Dec 31, 2023

Franklin Electric Q4 2023 Earnings Report

Franklin Electric reported a decrease in net sales and operating income compared to the prior year, but the company delivered solid results, ending a record year overall.

Key Takeaways

Franklin Electric reported Q4 2023 net sales of $473.0 million, a decrease of 3% compared to Q4 2022. The company's operating income was $50.8 million, and EPS was $0.82. Despite a decline in Fueling Systems sales, Water Systems and Distribution segments showed resilience. The company expects demand to gain momentum in 2024.

Consolidated net sales decreased by 3% to $473.0 million compared to the prior year.

Operating income was $50.8 million with an operating margin of 10.7%.

GAAP fully diluted earnings per share (EPS) was $0.82.

Water Systems and Distribution net sales decreased by 1% each, while Fueling Systems net sales decreased 23%.

Total Revenue
$473M
Previous year: $489M
-3.4%
EPS
$0.82
Previous year: $0.84
-2.4%
Operating Margin
10.7%
Previous year: 11.5%
-7.0%
Gross Profit
$160M
Previous year: $166M
-3.7%
Cash and Equivalents
$85M
Previous year: $45.8M
+85.5%
Free Cash Flow
$106M
Previous year: $81.9M
+29.1%
Total Assets
$1.73B
Previous year: $1.69B
+2.0%

Franklin Electric

Franklin Electric

Franklin Electric Revenue by Segment

Franklin Electric Revenue by Geographic Location

Forward Guidance

The Company expects its full year 2024 sales to be in the range of $2.10 billion to $2.17 billion and full year 2024 EPS to be in the range of $4.22 to $4.40.

Revenue & Expenses

Visualization of income flow from segment revenue to net income