NASDAQ$FELE

Franklin Electric Co Inc · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

Franklin Electric's Q4 2022 earnings were released, revealing record fourth-quarter sales and operating income, but a slight decrease in GAAP EPS compared to the prior year.

Franklin Electric reported record fourth-quarter sales of $489.4 million, a 13% increase year-over-year, and record operating income of $56.2 million, up 19% from the prior year. GAAP EPS was $0.84, a slight decrease of $0.01 compared to the prior year. The company delivered record full-year sales, operating income, and earnings per share.

  • Sales reached $489.4 million, marking a 13% increase over the prior year and a fourth-quarter record.
  • All three segments experienced strong sales growth, with Distribution up 27%, Water Systems up 9%, and Fueling Systems up 8%.
  • Operating income hit a fourth-quarter record of $56.2 million, reflecting a 19% increase compared to the prior year.
  • GAAP fully diluted earnings per share (EPS) stood at $0.84, a decrease of $0.01 from the prior year.

Headline financials

Total Revenue

$489M

Previous: $433M+13.2%
EPS (adj)

$0.84

Previous: $0.86-2.3%
Operating Margin

11.5%

No prior period
Capital Expenditures

$12.6M

Previous: $9.84M+27.8%
Free Cash Flow

$81.9M

Previous: $26M+214.9%
Net Income

$40M

Previous: $41M-2.5%
Operating Income

$56.2M

Previous: $47.2M+19.1%
Gross Profit

$166M

Previous: $145M+14.5%
Cash & Equivalents

$45.8M

Previous: $40.5M+13.0%
Total Assets

$1.69B

Previous: $1.58B+7.6%
Stock-Based Comp

$2.03M

Previous: $2.81M-27.7%

Revenue & EPS history

Franklin Electric · Revenue · Quarterly

$489M

Q4 2022+13.2%vs Q4 2021
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

Franklin Electric · $516M total across 3 segments · Q4 2022

  • Water Systems
    $281M+9.0%
  • Distribution
    $149M+27.4%
  • Energy Systems
    $85.5M+8.2%

Forward guidance

The Company expects its full year 2023 sales to be in the range of $2.1 billion to $2.2 billion and full year 2023 EPS to be in the range of $4.10 to $4.30.

Tailwinds

  • Full year 2023 sales to be in the range of $2.1 billion to $2.2 billion
  • Full year 2023 EPS to be in the range of $4.10 to $4.30
  • Well positioned to continue momentum based on robust demand across end markets
  • Diverse customer base
  • Growing global need for clean water and safe, cost-effective fueling solutions

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 Q4 2022

Historical avgQ4 2022

-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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro