FELE at a glance
FRANKLIN ELECTRIC CO INC (FELE, SEC CIK 38725) filed its latest 10-K annual report on February 20, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on September 8, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), FRANKLIN ELECTRIC CO INC (FELE) reported revenue of $2.1 billion (up 5.4% from FY2024) and net income of $147.1 million. Diluted EPS was $3.22.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding FRANKLIN ELECTRIC CO INC (FELE) shares worth $2.2 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.1B
- +5.4% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 32 funds
- $2.2B · +1 vs prior quarter
- Latest 8-K
- Sep 8, 2026
- Item 7.01 · Item 1.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: designs, manufactures, and distributes water and fuel pumping systems with submersible motors, pumps, electronic controls, and water treatment
- New segment name change from Fueling Systems to Energy Systems, reflecting a diversified portfolio and growth strategy
- 2025 acquisitions of PumpEng Pty Ltd. (Australia, mining pumps) and Barnes de Colombia S.A. (industrial/commercial pumps in Colombia) expanding geographic and product scope
- Research and development spend $20.0 million in 2025 with focus on IoT-enabled electronic controls and enhanced pump systems for water and energy segments
- Employee count approximately 6,500 as of December 31, 2025 with continued emphasis on safety, wellness, and sustainability initiatives
Risk Factors
- EU Pillar Two Directive tax law effective 2024-25, with January 2026 OECD safe harbor mitigating some impact but local minimum taxes remain possible
- Exposure to geopolitical risk in highly inflationary Turkey and Argentina, with cumulative inflation exceeding 100% causing earnings volatility
- Dependence on limited key suppliers creates risk of supply shortages impacting ability to meet customer demand and disrupting operations
- Competition from larger, well-funded global groundwater and fuel pumping system manufacturers could pressure sales volumes and pricing
- Substantial goodwill subject to annual impairment testing, with potential for material non-cash charges from declines in operating segment performance
Management Discussion & Analysis
- Acquisitions (Barnes and PumpEng) added $48.9 million incremental net sales in 2025
- Pension settlement charge of $54.9 million pre-tax related to actuarial losses in 2025
- No explicit revenue total, YoY change, margin, segment performance, cash flow, or guidance stated in provided text
AI summary of the FELE 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Acquisitions contributed approximately $15.0 million incremental net sales in Q2 2026
- Benson Pump acquired in April 2026, operating within Distribution
- Wood Brothers Industries acquired in May 2026, operating within Water Systems
Risk Factors
- No material changes to 10-K risk factors for fiscal year 2025
- Regulatory and compliance risks carried forward without quarterly updates
- Operational and competitive risks unchanged from the 10-K
- Financial risks unchanged from the 10-K
- Additional unknown or currently immaterial risks could affect future results or financial condition
AI summary of the FELE 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Press release dated September 4, 2026 concerning the transaction described in the 8-K
- Exhibit 99.1 contains the substantive transaction details for investor review
Item 1.01: Entry into a Material Definitive Agreement
- Franklin Electric acquired all Cat Pumps shares, adding a global water-systems manufacturer and wholesale supplier
- Upfront consideration approximately $350 million, subject to purchase-price adjustments
Item EX-99.1: Item EX-99.1
- Completed Cat Pumps acquisition September 4, 2026 for $350 million cash plus potential earnout of up to $50 million in Franklin stock
- Cat Pumps generated approximately $115 million revenue and $45 million Adjusted EBITDA in 2025, implying EBITDA margin above 35%
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 earnings announcement for Franklin Electric, covering the quarter ended in fiscal 2026
- Detailed financial results and management commentary available in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 net sales $622.9M, up 6%, with growth across Water, Energy, and Distribution segments
- Adjusted diluted EPS $1.55, up 18%; GAAP EPS $1.46, up 11%, despite $4.5M legal settlement expense
Item 7.01: Regulation FD Disclosure
- Item 7.01 disclosure contains only standard Regulation FD non-filing language
- No substantive company information or market-moving event disclosed
AI summaries of FELE 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for FELE
Don't miss the next FELE filing
- Alerts as it files. A push when FELE files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut FELE, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| SENGSTACK GREGG C | F | Oct 1, 2026 | 145 | $96.47 |
| SENGSTACK GREGG C | A | Oct 1, 2026 | 366 | $96.47 |
| SENGSTACK GREGG C | A | Sep 1, 2026 | 366 | $98.43 |
| SENGSTACK GREGG C | F | Sep 1, 2026 | 145 | $98.43 |
| Villavarayan Chris | A | Aug 20, 2026 | 14.52 | $103.26 |
| SENGSTACK GREGG C | A | Aug 20, 2026 | 4.52 | $103.26 |
| PETERSON RENEE J | A | Aug 20, 2026 | 103.94 | $103.26 |
| Carano Mark A | A | Aug 20, 2026 | 8.59 | $103.26 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $2.0B | $2.1B |
| Gross Profit | - | $717.3M | $755.9M |
| Operating Income | - | $243.6M | $269.0M |
| Net Income | - | $180.3M | $147.1M |
| Gross Margin | - | 35.5% | 35.5% |
| Op. Margin | - | 12.1% | 12.6% |
| Net Margin | - | 8.9% | 6.9% |
| Balance Sheet | |||
| Total Assets | $1.7B | $1.8B | $1.9B |
| Equity | $1.2B | $1.3B | $1.3B |
| ROE | - | 14.2% | 11.1% |
| Per Share | |||
| EPS | - | $3.86 | $3.22 |
| Cash Flow | |||
| Operating CF | - | $261.4M | $238.9M |
| CapEx | - | $41.7M | $45.3M |
Source: XBRL data in FRANKLIN ELECTRIC CO INC (FELE)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate FELE share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $2.15B |
| Q1 2026 | 31 | $1.83B |
| Q4 2025 | 30 | $1.82B |
| Q3 2025 | 31 | $1.84B |
| Q2 2025 | 30 | $1.71B |
| Q1 2025 | 26 | $1.20B |
| Q4 2024 | 23 | $1.01B |
| Q3 2024 | 21 | $562.1M |
- Millennium Management+127.8K (+164%)
- Goldman Sachs Group+125.7K (+26%)
- Two Sigma Investments+97.6K (+19%)
- Dimensional Fund Advisors+93.3K (+9%)
- State Street Corp+69.5K (+4%)
- Morgan Stanley−204.2K (-10%)
- Invesco Ltd−180.6K (-31%)
- D.E. Shaw & Co−71.9K (-65%)
- Bank of America Corp−50.0K (-6%)
- Citadel Advisors LLC−41.6K (-51%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 224 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
FELE filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 8-K | Sep 8, 2026 | - | Analysis | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 10, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 10-Q | Jul 29, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 4 | Jul 9, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 10, 2026 | - | - | |
| 4 | May 27, 2026 | - | - | |
| 4 | May 27, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - |
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FELE SEC filings: frequently asked questions
Which institutions hold FELE stock?
As of June 30, 2026, the largest FRANKLIN ELECTRIC CO INC (FELE) holders among the 13F filers tracked by SignalX were BlackRock ($698.2 million), Vanguard Portfolio Management LLC ($256.1 million), State Street Corp ($209.7 million), Morgan Stanley ($190.7 million), Vanguard Capital Management LLC ($181.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was FELE's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), FRANKLIN ELECTRIC CO INC (FELE) reported revenue of $2.1 billion (up 5.4% from FY2024) and net income of $147.1 million. Diluted EPS was $3.22. The figures come from the XBRL data in the 10-K.
What are the main risks in FELE's latest 10-K?
In the 10-K filed February 20, 2026, FRANKLIN ELECTRIC CO INC (FELE) flagged: EU Pillar Two Directive tax law effective 2024-25, with January 2026 OECD safe harbor mitigating some impact but local minimum taxes remain possible. Exposure to geopolitical risk in highly inflationary Turkey and Argentina, with cumulative inflation exceeding 100% causing earnings volatility. (AI summary of the Risk Factors section.)
What did FELE report in its latest 8-K?
FRANKLIN ELECTRIC CO INC (FELE) filed an 8-K on September 8, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 1.01 (Entry into a Material Definitive Agreement). Press release dated September 4, 2026 concerning the transaction described in the 8-K.
What are the latest FELE SEC filings?
FRANKLIN ELECTRIC CO INC (FELE) filed its latest 10-K annual report on February 20, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on September 8, 2026 and a Form 4 insider filing on October 2, 2026.
What is FELE's SEC CIK number?
FRANKLIN ELECTRIC CO INC (FELE)'s SEC Central Index Key (CIK) is 38725. EDGAR lists every FELE filing under that number.
Ask anything about FELE
The research agent reads FELE's filings, financials, insider trades and 13F holders, then answers with sources.