Loading...
•
Jun 30, 2025
Franklin Electric Q2 2025 Earnings Report
Franklin Electric posted record Q2 2025 results across segments, with strong revenue growth and margin expansion.
Key Takeaways
Franklin Electric delivered a robust Q2 2025, with $587.4 million in revenue and operating income of $88.1 million. EPS rose to $1.31. All three business segments reported higher sales, and Energy Systems achieved record margin performance. The company reaffirmed full-year guidance, supported by a healthy backlog and demand outlook.
Revenue rose 8% year-over-year to $587.4 million.
Operating margin improved to 15.0% with $88.1 million in operating income.
Energy Systems achieved 37.5% operating income margin, a record high.
EPS increased to $1.31 from $1.26 in Q2 2024.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Franklin Electric reaffirmed its FY 2025 guidance of $2.09B–$2.15B in revenue and $3.95–$4.25 in EPS, citing solid order trends and end market strength.
Positive Outlook
- All three segments reported year-over-year sales growth.
- Energy Systems delivered record operating income and margins.
- Strong pricing and productivity gains supported margin expansion.
- Healthy backlog and strong channel positioning entering H2 2025.
- Continued capital returns via dividends and share repurchases.
Challenges Ahead
- Water Systems margin slightly declined YoY to 18.1%.
- Foreign exchange negatively impacted international results.
- Operating cash flow declined to $32M vs. $35M YoY.
- Inventory levels increased to $573.6M, up from $483.9M.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...