NASDAQ$FELE

Franklin Electric Co Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Franklin Electric's Q3 2024 results were softer than expected due to macro pressures, but the demand environment remained healthy across key end markets with stable margins due to disciplined cost management.

Franklin Electric reported Q3 2024 net sales of $531.4 million, a 1% decrease compared to Q3 2023. EPS was $1.17, down from $1.23 in the prior year. The company is lowering its full year sales guidance to approximately $2.00 billion and reducing its EPS guidance to be in the range of $3.75 to $3.85.

  • Consolidated net sales decreased by 1% year-over-year to $531.4 million.
  • Water Systems and Distribution net sales increased by 2% and 1%, respectively, while Fueling Systems net sales decreased by 10%.
  • Operating income was $73.5 million with an operating margin of 13.8%.
  • GAAP fully diluted earnings per share (EPS) was $1.17.

Headline financials

Total Revenue

$531M

Previous: $538M-1.3%
EPS

$1.17

Previous: $1.23-4.9%
Operating Margin

13.8%

Previous: 14.5%-4.8%
Capital Expenditures

-$28.9M

Previous: -$30.2M+4.2%
Free Cash Flow

$25.7M

Previous: $27.6M-7.0%
Net Income

$54.6M

Previous: $57.8M-5.5%
Operating Income

$73.5M

Previous: $78.1M-5.9%
Gross Profit

$190M

Previous: $186M+1.8%
Cash & Equivalents

$106M

Previous: $62.5M+70.0%
Total Assets

$1.81B

Previous: $1.73B+4.7%
Stock-Based Comp

$3.11M

Previous: $2.04M+52.6%

Revenue & EPS history

Franklin Electric · Revenue · Quarterly

$531M

Q3 2024-1.3%vs Q3 2023
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 lowering its sales guidance for full year 2024 to be approximately $2.00 billion and reducing its EPS guidance for full year 2024 to be in the range of $3.75 to $3.85 which incorporates the Company’s first nine months performance and its outlook for the fourth quarter.

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 2024

Historical avgQ3 2024

-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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