Jun 30, 2024

Franklin Electric Q2 2024 Earnings Report

Franklin Electric reported solid results in Q2 2024, with earnings marking one of the strongest quarters in the company's history.

Key Takeaways

Franklin Electric reported a decrease in net sales by 5% to $543.3 million compared to the prior year. Despite lower sales across all three segments, the company achieved an operating income of $79.1 million with an operating margin of 14.6%. GAAP earnings per share (EPS) was $1.26.

Consolidated net sales decreased by 5% year-over-year to $543.3 million due to lower sales across all three segments.

Operating income was $79.1 million, with an operating margin of 14.6%.

GAAP fully diluted earnings per share (EPS) was $1.26.

The company is maintaining its sales guidance for full year 2024 to be in the range of $2.10 billion to $2.17 billion and reducing its EPS guidance for full year 2024 to be in the range of $4.16 to $4.34.

Total Revenue
$543M
Previous year: $569M
-4.6%
EPS
$1.26
Previous year: $1.27
-0.8%
Operating Margin
14.6%
Previous year: 14.2%
+2.8%
Gross Profit
$200M
Previous year: $188M
+6.0%
Cash and Equivalents
$58.1M
Previous year: $53.2M
+9.2%
Free Cash Flow
$26.1M
Previous year: $44.4M
-41.2%
Total Assets
$1.78B
Previous year: $1.8B
-1.0%

Franklin Electric

Franklin Electric

Franklin Electric Revenue by Segment

Franklin Electric Revenue by Geographic Location

Forward Guidance

The Company is maintaining its sales guidance for full year 2024 to be in the range of $2.10 billion to $2.17 billion and reducing its EPS guidance for full year 2024 to be in the range of $4.16 to $4.34 which incorporates the Company’s first half performance and its outlook for continued solid execution in the second half while maintaining strong margins similar to the first half.

Positive Outlook

  • Sales guidance for full year 2024 maintained between $2.10 billion and $2.17 billion.
  • Outlook for continued solid execution in the second half.
  • Expectation of maintaining strong margins similar to the first half.
  • Diverse product line.
  • Strong working capital position.

Challenges Ahead

  • EPS guidance reduced for full year 2024 to be in the range of $4.16 to $4.34.
  • Unfavorable weather conditions.
  • Macroeconomic pressures.
  • Geopolitical pressures.
  • Lower sales across all three segments.

Revenue & Expenses

Visualization of income flow from segment revenue to net income