Zurn Elkay Water Solutions Corporation (ZEWS) is a leading provider of comprehensive water system solutions. The company is involved in the entire ...
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$0.42 per share
Est. EPS $0.50 · Revenue $493.33M · 6 analysts
Est. EPS $0.43 · Revenue $436.99M · 6 analysts
Est. EPS $1.83 · Revenue $1.85B · 5 analysts
$0.42 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $1.7B | +8.3% | +2.1% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $198.0M | +23.6% | +92.4% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +41.6% | -7.7% | +4.7% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +17.0% | +8.9% | -8.0% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +11.7% | +14.2% | +88.4% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $316.6M | +16.5% | +265.3% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +18.7% | +7.6% | +257.7% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 36.2% | +4.2% | -3.5% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 3.13x | +7.4% | -5.7% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $2.7B | +1.2% | +3.6% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 1.12 vs 1.50 | -25.6% | 0.67 vs 0.50 | +34.2% |
| Revenue Surprise | $1.7B vs $1.7B | +0.4% | $442.2M vs $493.3M | -10.4% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 19, 2026 | Butler Jacques Donavon | director | Common Stock | A | 2,016 | $49.60 |
| Aug 4, 2026 | PETERSON MARK W | officer: Chief Administrative Officer | Common Stock | D | 25,000 | $53.02 |
| Jul 23, 2026 | Hersil Angela M | officer: VP, Mktg, Com, Sus & Pub Aff | Common Stock | — | 0 | — |
| Jul 23, 2026 | Hersil Angela M | officer: VP, Mktg, Com, Sus & Pub Aff | Common Stock | — | 0 | — |
| Jul 23, 2026 | Hersil Angela M | officer: VP, Mktg, Com, Sus & Pub Aff | Stock Option (right to buy) | — | 6,278 | $11.37 |
Operator: Good morning, and welcome to the Zurn Elkay Water Solutions Corporation Second Quarter 2026 Earnings Results Conference Call with Todd Adams, Chairman and Chief Executive Officer; Dan Klun, Chief Financial Officer; Dave Pauli, Chief Operating Officer; Jeff Schoon, President; and Bobbi Belstner, Vice President and Corporate Controller for Zurn Elkay Water Solutions. A replay of this conference call will be available as a webcast on the company's Investor Relations website. At this time, for opening remarks and introduction, I'll turn the call over to Bobbi Belstner. Bobbi Belstner: Good morning, everyone, and thanks for joining the call today. Before we begin, I'd like to remind everyone that this call contains certain forward-looking statements, which are subject to the safe harbor language outlined in our press release issued yesterday afternoon and in our filings with the SEC. In addition, some comparisons will refer to non-GAAP measures. Our earnings release and SEC filings contain additional information about these non-GAAP measures, why we use them and why we believe they are helpful to investors and contain reconciliations to the corresponding GAAP information. Consistent with prior quarters, we will speak to certain non-GAAP metrics as we feel they provide a better understanding of our operating result. These measures are not a substitute for GAAP. We encourage you to review the GAAP information in our earnings release and in our SEC filings. With that, I'll turn the call over to Todd Adams, Chairman and CEO of Zurn Elkay Water Solutions. Todd Adams: Thanks, Bobbi, and good morning. I'm on Page 3 in the slide deck. So this morning, I'll start with some comments on the quarter and trends in our business. Then our CFO, Dan Klun, will cover the Q2 results and then just a little bit later, our outlook. You'll then hear from our President, Jeff Schoon, on the Intellihot acquisition, followed by our Chief Operating Officer, Dave Pauli, who will provide an update on drinking water as well as some color on the operations and what's driving our record operating results. After that, we'll open it up to your questions. Sales grew 10% organically in the second quarter, while EBITDA grew 15% as margin expanded by 120 basis points to a record 27.7%. In the quarter, we generated $112 million of free cash flow and repurchased $50 million of Zurn Elkay at roughly $48 a share, bringing our year-to-date investment and repurchases to $100 million. With respect to the Intellihot acquisition, this is a category and a company we've been interested in for a really long time. It's a terrific adjacency for us and a category that we feel we can really grow over the coming years as we leverage all the capabilities we bring to bear. The most important being the approach we're going to take to really scale this business by leveraging the Zurn Elkay business system. The great thing about Intellihot is that its products are best-in-class from a performance …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Todd A. Adams | Chief Executive Officer & Chairman | USD 2,956,917 | Male | 1971 | Active |
Mark W. Peterson | Senior Vice President & Chief Administrative Officer | USD 1,317,756 | Male | 1972 | Active |
Daniel J. Klun | Chief Financial Officer | USD 1,283,748 | Male | 1975 | Active |
David Pauli | Chief Operating Officer | USD 1,283,748 | Male | 1982 | Active |
Jeffrey A. Schoon | President | USD 1,087,384 | Male | 1983 | Active |
Michael D. Troutman | Chief Information Officer | USD 754,846 | Male | 1967 | Active |
Bobbi Belstner | VP & Corporate Controller | — | Female | — | Active |
Angela Hersil | Vice President of Marketing, Corporate Communications & Sustainability | — | — | — | Active |
Jeffrey J. LaValle | Vice President, General Counsel & Secretary | — | Male | 1979 | Active |
A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates.
Zurn Water (ZWS) could produce exceptional returns because of its solid growth attributes.
Efficiency leaders CLS, ZWS, LRCX, BESIY and JCI outperformed industry peers on key ratios, narrowing a 7,906-stock universe to just 18 picks.
Bank of America Corp DE lessened its holdings in Zurn Elkay Water Solutions Cor (NYSE: ZWS) by 6.5% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 5,620,799 shares of the company's stock after selling 391,302 shares during the period. Bank
Zurn Water (ZWS) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
