Core Insights - Franklin Electric reported quarterly earnings of $1.3 per share, exceeding the Zacks Consensus Estimate of $1.27 per share, and showing an increase from $1.17 per share a year ago, resulting in an earnings surprise of +2.36% [1] - The company achieved revenues of $581.71 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 3.32% and up from $531.44 million year-over-year [2] Earnings Performance - Over the last four quarters, Franklin Electric has surpassed consensus EPS estimates three times [2] - The company had a favorable trend in estimate revisions ahead of the earnings release, currently holding a Zacks Rank 2 (Buy), indicating expected outperformance in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.90 on revenues of $510 million, and for the current fiscal year, it is $4.16 on revenues of $2.12 billion [7] - The outlook for the Manufacturing - Electronics industry, where Franklin Electric operates, is positive, ranking in the top 26% of over 250 Zacks industries, suggesting potential for strong performance [8] Market Comparison - Franklin Electric shares have increased by about 1.1% since the beginning of the year, contrasting with the S&P 500's gain of 16.9% [3] - Emerson Electric, a competitor in the same industry, is expected to report quarterly earnings of $1.62 per share, reflecting a year-over-year change of +9.5% [9]

Industry Overview - The Zacks Manufacturing - Electronics industry is positioned to benefit from stable demand in electronic services, advanced manufacturing technologies, and product innovation efforts, with a surge in e-commerce activities aiding growth [1] - The industry comprises companies manufacturing electronic products such as battery chargers, power transmission products, and water-treatment products, with a focus on customer support and after-market services [3] Current Challenges - A slowdown in the manufacturing sector and supply-chain issues are negatively impacting some industry participants, with the Manufacturing Purchasing Manager's Index at 49.1% indicating contraction [2][4] - Supply-chain disruptions, particularly regarding electrical and electronic components, remain a concern, as reflected in slower deliveries reported by the ISM [4] Market Trends - Despite manufacturing slowdowns, demand in key end markets remains stable, with electronics manufacturers benefiting from the adoption of advanced manufacturing technologies [5] - The industry is experiencing positive momentum in the medical and life sciences markets, driven by strong demand for products and solutions [5] Technological Advancements - Industry players are increasingly digitizing operations to gain insights into performance, demand cycles, and supply-chain issues, enhancing competitiveness through improved productivity and product quality [6] Industry Performance - The Zacks Manufacturing - Electronics industry holds a Zacks Industry Rank of 84, placing it in the top 35% of 243 Zacks industries, indicating bullish near-term prospects [7][8] - The industry's earnings estimates for 2025 have increased by 0.1% over the past year, reflecting analysts' confidence in earnings growth potential [9] Comparative Performance - Over the past year, the industry has outperformed the broader sector with an 8.9% growth compared to the sector's 1.6% rise, but underperformed the S&P 500, which increased by 17.5% [11] Valuation Metrics - The industry is currently trading at a forward 12-month Price-to-Earnings (P/E) ratio of 22.44X, slightly below the S&P 500's 23.39X but above the sector's 19.75X [14] Notable Companies - Franklin Electric is well-positioned due to strong demand in the Water Systems segment, with a 0.5% increase in earnings estimates for 2025 [18][19] - Powell Industries benefits from strength in the oil and gas markets, with shares rising 34.4% in the past year [22][23] - Emerson Electric is experiencing solid momentum in its Final Control business, with a slight increase in earnings estimates [25] - Eaton Corporation is benefiting from rising demand in AI-data centers and global reindustrialization trends, with an 8.1% increase in share price over the past year [28][29]

分组1 - Franklin Electric reported quarterly earnings of $1.31 per share, exceeding the Zacks Consensus Estimate of $1.28 per share, and showing an increase from $1.26 per share a year ago, resulting in an earnings surprise of +2.34% [1] - The company achieved revenues of $587.43 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.60%, compared to $543.26 million in the same quarter last year [2] - Over the last four quarters, Franklin Electric has surpassed consensus EPS estimates two times and topped consensus revenue estimates two times [2] 分组2 - The stock has underperformed the market, losing about 4.2% since the beginning of the year, while the S&P 500 has gained 8.6% [3] - The current consensus EPS estimate for the coming quarter is $1.29 on revenues of $564.5 million, and for the current fiscal year, it is $4.11 on revenues of $2.1 billion [7] - The Manufacturing - Electronics industry, to which Franklin Electric belongs, is currently ranked in the top 17% of over 250 Zacks industries, indicating a favorable outlook [8]

Company Performance - Franklin Electric reported quarterly earnings of $0.67 per share, missing the Zacks Consensus Estimate of $0.73 per share, and down from $0.70 per share a year ago, representing an earnings surprise of -8.22% [1] - The company posted revenues of $455.25 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 2.93%, and down from $460.9 million year-over-year [2] - Over the last four quarters, Franklin Electric has surpassed consensus EPS estimates only once and has topped consensus revenue estimates just once [2] Stock Outlook - Franklin Electric shares have declined about 9% since the beginning of the year, compared to a -6% decline in the S&P 500 [3] - The current consensus EPS estimate for the coming quarter is $1.29 on revenues of $567.5 million, and for the current fiscal year, it is $4.17 on revenues of $2.11 billion [7] - The estimate revisions trend for Franklin Electric is currently unfavorable, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Manufacturing - Electronics industry, to which Franklin Electric belongs, is currently in the top 20% of over 250 Zacks industries, suggesting a favorable industry outlook [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact investor decisions [5]