Sep 30, 2023

Franklin Electric Q3 2023 Earnings Report

Franklin Electric's performance was solid but challenging, with results below expectations due to commodity price pressure and destocking, though Water Systems achieved record revenue and operating income.

Key Takeaways

Franklin Electric reported net sales of $538.4 million, a 2% decrease compared to the prior year. EPS was $1.23. Water Systems sales increased by 1%, while Fueling Systems and Distribution sales decreased by 14% and 2%, respectively. Operating income was $78.1 million with an operating margin of 14.5%.

Consolidated net sales decreased by 2% year-over-year to $538.4 million.

Water Systems sales increased by 1%, setting a third-quarter record.

Operating income was $78.1 million, with an operating margin of 14.5%.

GAAP fully diluted earnings per share (EPS) was $1.23.

Total Revenue
$538M
Previous year: $552M
-2.4%
EPS
$1.23
Previous year: $1.26
-2.4%
Operating Margin
14.5%
Previous year: 14.5%
+0.0%
Gross Profit
$186M
Previous year: $191M
-2.3%
Cash and Equivalents
$62.5M
Previous year: $39.5M
+58.2%
Free Cash Flow
$159M
Previous year: $60.5M
+162.2%
Total Assets
$1.73B
Previous year: $1.72B
+0.6%

Franklin Electric

Franklin Electric

Franklin Electric Revenue by Segment

Franklin Electric Revenue by Geographic Location

Forward Guidance

The Company is updating its guidance for full year 2023 sales to be in the range of $2.05 billion to $2.15 billion and full year 2023 EPS to be in the range of $4.07 to $4.17.

Revenue & Expenses

Visualization of income flow from segment revenue to net income