Franklin Electric Co., Inc. published the transcript of its Q4 2025 earnings conference call held on February 17, 2026. The call was led by CEO Joseph Ruzynski, CFO Jennifer Wolfenbarger, and Director of Investor Relations Dean Cantrell, and included analysts from D.A. Davidson, Northcoast Research, Oppenheimer, Baird, and Seaport Research. Management highlighted record full-year performance, with 2025 sales up 5.4% to $2.1 billion and operating income up 10% to $269 million, alongside strong cash conversion of 126%. Ruzynski said the company’s “order book and backlog remain healthy” entering 2026, while Wolfenbarger noted gross margin held steady as the company “offset the impact of higher costs from tariffs with additional price in the market.” Segment results included Q4 Global Water Systems sales up 4.3% with operating margin expanding 160 bps, Distribution sales up 3% with operating margin improving 300 bps, and Energy Systems sales up 9% though Q4 margin declined on mix and tariffs. On outlook, Wolfenbarger guided 2026 sales of $2.17 billion to $2.24 billion and adjusted EPS of $4.40 to $4.60, adding, “This puts our midpoint sales growth at just over 3%, and our midpoint EPS at approximately 9%.” Ruzynski also pointed to ongoing transformation efforts, stating the company launched a Value Acceleration Office to use “80/20, smart AI and process engineering” to streamline operations and support margin expansion. The full transcript can be accessed through the link below. https://www.franklin-electric.com

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