Every material Form 8-K Zurn Elkay Water Solutions 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.
Zurn Elkay Water Solutions reported third-quarter 2026 net sales of $495.1 million, up 9% from $455.4 million a year earlier, with core sales up 7%. Net income from continuing operations rose to $76.1 million, or $0.45 per diluted share, from $59.6 million, or $0.35, and the company raised its annual dividend 18% to $0.52 per share.
Adjusted EBITDA was $140.1 million, or 28.3% of net sales, versus $122.2 million, or 26.8%, a year earlier; adjusted EPS was $0.52 versus $0.43.
Fourth-quarter outlook calls for net sales of $430 million to $437 million and adjusted EBITDA of $120 million to $123 million.
Full-year free cash flow is expected to be greater than $350 million, excluding the net impact of tariff-related refunds.
The company completed its acquisition of Intellihot, Inc. and repurchased $35 million of common stock, or 0.7 million shares, in the quarter.
Zurn Elkay Water Solutions reported second-quarter 2026 results on July 28, with net sales of $491 million, up from $445 million a year earlier, and adjusted EPS of $0.50 versus $0.42. The company said it is raising its full-year outlook, with 2026 adjusted EBITDA now expected between $503 million and $513 million. GAAP results include a one-time $47.6 million benefit from IEEPA tariff refunds, which the company excluded from adjusted EBITDA.
Net sales $491 million, up 10% year over year; core sales also grew 10%
Adjusted EPS $0.50 vs. $0.42; diluted EPS from continuing operations $0.67 vs. $0.29, including the tariff refund
Full-year 2026 adjusted EBITDA guidance of $503 million to $513 million; free cash flow expected at least $350 million
Repurchased $50 million of stock in the quarter, $100 million in the first half; investor call set for July 29, 2026
Zurn Elkay Water Solutions signed a definitive agreement to acquire Intellihot, Inc., a privately held maker of tankless water heaters, with closing expected early in the third quarter. The company also said its second-quarter results are ahead of the outlook range it gave earlier in the quarter, though it did not disclose specific figures in the filing.
Intellihot's net sales are expected to be approximately $37 million in 2026
Transaction expected to close early in the third quarter of 2026
Company said second-quarter results are ahead of the earlier outlook range, without specific figures
Earnings call scheduled for Wednesday, July 29, 2026 to provide quarter details and outlook
Zurn Elkay Water Solutions promoted Chief Financial Officer David Pauli to Chief Operating Officer and named Dan Klun as CFO, both effective immediately. The company also said its second-quarter results are tracking in line with its expectations, but it gave no figures and will provide details on the quarter and second-half outlook during a late-July earnings call.
Dan Klun, 51, promoted to CFO effective immediately; he joined the company in 2005 and was most recently Vice President, Finance since 2017.
David Pauli, 44, moved from CFO to COO effective immediately; he has served as CFO since 2024 and will oversee operations, supply chain and IT.
CEO Todd Adams said second-quarter results are tracking very much in line, with one month left in the quarter.
Full second-quarter results and second-half outlook are expected on an earnings call in late July.
At its April 30, 2026 annual meeting, Zurn Elkay stockholders elected three directors to three-year terms expiring in 2029, approved the advisory vote on executive compensation, and ratified Ernst & Young LLP as auditor for fiscal 2026. The same day, Sudhanshu Chhabra, Executive Vice President, Zurn Elkay Business Systems, moved into an advisory role. The votes show broad stockholder support, and the filing does not state a successor for Chhabra's role.
Directors elected to 2029 terms: Thomas D. Christopoul (94.9% of votes cast FOR), Emma M. McTague (95.7%), and Peggy N. Troy (92.0%)
Advisory say-on-pay vote: 133,069,949 FOR and 18,889,005 against, or 87.6% of votes cast FOR
Ernst & Young LLP ratified for fiscal 2026 with 155,016,328 FOR and 3,013,555 against, or 98.1% of votes cast FOR
Sudhanshu Chhabra's advisory role took effect April 30, 2026
Zurn Elkay Water Solutions reported first quarter 2026 results for the quarter ended March 31, 2026, furnished in an earnings release under Item 2.02. Net sales rose 11% to $433 million and net income from continuing operations rose to $59 million, or $0.35 per diluted share, from $41 million, or $0.24, a year earlier. The company gave second-quarter core sales growth guidance of 8% to 9% and said it sees potential upside to its full-year 2026 outlook, which it will revisit with second-quarter results.
Net sales were $433 million versus $389 million a year earlier, with core sales up 11%.
Net income from continuing operations was $59 million, or $0.35 per diluted share, versus $0.24; adjusted EPS was $0.41 versus $0.31.
Adjusted EBITDA was $116 million, or 26.8% of net sales, versus $98 million, or 25.2%.
Second-quarter guidance calls for core sales growth of 8% to 9% and adjusted EBITDA margin of 27.0% to 27.5%, assuming the current tariff structure remains in place through 2026.
Zurn Elkay Water Solutions and its subsidiaries signed Amendment No. 3 to their First Lien Credit Agreement on February 19, 2026. The amendment increases the revolving credit facility from $200 million to $550 million, refinances amounts outstanding, and extends the maturity to February 19, 2031. The filing shows $540.1 million of additional borrowing capacity and $9.9 million of outstanding letters of credit after the Effective Date.
Revolving credit facility capacity increased from $200 million to $550 million
Maturity date for the new revolving facility is February 19, 2031
Following the Effective Date, $540.1 million of additional borrowing capacity and $9.9 million of outstanding letters of credit
Interest rate margins and commitment fees revised based on the net first lien leverage ratio
Zurn Elkay Water Solutions reported fourth-quarter 2025 net sales of $407 million, up 10% from $371 million a year earlier, with core sales also up 10%. Diluted EPS from continuing operations was $0.24, compared with $0.21, and adjusted EPS was $0.36, compared with $0.32. The company also gave a 2026 outlook calling for mid-single digit core sales growth and full-year free cash flow of approximately $335 million.
Q4 2025 net sales were $407.2 million versus $370.7 million in Q4 2024, an increase of 10%.
Diluted EPS from continuing operations was $0.24 versus $0.21; adjusted EPS was $0.36 versus $0.32.
Full-year 2025 net sales were $1,696 million, up 8%, and free cash flow was a record $317 million.
2026 outlook: mid-single digit core sales growth and full-year free cash flow of approximately $335 million; Q1 core sales growth of 7% to 8%.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
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