Q4 2016+5.9%+5.5%+0.7%
Q3 2016-6.8%-4.7%+3.5%
Q2 2016+6.5%+4.3%+5.0%
Q1 2016+3.0%
Q4 2015-0.9%
Q3 2015+22.0%
Q2 2015+3.6%
Q1 2015-6.2%
Q4 2014+4.2%
Q3 2014-6.2%
Q2 2014-2.9%
Q1 2014-2.7%
Q4 2013+6.5%
Q3 2013-2.7%
Q2 2013-0.4%
Q1 2013-3.5%
Q4 2012-3.4%
Q3 2012+2.1%
Q2 2012-4.4%
Q1 2012-1.9%
Q4 2011-1.3%
Q3 2011-4.0%
Q2 2011+1.0%
Q4 2009+2.0%
Q1 2011+1.1%
Q3 2010-1.3%
Q2 2010-0.4%
Q4 2010-0.4%
Q1 2010+0.7%

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