Every material Form 8-K Franklin Electric filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Franklin Electric posted its Q3 2026 earnings presentation on its investor relations website on October 28, 2026, and furnished the slides as Exhibit 99.1. The filing itself contains no revenue, profit, or guidance figures, so the financial results can only be read from the slides, which are not included in the text provided.
Presentation was posted on October 28, 2026, and used on the Q3 2026 earnings call.
The slides are furnished as Exhibit 99.1 and are not deemed filed under Section 18 of the Exchange Act.
The 8-K text itself states no revenue, earnings per share, or guidance figures.
Franklin Electric agreed on October 27, 2026 to acquire all outstanding shares of Challenge Pumps Holdings, an Australian maker of underground mine dewatering pumps, for about $181 million in cash plus up to AUD $20.0 million in earnout payments. The deal is expected to close in 2026, subject to the target's annual audit and customary conditions, and the company expects it to be accretive to Adjusted EPS in 2027.
Cash consideration of approximately AUD $259 million (about $181 million USD), subject to adjustment; earnout of up to AUD $20.0 million tied to targets through July 2027
Challenge Pumps generated about $52 million in FY2026 revenue and about $18 million in EBITDA, a margin of about 35%
More than 55% of Challenge Pumps' revenue over the last three years came from parts and services
Franklin Electric expects net leverage of about 1.8x after closing and plans to fund the deal with cash on hand and existing credit facility borrowings
Franklin Electric reported third-quarter 2026 net sales of $633.6 million, up 9% from $581.7 million a year earlier, with all three segments growing. Adjusted diluted EPS rose 15% to $1.50, and the company raised its full-year 2026 net sales and adjusted EPS guidance, though operating margin fell to 13.7% from 14.6% on higher material and freight costs.
Net sales of $633.6 million, up 9% from $581.7 million in Q3 2025; Water Systems up 5%, Energy Systems up 15%, Distribution up 15%.
Diluted EPS of $1.35 versus $0.37 a year earlier; adjusted diluted EPS of $1.50 versus $1.31, up 15%.
Operating margin of 13.7% versus 14.6%, which the company attributed to higher material and freight costs.
Full-year 2026 guidance raised to net sales of $2.23 billion to $2.30 billion and adjusted diluted EPS of $4.62 to $4.82.
Franklin Electric acquired all outstanding stock of Cat Pumps Corporation, a high-pressure pump maker based in Minneapolis, under a share purchase agreement dated September 4, 2026. The company paid about $350 million in cash, subject to adjustment, plus performance-based restricted stock units with a target value of $25 million tied to Cat Pumps' gross profit in 2028. Franklin Electric said the deal is expected to be accretive to Adjusted EPS in 2027 and that its net leverage ratio is expected to be about 1.5x after closing.
Cash consideration of approximately $350 million, funded from available cash and existing credit facilities
PRSUs with a target value of $25 million, paying out from 0% to 200% of target based on 2028 gross profit
Cat Pumps had approximately $115 million in revenue and $45 million in Adjusted EBITDA in 2025, per the press release
Cat Pumps will be reported in the Energy Systems segment; the acquisition was completed September 4, 2026
Franklin Electric reported second quarter 2026 net sales of $622.9 million, up 6% from the prior year, and GAAP diluted EPS of $1.46, up 11%. The company raised its full year 2026 guidance for net sales and adjusted diluted EPS, while a $4.5 million legal settlement expense weighed on Energy Systems results.
Q2 2026 GAAP diluted EPS was $1.46 versus $1.31 a year earlier; adjusted diluted EPS was $1.55, up 18%
Full year 2026 net sales guidance raised to $2.21 billion to $2.29 billion
Full year 2026 adjusted diluted EPS guidance raised to $4.50 to $4.70
Energy Systems operating income included a $4.5 million legal settlement expense in Q2 2026
Franklin Electric reported first quarter 2026 net sales of $500.4 million, up 10% from $455.2 million a year earlier, and GAAP diluted EPS of $0.77 versus $0.67. The company maintained its full-year 2026 guidance for net sales of $2.17 billion to $2.24 billion and adjusted diluted EPS of $4.40 to $4.60. Operating margin was 9.6% versus 9.7% a year earlier, and operating cash flow was negative $40.9 million for the quarter.
Net sales $500.4 million, up 10% from $455.2 million in Q1 2025; all three segments grew
GAAP diluted EPS $0.77 vs. $0.67; adjusted diluted EPS (non-GAAP) $0.83 vs. $0.67
Operating income $48.1 million vs. $44.1 million, including $3.9 million of restructuring expense
Full-year 2026 guidance maintained: net sales $2.17 billion to $2.24 billion; adjusted diluted EPS $4.40 to $4.60
Franklin Electric reported fourth quarter 2025 net sales of $506.9 million, up 4%, and diluted EPS of $0.87, up from $0.72. For full year 2025, GAAP diluted EPS fell to $3.22 from $3.86 after a $54.9 million pre-tax pension settlement charge from terminating its US Pension Plan, while adjusted diluted EPS rose 6% to $4.14. The company also guided 2026 sales of $2.17 billion to $2.24 billion and adjusted diluted EPS of $4.40 to $4.60.
Q4 2025 operating income was $51.6 million, up 20% from $43.0 million, with operating margin of 10.2%.
Full year 2025 net sales were $2.1 billion, up 5%, and operating income was $269.0 million, up 10%.
The US Pension Plan termination cut full year 2025 GAAP diluted EPS by an estimated $0.91 per share net of tax, according to the company.
2026 guidance: sales of $2.17 billion to $2.24 billion and adjusted diluted EPS of $4.40 to $4.60.
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