NASDAQ$FELE

Franklin Electric Co Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Franklin Electric's performance was solid but challenging, with results below expectations due to commodity price pressure and destocking, though Water Systems achieved record revenue and operating income.

Franklin Electric reported net sales of $538.4 million, a 2% decrease compared to the prior year. EPS was $1.23. Water Systems sales increased by 1%, while Fueling Systems and Distribution sales decreased by 14% and 2%, respectively. Operating income was $78.1 million with an operating margin of 14.5%.

  • Consolidated net sales decreased by 2% year-over-year to $538.4 million.
  • Water Systems sales increased by 1%, setting a third-quarter record.
  • Operating income was $78.1 million, with an operating margin of 14.5%.
  • GAAP fully diluted earnings per share (EPS) was $1.23.

Headline financials

Total Revenue

$538M

Previous: $552M-2.4%
EPS (adj)

$1.23

Previous: $1.26-2.4%
Operating Margin

14.5%

Previous: 14.5%+0.0%
Capital Expenditures

-$30.2M

Previous: -$29.3M-2.8%
Free Cash Flow

$27.6M

Previous: $29.3M-5.6%
Net Income

$57.8M

Previous: $58.6M-1.4%
Operating Income

$78.1M

Previous: $80M-2.4%
Gross Profit

$186M

Previous: $191M-2.3%
Cash & Equivalents

$62.5M

Previous: $39.5M+58.2%
Total Assets

$1.73B

Previous: $1.72B+0.6%
Stock-Based Comp

$2.04M

Previous: $2.62M-22.1%

Revenue & EPS history

Franklin Electric · Revenue · Quarterly

$538M

Q3 2023-2.4%vs Q3 2022
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

Franklin Electric · $563M total across 3 segments · Q3 2023

  • Water Systems
    $296M+0.9%
  • Distribution
    $189M-2.1%
  • Energy Systems
    $77.7M-13.9%

Forward guidance

The Company is updating its guidance for full year 2023 sales to be in the range of $2.05 billion to $2.15 billion and full year 2023 EPS to be in the range of $4.07 to $4.17.

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 Q3 2023

Historical avgQ3 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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