FRANKLIN ELECTRIC CO INC (FELE) FY2025 10-K Annual Report

Filed: Feb 20, 2026
Information Technology
Motors & GeneratorsSEC EDGAR

FRANKLIN ELECTRIC CO INC (FELE) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 20, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

FRANKLIN ELECTRIC CO INC FY2025 10-K Analysis

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

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

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

FRANKLIN ELECTRIC CO INC FY2025 Key Financial Metrics
XBRL

Revenue

$2.1B

+5.4% YoY

Net Income

$147M

-18.4% YoY

Gross Margin

35.5%

-2bp YoY

Operating Margin

12.6%

+57bp YoY

Net Margin

6.9%

-202bp YoY

ROE

11.1%

-312bp YoY

Total Assets

$1.9B

+6.8% YoY

EPS (Diluted)

$3.22

-16.6% YoY

Operating Cash Flow

$239M

-8.6% YoY

Source: XBRL data from FRANKLIN ELECTRIC CO INC FY2025 10-K filing on SEC EDGAR. All figures in USD.

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