Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File No. 001-34400 TRANE TECHNOLOGIES PLC (Exact name of registrant as specified in its charter) (State or other jurisdiction of in ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 27, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number: 001-40840 RBC BEARINGS INCORPORATED (Exact name of registrant as specified in its charter) | Delaware | 95-4372080 | | --- | --- | | (State ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-26041 F5, INC. (Exact name of registrant as specified in its charter) Washington 91-1714307 (State or other jurisdicti ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission File Number: 001-35159 THERMON GROUP HOLDINGS, INC. (Exact name of registrant as specified in its charter) (State or other jurisdictio ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 27, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Central Garden & Pet Company Delaware 001-33268 68-0275553 (Commission File Number) (I.R.S. Employer Identification No.) of incorporation or organizatio ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 27, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Central Garden & Pet Company Delaware 001-33268 68-0275553 (Commission File Number) (I.R.S. Employer Identification No.) of incorporation or organizatio ...

Acquisition and Business Performance - The Company acquired Advanced Power Solutions (APS) on May 2, 2025, contributing $64.6 million in net sales and $5.3 million in segment profit for the Batteries and Lights segment during the three months ended December 31, 2025[147]. - Batteries & Lights segment net sales increased by 8.3% to $685.2 million, driven by the APS acquisition, while organic sales declined by 3.8%[177]. - Energizer reported a net loss of $3.4 million, or a loss of $0.05 per common share, for the first fiscal quarter, compared to net earnings of $22.3 million, or $0.30 per common share, in the prior year[158]. - Adjusted diluted net earnings per common share were $0.31 for the first fiscal quarter, down from $0.67 in the prior year quarter[160]. - Net sales for the first fiscal quarter of 2026 were $778.9 million, an increase of $47.2 million, or 6.5%, compared to the prior year quarter[164]. - Organic net sales declined by 4.3%, primarily due to decreased volumes from softer consumer demand in the U.S.[164]. Cost Management and Restructuring - The Company achieved approximately $206 million in savings from the Project Momentum program as of September 30, 2025, primarily within COGS and SG&A[152]. - The Company incurred $20.3 million in pre-tax costs related to Project Momentum during the quarter ended December 31, 2024, primarily consisting of severance, accelerated depreciation, and consulting costs[152]. - The total estimated restructuring and related pre-tax costs for the fourth year of the program are expected to be between $35.0 million and $40.0 million, with additional costs of $25.0 million to $30.0 million related to U.S. manufacturing efficiency initiatives[155]. - The company incurred $30.9 million in pre-tax restructuring and related costs during the quarter, primarily for severance and other benefits[156]. Financial Outlook and Tax Credits - The Company expects future production tax credits from the Inflation Reduction Act to be approximately $55 to $65 million based on current regulations prior to the phase-out period[146]. - The Company recognized a credit of $9.7 million for production credits during the first fiscal quarter of 2026, following the achievement of reasonable assurance over the ability to claim these credits[145]. - The effective tax rate for adjusted net earnings was 22.5%, down from 24.8% in the prior year, attributed to production tax credits[173]. Macroeconomic and Operational Challenges - The Company anticipates continued macroeconomic pressures and geopolitical instability, which may negatively impact financial results and operations in fiscal 2026[149]. - The Company is subject to risks related to international operations, including tariffs and currency fluctuations, which could adversely affect results of operations[133]. - The Company extended Project Momentum into fiscal 2026 to help neutralize the impact of tariffs and optimize manufacturing and supply chain networks[150]. Segment Performance and Profitability - Global reported segment profit declined 17.9%, with an organic profit decline of $35.1 million, or 25.1%, due to decreased organic net sales and increased input costs[180]. - Batteries & Lights segment profit decreased by 11.4%, with an organic segment profit decline of $23.0 million, or 19.3%, impacted by tariffs and increased input costs[181]. - Auto Care reported a net sales decrease of 5.6% compared to the prior year, driven by an organic net sales decline of $6.9 million, or 6.9%[178]. - Auto Care segment profit decreased by 55.6%, with an organic segment profit decline of $12.1 million, or 59.0%, due to increased input costs from tariffs[182]. Cash Flow and Investments - Cash flow from operating activities was $149.5 million for the three months ended December 31, 2025, compared to $77.0 million in the prior year, driven by working capital changes[188]. - Net cash used by investing activities was $25.3 million for the three months ended December 31, 2025, primarily related to capital expenditures[189]. - Total investing cash outflows of approximately $75 to $85 million are anticipated in fiscal 2026 for capital expenditures, including investments from Project Momentum[190]. Debt and Financial Instruments - The Company had $214.8 million in cash and cash equivalents as of December 31, 2025, with approximately 90% held outside the U.S.[185]. - The Company has a Senior Secured Term Loan of $765.7 million due in 2032 and a $500 million Revolving Credit Facility due in 2030[186]. - As of December 31, 2025, Energizer had variable rate debt outstanding of $766.2 million under the Term Loan and international borrowings[209]. - The company recorded an unrealized pre-tax gain of $21.0 million on the interest rate swap as of December 31, 2025[211]. - The company has an interest rate swap that fixes the variable benchmark component (SOFR) at an interest rate of 1.042% on variable rate debt of $500.0 million[210]. - The weighted average interest rate on variable rate debt, inclusive of the interest rate swap, was 4.02% for the quarter ended December 31, 2025[211]. Currency and Inflation Accounting - The change in estimated fair value of foreign currency derivative contracts resulted in a loss of $0.9 million for the quarter ended December 31, 2025[206]. - The Egypt subsidiary's financial statements were consolidated under highly inflationary accounting effective October 1, 2024, due to a cumulative inflation rate exceeding 100 percent[213]. - The Argentina subsidiary's financial statements have been consolidated under highly inflationary accounting since July 1, 2018, also due to a cumulative inflation rate exceeding 100 percent[214]. - The financial impact of using highly inflationary accounting for Egypt and Argentina is difficult to determine and depends on exchange rate movements and monetary assets and liabilities[215]. - The company uses hedging instruments to reduce exposure to price volatility of raw materials[207]. - The company recorded an unrealized pre-tax gain of $2.6 million as of December 31, 2025, on the interest rate swap related to future zinc purchases[208].

☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2025 Commission File Number 001-32892 MUELLER WATER PRODUCTS, INC. (Exact name of registrant as specified in its charter) Delaware 20-3547095 (State or other jurisdiction of (I.R.S. Employer incorporation ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended December 27, 2025 ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Commission File Number: 1-14222 SUBURBAN PROPANE PARTNERS, L.P. (Exact name of registrant as specified in its charter) (State or other jurisdiction of (I.R.S. Employer Delaware 22-34 ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. C. 20549 FORM 10-Q þ QUARTERLY REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________ to ____________ MODINE MANUFACTURING COMPANY (Exact name of registrant as specified in its charter) | Wisconsin | | 39-0482000 | | --- ...